Industries

Mortgage Banking

Today’s mortgage industry requires specialized support to help you navigate the ever-changing economic and legislative landscape. For 40 years, the Mortgage Banking Industry Team at WithumSmith+Brown (WS+B) has helped clients in the mortgage business meet and exceed their goals.

MORTGAGE BANKING SERVICES CLIENTS

  • Loan correspondents
  • Mortgage brokers
  • Individual mortgage representatives
  • Mortgage Bankers
    • Retail/wholesale
    • Multiple branch
    • Multi-state
    • FHA

OUR MORTGAGE BANKING SERVICES

The Mortgage Banking Services Team represents mortgage businesses throughout the mid-Atlantic region that have closed over five billion dollars in conventional, FHA and VA residential loan transactions. In addition to traditional accounting, auditing and tax services, we offer a full range of business advisory services to increase profitability, improve competitiveness and reduce operating costs. Some of our specialized services include:

  • H.U.D. LASS submissions
  • Fannie/Freddie/Ginnie MBFRF quarterly filings
  • Multistate tax reporting
  • HMDA reporting
  • Revenue recognition
  • Loan loss reserve reviews
  • Current pronouncement and disclosure consultations
  • Bank financing assistance
  • Merger & acquisitions
  • Business valuations
  • Partner & employee compensation plans
  • Estate planning
  • Strategic planning

Whether you are in start-up mode or have been around for many years, WS+B’s proactive assurance and business advisory services will put you in a position of strength.

Kirk V. Holderbaum
Kirk V. Holderbaum

The information contained herein is not necessarily all inclusive, does not constitute legal or any other advice, and should not be relied upon without first consulting with appropriate qualified professionals.