Brokerage Services

• Work with all parties to document:
  • Clear business requirements for program administration
  • Complaint escalation procedures
  • Entire program process flow
  • Call center scripting for applicable businesses
• Regulatory Assistance:
  • Consult with servicer on the best way to answer regulatory inquiries
    • Audits
    • Subpoenas
    • Requests for information
• Assist in quality assurance monitoring of 3rd party vendors
• Provide guidance on customer complaint resolution best practices
• Provide project management services throughout any implementation, change, and as requested
• Manage creation of letter verbiage and needed updates necessary to support the program
• Create and provide meaningful executive summaries from the vendor’s reports and updates
• Provide compliance updates culled from carriers, trade organizations and internal expertise
• On Site Visits
  • Coordinate periodic due diligence visits at tracker/carrier
  • Assist with producing a comprehensive list of items to review
  • Document areas needing improvement and areas reviewed