Post-Closing Insurance Advisory Services

Long-term support. Sustained Compliance.

Our post-close advisory services provide lenders with bespoke solutions to ensure ongoing insurance compliance and collateral protection.

Our Services

We act as a strategic partner to asset management and capital markets teams after the deal closes,  providing the insights you need to make informed decisions. 

  • Analysis and recommendations in connection with waiver and loan agreement modification requests
  • Custom reviews in connection with repurchase line onboarding, including compliance summaries of underlying loan agreement requirements and repurchase line representations & warranties exceptions
  • Policy renewal advisory
  • Custom reviews and advisory services in connection with loan purchase transactions
  • REO advisory
  • Other ad-hoc services