CE: Understanding Successor in Interest Requirements


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One of the more challenging elements to mortgage servicing regulations are the requirements for handling both potential and confirmed successors in interest. Determining which documentation to require for successors in interest can be complex enough when looking at the laws governing successorship in any one particular state. When looking at multiple states, this challenge can become an exponentially complex task for servicers and in-house council. Join legal experts for a 60 minute conversation of the various elements of Successor in Interest, the steps your company needs to be taking now to ensure adequate compliance, and the tools MBA has developed in partnership with legal experts to help your company comply.

If you are interested in submitting anonymous questions, please submit your questions to Lisa Volb at lvolb@mba.org by end of day November 29, 2018.


This webinar is complimentary to companies who have purchased any volume of Successor in Interest state level reports. Please contact Lisa Volb at lvolb@mba.org for the promo code.


Thursday, December 13th, 2018


2:00-3:00 p.m.


Attendees should expect to understand:
  • Overview of Successor in Interest regulations
  • What the categories are for grouping Successor In Interest scenarios
  • How to determine which reasonable documents are needed to prove Successor in Interest
  • How state regulations vary and what may be on the horizon for changes to the regulations


  • Margaret Scott, Partner, Alston & Bird LLP
  • Nanci Weissgold, Partner, Alston & Bird LLP

Who Should Attend?

  • Servicing Compliance Officers and Staff
  • In-house Counsel
  • Internal Audit Staff
  • Default Servicing Managers


Call begins on December 13, 2018 from 2:00 - 3:00 pm EST.

Login instructions will be sent to paid attendees in advance of the webinar.

All paid attendees will receive a copy of the audio recording and PowerPoint deck at the conclusion of the webinar.