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CWDL
Приєднався 20 жов 2020
When it comes to organizational finances in heavily regulated industries, the devil is in the details. Finding a partner who can extract actionable insights from complex data can mean the difference between sleepless anxiety and a clear-eyed understanding of what’s ahead.
At CWDL, we are industry specialists with expert perspectives on mortgage banking and government & education. We give you industry-specific audit, accounting, and tax solutions that help you better understand the present so you can plan for future. Our forward-thinking insights have the power to transform the way you operate. The training and education we provide empower your team to do more. Even amidst volatile markets and seismic industry shifts, we’re here with the guidance you need to see beyond today and make confident decisions about tomorrow. At CWDL, we help you see what’s possible.
At CWDL, we are industry specialists with expert perspectives on mortgage banking and government & education. We give you industry-specific audit, accounting, and tax solutions that help you better understand the present so you can plan for future. Our forward-thinking insights have the power to transform the way you operate. The training and education we provide empower your team to do more. Even amidst volatile markets and seismic industry shifts, we’re here with the guidance you need to see beyond today and make confident decisions about tomorrow. At CWDL, we help you see what’s possible.
Communicating with Key Stakeholders
On December 5, 2024, CWDL hosted a discussion with industry veterans Michael McAuley, Paul Hubbard, and Trevor Reinhart on what, when, and how the accounting department should report to owners, warehouse banks, investors, and other key stakeholders of the company. Moderated by Mark Wilson, topics included:
• General thoughts on the state of the industry from an accounting and finance perspective
• How to be proactive with information reported
• Tips on financial planning and forecasting
• Real world examples from our panelists
• General thoughts on the state of the industry from an accounting and finance perspective
• How to be proactive with information reported
• Tips on financial planning and forecasting
• Real world examples from our panelists
Переглядів: 27
Відео
2024 Secondary Market Update
Переглядів 83 місяці тому
On September 11, 2024, CWDL hosted a discussion with Jeff McCarty, Senior Product Manager; Jim Glennon, Vice President, Hedging & Trading Client Services; and Tony Paciente, Senior MSR Account Manager; all of Optimal Blue, on the current state of the secondary market. Moderated by Dustin Pfluger, Partner & Mortgage Banking Practice Leader, we covered: • General market update: what are rates doi...
2024 Compliance Hot Topics
Переглядів 187 місяців тому
Our Mortgage Banking practice at CWDL hosted a discussion on May 14, 2024 with two of the best compliance and legal minds in the business, respectively: Josh Weinberg of Firstline Compliance and Troy Garris of Garris Horn, LLP. In this webinar, we discussed: • The updated Mortgage Call Report and who is required to file • Changes from the regulators and state examiners • How to do more with les...
Do More in 2024
Переглядів 638 місяців тому
Forget “survive until 2025.” CWDL gathered an all-star panel of mortgage experts who shared how to “do more in 2024” and achieve your goals now, not later. It was our “all Paul” (and one Mark!) webinar on March 27, 2024 with: Paul Hubbard, Fractional CFO Services, CWDL Paul Loftus, CEO, Loan Vision Paul Van Siclen, SVP, Client Strategies, Teraverde And moderated by Mark Wilson, Managing Partner...
Webinar: Year End Accounting & Tax Review 2023
Переглядів 34Рік тому
As 2023 comes to a close, CWDL hosted a discussion for mortgage lenders on the accounting and tax year in review and action to take before the year ends. Our mortgage banking experts shared the issues and opportunities impacting lenders, including: • Year end tax update • Tax legislation review - what was passed this year, what is expected in the future • TCJA temporary provisions • Tax plannin...
2023 Recap & 2024 Outlook: From a Lender's Perspective
Переглядів 50Рік тому
As we head into the final months of the year, CWDL hosted a discussion with industry thought leaders - all of whom are current or former lenders - on the state of the industry, how to plan for the rest of 2023, and what to expect in 2024. Panelists included Kevin Peranio, Chief Lending Officer at PRMG; Jim Deitch, Co-Founder and CEO at Teraverde; and Mark Wilson, Managing Partner at CWDL. Moder...
Meet the Warehouse Bankers June 2023
Переглядів 72Рік тому
On June 15, 2023, CWDL hosted a panel discussion with warehouse bankers Susan Johnson, Senior Vice President at Fidelity Bank, and Colin Luba, Executive Director / Credit Officer - Mortgage Finance at Texas Capital Bank to discuss what warehouse banks are really looking for from their clients and why. Moderated by Dustin Pfluger, Mortgage Banking Practice Leader at CWDL, our panelists discussed...
2023 Compliance Hot Topics
Переглядів 68Рік тому
On April 18, 2023, CWDL hosted a discussion with industry experts Troy Garris, Co-Managing Partner of Garris Horn, and Josh Weinberg, President of Firstline Compliance, to discuss current hot topics in mortgage compliance. Moderated by our Mortgage Banking Practice Leader Dustin Pfluger, our panelists discussed loan officer compensation, fair lending, state compliance and licensing, and other b...
