Policy Review Workflows

Policy Review Workflows for Mortgage Lenders

Policy reviews shouldn't be an annual fire drill. Canarie converts policies into scheduled workflows with clear ownership, automated reminders, and evidence capture. Reviews happen on time, attestations are documented, and you maintain a complete audit trail. Specifically tailored for the unique compliance requirements of mortgage lenders.

Mortgage Lenders Challenges We Solve

Complex disclosure requirements
Fair lending scrutiny
Servicing compliance
Multi-state licensing
CFPB examination readiness

Key Features

Automated review scheduling
Owner assignment and accountability
Attestation capture with digital signatures
Version tracking and change history
Regulatory change triggers

Benefits for Mortgage Lenders

No more missed review deadlines

Clear ownership and accountability

Complete attestation audit trail

Regulatory changes trigger reviews

Results You Can Expect

60% faster

Policy review cycle time

99%

On-time completion rate

100%

Attestation capture

Compliance Areas for Mortgage Lenders

TILA-RESPA complianceFair lendingServicing requirementsState-specific requirementsQM/ATR compliance

Frequently Asked Questions

Ready to Transform Compliance at Your Mortgage Lender?

See how mortgage lenders are using policy review workflows to execute compliance with confidence.