Navigating the New Landscape of BOI Reporting: Key Insights and Deadlines

Q1 2023 Mortgage Trend Series

Mar 16, 2023

Richey May hosted our Q1 2023 Mortgage Trend Series Webinar to dig deep into the trends our mortgage industry experts are seeing as we serve clients.​​​​​ This quarter’s session included mortgage experts covering:

•Key data points and trends from our RM Select quarterly benchmarking data from 2022 as a whole and specifically Q4 2022 including insights into production levels, margins, costs to originate, and overall profitability trends.

•Cost containment/cost reduction strategies through the use of technology.

•Current state of cybersecurity.

Look out for this series each quarter and join our discussion on the latest trends and updates impacting independent mortgage banks. For any questions regarding our Mortgage Trend Series or the services Richey May provides to IMBs, contact us at info@richeymay.com.

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Some of these items predate Richey May’s restructuring to an alternative practice structure. Richey May is no longer a CPA firm. All Attest services are provided by Richey, May & Co., LLP.

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