Our Services

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