mortgage banking

NAVIGATING COMPLIANCE REQUIREMENTS

Compliance with mortgage banking requirements demands a thorough and progressive understanding of both the industry and the governmental entities that regulate it. At our core, we are acknowledged experts in the mortgage banking field. Our team actively participates in industry organizations, frequently speaks on mortgage-related topics, and regularly contributes articles to various industry publications. Our mission is to foster expertise and engagement within the mortgage banking community, ensuring compliance and driving positive outcomes.

Our services include:

Audit reporting and compliance consulting for warehouse lenders, HUD, FNMA, FHLMC, GNMA, CFPB, and loan officer compensation
Strategies for accounting and taxation of mortgage loans held for sale, REO, derivatives, mortgage servicing rights, and fair value measurements
Income tax planning, and federal and multi-state tax compliance
Access to or relationships with major warehouse banks, hedging service providers, mortgage servicing rights valuation companies, loan subservicing companies, government agencies, industry consultants, and attorneys
Updates on changes in laws and regulations
Capital market compliance with state lending regulations

Explore our other practice areas

Asset Management

Depository Institutions

Mortgage Banking

Real Estate

Specialty Finance

Contact Us

If your industry is not listed above, please reach out to us directly. We are well-equipped to cater to your specific needs and provide tailored solutions, regardless of the financial services sector you operate in.

TESTIMONIALS we are valued partners in our clients' journeys

“I have worked with many technical experts over the years, but Cathedral stands out as one of the best. They are knowledgeable across a wide range of subjects and are always willing to go the extra mile to ensure that I get the results I need (as opposed to the results I thought I wanted).”

“The team has been a tremendous resource since the inception of our loan fund. Their tax, audit, and accounting teams are crucial members of our professional services team. Their value is in their expertise – thankfully, we’ve had them to rely on as we grow our fund, being instrumental to the success of our enterprise.”

“The firm has a great team of accountants. There is always someone in the office to answer questions if needed right away. They are able to think outside the box. No client is the same, and their approach is taken differently with each case. I think their greatest strength is to have diversity amongst the partners in the firm. This helps them with their client as situations arise, whether it be in audit or help solving best tax situations for the client.”

“The firm is very customer-oriented and always available to help. They have a very knowledgeable team. They always are accommodating every time I call. They always think of solutions not the problem. They are very knowledgeable in the mortgage industry space and understand every aspect of my business. They have helped us gain trust in a CPA/audit team.”

“The staff is very knowledgeable, friendly and accommodating every time I call. They hear their customer and carefully consider the options available to them. They are understanding and easy to work with. When it is time for tax planning, they take advantage of all the tax laws that can help me with the tax incentives available. They are a true partner and guide. I felt they understood me and where I was business wise and where I am going. This is a relationship business, and you must feel comfortable with your accountant (same you would with a doctor or lawyer).”

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