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MERS

The Actualize team has worked closely with MERS and also with Consent Order recipients in their response to the MERS
Article of the Orders, including the redesign of MERS processes and procedures, quality assurance practices, reconciliation
solutions, and Certifying Officer practices. View our latest White Paper - Preparing for a MERS Audit.
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Key elements of our MERS Annual Quality Assurance Report audit services include:


  • Precise, repeatable audit procedures that have allowed us to drive down the fee schedule for completing the MERS Annual Report.
  • Inclusion of a remediation roadmap that has allowed our clients to remedy any gaps between their current state and the MERS requirements.
  • Our ability to provide rapid, cost-effective data reconciliation/correction, should that service be required.

Deliverables:
  • An in-depth management report including any exceptions relative to MERS requirements as well as a gap analysis, observations, recommendations, and a roadmap to remediating the identified exceptions/gaps. We base our findings and recommendations on MERS requirements as well as our understanding of industry leading practices.
  • Sign-off on the MERS Annual Report of Quality Assurance standards compliance.

Follow-on Remediation Engagement: 
The Actualize team is also prepared to assist in remediating any exceptions that are noted in the MERS Annual QA Report. Deliverables for the follow-on engagement include remediation of the MERS QA Plan, CRMS policies and procedures, as well as implementation of improved data reconciliation processes and systems, as needed.

Download a copy of our MERS Service Offering. 


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  • Home
  • Areas of Expertise ▼
    • Market Trends
    • Infusion Programs ▼ >
      • Culture Infusion
      • Gratitude Infusion
      • In the News
      • Interactive Sessions
      • Testimonials
    • Capital Markets ▼ >
      • Risk Management Oversight
    • Mortgage & Fixed Income
    • Treasury
    • Collateral Management >
      • Operations
      • Regulatory
  • Services ▼
    • Business Process
    • Finance Transformation
    • M&FI Services ▼ >
      • Data Management
      • Digital Mortgage
      • Integrated Mortgage Disclosure
      • MERS
      • MISMO®
      • MISMO® Authorized Assessor
    • Reporting & Analytics
    • Software Implementation
    • Treasury Services ▼ >
      • Bank Rationalization
      • Bank Relationship Management Service
      • Cash Forecasting
      • Digital Treasury
      • Management Reporting and KPIs
      • Treasury Assessment
      • Treasury Policies Review
      • Valuation
    • Vendor Selection
  • Products
  • About Us ▼
    • Webinars
    • Testimonials
    • Twitter Feed
    • Contact Us
    • Podcast
  • Careers
  • Client Satisfaction
  • Employee Portal ▼
    • Consulting Basics
    • Success at Actualize
    • Client Outreach Request
    • Project Set-Up
    • Internal Info ▼ >
      • Newsletter
    • Time and Expense Reporting Video Guides
    • Internal Systems Video Guides
    • Internal System Tips