We provide servicing valuations to more than 400 clients and serve more community financial institutions than any other firm.
We offer a comprehensive set of services, including valuations of servicing backed by:
We provide a comprehensive and cost-effective approach to the valuation of mortgage servicing rights (MSRs). In addition to valuing the servicing rights, we also provide help with the initial and ongoing accounting providing a truly turnkey solution.
We are the nation’s second largest provider of valuation and accounting services related to the sales of the guaranteed portion of Small Business Association 7(a), or SBA 7(a), loans. Our clients include the largest SBA loan originators in the country.
We are the nation’s second largest provider of Small Business Association 7(a), or SBA 7(a), loan sales accounting calculations. We have a thorough understanding of the required accounting and regulatory reporting for SBA 7(a) loans and offer our clients a cost-effective turnkey solution.
We are one of the few firms with the knowledge to credibly value the servicing rights that arise from the sales of commercial, agricultural, and multi-family loans to the GSEs and servicing arising from sales of commercial real estate (CRE) loan participations.
We are one of the few valuation firms in the nation with the ability to value the servicing rights that arise from the sales of other consumer loan types, including auto, healthcare, home improvement, HELOC, solar, and student loans.
We have provided mortgage servicing rights fair value estimates since we established the firm in 2003. Over these two decades, we have acquired deep knowledge of the valuation nuances and accounting and regulatory reporting requirements related to true sale, participating interests, and servicing rights. We regularly offer advice in this area to the country’s largest public accounting firms. In addition, we are held in high esteem by the banking regulators, for which we regularly lead trainings.