Mortgage banking advisory from Garrett, McAuley & Co.
We have advised mortgage companies, banks, and thrifts since 2003. Each page below explains what a service covers and how an engagement works. You can book a 30-minute call from any of them.
- Advising lenders since
- 2003
- Mortgage companies served
- 600+
- Banks and thrifts served
- 120+
- Reviews a year
- 40 to 60
Internal Audit
Outsourced internal audit for independent mortgage bankers: charter, risk assessment, audit plan, and on-site reviews built around agency requirements.
See what it coversBSA/AML Independent Testing
An independent test of your BSA/AML and OFAC program built for non-bank mortgage lenders and originators, with a graded scorecard and remediation plan.
See what it coversNYDFS Part 500
An independent 23 NYCRR Part 500 cybersecurity audit for mortgage lenders and servicers, led by mortgage reviewers with an ISACA CISA-certified partner.
See what it coversM&A Advisory
Buy-side due diligence, sell-side preparation, and independent valuations of mortgage banking companies and bank mortgage divisions.
See what it coversSubservicing
An independent assessment of your subservicing arrangement and a managed RFP, with a written recommendation on cost, service, and contract terms.
See what it coversExecutive Search
Confidential searches for senior mortgage banking leaders, drawing on relationships across the industry. You pay only if you hire a candidate we introduce.
See what it coversSecondary Marketing
An independent review of hedge results, gain on sale, pull-through, lock desk practices, pricing margins, and oversight of your hedge advisor.
See what it coversProfitability Review
A review of a mortgage company or bank mortgage division that finds ways to increase revenues, control costs, and better manage risk.
See what it coversFOCIS Due Diligence
FOCIS Reviews: independent safety-and-soundness due diligence on mortgage bankers and bank mortgage divisions for warehouse lenders and investors.
See what it coversServicing Oversight
Independent advice on how your servicing performs, whether your subservicer is the right partner on the right terms, and where money is slipping away.
See what it coversRecapture Playbook
Find out what happened to every loan that paid off, then build a recapture program with clear rules, one number, and an owner.
See what it coversCounterparty Due Diligence
Principal-led operational reviews of RTL, bridge, non-QM, and DSCR lenders for warehouse lenders, investors, and bank counterparties.
See what it covers
Not sure which service fits?
Book a 30-minute call or reach us directly, and we will help you find the right place to start. No cost, no obligation.
Schedule a 30-minute call
Pick a time that works for you. You will talk with Steve Stone, Managing Director, about what you need and where to start. No cost, no obligation.