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Chris Shatzer
Director of Sales Learning & Development
115 S. LaSalle Street, Suite 3300
Chicago, IL 60603-3801
Direct: 314-785-1410 x 710
cshatzer@BAI.org
With hundreds of high-impact courses and the latest in learning management technology, BAI gives you the trusted information and powerful tools you need to ensure your organization is trained for the latest compliance regulations. You can rely on BAI to provide role-based, intuitive and self-paced training that will help you and your organization prepare for tomorrow while performing better today. Visit BAI.org/training
James Deane
Executive Vice President
james@comergence.com
714.489.8856
Comergence provides the most comprehensive and effective risk management services for mortgage originator and appraiser due diligence and monitoring. Whether you’re a lender, AMC, TPO or appraiser, we’ll provide you with online tools and services in one easy-to-use interface.
Katie Jacobs
Practice Leader
650.373.1111 x1145
ComplianceEase is a leading provider of risk management solutions. ComplianceEase’s patented platform includes ComplianceAnalyzer® – the mortgage industry’s most adopted automated compliance solution. ComplianceEase combines regulatory expertise with innovative technology to achieve improved compliance controls and increased profitability for our growing client base that includes financial institutions, service providers, law firms, GSEs and top mortgage lenders. ComplianceEase’s product suite has also been adopted as e-Exam tools by regulators, through the Conference of State Bank Supervisors (CSBS).
Mike Taliefero
Practice Leader
info@compliancetech.com
202.832.3800
ComplianceTech delivers superior tools and insights to manage fair lending compliance and maximize the penetration of untapped markets through industry intelligence. Lenders and federal agencies use our cloud-based software products, LendingPatterns™and Fair Lending Magic™, to identify, monitor, and mitigate fair lending compliance risk. LendingPatterns™ easily provides fair lending performance of a single lender against its peers. Fair Lending Magic™combines HMDA with LOS “Plus” data to generate descriptive statistics, regression and matched pair reports.
James A. Jorgensen

President & CEO
jjorgensen@crosscheckcompliance.com
312.423.2762
CrossCheck Compliance, LLC is a national professional services firm, specializing in delivering compliance, internal audit, and loan review programs to banks and mortgage lenders. Built around a core team of industry leaders, the firm is uniquely positioned to provide crucial advice and high-impact execution to help clients successfully navigate core regulatory issues and manage risk. The company has the tools, methodologies and a customized approach that foster long-term client relationships and deliver superior client satisfaction.
Jeff Taylor
Co-Founder & Managing Partner
sales@digitalrisk.com
855.848.9924
Touching over 40,000 files each and every month, Digital Risk is the largest independent provider of Quality Control, Due Diligence, Valuations, and Fulfillment Services for the complex and dynamic financial services market. The individual talents of our thousands of analysts are amplified by the company’s proprietary technology and advanced analytics performed using the Making Mortgages Safe™ solutions suite. Digital Risk compliance and surveillance solutions provide interactive assessment and mitigation of operational, credit and counter-party risk exposures. Proactive services protect against costly legal, reputational and financial perils of such exposures, and address the challenges of tougher standards and stringently enforced lending laws.
Steven Fox
Director of Sales Operations
sales@docmagic.com
800-204-4255
For over 25 years, DocMagic has been a leading provider of end-to-end Document Preparation, Delivery and Compliance Solutions for the Mortgage Industry. With over 10,000 customers spanning community banks, credit unions, mortgage banks, and national depository banks in fifty states, DocMagic has built its reputation on innovation, quality, and service.
Cathleen Schreiner Gates
SVP Sales and Services
Cathleen.SchreinerGates@elliemae.com
877.779.5215
Ellie Mae is a leading provider of innovative on-demand software solutions and services for the residential mortgage industry. Ellie Mae’s all-in-one Encompass(R) mortgage management solution provides one system of record that allows banks, credit unions and mortgage lenders to originate and fund mortgages and improve compliance, loan quality and efficiency.
Britt Haven
Business Development
info@hqvendormanagement.com
818.940-1200 x104
HQVM provides vendor management oversight to mitigate risks inherent with the use of third party vendors. HQVM’s audit and monitoring process, combined with its customized technology solutions, enables a lender to easily assess its vendor’s compliance with applicable regulations and to ensure a vendor conducts its business in a manner consistent with the lender’s core values.
Rob Chrisman
Daily Mortgage Commentary
rchrisman@robchrisman.com
Mortgage Industry News, Commentary and Resources are published daily. Our newsletter is distributed to over 35,000 mortgage banking professionals six days a week and is intended to serve as a bulletin board for industry related issues and resources. For free job postings and to view candidate resumes visit LenderNews. Currently there are over 300 mortgage professionals looking for operations, secondary and management roles. For archived commentaries, or to subscribe, go to www.robchrisman.com.
Tommy Duncan
Chief Executive Officer
www.qcmortgage.com
615.591.2528 ext. 122
Quality Mortgage Services is a nationwide recognized leader in mortgage audit services, quality control procedures, and mortgage compliance solutions. With over 20 years of experience and a broad knowledge in the mortgage banking industry, Quality Mortgage Services is a full service risk management and mortgage compliance solutions company that provides mortgage loan analysis results. Our reputation has been recognized by many in the industry including federal and state housing agencies and authorities.
Matthew Reich
Vice President, Business Development
www.questadvisors.com
919-747-8197
mreich@questadvisors.com
Quest Advisors is an outsourcing quality assurance company engaged or contracted by lenders to conduct quality assurance services concerning their residential mortgage loans. In support of the lender, we provide loan quality control audits required by HUD, FHA, VA, Fannie Mae, Freddie Mac, other investors, and government regulatory agencies. We also provide a host of solutions that aid client’s overall goals of profitability and success.
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