Mortgage Expertise, Delivered with Clarity
At Advisent, we combine deep technical expertise with a clear understanding of the mortgage industry’s challenges. We help you navigate complexity, stay compliant, and grow with confidence.
Why Advisent
Our core values are integrated into the very essence of Advisent and guide us in three impactful areas:
We help independent mortgage banks stay audit-ready, maintain compliance, and improve financial performance while keeping pace with the industry’s demands.
Our team includes professionals who came from mortgage banking. We have handled the audits, built the financial models, implemented the systems, and answered to regulators just like you do.
From broker-to-banker transitions to GSE approvals and M&A readiness, we bring structure and foresight to every stage of growth.
What We Do
Audit & Assurance
Helping you with:
- Independent financial statement audits
- Financial statement audits to satisfy HUD, GNMA, GSE and other counterparty requirements
- 401k and benefit plan audits
- AML, MERS, and California DBO agreed upon procedures
Accounting
Helping you with:
- Full-service accounting support from accounts payable to CFO services
- Experts in Loan Vision, AMB and QuickBooks
- Loan Vision and AMB implementation and clean-up
- Accounting department assessment
- Training and management of accounting department staff
- Hedge accounting and fair value accounting support
- Servicing accounting support
Tax
Helping you with:
- Nationwide (multi-state) tax services
- Fair value considerations related to loans held for sale, derivative assets, mortgage servicing rights
- Corporate tax and entity considerations and planning
- Tax planning throughout the year
- Individual tax preparation and planning
Consulting
Helping you with:
- Fractional CFO
- Assistance with forecasting and monitoring
- Profitability maximization consulting
- Design and implementation of accounting best practices
- Quarterly or annual strategic planning
- Management operating system
- Mergers and acquisitions assistance
- MBFRF and MCR reporting
- 1099/1098 filing assistance
- Broker to banker consulting services
Built for:
Independent Mortgage Banks
Financial structure, audit readiness, and operational insight that keep you moving.
GSE and Ginnie Mae Approved Lenders
Support that meets the highest standards and helps your team rise to meet them.
Broker-to-Banker Transitions
Guidance from those who have made the leap and know what pitfalls to avoid.
Connect With Specialists–
Not Generalists
From audits and compliance mandates to budget shifts and leadership transitions, talk to the advisors who know your industry, your pressures, and your priorities.