Classification Information
Providing and administrating student loan financing; Originating student loan financing; Originating and servicing home equity financing and refinancing; Providing home equity lines of credit (HELOC); Mortgage banking services, namely, origination, acquisition, servicing, securitization, brokerage, and refinancing of mortgage loans; Insurance services, namely, consultation, brokerage, administration; Insurance underwriting for all types of insurance; none of the foregoing related to investment portfolio management or advice
Insurance and Financial