We’re here to help.
Your Partner for Licensing Services
& Compliance Support
OUR SERVICES
STATE LICENSING
Whether you're making the leap to independence or expanding your company into new states, MSource is your guide for a seamless process. From the initial preparations to the final approval, our experienced team supports you at every stage. Let MSource handle the intricacies of each license type, saving you time and ensuring a stress-free journey to independence or expansion.
state examination support
MSource assists with state examinations by reviewing engagement letters, helping complete questionnaires, and assessing documentation for potential issues. We work closely with your team and examiners to meet requirements and timelines, ensuring adherence to policies. After the exam-ination, we review the final audit report, assist with required responses, and follow up to ensure ongoing compliance.
compliance manual
Companies must maintain up-to-date policies and procedures to remain compliant with State, Federal, and Local Laws. This can be a daunting task and is a primary component of a State Exam. Additionally, a variety of policies may be required for new state licensure or Investor approvals.
licensing maintenance
Imagine having your licensing and compliance tasks seamlessly handled for you. Our optional program puts your licensing maintenance on autopilot, streamlining and consolidating your licensing compliance, freeing up your time to focus on what matters most—growing your business.
mortgage call reports
These reports can be time-consuming, stressful, and potentially very costly if submitted late or incorrectly. Let MSource help carry some of the load to allow you to get back to the core of your business...closing loans!
GENERAL CONSULTING & SUPPORT SERVICES
At MSource, we offer a range of consulting services to help our clients grow their businesses. Whether you need help with strategic planning, business develop-ment, AML Audits, marketing, and website reviews, annual bundled training, State Specific Reports, Secretary of State Filings/Annual State Filings, or general industry questions, our team of experts has the knowledge and experience to help you achieve your goals.
ONLINE TRAINING
COURSES
- Prelicensure Education (PE) and Continuing Education (CE) courses for all 50 States
- Late Continuing Education (Late CE) Classes for all 50 states
- Bundled Annual Training – AML/BSA, Fair Lending, Information Security, HMDA Data and Reporting Requirements and FACTA Red Flags
- Additional Professional Development Classes available
Courses provided in conjunction with an affiliate partner.
ABOUT US
OUR STORY
MSource was founded in 2006 and specializes in providing licensing services and compliance support for mortgage brokers of all sizes across the U.S. Our team of experts is dedicated to helping our clients navigate the complex regulatory landscape and stay compliant with the latest rules and regulations. We understand the challenges that mortgage brokers face in today's fast-paced market, and we are committed to providing the guidance and support they need to succeed.
WHO WE ARE
Our team of seasoned professionals has years of experience in licensing and compliance, and we use that expertise to help our clients achieve their goals. We are committed to providing personalized service and customized solutions that meet the unique needs of each client. Whether you are a small brokerage just starting out or a large firm looking to expand your business, we have the knowledge and experience to help you succeed.
OUR MISSION
At MSource, our mission is to help Mortgage Brokers achieve their goals with confidence, efficiency, and unwavering support. We handle the complexities of licensing and compliance, allowing brokers to focus on closing loans and maximizing their financial success.
WHY MSOURCE
Experience You Can Trust
Personalized Service
Comprehensive Solutions
Partner with our seasoned team of industry
professionals, led by a knowledgeable former Broker/Owner and skilled Loan Officer, along with experienced Processors and Compliance professionals. With over 75 years of combined experience, we understand your journey and unique needs firsthand.
Sales and Operations make the money, Finance and Accounting track the money, and Compliance makes sure the Company can keep the money!
-Ray Callahan
MEET OUR TEAM
Audrey Acquisti
Founder/CEO
248.230.9717
aacquisti@msource24.com
Jim Bell
President
248.230.9717
jbell@msource24.com
LuAnn Cornett
Vice President
248.232.0808
lcornett@msource24.com
Kari Fitzgerald
Executive Assistant
248.920.1130
kfitzgerald@msource24.com
Jenny Grassley
Licensing Manager
248.319.6858
jgrassley@msource24.com
Vickie Mazzei
Compliance Coordinator
248.232.0555
vmazzei@msource24.com
Amanda Augostino
Licensing Specialist
248.712.1710
aaugostino@msource24.com
Annette Mazzei
Reports Specialist
810.775.0544
amazzei@msource24.com
Stephanie Reneski
Licensing Specialist
248.415.3085
sreneski@msource24.com
Patty D’Pulos
Licensing Specialist
810.775.0545
pdpulos@msource24.com
Tracy Jones
Licensing Support
248.419.4417
tjones@msource24.com
Brett Bradley
Reports Specialist
248.873.0016
bbradley@msource24.com
Gianna Parlove
Licensing Specialist
248.712.1711
gparlove@msource24.com
OUR BUSINESS IS TAKING CARE OF YOUR BUSINESS.
