Exam Preparation
Mortgage Servicing Exam Preparation for Financial Services
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 financial services.
Financial Services Exam Preparation Challenges
Executing compliance work systematically
Capturing evidence automatically
Proving compliance happened
Managing recurring compliance tasks
Preparing for examinations
Examining Agencies
CFPBOCCFDICState regulators
Exam Frequency
Every 12-24 months
Preparation Steps for Financial Services
1
Review loss mitigation procedures2
Compile escrow analysis documentation3
Document borrower communication compliance4
Gather complaint resolution evidence5
Prepare payment application documentation6
Document quality control testing results7
Compile training completion recordsEvidence 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 Financial Services
BSA/AMLConsumer protectionFair lendingData privacyRegulatory compliance
Frequently Asked Questions
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Transform Mortgage Servicing Exam Preparation for Your Financial Service
See how financial services prepare for examinations in days, not weeks.