Together we’ll create opportunities
Your focus is on the people you serve. Whether you need help meeting regulatory or investor requirements, implementing controls, and monitoring risks, we can help.
We’re committed to addressing what matters most to you:
- Recognizing tax reform opportunities
- Navigating mergers and acquisitions
- Meeting secondary market investor expectations
- Developing a compliant multi-state tax filing strategy
- Making sense of complex mortgage accounting challenges
- Outsourcing to improve profitability
- Safeguarding borrower data
Experience our client-focused approach
From origination through servicing, our professionals know the mortgage industry, so we can help you evaluate and streamline your operations. Whether you’re looking to address staffing or profitability concerns, or need information technology support, we can help you stay on track, educate staff, and develop a comprehensive game plan.
Services for mortgage companies
Mortgage advisory services
- Mortgage compliance
- Federal and state disclosure compliance
- HMDA-LAR compliance assessments
- MERS annual report assistance
- Mortgage quality control
Consulting and outsourcing services
- Bank Secrecy Act and Anti-Money Laundering (BSA/AML) compliance
- BSA/AML software testing
- Due diligence for mergers and acquisitions
- Enterprise risk management
- Business Opportunity Assessment
- Outsourced fair lending monitoring and testing
- Outsourced finance and accounting
- Outsourced internal audit assistance
- Regulatory compliance
- Risk governance
- Talent solutions
- Transaction support
- Valuation
- Website compliance testing
Audit and tax services
- Audit and assurance
- Employee benefit plan audit, tax, and consulting
- Fixed asset study
- Forensic accounting and fraud investigation
- Forensic auditing
- Fraud risk management
- Private client tax and wealth advisory
- State and local tax
- Sustainability and ESG
- Tax planning and compliance
IT outsourcing services
- Cybersecurity
- Outsourced cybersecurity advisor
- Outsourced technology advisor
- System and Organization Controls (SOC) Reporting
- Technology assessment
- Vendor IT risk management assessment