In September 2017, Richey May hosted a webinar on Preparing for the Agency Approval Process featuring experts from The Utopian Group. Topics during the webinar included: what the approval process looks like, how to prepare your application, review of critical attributes of your organization, how to submit a completed application, and how to prepare for the comprehensive on-site review.
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.
Looking for more industry expertise and to stay up to date? Check out more from the experts at Richey May below:
Beginning in 2026, certain high-earning retirement plan participants who make catch-up...
For independent mortgage banks, loan sales are only part of the story. Even after a loan...
Busy season has a way of revealing patterns. This year, those patterns point to...
For most lenders, the Secure and Fair Enforcement for Mortgage Licensing (SAFE) Act...