
Brian Levy-Katten & Temple, LLP
Experienced, visionary and practical mortgage banking legal and business strategy counsel from the author of Levy's Mortgage Musings.
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Highlights
- RESPA (joint ventures, MSAs, lead purchase)
- LO Compensation (agreements and creative compensation structures)
- Mortgage repurchase defense and challenge
- Loan and Servicing Sale Agreements
- Innovative ownership and down payment program design and disclosures
- Construction lending, commercial real estate and transaction counsel
- Vendor (including systems) contract review and negotiations
- Regulatory responses and enforcement defense
- 15 years of Bank regulatory and in-house general counsel experience
- Purchase and sale of summer camps
- Check out blevy.substack.com for my free industry blog Mortgage Musings.
Details
Vendor Category
Strategic Services
Pricing Model
Per-Project Pricing
Works well with
Overview
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Brian Levy-Katten & Temple, LLP

Wilqo

Evolve Mortgage Services
Overview

Brian Levy-Katten & Temple, LLP
Personalized legal counsel with creatively applied mortgage industry insights.
Your POS, LOS, AI-Driven Workflows, Business Intelligence, and more, all in one innovative platform.
Your trusted partner for onshore, outsourced mortgage operations with 25+ years of experience
Highlights
- RESPA (joint ventures, MSAs, lead purchase)
- LO Compensation (agreements and creative compensation structures)
- Mortgage repurchase defense and challenge
- Loan and Servicing Sale Agreements
- Innovative ownership and down payment program design and disclosures
- Construction lending, commercial real estate and transaction counsel
- Vendor (including systems) contract review and negotiations
- Regulatory responses and enforcement defense
- 15 years of Bank regulatory and in-house general counsel experience
- Purchase and sale of summer camps
- Check out blevy.substack.com for my free industry blog Mortgage Musings.
- POS and LOS functionality in one platform: No bolted-on solutions requiring uploading and downloading of information; borrower is active in the same space as the rest of the organization; reduced admin.
- Embedded Business Intelligence: proactively address small issues and identify the next areas of improvement without having to leave the platform!
- Dynamic, modern UX: easy on the eyes for your borrowers and internal team members! Our workflows only show users what's needed based on their role, less noise results in faster decision making.
- Parallel Activity Workflows: Multiple people can work on different parts of the loan at the same time via activities! When work becomes available, the next resource who is available can start!
- Configurable Workflows: Stay with traditional roles or move to an efficient activity-based queue. No need for new tech to do both.
- Proactive Compliance: Integrated disclosures and compliance timers allow you to stay on track without manual oversight
- Speed: did we mention our software is LIGHTNING FAST!? Instantaneous screen loads... get your head into the loan in seconds... enjoy the ride!
- Contract underwriting
- Closed loan reviews and due diligence
- TPR Reviews
- Approved by all major rating agencies for RMBS third-party reviews
- Quality guaranteed and backed by Lloyds of London insurance policy
- Brooks Systems - digital compliance since 1983

Brian Levy-Katten & Temple, LLP
Customer reviews

Brian Levy-Katten & Temple, LLP

Wilqo
