Aim Higher & Achieve More
with our expert Consulting Services
Result Oriented Consulting
Your goals are our focus, your success is our priority
Our Professional Services team has solved some of the industry’s most complex and demanding investor reporting and reconciliation challenges. With our proven methods, we identify areas of vulnerability before they lead to serious problems. Our Subject Matter Experts take the time to understand our clients’ individual needs to help them communicate adjustments, implement new procedures and create long-lasting resolutions. Together we make it possible to achieve your best.
- Mortgage banks
- Money center banks
- Wall Street Firms
- Credit Unions
- Investor Reporting and Loan Accounting
- Custodial and G/L Account Reconciliation
- IR Audits and Audit Staff Training
- Cut-Off Process Improvement
- Servicer Oversight
Learn more about what we can do for you
Cut-off Best Practices
We compare and adjust client’s current cut-off practices with our industry leading standards to complete their reporting, remittance, reconciliation and adjustments all within the 30-day cycle for each investor.
As a leading outsource provider, we have extensive hands-on experience supporting day-to-day operations and handling specific projects to reconcile and negotiate with investors and servicers in order to resolve transaction-level discrepancies.
Procedures & Controls Gap Analysis
We identify areas of vulnerability before they lead to serious problems and help you document and communicate new procedures and controls to mitigate losses and reputation risk.
Our standardized assessment methods identify MSP configuration and operational changes to improve system utilization, increase associate productivity and lower click charges.
Reconciliations Made Easy
With a detailed analysis of cash differences at the loan, pool and account levels, we facilitate root cause analysis, quantification of upstream contributing processes and permanent remediation of variances.
Our proven approach provides accountability for each servicing department, impacted vendors and IT to ensure that loans are not just boarded, but also attain 100% post-conversion serviceability.
Our team and methodologies will improve your scorecard and peer group ranking within the first cycle, and deliver continuous improvement thereafter.
Training Programs & On-Site Services
Tailored to meet your specific needs, training programs are offered to both staff and managers to advance their depth of knowledge and enhance productivity. Our specialized staffing resources can augment your team to meet critical objectives without adding to your full-time payroll.
Our success stories extend across the industry with engagements spanning
Top 5 Servicers
Top 10 Agency Servicers
Fortune 10 Financial Services Companies
Investment Bank Servicing Subsidiaries
New GNMA Servicers
Offshore Servicing Operations