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Home Resources Category: Mortgage Banking Derivatives

Read this article: Mortgage Banking Webinar [Video & PowerPoint]

This Wilary Winn webinar, originally presented in June 2025 to the staff at Baker Tilly, provides a comprehensive overview of the residential mortgage and SBA 7(a) loan markets, with a focus on valuation and accounting considerations.

Read this article: FFIEC Training [PowerPoint]

On June 27, 2023, we led a training for the FFIEC on trends in the mortgage banking marketplace, pipeline risk management, and mortgage servicing rights.

Read this article: Accounting & Regulatory Guidance for the MPF® Program [Resource]

Summary The accounting and regulatory reporting for mortgage banking activities is relatively complex. For example, locking in a rate with a borrower for a loan to be sold into the…

Read this article: Mortgage Servicing Marketplace in the Face of COVID-19 [White Paper]

Key Takeaway This white paper is an example of where we excel. We combined the use of sophisticated financial techniques with a deep understanding of the required financial accounting to…

Read this article: Community Bank Leverage Ratio and the MPF Program

Key Takeaway Wilary Winn provides robust life-of-loan credit loss estimates that quantify capital at risk under various macroeconomic scenarios. How Can We Help You? Released March 2020 Introduction The Community…

Read this article: All You Ever Wanted to Know About Mortgage Banking [AICPA PowerPoint]

Summary Initially offered at the 2017 AICPA Conference on Credit Unions, All You Ever Wanted to Know About Mortgage Banking offers an all-inclusive insight into a credit union’s mortgage banking operation. This…

Read this article: Mortgage Lending in the Near Term – The Good, The Bad and The Ugly [FHLB Topeka PowerPoint]

Summary Interest rates are up, refinances are down, and the CFPB has recently released dizzying amounts of regulation regarding mortgage lending, with more to come. Lenders are asking – should…

Read this article: Accounting & Regulatory Reporting for Mortgage Banking Derivatives [White Paper]

This white paper addresses the accounting and regulatory reporting requirements related to interest rate lock commitments, forward mortgage loans sales commitments, and closed loans held for sale.

Read this article: Accounting & Regulatory Reporting for Mortgage Servicing Rights [White Paper]

Key Takeaway Wilary Winn provides valuations of mortgage servicing rights and turnkey advice on how to properly account for them. How Can We Help You? Released January 2012 Introduction Mortgage…