Advisory Services
Senior-level operational and compliance advisory for institutions that service residential mortgages in-house.
GSE Investor Reporting & Compliance
End-to-end advisory across all major agency investor programs, from remittance reconciliation and error resolution through audit preparation and examination readiness.
Cash Management & Custodial Accounts
Assessment and redesign of controls, reconciliation frameworks, and procedures governing borrower funds from payment receipt through investor remittance.
Payment Processing Operations
Complete review of the payment lifecycle, identifying gaps in logic, controls, and platform configuration across all payment channels and servicing functions.
Regulatory Compliance Advisory
Practical, operations-focused compliance advisory covering mortgage servicing compliance, borrower protection standards, workout design, and examination readiness.
Corporate Accounting for Servicing
Advisory at the intersection of servicing operations and financial reporting: mortgage servicing rights, advance accounting, and month-end close design.
Servicing Transfers & Portfolio Onboarding
End-to-end advisory through complex servicing transfers: boarding, custodial reconciliation, investor notification, and cashiering workstream leadership.