RMB Broker-to-Banker Consulting


Mortgage brokers can benefit both financially and operationally from funding their own loans on a warehouse line. RMB reviews current operations and provides a project plan, based upon the unique operational needs of each broker; this plan provides a framework from which an effective strategy for transitioning to banking operations can be determined.

  • Business model review and recommendations
  • Warehouse lender analysis & benchmarking
  • Correspondent lender review and analysis
  • Lock desk, pricing model & strategy
  • Closing functions
  • Post-closing, shipping and final docs



  Copyright © Richey, May & Co., LLP   All rights reserved.

Copyright © Richey May Baldwin, LLC   All rights reserved.