Process Solutions

What to expect working with us.

— Highest-quality output.

— Customizable solutions.

— Cost savings of 25%-45%.

— Very-scalable support teams.

— 20+ years leadership experience.

— “Mind blowing” customer service.

Mortgage & Title.

Increase operational efficiencies, reduce costs, mitigate margin compression.

Why work with us?

Process fulfilment support.

Scalable 24/7 Fulfillment Services at a fraction of the cost which will match or exceed your internal team’s productivity metrics within 90 days. Fulfillment services across the manufacturing process including:

• Loan setup
• Prep file for underwriting
• Clear conditions
• Coordinate with closing department
• Trailing docs/ship file to investor
• Call monitoring

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Underwriting (QM/NQM).

We provide comprehensive underwriting solutions.

• Scalable and flexible
• Flexible pricing models (output based or FTE)
• Licensed in over 15 states
• Offshore and onshore underwriters
• Encompasses the range of loan types – conventional, government, QM and NQM
• LOS agnostic

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Compliance.

We offer a full suite of agency and non-agency compliance solutions.

• Full range of compliance solutions
• HMDA, Reg B, TRID, RESPA, TILA, ECOA etc.
• Agency pre and post-closing reviews including reverifications

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Quality control.

Internal and agency quality control to avoid mistakes and delays.

• Protect your brand and reputation with borrowers and regulators
• Pre- and post-funding quality control
• Pre-underwriting scrub and appraisal reviews
• Appraisal reviews

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Servicing.

Comprehensive servicing and default solutions.

• Loss mitigation
• Property preservation
• Loan transfers
• Claims processing
• New loan audit (NLA)
• Bankruptcy management
• Document management

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Title services.

High-quality search and typing services.

• Commitment typing
• Online searches
• Tax lien services
• Bankruptcy searches
• Special projects

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Valuation services.

Customized, multiple valuation QC processes.

• Appraisal
• BPO
• Hybrid

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Automation AI / RPA.

Streamline your processes with simple or complex AI automation and RPA solutions. We’ve been automating processes for over a decade using our Ascendum Assured® methodology. Our team of automation engineers can customize RPA automations to meet your specific needs and workflows. Some examples include:

• Advanced AI and ML document scanning
• Order Outs
• Social media monitoring
• Pre-approvals
• All-In-one accounts
• Deposit accounts

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The Ascendum team has provided us a great amount of lift across ourbusiness lines. Managing our growth wouldn’t have been possible withoutAscendum’s support. They are very knowledgeable, easy to work with andextremely responsive to our needs.

General Counsel and Chief Compliance Officer

Leading Debt Consolidation company

Accounting.

Your business, our expertise. Our trusted outsourced accounting, founded in 2008 has hundreds of global accountants with a focus on the U.S.,U.K., Europe, and Australia. Our chartered accountants, ICPA Certified employees, and graduates of commerce are financial experts and highly experienced at using the most current financial and accounting software. For decades, our team has been providing secure, accurate, and high-quality accounting services at a fraction of the cost.

Service Benefits.

Outsourcing benefits.

• Over 400 U.K. Accountants

• Eliminate the time and costs of hiring

• Expert team

• Easy scalability

• Flexible engagement models

• Exceptional customer service

Credentials.

• SOC Compliant

• ISO 27001 Certified

• ISO 9001:2015 Certified

• 256-Bit Encryption

• Winner of Best Places to Work

• Winner of NMP Most Loved Companies

Engagement model.

• Dedicated Account Manager

• Predefined SLA and KPIs

• 256-Bit Encryption

• Phone and email Support

• Serving the U.S., Europe, and Australia

We are good with numbers.

• Decades of experience

• Hundreds of qualified experts

• 55% Average savings

Bookkeeping services.

Expert, low-cost bookkeeping services, including recording and categorizing financial transactions, posting debits and credits, producing, and sending invoices, completing payroll, record keeping, and more.

Services overview

• Bookkeeping (monthly, quarterly, annually)
• Bank and credit card reconciliations
• Posting daily journals
• Account Receivables: client invoices and collections
• Account Payables: vendor bills and payments

Specialized services

• Payroll processing
• Invoice processing
• Accounts payable and receivables
• Bank account and credit card reconciliation
• Auditing services
• Reviewing services

‍

Info provided at completion

• Weekly / Monthly job progress reports
• General ledger
• Profit and Loss account
• Balance sheet
• Open item / Query report

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Business and Individual tax preparation.

Our certified tax accounting specialists are dedicated to simplifying the tax preparation process for you. We guarantee timely delivery and full compliance, all at a fraction of the cost. Let us handle the intricacies of tax preparation, ensuring a hassle-free experience for you.

1040 tax returns

• Salary income
• 1099's (interest, dividend, and retirement).
• Foreign income
• Real Estate transactions
• Capital Gains
• Sole proprietor business
• Pass-through income

Corporate returns

• Adjustment transactions
• M-1, M-2, and M-3
• Multistate returns
• Form 5471 and 5472 for foreign entities

Other services

• 1065 partnership returns
• 1041 for estates and trusts
• 990/990N/990EZ

Process

• Completed checklists
• Copy of last year's tax returns
• Copies of tax documents
• Tax information
• Access to tax preparation software
• We provide tax return copy, preparer notes, and working papers for review

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Auditing services.

