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Licensing and Compliance Services Provided
Our services include:
· Preparing and filing the license application and requisite attachments
· Preparing and filing change in control and branch applications
· Preparing and filing license renewals and annual reports
· Obtaining Certificates of Authority to Transact Business in a state
· Responding to examination reports and other regulatory actions
· Drafting policies and procedures
· Consumer complaint resolution
· Assisting with HUD, VA approval process
· License withdrawal, suspension and surrender
For more information on our specific services or fees,
please call us at 860-552-4054 or email us at mortgagelicensing@comcast.net
About Us
Lisa MacDonald has over twenty years of experience
assisting mortgage lenders and brokers in addressing
the myriad of state regulatory requirements involved
in obtaining and maintaining a license. Ms. MacDonald’s
professional experience includes serving as an attorney
for a state and federal regulator, a state-chartered
bank and a sub prime mortgage banker. In addition, Ms.
MacDonald has aided brokers in the expansion of their
businesses through multi-state licensing, Internet marketing
and affiliated business arrangements. Ms. MacDonald
is a frequent speaker on the subject of mortgage licensing
and compliance matters.
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