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.
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.
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.
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.
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.
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.
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.
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.
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.
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









