Exam Preparation

Mortgage Servicing Exam Preparation

Mortgage servicing examinations scrutinize your loss mitigation practices, escrow management, and borrower communications. Canarie helps you maintain evidence of compliant servicing practices throughout the examination cycle.

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Examining Agencies

CFPB
OCC
FDIC
State regulators

Examination Frequency

Every 12-24 months

The Exam Preparation Challenge

Most institutions spend weeks preparing for examinations, scrambling to collect evidence, chasing attestations, and piecing together documentation. With Canarie, evidence is captured automatically as compliance work is completed, transforming exam prep from weeks to days.

Preparation Steps

1
Review loss mitigation procedures
2
Compile escrow analysis documentation
3
Document borrower communication compliance
4
Gather complaint resolution evidence
5
Prepare payment application documentation
6
Document quality control testing results
7
Compile training completion records

Evidence Examiners Expect

Canarie automatically captures this evidence as your team completes compliance work. No last-minute scrambling.

Loss mitigation policies and procedures
Escrow account management records
Borrower communication logs
Complaint tracking and resolution
Payment processing documentation
Quality control testing results
Servicing transfer documentation

How Canarie Transforms Exam Preparation

Continuous Evidence Capture

Evidence is captured automatically as compliance work is completed. No manual collection needed.

Examiner-Ready Packages

Export organized evidence packages in formats examiners expect, organized by requirement.

Weeks to Days

Reduce exam prep time by 70-80% by eliminating manual evidence collection and organization.

Frequently Asked Questions

Transform Your Mortgage Servicing Exam Preparation

See how leading institutions prepare for examinations in days, not weeks.