Exam Preparation
Mortgage Servicing Exam Preparation for Mortgage Lenders
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 mortgage lenders.
Mortgage Lenders Exam Preparation Challenges
Complex disclosure requirements
Fair lending scrutiny
Servicing compliance
Multi-state licensing
CFPB examination readiness
Examining Agencies
CFPBOCCFDICState regulators
Exam Frequency
Every 12-24 months
Preparation Steps for Mortgage Lenders
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 Mortgage Lenders
TILA-RESPA complianceFair lendingServicing requirementsState-specific requirementsQM/ATR compliance
Frequently Asked Questions
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Mortgage Servicing Exam Preparation for Other Industries
Transform Mortgage Servicing Exam Preparation for Your Mortgage Lender
See how mortgage lenders prepare for examinations in days, not weeks.