Warehouse Lending Webinar Series

Warehouse Lending Webinar Series

Part One of this webinar series will provide participants with a thorough overview of Warehouse Lending. This session will explore who needs Warehouse Lending facilities, discuss the various types and contract forms of warehouse facilities, identify the key risks of warehouse lending facilities, and address the details and process of obtaining a warehouse facility.

Part Two of this webinar will provide participants with a more detailed review of Warehouse Lending. This session will explore the key success factors in warehouse lending programs, ways that warehouse lenders can reduce risk, including through legal documentation, and key developments in warehouse lending asset classes, legal issues, and counterparty assessment.

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Warehouse Lending, Part I: The Basics of Warehouse Lending
Tuesday, March 22

2:00 p.m. - 3:30 p.m. ET

The following information will be considered at this webinar:

  • What is Warehouse Lending and who needs Warehouse Lending facilities?
  • An Overview of the Warehouse Lending industry and some of the major players.
  • What are the basic structure and terms of a warehouse facility?
  • What is the operational process flow of a warehouse facility?
  • What are the key staffing roles and the key systems that Warehouse Lenders use?
  • What is the Process of obtaining a Warehouse Facility?
  • How does a Warehouse Lender underwrite a mortgage banker for a Warehouse line?
  • What are the key risks of Warehouse Lending and how does a Warehouse Lender monitor its clients to manage those risks?
  • What are some of the key legal concepts in warehouse lending?
  • What are the key forms of warehouse lending contracts and what are their pros and cons?
  • Hot Buttons and things to keep in mind when talking to a Warehouse Lender.

Warehouse Lending, Part II: The Finer Points of Warehouse Lending
Tuesday, March 29
2:00 p.m. - 3:30 p.m. ET

The following information will be considered at this webinar:

  • What are some of the newer asset classes that Warehouse Lenders are funding and who provides those types of facilities?
  • An Overview of the Warehouse Lending industry and some of the major players.
  • What are some of the key success factors in a warehouse lending program?
  • What are some of the red flags that warehouse lenders should watch out for when offering warehouse lines?
  • How should Warehouse Lenders mitigate fraud risks, including double-pledging, diversion of proceeds, and misdirection of funds?
  • What are some often overlooked elements that all bailee letters should include?
  • How are warehouse lenders affected by actions of the CFPB, state Attorneys General, and other consumer regulators?
  • What are best practices for the on-going monitoring of warehouse line collateral and warehouse relationships?
  • What is the role for third-party on-site reviews of mortgage bankers and what are some of the latest developments in those reviews?