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) |