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The Regional Servicing Forums offer additional commercial/multifamily training
sessions for entry- to mid-level employees. The forum is a one-day interactive
educational opportunity that is both accessible and inexpensive. MBA travels
across the country offering the same program topics and format to all members,
to create continuity in industry education and training. Participants hear from
industry experts, including speakers specifically with a regional viewpoint,
aimed at broadening members’ understanding of the commercial/multifamily real
estate industry. It is an excellent networking opportunity and a chance to
reward top performers.
Last of Series 4 is in Chicago, IL on April 4, 2006. Click here to view full agenda. Stay tuned for more
information on registration and hotel location information. By attending this
conference, you will earn one CMB credit.
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The Regional Servicing Training Forums – Series 4 provides an agenda with
topics that is relevant to the current industry and your daily business
activities.
Even if you have already attended a previous Regional Servicing Training Forum,
this series has a new agenda, so plan to attend. The information is fresh and
relevant and the agenda topics are a different focus. Series 4 builds upon the
Forum topics that have been offered since 2000, in Series 1 (Loan Document
Review, Secondary Market Overview, Industry Standards and Guidelines), Series 2
(Underwriting and Closing a Deal, Financial Statements, Default Management) and
Series 3 (Life of a Loan, Insurance Overview and Legal
Liabilities).
The Series 4
topics include:
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Role of the rating agency
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Critical loan documents
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MBA 101
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Impounds—taxes, insurance and reserves
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Business strategies—effective communication
Tuesday, April 4, 2006 Chicago, IL
Series 4 Agenda |
Hosted by:
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Click here to view Series 4
in Chicago, IL.
| *This is the general schedule for Series
4 and is subject to change. |
| 8:30 a.m. – 9:00 a.m. |
Registration and Breakfast |
| 8:50 a.m. – 9:00 a.m. |
The Rating Agency Role
Hear directly from a rating agency on their roles and responsibilities in a
real estate finance transaction – everything from loan level approvals,
servicer reviews, and on-going surveillance. Also hear about the products and
services they offer and how those services can help your business.
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| 9:30 a.m. – 10:20 a.m. |
MBA 101
This session provides you, the MBA member, with the information and tools you
need to influence business and policy outcomes. MBA 101 describes how issues
affecting the day-to-day servicing processes are raised by you as needing
industry consensus and how you, the member, effectuate change and improvements
to either the process or policy.
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| 10:20 a.m. – 10:35 a.m. |
Coffee Break
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| 10:35 a.m. – 11:30 a.m.
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Technology Basics
Technology is critical to operational efficiency and profitability. Find out
how MBA’s technology initiatives like MISMO (the Mortgage Industry Standards
Maintenance Organization) play an important role in your firm’s strategy to
reduce the costs and effort in maintaining data accuracy and transferring data
efficiently. |
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11:30 a.m. – 11:40 a.m. |
Break
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| 11:40 a.m. – 12:30 p.m.
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Property Protection – Borrower Bankruptcy
The servicer receives the loan payment late every month; a major tenant wants
to break their lease; a property inspection report reveals undone repairs – is
the borrower in trouble? Learn some of the warning signs that help determine
when a borrower may be in financial trouble, what can lead up to a borrower
filing bankruptcy, the revised bankruptcy laws and what a servicer can do to
try and protect the property.
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| 12:30 p.m. – 2:00 p.m. |
Networking Luncheon and Speaker
The Importance of Customer Service and Quality Servicing
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| 12:25 p.m. - 1:50 p.m. |
Networking Luncheon
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| 2:00 p.m. – 2:55 p.m.
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Critical Loan Documents
Loans continue to get more and more complex – leading to more legal documents.
Learn about the critical documents in every loan transaction and some of the
special, but important documents servicers are handling – the discussion will
include the Note, Mortgage, Cash Management Agreements, Split Notes/Mezzanine
financing and Side Letters. |
| 2:55 p.m. – 3:05 p.m.
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Break |
| 3:05 p.m. - 4:00 p.m. |
Impounds—Taxes, Insurance and Reserves
Servicers are typically responsible for the administration and oversight of
impounds. Learn more about managing the practice around taxes, insurance and
reserves—cash processing, reserve requests and monitoring taxes and insurance.
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| 4:00 p.m. - 4:15 p.m. |
Refreshment Break |
| 4:15 p.m. - 5:00 p.m.
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Business Strategies—Effective Communication
In today’s environment it is important to understand how to deliver a
persuasive and articulate argument whether by e-mail, phone or in person. Learn
more about how to effectively communicate your ideas and vision. Turn every
encounter into an opportunity to showcase your potential and maximize your
chances for career advancement. |
| 5:00 p.m. |
Forum Concludes |
| 5:00 p.m. - 6:30 |
Networking Reception |
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Please call Katie Schwarting
(202) 557-2742 for more information.
Registration Fee
Registration received with payment by early registration date:
MBA Member: $175
Nonmembers: $200
Registration received with payment after early registration date:
MBA Member: $200
Nonmembers: $225
Cancellations and Refunds
A $25 processing fee will apply to any cancellations.
Cancellation requests should be sent to the attention of “MBA Cancellations.”
See Five Easy Ways to Register in the left column for contact information. In
the unlikely event of program cancellation, MBA will refund 100% of
registration fees paid. MBA assumes no liability for any penalty fees on
airline tickets, deposits for hotel accommodations or any other fees, charges,
penalties or other incidental costs that a registrant might incur as a
consequence of a program cancellation.
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MBA thanks the following host:
Tuesday, April 4, 2006:
Series 4 Agenda
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For More Information
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