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Mortgage Companies
Discover innovative strategies designed to help mortgage companies strengthen resources, navigate change, and operate efficiently. We can help you meet regulatory or investor requirements, implement controls, and manage risks, so that you can focus on the people you serve.
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What’s on your mind?
- 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
Create opportunities with CLA
From origination through servicing, our professionals know the 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 prepare for the future.
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
- Finance department 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
- Tax planning and compliance
IT outsourcing services
- Cybersecurity
- Outsourced cybersecurity advisor
- Outsourced technology advisor
- Technology assessment
- Vendor IT risk management assessment
Recommended contacts
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