CLIENT
REVIEWS
"Everyone on the team is knowledgeable, responsive and kind. The provide great information, gentle reminders (when needed) and excellent service. I have recommended them to others to use and will continue to do so."
- Mike Mulgrew, Guide Mortgage, LLC
"Jim and his team have been a huge help to me. As a new broker, there is a lot to learn from licensing to call reports to advertising requirements. Jim's team has been there to help me get started every step of the way. I am extremely thankful for MSource!"
- Dave Henry, Henry Mortgage Group, LLC
"I do not know what I would do without MSource. They are expert advisers at what they do. Always on time. They keep my business in order and compliant!"
- April Blackwell, Blackwell Mortgage of NC, LLC
We’re here to help.
Contact us
22181 Huron River Drive #62
Rockwood, MI 48173
P 248.620.3434
F 888.826.2208
E info@msource24.com
Get social
Office hours
Monday to Friday
8:00 am to 5:00 pm ET
SCAN ME
Keep up with reminders within the Mortgage Industry
to make sure your company isn’t at risk!
PRIVACY
POLICY
MSource Training & Consulting, Inc., a Michigan corporation, understands that you expect privacy and security when providing information. Be assured, we are committed to treating your information responsibly. This Privacy Notice describes the standards we follow in handling your information.
What Information We Collect and How We Use It
You may choose to provide either business or personal information (such as your name, address, business telephone number and email address) on this website.
Contacting Us
If you wish to receive information provided on our website, we ask you to provide certain information such as your name, company name, email address, and contact phone numbers. We may also ask for information about your business. We may collect the above information via online submission forms, telephone calls, and emails. We store this information and use it to respond to your inquiries. If you choose not to provide the required information to contact you, we will not be able to provide you with the service you are requesting or fulfill your request.
Additionally, we may occasionally send you details of products and services, or industry news that may be of interest to you. If you do not wish to receive information regarding our products, services, or industry news, you may opt out of any future communications by sending an email to info@msource24.com. Please designate within your opt-out request your name, telephone number, and what type of communication you are requesting the opt-out for.
Publications/Blog
When you sign up online to receive one of our publications, we ask for your name, address, business telephone number, and email address. We may use this information to contact you regarding promotions.
Surveys/Questionnaires
We may occasionally ask visitors to our website to complete online surveys and opinion polls about their activities, attitudes, and interests. These surveys help us understand the needs of our website visitors.
Tracking Activity on our Website
Unless specifically requesting a service, personally identifiable information is not collected when browsing our website.
Children Under Age 18
While the content of our website is suitable for audiences of any age, our website is not designed for use by those under the age of 18 and those not of legal age to contract. Therefore, we do not knowingly attempt to solicit or receive any information from any individual under the age of 18 or not of legal age to contract.
Legal Disclosure
We do not sell, rent, trade, or otherwise disclose personal information about our website visitors, except as described here. We may be required to disclose information about you (i) if we are required to do so by law or legal process, (ii) in response to a request from law enforcement authorities or other government officials.
Updates to this Privacy Notice
We may update or change this Privacy Notice from time to time without prior notice to you. We will post a prominent notice on this site to notify you of any significant changes to our Privacy Notice and indicate at the top of the notice when it was recently updated.
How to Contact Us
If you would like us to update your contact information, remove you from contact lists, or if you have any questions about our information practices, please get in touch with us by:
Telephone: 248.620.3434 (9am - 5pm ET)
Email: info@msource24.com
Mail: 22181 Huron River Drive #62
Rockwood, MI 48173