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Austin, Texas

 

Austin, Texas

 

MBS Services Overview

Our mission is to help our clients create their mortgage lending roadmap to success,
strengthen their operations, and empower them to achieve exceptional financial results.

​

We've felt the pressure of running a bank.  It's not about theory; it's about results.

De Novo Mortgage Lending

  • Start a Mortgage Lending Platform

  • Implement a Strategy and Find your Purpose

  • Address Operational Discord

  • Define Values and Build Cooperation

  • Implement Goals                        

  •  - MORE - 

Credit Risk Assessment

MBS helps Commercial Banks evaluate the performance of a mortgage company trying to borrow funds for a warehouse line or MSR financing.                                           
- MORE 

 

 

Secondary Marketing
  • Pre-Hedge Assessment

  • Launch Hedging Project Management

  • Hedge Model Validation VIDEO

  • Hedge Advisor Selection

  • Pricing Strategy                                  

  • - MORE-

Business Valuation; M&A

  • Perform Valuation Assessment

  • Locate Acquisition Target

  • Support LOI and DA

  • Coordinate Due Diligence

  • Negotiate Deal Points                     

  • - MORE -

Depository Mortgage Lending

  • Mortgage Performance Management

  • Division or Subsidiary

  • How to hire and manage MLOs

  • Everything a Banker needs to know

  • - MORE -

Money & Profit

  • Enhance Profitability - Profit per Loan

  • Implement KPI Accountability

  • Forecast Profits

  • Teach Accounting to CPAs                 

  • - MORE - 

Technology Management
  • Accounting Conversion: LVision, AMB, QB

  • LOS Negotiation and Deployment

  • Comprehensive Project Management

  • Regulatory Vender Management ​              

  • - MORE -

 

 

Loan Servicing

Loan servicing is highly complex and usually undervalued;  one of the best kept secrets...

  • Servicing vs Sub-Servicing

  • Sub-Servicer Validation Requirements

  • Servicing Quality Control Management

  • Release Servicing or Retain​ Decisioning  - MORE -

Accounting Department

  • ​MBS can be your accounting department

  • MBS creates Loan Level Profit tracking

  • There is a shortage of mortgage accountants

  • MBS are mortgage accounting experts

  • MBS will file NMLS and MBFRF

  • - MORE -

Advanced Accounting

  • Unintended Consequence of GAAP

  • MTM & Derivative Accounting

  • Hedge Accounting Training

  • Teach CPE to CPAs

  • Call Report Line Selection         

  • - MORE -

Vendor Management

  • CFPB Rules for Third-Party Management

  • Policy Implementation

  • Vendor Selection

  • Risk Management Board Reporting

  • Creation of TPM Policy                      

  • - MORE -

Work Flow Transformation

  • Work-flow assessment

  • Work-Flow Configuration

  • Efficiency Review

  • On-Site Assessment                              

  • - MORE -

Advisory Board

  • CFBP requires a CMS

  • CMS usually required an Advsory Board

  • An Advisory Board will monitor:

    • Regulatory Compliance

    • Performance Results

    • Managerial Decisions

  • - MORE -

Virtual Executive

  • We will become your COO, CFO, CIO

  • We will set the direction for your team

  • We will replace staff as needed

  • We will create a collaborative team       

  • - MORE -

 

Compliance Management

  • CFPB Bulletin Analysis

  • Fair Lending Review

  • HMDA Review

  • Data Verification

  • Examination Preview

  • - MORE -

Services 1 Money
Services 2 Bookkeeping
Technology & FDIC
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