Exam Preparation

NYHigh Complexity

Mortgage Servicing Exam Preparation for New York

Prepare for mortgage servicing examinations with comprehensive evidence of servicing compliance. Tailored for financial institutions operating in New York.

More for New York

New York Regulatory Environment

Financial institutions preparing for mortgage servicing exam in New York navigate specific state requirements:

NYDFS oversight and examination
Cybersecurity regulation (23 NYCRR 500)
BitLicense for crypto
Active enforcement
Industry-leading standards

Examining Agencies

CFPB
OCC
FDIC
State regulators
New York State Regulators

Examination Frequency

Every 12-24 months

NY state examinations may occur on a separate schedule.

The Exam Preparation Challenge in New York

New York institutions preparing for mortgage servicing exam must satisfy both federal and state examiner expectations. Most institutions spend weeks collecting evidence and organizing documentation for multiple regulators. With Canarie, evidence is captured automatically and organized for both NY state and federal examiners.

Preparation Steps for NY

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 NY Examiners Expect

Canarie automatically captures evidence for both NY state and federal examiner expectations. 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 Prep for NY Institutions

Dual-Purpose Evidence

Evidence captured once, organized for both NY state and federal examiners.

State-Specific Packages

Export evidence packages tailored to NY examiner expectations.

Always Exam-Ready

Reduce exam prep from weeks to days with continuous evidence capture.

Frequently Asked Questions

Transform Your Mortgage Servicing Exam Preparation in New York

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