We believe that quality auditing shouldn't break the bank. With our competitive pricing, we make it possible for businesses of all sizes to benefit from robust, comprehensive audit services. We leverage innovative technology and proven methodologies to perform thorough, precise audits that you can rely on.

Services

• Audit testing activities, document processes, and findings
• Verify assets and liabilities in accordance with audit programs
• Work on audit, review, and compilation engagement
• Bank account and credit card reconciliation
• Fundamental knowledge of GAAP
• HUD audits
• 401 (K) audits
• SEC Compliance

Sr. auditing services.

• SOX audit
• Investment company audit
• Insurance company audit
• HUD audits
• Insurance company audit
• Audit planning
• Risk assessment
• Audit execution - checking and reviewing samples
• Preparation of audit report
• Managing end-to-end audit process
• Auditing assignments including, for-profit and government contracting audits

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Finding Ascendum and choosing them was definitely the right choice for our firm. The team works great together! Everyone there works very efficiently and are friendly. I would highly recommend the Ascendum team to others!

Stephanie White, Founder and Director

Professional Bookkeeping Tax Service, Inc.

Business Process Contacts.

Suresh
Ramakrishnan, CMB.

Senior Vice President Financial Services

Mortgage

About Suresh

Suresh is the Senior Vice President and head of the mortgage practice. At Ascendum, Suresh is responsible for new client acquisitions, client maintenance as well as spearheading the development of new initiatives within the mortgage vertical. He is a Certified Mortgage Banker (CMB), having obtained this designation in 2019. Suresh has been in the financial services field for almost his entire career. He spent several years at J.P. Morgan as an investment banker. He has been in the mortgage industry since 2002 in various capacities including origination and operations. He is a speaker at various industry conferences and has authored several articles about QC and compliance issues in the mortgage industry. Suresh has an BBA from the Zicklin School at the City University of New York and an MBA from The Ross School of Business at the University of Michigan.

Brian
Moss.

Senior Director Financial Services

Mortgage

About Brian

Brian began his career in the mortgage space over 25 years ago. His experience includes sales and operations positions with Bank of America, First American and Stewart Title. At Ascendum, Brian is responsible for National Sales to mortgage clients in various segments including origination, servicing, AMC's and title for outsourcing services. Brian has a B.S. in Business Administration from Virginia Commonwealth University.

Rob
Shepherd.

Vice President Global Operations

Mortgage & Accounting

About Rob

Rob has been in the mortgage and accounting industries for more than 25 years. At Ascendum, Rob is responsible for the global delivery of the mortgage, title, and accounting processes. He started his career with Citi as a District Manager. Rob has held various executive roles in the mortgage and title industry including CEO of a mortgage banker and title company. His experience includes consumer loans, mortgage loans, servicing, selling to government agencies, audits, QC, underwriting, accounting, and bookkeeping while working with banks, credit unions, and accounting firms. He has a real estate law certificate from Cape College.

Britt
Scearce.

Business Development Executive

Accounting

About Britt

Britt has vast experience in the mortgage, title, and accounting industries. He served as a business development, mortgage loan originator, and senior loan advisor for Emery Federal Credit Union, a mortgage loan officer for WesBanco, an instructor for Hondros College, and currently helps our Accounting clients to reduce their costs, improve efficiencies, and mitigate margin compression.

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Our team provides process solutions worldwide to help optimize your business processes.

Our team provides process solutions worldwide to help optimize your business processes.

Develop Beyond

What to expect working with us.

— Highest-quality output.

— Customizable solutions.

— Cost savings of 25%-45%.

— Very-scalable support teams.

— 20+ years leadership experience.

— “Mind blowing” customer service.

Mortgage & Title.

Why work with us?

Highest-quality output.

Customizable Solutions.

Very-scalable support teams.

SSAE-16 SOC 2 Type 2 Certified.

Onshore / offshore options.

Typical cost savings realized 25%-45%.

20+ years leadership experience.

"Mind-blowing” customer service.

Process fulfilment support.

Underwriting (QM/NQM).

Compliance.

Quality control.

Servicing.

Title services.

Valuation services.

Automation AI / RPA.

Select clients.

The Ascendum team has provided us a great amount of lift across ourbusiness lines. Managing our growth wouldn’t have been possible withoutAscendum’s support. They are very knowledgeable, easy to work with andextremely responsive to our needs.

General Counsel and Chief Compliance Officer

Leading Debt Consolidation company

Accounting.

Service Benefits.

Outsourcing benefits.

Credentials.

Engagement model.

We are good with numbers.

Bookkeeping services.

Services overview

Specialized services

Info provided at completion

Business and Individual tax preparation.

1040 tax returns

Corporate returns

Other services

Process

Auditing services.

Services

Sr. auditing services.

Finding Ascendum and choosing them was definitely the right choice for our firm. The team works great together! Everyone there works very efficiently and are friendly. I would highly recommend the Ascendum team to others!

Stephanie White, Founder and Director

Professional Bookkeeping Tax Service, Inc.

Suresh
Ramakrishnan, CMB.

Brian
Moss.

Rob
Shepherd.

Britt
Scearce.