Capital Markets/Secondary Marketing Services
Business Risk Assessment
• Business Planning and Budgeting
• Secondary Marketing Strategies
• Investor Management
• Loan Quality and Portfolio Value
• Production Channel Performance
• Operational Efficiencies and Capacity
• Quality Control and Compliance
• Management Reporting Standards
• Vendor Relations
• Disaster Recovery Plans
Best Execution Analysis
• Product Level Pricing Models
• Investor/Agency Pricing
• Price Incentives and Subsidies
• Risk Based Pricing
• Margin and Fee Income
• Hedge Strategy and Expense
• Warehouse Funding/Roll Costs
• Retained Servicing Values/Released Premiums
• Pricing and Rate Lock Policies
Strategic Mortgage Partners
Cutler Consulting, Inc. 5111 Trenholm Road Suite 220 Columbia, SC 29206 803.461.0168