From shifting compliance requirements and growing cost-per-loan, resource constraints, and the need for digital transformation, we know the burdens you face each day. We designed our financial solutions platform around your need for better quality, efficiency, and performance.

We are ambitious connectors in mortgage and financial services, bringing together asset and operations strategy, people, processes, data, and solutions so that you can move beyond the status quo to perform, thrive, and transform.

DUE DILIGENCE

Canopy takes a unique client-centric approach to due diligence customizing our client’s testing to their transaction type, risk profile, and exit strategy. The Canopy team has decades of transaction experience ranging from RMBS, Quality Control, Portfolio Acquisitions, MSR trades, NPL/RPL, and much more. Utilizing our software platform, Tower, we can customize our testing to fit your exact needs.

Canopy reviews a wide array of asset types:

  • Jumbo
  • Non-QM
  • Agency to Unsecured Consumer
  • Chattel
  • Student Loans
Due Diligence

Automated Servicing

By leveraging our revolutionary platform, Canopy can create a custom testing script for you to monitor your servicer data on an ongoing basis. This allows you to stop worrying about mounds of spreadsheets from multiple servicers and instead concentrates all of your data in one place for testing and notification of any potential problems with loans being serviced. This not only allows for errors to be addressed early in the process but also increases our clients’ bandwidth due to its efficiency.

Automation

CONSULTING

The Canopy team leverages its decades of experience to offer consulting services to its clients including:

  • Regulatory Examination Preparation
  • Onsite or Offsite Originator Audits
  • LOS Calibration
  • Regulatory Compliance Testing Protocols
Consulting

We’re Fixated on Outcomes.

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