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

• 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

• 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