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Austin, Texas

 

Austin, Texas

 

MBS Services Overview

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

​

We've felt the pressure of running a business.  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-

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 -

Business Valuation; M&A

  • Perform Valuation Assessment

  • Locate Acquisition Target

  • Support LOI and DA

  • Coordinate Due Diligence

  • Negotiate Deal Points                     

  • - MORE -

FDIC / OCC / CFPB

Regulatory Compliance is Mandatory

  • Mortgage Servicing Rules

  • Fair Lending, BSA/AML

  • Hedge Model Validation VIDEO

  • Sub-Servicer Verification

  • -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 -

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 -

 

 

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 -

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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