Mortgage Compliance Calculators

Fullfill Your Mortgage Lending Regulation Requirements

Our suite of mortgage compliance products includes the necessary tools to give your staff the upper hand in regulatory and consumer compliance through assistance in day-to-day operations and management of your financial institution’s mortgage lending portfolio. Our tools include policies, procedures, checklists, risk assessments, worksheets, training tools and much more. Ranging from the purchase of a primary residence to the more complex HELOCs, our documents will assist your staff in getting the necessary information for QM and ATR requirements.

Last Updated Tool Name
06/01/2023 Right of Rescission Calculator and Calendar
08/30/2022 Flood Insurance Minimum Coverage Calculation & Documentation Calculator
06/16/2022 TRID Settlement Date Calculator
11/23/2020 FFIEC APR Tool (Link)
02/15/2020 Escrow Analysis Calculator – Hazard, Taxes, Flood and PMI
01/01/2018 FFIEC Rate Spread Calculator (Link)
01/02/2015 Ability to Repay (ATR) Total Monthly Debt Calculator
01/02/2015 Flood Insurance Minimum Coverage Calculation & Documentation Calculator – (Emergency program)
01/01/2015 Consumer Loan Pricing Model Worksheet
01/01/2015 Individual Borrower ARM Stress Test
01/01/2015 Qualified Mortgage (QM) Calculator for General and Small Creditors
01/01/2015 HOEPA Weekly Rates (Link)