Resources

This April 2023 white paper provides insight into the valuation of mortgage servicing rights (MSRs) and the key assumptions used to value them.

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.

Key Takeaway This white paper demonstrates how we prospectively worked to incorporate major macroeconomic events into our clients’ ALM and credit risk analyses. How Can We Help You? Released May…

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…

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…

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…

Key Takeaway Wilary Winn provides valuations of mortgage servicing rights and mortgage banking derivatives as well as turnkey advice on how to properly account for them. We value more than…

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…

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 September 2019 Introduction On September…