Mortgage Archives

Video

Inside the One Big Beautiful Bill Act: Itemized Deductions – Miscellaneous Itemized Deductions and Schedule A Limitations

Richey May’s Inside the One Big Beautiful Bill Act video series is...

Video

Inside the One Big Beautiful Bill Act: Itemized Deductions – Charitable Deductions (Individual)

Richey May’s Inside the One Big Beautiful Bill Act video series is...

Video

Inside the One Big Beautiful Bill Act: Itemized Deductions – Mortgage Interest Deduction

Richey May’s Inside the One Big Beautiful Bill Act video series is...

Video

Inside the One Big Beautiful Bill Act: Estate and Gift Tax Exemption

Richey May’s Inside the One Big Beautiful Bill Act video series is...

Video

Inside the One Big Beautiful Bill Act: Excess Business Loss Limitations (§461(l))

Richey May’s Inside the One Big Beautiful Bill Act video series is...

Video

Inside the One Big Beautiful Bill Act: Individual Income Tax Rates

Richey May’s Inside the One Big Beautiful Bill Act video series is...

Article

Navigating the New Frontier: Freddie Mac’s Evolved AI/ML Guidance for Mortgage Companies

Artificial intelligence (AI) and machine learning (ML) are no longer...

Video

Inside the One Big Beautiful Bill Act: Information Reporting Thresholds

Richey May’s Inside the One Big Beautiful Bill Act video series is...

Video

Inside the One Big Beautiful Bill Act: Fixed Asset Expensing (§168(k) & §179)

Richey May’s Inside the One Big Beautiful Bill Act video series is...

Video

Inside the One Big Beautiful Bill Act: Business Interest Limitation (§163(j))

Richey May’s Inside the One Big Beautiful Bill Act video series is...

Video

Inside the One Big Beautiful Bill Act: Charitable Deductions (C Corporations)

Richey May’s Inside the One Big Beautiful Bill Act video series is...

Video

Inside the One Big Beautiful Bill Act: Passthrough Entity Tax Deductions (PTET) & SALT Cap

Richey May’s Inside the One Big Beautiful Bill Act video series is...

Video

Inside the One Big Beautiful Bill Act: Qualified Business Income Deduction (§199A)

Richey May’s Inside the One Big Beautiful Bill Act video series is...

Article

2026 Mortgage Trends: Your Chance to Call ‘Bingo’ on the Market

The mortgage market in 2026 is anything but predictable. Shifting rates,...

Video

Maintaining 401(k) Compliance: Protecting Your Institution and Your Employees

For financial institutions, 401(k) compliance isn’t just a regulatory...

Video

The Internal Audit Insight: Why 2025’s Regulatory Shifts Demand Your Full Attention

The newest episode of our Internal Audit Insight Series, Recap of 2025...

Video

The Subservicing Scene: Private Mortgage Insurance Removal Requirements

In this episode of The Subservicing Scene, Mignonne Davis and Jen Hughes...

Video

Optimizing Mortgage Servicing: Finding the Right Balance Between Control and Scalability

As the mortgage industry adapts to rising borrower expectations,...

Article

Q3 2025 RM Select Snapshot for Independent Mortgage Bankers

Year-to-date production volume remains strong—up 16% from 2024 with 13%...

Article

The Servicing Decision: Aligning Strategy with Identity, Scale, and Risk

In today’s mortgage market, loan servicing has evolved far beyond an...

Video

The Subservicing Scene: Servicing Quality Control Testing

In the newest episode of The Subservicing Scene, Mignonne Davis and Jen...

Article

What’s Deductible: M&E Guidance for Mortgage Leadership

As year-end approaches, mortgage companies are planning holiday...

Video

The Subservicing Scene: Consumer Complaints & Requests for Information

In the latest episode of The Subservicing Scene, Mignonne Davis and Jen...

Article

Preparing for Audit Season: Key Financial Reporting Priorities for a Smooth Audit

As audit season approaches, institutions again turn inward: reviewing key...

Mortgage

Inside the One Big Beautiful Bill Act: Itemized Deductions – Miscellaneous Itemized Deductions and Schedule A Limitations

Inside the One Big Beautiful Bill Act: Itemized Deductions – Charitable Deductions (Individual)

Inside the One Big Beautiful Bill Act: Itemized Deductions – Mortgage Interest Deduction

Inside the One Big Beautiful Bill Act: Estate and Gift Tax Exemption

Inside the One Big Beautiful Bill Act: Excess Business Loss Limitations (§461(l))

Inside the One Big Beautiful Bill Act: Individual Income Tax Rates

Navigating the New Frontier: Freddie Mac’s Evolved AI/ML Guidance for Mortgage Companies

Inside the One Big Beautiful Bill Act: Information Reporting Thresholds

Inside the One Big Beautiful Bill Act: Fixed Asset Expensing (§168(k) & §179)

Inside the One Big Beautiful Bill Act: Business Interest Limitation (§163(j))

Inside the One Big Beautiful Bill Act: Charitable Deductions (C Corporations)

Inside the One Big Beautiful Bill Act: Passthrough Entity Tax Deductions (PTET) & SALT Cap

Inside the One Big Beautiful Bill Act: Qualified Business Income Deduction (§199A)

2026 Mortgage Trends: Your Chance to Call ‘Bingo’ on the Market

Maintaining 401(k) Compliance: Protecting Your Institution and Your Employees

The Internal Audit Insight: Why 2025’s Regulatory Shifts Demand Your Full Attention

The Subservicing Scene: Private Mortgage Insurance Removal Requirements

Optimizing Mortgage Servicing: Finding the Right Balance Between Control and Scalability

Q3 2025 RM Select Snapshot for Independent Mortgage Bankers

The Servicing Decision: Aligning Strategy with Identity, Scale, and Risk

The Subservicing Scene: Servicing Quality Control Testing

What’s Deductible: M&E Guidance for Mortgage Leadership

The Subservicing Scene: Consumer Complaints & Requests for Information

Preparing for Audit Season: Key Financial Reporting Priorities for a Smooth Audit

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