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MISMO® Services

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The mortgage industry is ever changing in today’s world driven by regulatory changes, investor requirements and consumer demands.  It is more important than ever to exchange data in a flexible and standard format in order to meet these industry change events.

Actualize Consulting is the premier organization with the Mortgage Industry expertise and MISMO® expertise in the industry to affect change in your organization.  Our seasoned resources understand and have implemented MISMO®standards for multiple organizations and can do the same for yours. Our level of knowledge, expertise and inclusion in the MISMO® organizational processes and reference model development provides our resources the cutting edge knowledge of both the MISMO® Reference Model and its changes along with the regulatory requirements.

MISMO® is a governing body and consortium that leads the mortgage industry standards definition of terms, term definition, B2B electronic transfer of Mortgage data and engineering guidelines. The MISMO® model is a comprehensive set of data points supporting the mortgage loan life cycle. MISMO®model 3.X is viewed either in a data dictionary or use of the XML schema that can be customized to an organizations data point needs.

Actualize Consulting has seasoned resources with the expertise in the area of transforming an organization from current state to MISMO standard compliance through the following services:

Special Offerings

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New Announcement

Actualize is a Chairman Champion member of MISMO and has been heavily involved in the design, development, and roll out of the data sets within the UMDP.  Actualize has worked on the Appraisal Data Set (UAD), UCDP Portal, ULDD, Servicer Data Set (UMSD), Uniform Closing Dataset (UCD) and are currently working on Uniform Residential Loan Application (URLA ). Actualize is leading an effort to move GNMA to a MISMO compliant infrastructure.

Professional Services

Strategic Planning and Gap Analysis (Planning)
  • Conduct a review of current state processes and data structures; define a strategic roadmap to transform legacy data (input and output) to the MISMO® Reference Model v3.X standards in order to transact business events
  • Provide detailed program and project management materials specific to the MISMO® Transformation
  • Define a business case in order to assist clients to obtain funding to support the MISMO® Transformation
Business and Data Analysis (Requirements)
  • Provide guidance on industry changes for impacts of Regulatory demands, Investor and Laws
         - GSE UMDP Program Requirements
         - CFPB Integrated Mortgage Disclosure regulation
         - Dodd Frank Requirements
         - Private Label Investor Requirements
         - Federal Agency Requirements (FHA and Ginnie Mae)
  • Conduct business process redesign to support the industry changes 
  • Define the data set to support the MISMO® standards exchange with business trading partners
  • Rationalize current state database metadata and conduct data mapping to MISMO® model 3.X
  • Define the data set specification for solution execution phase
  • Define data migration, transformation and integration plan and approach
Solution Execution (Design, Development and Testing)
  • Define a logical data model to support changes
  • Create an XML schema and conduct XSLT File testing to ensure validation against the MISMO® model 3.X
  • Define technical requirements, physical data model(s) design
  • Define business and data event transaction architecture
  • Implementation of Products (TransformX and DMB for MISMO® Transformation)
Business Migration and Adoption
  • Conduct a needs assessment of internal and external parties impacts
  • Define a business partner adoption strategy and recommended approach to support both internal and external transformation efforts
  • Develop adoption and training materials for internal and external trading partners for multiple audience levels
  • Management of adoption and implementation phase

Download a copy of our MISMO Service Offering. 
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Contact Us

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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
    • Government Practice
    • M&FI Services ▼ >
      • Enterprise Information Management (EIM)
      • Digital Mortgage
      • Integrated Mortgage Disclosure
      • MERS
      • MISMO®
      • MISMO® Authorized Assessor
    • Reporting & Analytics
    • Software Implementation
    • Treasury Services ▼ >
      • Bank Rationalization
      • Bank Relationship Management Service
      • Cash Forecasting
      • Corporate SWIFT Services
      • Digital Treasury
      • Management Reporting and KPIs
      • Payments Strategy Assessment
      • Supply Chain Finance Program
      • Treasury Assessment
      • Treasury Policies Review
      • Valuation
    • Vendor Selection
  • Products
  • About Us ▼
    • Webinars
    • Testimonials
    • Contact Us
    • Podcast
  • Careers
  • Client Satisfaction
  • Employee Portal ▼
    • Consulting Basics
    • Success at Actualize
    • Benefits & Policies
    • Client Outreach Request
    • Client Awards
    • Project Set-Up
    • Internal Feedback
    • Internal Info ▼ >
      • Newsletter
    • Time and Expense Reporting Video Guides
    • Internal Systems Video Guides
    • Internal System Tips