Schedule

Schedule subject to change.

Note: Meeting rooms may change, so please refer to the on-site program for final locations

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Tuesday, March 26, 2019

  • Digital Mortgage Track: The Digital Mortgage – Issues and Enablers Roundtable

    Location: Marsalis Hall A,
    Exhibition Level


    Speaker(s)

    Nancy Pratt, Vice President, Partner Relations and Government Affairs, Pavaso, Inc.

    Ann Ploetz, Senior Product Manager, ICE/MERSCORP HOLDINGS, Inc.

    Rachael Sokolowski, President, Magnolia Technologies LLC

    Michael Cafferky, EMortgage Program Manager, Fannie Mae

    Rajasekhar Penugonda, Product Development and Senior Business Lead, Freddie Mac

    Christian Claffy, Senior Vice President, Federal Home Loan Bank of Chicago

    Breakout Session,

    Digital Mortgage Track

    eMortgage volumes are increasing rapidly. What is working, what continues to evolve, what remains to be solved for eMortgages and the digitalization of documents? Attend this open roundtable discussion to hear what others think and offer your opinions on the future.

    Speaker(s)

    Nancy Pratt, Vice President, Partner Relations and Government Affairs, Pavaso, Inc.

    Nancy G. Pratt is the Vice President of Partner Relations and Government Affairs for Pavaso.  Nancy has over 15 years of experience in the eMortgage/eClosing space, which played a key role in leading the go-to-market and implementation strategies for Pavaso's two CFPB pilots.  Nancy has been in the mortgage/title industry for over 39 years and highlights of her career include industry milestones of performing the first complete eMortgage with lenders and conducting the first ever FHA and VA eClosings.  Nancy has been invited to speak at various Industry Conventions as an eClosing/eMortgage subject expert. She is a member of the ALTA Government Affairs, Public Relations, State Regulatory Action and Technology Committee, ALTA Remote online Notary Taskforce and has been an ALTA Springboard facilitator in 2017 and 2018. She is the Co-chair of the MBA MISMO eMortgage Group and was elected to the MISMO Board of Governance Technology Committee in 2017 and 2018. She is also member of MBA’s Residential Technology Committee. Nancy is also a member of PRIA, MBA, MISMO, ESRA, RESPRO, NASS/NPA and has served on the eMortgage FNMA Innovation Team.  Nancy was named as a Leading Lady in the Mortgage Industry by The MReport in 2015. In 2016, she was a recipient of the 2016 MBA Tech All Star Award and was named as an Elite Women in Mortgage by Mortgage Professional America and was named one of Housing Wire’s Women of Influence in 2016, 2017 and 2018.

    Ann Ploetz, Senior Product Manager, ICE/MERSCORP HOLDINGS, Inc.

    Ann Ploetz is Senior Product Manager for ICE/MERSCORP Holdings, Inc. She is part of the team responsible for product requirements and design for the full suite of MERS® Systems. Her current area of responsibility includes MERS® eRegistry and she is actively working on future enhancement releases for the application.  Prior to joining ICE, Ann served as the business lead for the MERS team at HP/EDS, the information technology partner of MERSCORP Holdings. In addition to software development, her contributions included day to day operational and project leadership related to the MERS® Systems.  Ann’s industry experience includes a 20 year career at Bank One, with management roles in the area of Retail Banking, Bank Operations (including loan origination and servicing) and Software Development.

    Rachael Sokolowski, President, Magnolia Technologies LLC

    Rachael Sokolowski, President, Magnolia Technologies LLC, is a recognized leader and author in the mortgage banking industry as a technology evangelist, trusted adviser, strategist and driver of results in industry initiatives. As a consultant, Rachael provides over 30 years of business and technical experience in electronic documents and signatures, industry standardization, electronic mortgages and closings, secondary market delivery requirements, compliance and patent applications/litigation. Rachael has provided subject matter expertise on financial services technologies and has advised mortgage banking lenders, technology vendors, GSEs, banks and insurance and automotive finance companies. Rachael was previously the Chief Information Officer for a community bank and a financial services consulting firm. Rachael is a major and frequent contributor to the mortgage banking industry standards organization (MISMO) and the Property Records Industry Association (PRIA). She has authored numerous articles for the Scotsman Guide, Mortgage Compliance Magazine and Mortgage Banking Magazine providing commentary on technology, compliance and policy issues facing the financial services industry. Rachael is currently Co-Chair of the MISMO, eMortgage Workgroup and is certified by MISMO as a Mortgage Standards Professional (CMSP). In 2016, Rachael received the “MISMO Chairman’s Award” and was named by Mortgage Women Magazine as a Technology Leader and Entrepreneur in the industry.

    Michael Cafferky, EMortgage Program Manager, Fannie Mae

    Mike Cafferky is Fannie Mae’s Product Manager for electronic mortgages (eMortgages). Mike has spent the last 15 of his 30 years at Fannie Mae developing and managing Fannie Mae’s eMortgage initiatives. Mike is widely recognized as an industry expert on the topic, is a frequent speaker on industry panels related to eMortgages and eClosings, and has provided educational sessions at industry conferences on eMortgage requirements and processes . Mike routinely works with Fannie Mae customers, technology vendors, document custodians, and warehouse funding providers to support their efforts to transition to electronic documents and closings.

    Rajasekhar Penugonda, Product Development and Senior Business Lead, Freddie Mac

    Raj Penugonda is the e-mortgage program lead at Freddie Mac, and is responsible for managing and improving competitiveness of the program. In addition to identifying and managing internal strategic initiatives, he works closely with various industry stakeholders to increase e-mortgage adoption. Raj has experience of 17 years in the residential mortgage industry spanning origination, default servicing and secondary market. Prior to joining Freddie Mac, Raj performed product management, change management and process design roles at Bank of America and Wells Fargo. Raj holds a master’s degree in engineering and is an Accredited Mortgage Professional (AMP).

    Christian Claffy, Senior Vice President, Federal Home Loan Bank of Chicago

    Christian Claffy currently oversees operations for the Federal Home Loan Bank of Chicago’s balance sheet and credit products. Mr. Claffy joined the Bank in 2010 and his held positions with increasing levels of responsibility including oversight of Collateral Operations, Investment Operations and Collateral Policy. Prior to joining the Bank, Christian worked in multiple positions within the mortgage industry starting in 2002 reviewing mortgage loans for secondary market transactions through Product Management for Loan Custody and Loan Disbursements products.

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