Services

Residential Mortgage Document Preparation

BM&G has prepared more than one million residential mortgage document packages since its founding in 2000. Lenders utilize BM&G’s doc prep capabilities to meet a variety of needs, from meeting practice of law requirements in Texas to drawing compliant packages in all 50 states and the District of Columbia. Learn more about our proprietary technology below.

Loan Fulfillment Services

Our clients benefit from our fulfillment services that eliminate their need for detailed and expensive back office operations. BM&G handles clearing all pre-closing, closing, and funding conditions, including CD reviews/approvals, ordering the wire, funding and monitoring trailing documents, clearing stipulations and deficiencies, and shipping and staking the closed loan package. These services allow our clients to focus On what they do best: growing their business. Learn More

Mortgage Law Compliance

Our attorneys draw from a wide range of legal knowledge and experience that benefits our clients. BM&G attorneys previously have served as executives at top mortgage companies, as general counsel to large lending institutions, and as judicial clerks. We have assisted in the drafting of instrumental legislation affecting mortgage law. Our attorneys regularly teach mortgage professionals about changes affecting the mortgage industry. Learn More

Document Preparation Technology



Our exclusive nationwide residential mortgage loan document preparation software is used by our clients, and even our competitors, for drawing state and federally compliant at-settlement loan packages. Our packages include all required disclosures and are compliant with secondary mortgage market requirements. Custom packages are available upon request

Interface Capabilities



Our exclusive loan origination software interface helps our clients transact at enhanced speed by taking advantage of our mortgage technology. Through an online portal, our clients utilize this site to effortlessly interface with their specific loan origination software, verify and edit any loan information prior to submission of document preparation requests, track their loans from the document creation to delivery, and ensure the security of sensitive information by utilizing 256-bit SSL encryption technology.

Secure Delivery



Our exclusive web-based electronic document delivery system enables us to deliver documents directly to the title company or lender with enhanced efficiency and security by utilization of 256-bit SSL encryption technology coupled with our secure proprietary communication methods.
Mortgage Law Compliance


With over 200 years of combined legal experience, our attorneys formerly served as executives at large mortgage companies, former general counsel to large lending institutions, judicial clerks, and have even aided in the drafting of instrumental legislation affecting mortgage law. Our attorneys are prominent authorities on state and federal law and regulations affecting mortgage lending, including these following areas.

  • Equal Credit Opportunity Act (ECOA) and Regulation B
  • Fair Housing Act (FHA)
  • Community Reinvestment Act (CRA)
  • Home Mortgage Disclosure Act (HMDA)
  • Home Ownership and Equity Protection Act (HOEPA)
  • Homeowners Protection Act
  • Service Members Civil Relief Act (SCRA)
  • Truth in Lending Act (TILA)
  • Real Estate Settlement Procedures Act and Regulation X
  • Fair Credit Reporting Act – Notice Requirements
  • Fair Debt Collections Practices Act
  • State and local fair and anti-predatory lending laws and regulations
  • Dodd-Frank Wall Street Reform and Consumer Protection Act (Dodd-Frank)
  • Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act)
  • Texas Foreclosure Law
  • Texas Constitution, Article XVI, §50(a)(6) (Texas Home Equity Loans)

Loan Fulfillment Services

Rely on our online loan fulfillment services so you can focus on growing your own business instead of detailed and expensive back office operations.

Document Preparation

  • Clearing all pre-closing, closing and funding conditions
  • Preparing loan documents to client’s specifications
  • Closing Disclosure Review and Approval
  • Ordering the Wire
Document Management

  • Funding
  • Monitoring Trailing Documents
  • Clearing stipulations and deficiencies
  • Shipping and stacking the closed loan package in accordance with the investor’s requirements

Digital Mortgage Product



BM&G has partnered with Pavaso —a leading digital mortgage technology provider—to offer clients a digital mortgage solution. Utilize BM&G’s proprietary system to produce hybrid or fully digital packages with eVaulting capabilities. Contact your Client Relations Specialist to learn more about the BM&G digital mortgage solution.