Arizona Responsible Individual services
Licensing guidance, examination support and direct access to the person responsible. Work with Christian Lyons before and after approval.
For mortgage brokers, lenders, servicers and processing companies
Over a decade of mortgage experience.
Your direct point of contact.
Keep control of your business with month-to-month RI service, direct access to Christian and licensing guidance included in your relationship.
Regulatory audits & examinations
Christian has worked directly with examiners at the Arizona Department of Insurance and Financial Institutions (DIFI) and helped clients through multiple regulatory audits and examinations.
From one-person shops to larger independent brokers, direct lenders and servicers.
Explore audit and examination supportSupport throughout the process
One relationship. Practical support.
Get an RI who understands the work behind your Arizona plans. Licensing guidance is included in your RI relationship, with continued support after approval.
See what your RI service includesUnderstand the steps, prepare the relevant materials and work through licensing questions with Christian.
Coordinate your RI appointment, documentation and NMLS updates around your company’s current position.
Work directly with Christian on RI questions, licensing changes and regulatory requests as your business develops.
In our clients’ words
“They’ve been super quick to help us get set up in the state of Arizona and we could not have done it without them!”
“Everything was explained clearly upfront and handled in a way that made licensing simple and stress free.”
Client example: An Arizona mortgage company
The need
An Arizona mortgage company needed to change its Responsible Individual.
Christian’s role
Christian worked with the company to coordinate its RI replacement.
The outcome
The existing company’s RI change was approved that day.
Rooted in Arizona. Invested in your next step.
A free initial conversation with Christian.
A clearer view of what comes next.