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Schedule subject to change.
Click here for a PDF version of this agenda.
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| 8:30 a.m. – 9:00 a.m. |
Registration and Breakfast
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| 9:00 a.m. - 9:15 a.m. |
Welcome and Introductions
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| 9:15 a.m. - 10:15 a.m. |
Loan Life Cycle - from Production to Servicing
Hear a discussion on where loans originate and how they end up with servicers. Hear a discussion on how the lender determines
what type of loan to offer, the origination and underwriting process, closing requirements and hand off to the servicer.
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| 10:15 a.m. - 10:30 a.m. |
Coffee Break
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| 10:30 a.m. - 11:30 a.m. |
Technology Opportunities
Servicers continue to look for more accurate, efficient and affordable methods to communicate information to all of their
different transaction partners. Hear about responsible transfer of information and new technology opportunities, including
initiatives like MISMO (the Mortgage Industry Standards Maintenance Organization).
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| 11:30 a.m. - 11:45 a.m. |
Break
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| 11:45 a.m. - 12:45 p.m. |
Surveillance - Warning Signs (Part 1)
Roundtable Breakout Session
How do you properly detect a potential problem loan? Participate in an interactive discussion with real life examples of
the impact of different property types, loan structures and the market play a role. The participants will break into teams
to work on problem solving exercises.
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| 12:45 p.m. - 1:45 p.m. |
Networking Luncheon:
Customer Service - Borrower's Expectations
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| 1:45 p.m. - 2:45 p.m. |
Surveillance - Warning Signs (Part 2)
The Answers
Learn more about how to understand the loan documents and servicing agreement requirements for defaults, including monetary
and non-monetary default, covenants and servicer representations and warranties. This is the culmination of the morning roundtable
discussions and will be solutions driven.
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| 2:45 p.m. - 3:00 p.m. |
Break
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| 3:00 p.m. - 4:00 p.m. |
Life of a Special Servicer
Learn more about the role of the loan workout specialist. What happens once there is a loan default? How does the asset manager
work to either resolve the issue or move toward foreclosure and/or REO? The discussion will include the role of the asset
manager and the servicer in the on-going workout process.
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| 4:00 p.m. - 4:15 p.m. |
Refreshment Break
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| 4:15 p.m. - 5:00 p.m. |
Market Trends
Speakers provide insight into current market trends. Learn what servicers expect during 2008. What trends are likely to impact
servicers? How do servicers expect to be affected by the current credit crunch?
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| 5:00 p.m. |
Forum Concludes
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