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Keys To Selecting The Right LOS

According to QuestSoft’s 10th annual survey, 15.8% of lenders report that they are considering changing their loan origination software provider in 2016. Making a switch takes time, and choosing a new platform should not be done without careful consideration.

To help you evaluate your current LOS, and to serve as a guide as you evaluate others, Mortgage Builder has put together a roundtable of industry experts for an upcoming webinar to discuss “The Keys to Selecting the Right LOS Provider“.  Happening tomorrow, July 26th from 1:00PM to 2:00 PM EDT, Tony Garritano of Progress in Lending will be hosting the discussion with a panel of mortgage professionals to discuss:

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>>Key features lenders should be looking for when selecting an LOS

>>How their LOS prepared them for impending rule changes like HMDA and TRID

>>Where they see LOS advancements going in the future

Panelists and Participants include:

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>>Tony Garritano of Progress in Lending

>>Michael Hammond of NexLevel Advisors

>>Rod Correia of Shamrock Financial

>>Matt Switney of Level One Bank

>>Al Chinn of Mortgage Builder

This event will happen tomorrow. You can register by clicking the link HERE

About The Author

Tony Garritano
Tony Garritano is chairman and founder at PROGRESS in Lending Association. As a speaker Tony has worked hard to inform executives about how technology should be a tool used to further business objectives. For over 10 years he has worked as a journalist, researcher and speaker in the mortgage technology space. Starting this association was the next step for someone like Tony, who has dedicated his career to providing mortgage executives with the information needed to make informed technology decisions. He can be reached via e-mail at tony@progressinlending.com.

New Webinar Looks To Fuel The Lender Of The Future

Wipro Gallagher Solutions (WGS), a Wipro Limited company and provider of end-to-end origination technology products launches its micro-webinar series titled, “Fueling the Future Lender Microwebinars.” Here’s the scoop:

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“Fueling the Future Lender Microwebinars” are a series of short but information-rich webinars on compelling themes for the future of the mortgage lending industry. Facilitated by Wipro Gallagher Solutions, these on demand webinars will be under 20 minutes long and will feature experts from various forward-thinking companies covering topics ranging from borrower journey mapping to mobility, data automation, crowd funding, data and analytics, cloud computing, information security, and more.

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Confirmed panelists for the webinar series’ ever-growing list of presenters include such thought leaders as:

  • Darren Oddie, strategy director at Wipro Digital
  • Tom Greenwood, lead experience consultant at Wipro Digital
  • Pamela Johnston, principal at PwC Financial Services Advisory
  • Joe Dahleen, president at Taxdoor, a Chronos solution
  • Brent Chandler, founder and CEO of FormFree
  • AdaPia d’Errico, CMO at Patch of Land
  • Daniel Smith, senior vice president at ComplianceEase
  • Joey McDuffee, head of sales and marketing at Wipro Gallagher Solutions
  • Jim Deitch, chief executive officer and co-founder at Teraverde Management Advisors
  • Matt Richins, cloud architect at Rackspace
  • Rudy Zabran, managing director at Opus Capital Markets Consultants

“The goal of this power-packed webinar series is to catalyze the industry and envision the future of lending looks, define the challenges and opportunities facing lenders in the new lending environment, and showcase the tools available to advance the business forward,” said Gopi Krishna, General Manager, Wipro Limited.

The webinar series started February 23, 2016, and WGS will continue to release webinars on a regular basis. All available webinars and speaker information are posted on the following microsite: www.webinars.wiprogallagher.com. Interested industry executives with relevant information to share can contact robyn.mahoney@wipro.com to propose a 20-minute webinar.

About The Author

[author_bio]

Tony Garritano
Tony Garritano is chairman and founder at PROGRESS in Lending Association. As a speaker Tony has worked hard to inform executives about how technology should be a tool used to further business objectives. For over 10 years he has worked as a journalist, researcher and speaker in the mortgage technology space. Starting this association was the next step for someone like Tony, who has dedicated his career to providing mortgage executives with the information needed to make informed technology decisions. He can be reached via e-mail at tony@progressinlending.com.

TRID Education Continues

ComplianceEase will host a live, complimentary webinar titled, “Are You Ready to Pinpoint TRID Issues?” on Wednesday, September 23, 2015 from 11:00AM to 12:00PM Pacific Time. Here’s what will be discussed:

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The webinar will provide details on what to expect in the new risk environment, how to conduct a final evaluation of your technology and workflow preparations for TRID, and how the new TRID Monitor module within ComplianceAnalyzer was built to address TRID regulations and accommodate multiple workflows.

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Attendees can expect to:

  • Examine the regulatory liability under TRID, including the lenders’ responsibility for timing and accuracy of disclosures.
  • Explore best practices for risk mitigation.
  • Learn the details about post-closing corrective actions (i.e., the ‘off-ramp’).
  • Discuss key considerations in determining TRID readiness.
  • Gain an in-depth understanding of how ComplianceAnalyzer with TRID Monitor helps lenders review multiple Loan Estimates (LE) with all Closing Disclosures (CD) for accuracy, completeness, timing and fee tolerances.