Webinar: Essential Strategies for 2023
Переглядів 47Рік тому
After a volatile 2022, 2023 is underway. Do you have a plan for the year ahead? On February 23, 2023, Joe Garrett and Michael McAuley, Principals of Garrett, McAuley & Co, joined Mark Wilson and Dustin Pfluger of CWDL to discuss their concrete, practical suggestions for proactively navigating this market. Topics included: • Strategies for success in 2023 • Developing a survival plan • How to cr...
Webinar: 2022 Accounting & Tax Year End Review
Переглядів 472 роки тому
As 2022 comes to a close, CWDL hosted a discussion on the accounting and tax year in review and action mortgage lenders need to take before the year closes out. Our mortgage banking practice leaders shared the issues and opportunities impacting lenders, including: • Year end tax update • ERC tax credits • Lease accounting • HUD reporting requirements • Going concern analysis • Tips to get year ...
Webinar: Secondary Marketing Strategies for the Current Rate Environment
Переглядів 1922 роки тому
2022 has been volatile to say the least. Rates are up, pipelines are down, MSR values are up, margins are down. On October 11, we invited guests and secondary market experts from MCT Ben Itkin, Managing Director Sales, and Azad Rafat, MSR Senior Director, to join Dustin Pfluger, Mortgage Banking Partner, and Mark Wilson, Managing Partner, from CWDL to discuss: • Why is the market so volatile? •...
Webinar: Opportunities to Increase Profitability and Resiliency
Переглядів 482 роки тому
The recent surge in mortgage rates has lenders asking, “how do I adjust my cost and business structure to be profitable over the next 6-18 months?” On June 29, CWDL's Managing Partner Mark Wilson was joined by Jim Deitch, CEO of Teraverde, for a webinar to discuss: • Controlling operational costs to combat the rising cost to originate • Fallout rates have skyrocketed - how to make every loan co...
CWDL Accounting & Consulting Solutions
Переглядів 202 роки тому
Mortgage lenders: we hear you. Margins are tight, and you’re looking for smart ways to reduce costs while staying competitive in today’s market. CWDL is the leading provider of industry-specific, scalable accounting solutions. Our flexible approach provides you with expert level accounting support while delivering real cost savings. In fact, we recently saved a client more than $200,000 by beco...
Webinar: Navigating the Regulatory Minefield in 2022
Переглядів 342 роки тому
On April 28, CWDL's Mortgage Banking Partner Dustin Pfluger was joined by Troy Garris, Co-Managing Partner at Garris Horn, to discuss the regulatory landscape that lenders must navigate in 2022. Topics included: • Fair Lending • LO Compensation • RESPA Section 8 • UDAAP • Licensing • Employment
Five Critical Things Mortgage Executives Should Do Now for 2022
Переглядів 862 роки тому
CWDL is excited to announce an exclusive partnership with Teraverde to bring Coheus Mortgage Business Intelligence to our clients! To kick off our exclusive partnership with Teraverde, Mark Wilson, Managing Director, talked with Coheus® user David Fitzell, SVP & Director of Residential Lending at Meridian Bank, and Jim Deitch, Co-Founder and CEO of Teraverde, about how data can guide strategy f...
Webinar: 2021 Mortgage Banking Audit & Tax Review
Переглядів 423 роки тому
Webinar: 2021 Mortgage Banking Audit & Tax Review
Webinar: Cybersecurity and Compliance Issues Surrounding a Data Breach
Переглядів 113 роки тому
Webinar: Cybersecurity and Compliance Issues Surrounding a Data Breach
Webinar: Q1 2021 - Secondary Execution, Mortgage Servicing Rights, and Q2 Outlook
Переглядів 1213 роки тому
Webinar: Q1 2021 - Secondary Execution, Mortgage Servicing Rights, and Q2 Outlook
Introduction to the USFR Compliance Questionnaire
Переглядів 763 роки тому
Introduction to the USFR Compliance Questionnaire
Arizona School District Audit Requirement Basics
Переглядів 583 роки тому
Arizona School District Audit Requirement Basics
Webinar - Mortgage Servicing Rights: A Year in Review
Переглядів 3333 роки тому
Webinar - Mortgage Servicing Rights: A Year in Review
Webinar: Accounting Department Efficiencies
Переглядів 1293 роки тому
Webinar: Accounting Department Efficiencies
Webinar: 2020 Year End Tax and Audit Review
Переглядів 284 роки тому
Webinar: 2020 Year End Tax and Audit Review
Webinar: Top 5 Areas of LO Litigation - and Ways to Avoid Them
Переглядів 564 роки тому
Webinar: Top 5 Areas of LO Litigation - and Ways to Avoid Them