Mortgage Banking Industry Expertise
(Please review our Mortgage Banking Division Webpage for more information at www.mortgagebankingcpa.com)
At CWDL, we audit mortgage banks throughout the USA as well as provide profit maximizing consulting services. In addition, we serve as the accounting department for multiple clients.
We have developed close relationships with key regulators and industry experts to ensure we are delivering the best service to this unique industry. From secondary marking, warehouse lending to understanding and accounting for your hedged mandatory pipeline, we have the expertise to assist.
Our Managing Partner, Mark Wilson, CPA frequently runs round-tables for CEOs, CFOs and industry experts focused on the issues the industry faces. Each member of the mortgage banking CPA team has been trained from the client side and takes an entrepreneurial perspective in finding results.
Our “unfair competitive advantage”:
Services that we provide include:
Financial Statement Audits
Industry Specific Consulting Services
Secondary Marketing Execution Analysis
Mortgage Banking Accounting – Bookkeeping to CFO Services
Loan Level Accounting
Fair Value Accounting
Reviews and Compilations
Tax Planning and Preparation
Outsourced Accounting Services (AMB, Loan Vision, QuickBooks and most accounting software)
High Quality Trained Mortgage Banking Accountants Overseas
KPI Dashboard Developed and Hosted
Profit Maximization Consulting Services
Scaling Up Consulting Services