Roadmap for Moving from Paper to Digital - Lender

Member Price: $49.00

Nonmember Price: $79.00

Product Code: DL2-011485-WC-W

Purchase

Live webinar held on October 2 and 4, 2018.

Summary

Part I and II of the Digital Roadmap series will focus on the production and "e-closing" aspect of digital mortgages. Presenters will speak to what exactly an eClosing is and lay out a checklist for things you and your staff need to consider to help you move from pre-closing to post execution. The second half will delve into checklists and considerations for warehouse lending, investor needs, and working with your servicing partners. Practitioners from lenders, document management firms, and eClosing platform providers will also be on hand to provide real world scenarios that they have encountered and recommendations on how to address potential challenges head on.

Discounts

MISMO Members who are not MBA Members are eligible to receive member pricing. Enter the promo code MISMO30 upon checkout to receive MBA Member pricing.

Series Summary:

The transition from paper to digital mortgages is one of the most exciting and daunting topics to ever face the real estate finance industry. The potential for efficiency, customer satisfaction, and profitability gains is enormous. Numerous regulatory and operational hurdles still exist and while many questions still remain unanswered, now is the time for mortgage professionals to start committing resources to the effort. MBA Education and MISMO have joined efforts to provide the next round of digital mortgage programming to help members understand the critical concepts needed to succeed. Industry experts will provide a roadmap for how organizations can begin to move their processes from paper to digital and will also interview individuals working on the front lines to provide the solutions and tools needed to implement.

Series Schedule:
  • Roadmap for Moving from Paper to Digital - Lender Part I - 10/2/18
  • Roadmap for Moving from Paper to Digital - Lender Part II - 10/4/18
  • Roadmap for Moving from Paper to Digital - Servicing - early 2019
  • Roadmap for Moving from Paper to Digital - Title/Settlement - early 2019
  • Roadmap for Moving from Paper to Digital - Origination - early 2019
  • Roadmap for Moving from Paper to Digital - Q&A w/ Experts - early 2019

Part I - Recorded on Tuesday, October 2, 2018
Objectives:

  • An overview of what is a Digital Mortgage
  • Building a business case for moving forward and implementing
  • Details on what an eClosing is and how it works
  • A deeper dive into considerations and what is needed to actually execute an eClosing
  • Interactive discussion with industry practitioners and vendors

Moderator:
  • Charles Epperson, CMSP, Chief Technology Officer, Evolve Mortgage Services
Speakers:
  • Jennifer Parker, General Manager of Digital Mortgage Solutions, Notarize
  • Jonathan Kearns, SVP of Technology Solutions, DocMagic
  • Harry Gardner, EVP of eStrategies, Docutech
  • Nancy Pratt, Vice President, Partner Relations & Government Affairs, Pavaso
  • Keith Soura, Technical Integration Lead, Blend

Part II - Recorded on Thursday, October 4, 2018
Objectives:

  • The role of MERS eRegistry and eDelivery
  • Best practices for getting started using eClosings
  • A checklist that you can use to begin moving from paper to digital at your organization
  • How to manage your servicing partners
  • Interactive discussion with industry practitioners and vendors


Moderator:
  • Charles Epperson, CMSP, Chief Technology Officer, Evolve Mortgage Services
Speakers:
  • Jonathan Kearns, SVP of Technology Solutions, DocMagic
  • Matt Fair, Senior Vice President, Texas Capital Bank
  • Katie Paolangeli, Vice President of eCommerce and Industry Initiatives, MERSCORP Holdings, Inc.
  • Shane Hartzler, Director for eMortgage Strategy and Operations, Fannie Mae
  • Rajasekhar Penugonda, Product Development-Senior Business Lead, Freddie Mac
  • Michael Jones, CFO, Thrive Mortgage

Who Should Attend?

  • Chief Operations Officers and Staff
  • Heads of Production and Lending
  • Compliance Officers and Staff
  • Chief Risk Officers
  • Heads of Corporate Strategy
  • IT Officers and Staff
  • Chief Technology Officers
  • Chief Information Officers
  • Contact Info