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Tag: Mortgage Banking

Advisent > Mortgage Banking
December 9, 2022Insights for Mortgage Banking, WebinarsAdvisent

Webinar Recording: 2022 Accounting & Tax Year End Review

As 2022 comes to a close, CWDL hosted a discussion on the accounting and tax year in review and action mortgage lenders need to take before the year closes out.

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October 12, 2022Insights for Mortgage Banking, WebinarsAdvisent

Webinar Recording: Secondary Marketing Strategies for the Current Rate Environment

Our guests from MCT joined us for a webinar to discuss the current state of the secondary market, what’s happening with MSRs, valuations and sales, and overall profitability in the current rate environment.

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July 14, 2022Insights for Mortgage Banking, Resources, WebinarsAdvisent

Webinar Summary: Opportunities to Increase Profitability and Resiliency

CWDL hosted a webinar to discuss how lenders can manage costs and uncover opportunities to be profitable over the next 6-18 months as they weather market volatility. Download a summary of the key takeaways from this discussion.

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June 30, 2022Insights for Mortgage Banking, WebinarsAdvisent

Webinar Recording: Opportunities to Increase Profitability and Resiliency

Managing Partner Mark Wilson was joined by Jim Deitch, CEO of Teraverde, for a webinar to discuss how lenders should adjust their cost and business structure to be profitable over the next 6-18 months.

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June 15, 2022Insights for Mortgage Banking, ResourcesAdvisent

Summary of ASC 842, Leases

ASC 842 is now effective for private companies and nonprofit organizations with annual reporting periods beginning after December 15, 2021.

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April 29, 2022Insights for Mortgage Banking, WebinarsAdvisent

Webinar Recording: Navigating the Regulatory Minefield in 2022

CWDL’s Mortgage Banking Partner Dustin Pfluger was joined by Troy Garris, Co-Managing Partner at Garris Horn, to discuss the regulatory landscape that lenders must navigate in 2022.

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February 3, 2022Insights for Mortgage Banking, WebinarsAdvisent

Webinar Recording: Five Critical Things Mortgage Executives Should Do Now for 2022

To kick off our exclusive partnership with Teraverde® to bring Coheus® Mortgage Business Intelligence to our clients, we hosted a webinar about how data can guide strategy for lenders in the new year.

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January 18, 2022Insights for Mortgage Banking, NewsAdvisent

Partners with Teraverde® to Bring Coheus® Mortgage Business Intelligence to Lenders

CWDL is excited to announce an exclusive partnership with Teraverde to bring the Coheus Mortgage Business Intelligence to its clients. As a CPA firm providing mortgage industry-specific audit, accounting, tax, and consulting services, this partnership allows CWDL to expand on its mission to bring transformational guidance to lenders.

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December 16, 2021Insights for Mortgage Banking, WebinarsAdvisent

Webinar Recording: 2021 Mortgage Banking Year End Review

As 2021 comes to a close, our mortgage banking practice leaders reviewed the audit and tax topics of the year, as well as action lenders need to take before 12/31.

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December 9, 2021Insights for Mortgage Banking, ResourcesAdvisent

What Should You Do If Your PPP Loan Forgiveness Application Has Been Denied?

Guidance for mortgage bankers, lenders, and brokers who have had their PPP Loan Forgiveness Application denied. Guest blog by James Brody, Mortgage Banking Practice Chair, Johnston | Thomas, Attorneys at Law, PC

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