Speakers will include:

  • Donald Lampe, Partner – Morrison & Foerster, LLP
  • Jason Roth, SVP Product Management – ComplianceEase
  • Lisa DeFors, Attorney – ComplianceEase

For more information or to register for the webinar, click here.

Progress In Lending
The Place For Thought Leaders And Visionaries

Vendor Adds New Coaching Service

Comergence, a provider of third-party vendor management platforms for the mortgage industry, has established a strategic relationship with noted mortgage and real estate industry consultant, motivational speaker and sales coach Ron Vaimberg to provide free training webinars and educational materials as a value-added service for the company’s customers.

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Vaimberg will work with both wholesale account executives and retail loan originators on sales, marketing and motivational success strategies. He will conduct free monthly training webinars as well as periodic “Ask the Expert” conference calls to help Comergence’s clients solve real-life business challenges. Vaimberg will also host on-site training and live events to teach clients how to leverage Comergence’s marketing resources to make the sales process easier and to help them focus more closely on turning applications into closed loans.

Vaimberg is one of the most sought after mortgage trainers in the nation, spending over 150 days a year on the road presenting his success programs. He works with top sales professionals from some of the nation’s largest real estate franchises, mortgage bankers and national banks.

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“Ron’s unique ability to identify his clients’ strengths, weaknesses and untapped opportunities has enabled him to guide them to fast, unprecedented sales growth — and make that process easy,” said Greg Schroeder, president of Comergence. “We’re excited to have him share those skills with Comergence’s customers.”

Progress In Lending
The Place For Thought Leaders And Visionaries

Seek Out Guidance

*Seek Out Guidance*
**By Tony Garritano**

TonyG***How do you get ready for the coming purchase market? First, you get more informed. Mortgage Returns, a provider of CRM tools for the mortgage industry, has launched an upcoming educational webinar series designed to provide lenders with strategies to boost their purchase business and maximize marketing ROI.

****The information-rich webinar, entitled How to Use Mortgage Returns in a Purchase Market, takes place on Thursday, Oct. 3. Specific topics include strategies for marketing to prospects and real estate agents through your CRM and how to track and measure results to improve performance.

****“As the pace of refinancing starts to slow, lenders need to capitalize on the coming purchase market to stay competitive and continue growing revenue,” said Jim Blatt, CEO of Mortgage Returns. “Our webinars provide lenders with the strategies they need to thrive in a purchase market.”

****The webinar series is a part of Mortgage Returns’ TRUE CRM initiative, which trains lenders to leverage the more advanced features of a complete CRM system to increase the effectiveness of marketing campaigns and strengthen relationships with their customers, prospects and referral partners. The TRUE CRM Checklist can be used by originators to quickly evaluate whether or not they are using a complete or incomplete CRM.

****Those interested in attending the webinars should contact Mortgage Returns at 877-437-9100 or visit www.mortgagereturns.com.

Tony Garritano
Tony Garritano is chairman and founder at PROGRESS in Lending Association. As a speaker Tony has worked hard to inform executives about how technology should be a tool used to further business objectives. For over 10 years he has worked as a journalist, researcher and speaker in the mortgage technology space. Starting this association was the next step for someone like Tony, who has dedicated his career to providing mortgage executives with the information needed to make informed technology decisions. He can be reached via e-mail at tony@progressinlending.com.

Understanding The News: Painting A Very Clear Picture Of HARP II

*Painting A Very Clear Picture About HARP*
**Webinar Looks to Educate All**

***Will HARP II be the thing that restarts the mortgage industry? Probably not. However, HARP II does present a set of opportunities for lenders to help borrowers. So, what’s HARP II really all about? There’s a lot of misinformation out there so AllRegs will offer a training webinar entitled, “The HARP II Program,” Tuesday, May 22, 2012, from 2:00 p.m. to 3:30 p.m. Eastern Time. Registration is $265 per site, to educate the space. Here’s the details:

****The Home Affordable Refinance Program (HARP) was originally introduced as a part of the Making Home Affordable Program in March, 2009. The program had two outstanding advantages – it afforded someone who had worked hard to stay current the ability to refinance, and they were allowed to refinance their outstanding principal balance despite the fact that their property value may have be significantly “underwater” based on the fair market value. Servicers were still concerned about using the program as many of the people had loan-to-value ratios that far exceeded the 105% limit. The limit was raised to 125%, then to 140% of fair market value.

****In 2012, the HARP II program was announced to allow lenders to deliver HARP loans without a cap on loan-to-value ratios. Making changes to the LTV ratios is just one of the many changes to the revised HARP II program.

****During this 90-minute webinar, AllRegs will look at all of changes to this program and how they will impact those borrowers who were locked out of refinancing to a lower rate based on previous LTV restrictions. AllRegs Academy instructors Elana Lovoy and Pat Taylor will provide ideas on how to communicate this program to potential borrowers, analyze the risk and determine best practices for originating this type of loan program.

****Production and Servicing Managers, Risk Officers, Asset and Portfolio Managers, and any staff members responsible for early intervention of loans that may be at risk of default are encouraged to attend.

****The cost for this course is $265 per site, with the ability to dial in to the conference from one phone line at each site. To learn more or register, click here or visit www.allregs.com.

Progress In Lending
The Place For Thought Leaders And Visionaries