Austin, Texas

 

Austin, Texas

 

MBS Services Overview

At MBS, our goal is to provide you with value-added services that will help you strengthen your operations and enable you to achieve exceptional financial results. Our solutions are tailored specifically to your needs and designed to help you maximize your business results. 

 

All MBS partners have over 30 years of experience and all consultants have a minimum of 25 years experience adding greatly to our variety of offered services. 

 

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
  • Per-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 for TPM

  • Servicing Quality Control Management

  • Release Servicing or Retain​ Decision Modeling  - MORE -

  • Work-flow assessment

  • Work-Flow Configuration

  • Efficiency Review

  • On-Site Assessment                              

  • - MORE -

Expert Witness
Work Flow Transformation
  • Expert Witness

  • Mortgage File Analysis

  • Deposition

  • Expert Report

  • Cross-Examination Preparation           

  • - 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 -

 

 

Bookkeeping
  • Track Loan Level Profit by LO, Product, etc

  • MBS Bookkeepers enter your data

  • Quickbooks Configuration & Training

  • NMLS Report Creation and Submission

  • CPA Auditor Interface for lower fees

  • - MORE -

Virtual Executive
  • We will become your COO, CFO, CIO

  • We will set 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 -