Webinar Materials: The Transition from Broker to Banker

The transition from mortgage broker to mortgage banker has been a popular trend among lenders in recent years. If you are in the midst of this transition, or trying to decide whether this transition would be a good fit for your operation, tune in. In this webinar, experts from Independent Financial and the Richey May CAAS team cover what you can expect from this transition including how the warehouse lender views the banker, the economic entity principle when talking about net worth and liquidity, and the accounting implications surrounding this transition. They also give you tips on how your CPA and warehouse lender can help advise you through this difficult process.

If you would like to speak to one of the experts about how to best transition from Broker to Banker or about the accounting services Richey May provides, email info@richeymay.com.