Health Check
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The MBS Health Check is a comprehensive diagnostic assessment of your mortgage operation led by Dr. Schell, PhD, CPA, CMB, a nationally recognized expert in mortgage banking. Whether you're seeking a quick evaluation or a full-scale review, our Health Check identifies inefficiencies, compliance risks, and performance gaps across the entire loan lifecycle—from pricing to post-closing. Each Health Check is tailored to the specific needs of your mortgage division, helping your team improve accuracy, compliance, and profitability.
Key Elements of
Health Check
Customized Assessment Scope
Evaluations are tailored to your organization’s size, structure, and specific challenges—ranging from brief consultations to in-depth analysis.
Summary Health Check Option
One-hour consultation with the mortgage division manager followed by an email summary of findings and recommendations.
Regulatory and Compliance Focus
Identifies issues related to ECOA, HMDA, LOS configuration, federal reporting, and adherence to key compliance standards.
Advanced Health Check Process
Involves a 200-question diagnostic survey, comprehensive staff interviews, and a detailed report delivered within six weeks.​
Operational Workflow Review
Assessment includes all major functions—origination, processing, underwriting, closing, funding, shipping, servicing, and accounting.
Staff Training and KPI Improvements
Post-assessment training and strategic guidance help your team correct deficiencies, improve KPIs, and build sustainable success.