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WE SPECIALIZE IN SUCCESS FOR:

Broker to Banker

Our client-side perspective is uniquely valuable for brokers and early-stage mortgage banking businesses.

Independent Mortgage Bankers

Our expert financial guidance comes from firsthand experience with the challenges of independent lenders.

GSE- and Ginnie-Mae Approved Mortgage Bankers

Forward-thinking industry insights as well as training and education that empowers your team to do more.

Our Services

We stay on top of ever-changing rules and regulations so you don’t have to.

Audit

  • Independent financial statement audits

  • Audits to satisfy HUD, GNMA and other GSEs requirements

  • 401k and benefit plan audits

  • AML, MERS, and California DBO agreed upon procedures

  • Compilations and reviews

Accounting

  • Experts in Loan Vision, AMB and QuickBooks

  • Accounting department training

  • Full-service accounting support from accounts payable to CFO services

  • Loan Vision implementation and clean-up

  • AMB implementation and clean-up

  • Hedge accounting support

  • Fair value accounting support

  • Servicing accounting support

Tax

  • Nationwide (multi-state) tax services

  • Fair value considerations related to derivative assets, mortgage servicing rights

  • Corporate tax and entity considerations and planning

  • Individual tax preparation and planning

Consulting

  • KPI dashboard design and hosting

  • Forecasting and monitoring

  • Profitability maximization consulting

  • Design and implementation of best practices

  • Training and management of accounting staff

  • Strategic planning

  • Internal audits

  • Subservicer oversight

  • Management operating system

  • Mergers and acquisitions assistance

Insights

Mortgage banking beyond the numbers.

View all Insights

Resources

Beneficial Ownership Information Reports

Under the Corporate Transparency Act , most small businesses must file Beneficial Ownership Information (BOI) reports by January 25, 2025.

Webinars

2024 Compliance Hot Topics

Webinars

Webinar Recording: Do More in 2024
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They are highly specialized. The CWDL team are very good sounding boards and great resource for learning what other companies are facing, giving feedback to solutions.

Doug Wilson

iServe Residential Lending