Exam Preparation

Mortgage Servicing Exam Preparation for Community Banks

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. Specifically tailored for the unique examination requirements facing community banks.

More for Community Banks

Community Banks Exam Preparation Challenges

Lean compliance teams wearing multiple hats
Same regulatory scrutiny as larger banks
Limited budget for compliance technology
Managing multiple examiner relationships
Keeping up with regulatory changes

Examining Agencies

CFPBOCCFDICState regulators

Exam Frequency

Every 12-24 months

Preparation Steps for Community Banks

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

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

Related Compliance Areas for Community Banks

Safety and soundnessBSA/AMLConsumer complianceFair lendingCRA

Frequently Asked Questions

Transform Mortgage Servicing Exam Preparation for Your Community Bank

See how community banks prepare for examinations in days, not weeks.