Resources

The fourth of six sessions presented during Wilary Winn University 2026, this presentation explores MSR model inputs, recapture assumptions, and more.

The first of six sessions during Wilary Winn University 2026 explores MSR Valuations.

This guide is designed to provide Participating Financial Institutions (“PFIs”) with assistance in complying with the accounting and regulatory requirements resulting from delivering loans to the Federal Home Loan Banks (“FHLBanks”) under the Mortgage Partnership Finance® (“MPF”) Program.

Updated from our earlier version, this white paper discusses the relevant assumptions used when valuing MSRs, along with identifying the impact that shocking assumptions have on the overall fair value of a mortgage servicing right.

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.

This document is a comprehensive guide to the proper call report treatment of servicing rights under both fair value and amortization methods, including reporting requirements for banks and credit unions, credit-enhanced loan sales under the FHLB MPF™ Program, and Basel III impacts.

Summary The BASEL III capital rules became effective with the March 2015 regulatory call report filing. Under the new rules, loan sales with limited recourse under the MPF® Program are…

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.

This white paper demonstrates how Wilary Winn combined the use of sophisticated financial techniques with a deep understanding of the required financial accounting to value mortgage servicing rights for our clients during a very challenging time.

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 April 2020 Introduction The Community…