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Tech2011
National Technology in Mortgage Banking Conference & Expo
March 27-30, 2011
Hollywood - Ft. Lauderdale FL
March 28 2011, 8:30 am - 10:00 am
From new regulations to GSE reform to record numbers of foreclosures, mortgage finance continues to experience significant change. What does all of this mean to the operations and technology of our industry? And what are companies doing to keep up with change while positioning themselves for the future? Attend this general session to hear executives from Fannie Mae, Freddie Mac, the Federal Housing Administration (FHA) and Quicken Loans discuss how they are evolving their business operations and technologies to address the rapid changes in the industry.
Moderator
John A. Courson
President and Chief Executive Officer
Mortgage Bankers Association
Speakers
Pascal Boillat
Senior Vice President and Chief Information Officer
Fannie Mae
Geoffrey M. Green
Chair, FHA Transformation Initiative Office of Housing
U. S. Department of Housing and Urban Development
Linglong He
Chief Information Officer
Quicken Loans
Joseph Rossi
Senior Vice President - Operations and Technology
Freddie Mac
March 28 2011, 10:30 am - 12:00 pm
What are eMortgages and how do they work? Despite the fact that over 180,000 eNotes have been registered, many people still aren’t familiar with eMortgage concepts and processes. This panel of industry experts explains eMortgages from A-to-Z, giving you the foundation you need to understand the buzz and make intelligent decisions for your own strategic future.
Moderator
David Krause
Director - Client Connectivity
Radian Guaranty Inc.
Panel Presentation
Speakers
Chris W. Christensen
Attorney
PeirsonPatterson, LLP
Brenda B. Clem, CMB
Senior Director - Mortgage Product Manager
Equifax
Harry Gardner
Chief Strategy Officer
Signiadocs
March 28 2011, 10:30 am - 12:00 pm
The mortgage finance industry is experiencing significant regulatory changes, with the Dodd-Frank Act, SEC Regulation AB and other developments having a major impact on the industry. Some new regulations have been defined, while others will be developed and implemented over the next couple of years. This session provides an up-to-date perspective on the new laws and regulations. (Parts 1 and 2 of this session address distinct topics.)
Speakers
Michael Fratantoni
Vice President
Mortgage Bankers Association
Presentation - Fratantoni
Ken Markison
Associate Vice President and Regulatory Counsel
Mortgage Bankers Association
Presentation - Markison
March 28 2011, 1:30 pm - 2:45 pm
Join this panel of industry experts for an interactive conversation about what works and what doesn’t in terms of data integrity and fraud prevention. Learn about tools for managing data integrity and executing fraud prevention workflows in a seamless and efficient manner. Panelists discuss how to overcome people, paper and system obstacles to getting your organization on track for ensuring that your data is accurate and that workflows for fraud prevention create efficiencies, not more paper.
Moderator
Gabe Minton
Senior Vice President - Information Services
ServiceLink, FNF's National Lender Platform
Speakers
Rob Carpenter
Chief Technology Officer
Dorado Corporation
Joe Dahleen
Chief Strategy Officer
Mount Olympus Mortgage Company
Christopher L. Rosati
Senior Vice President
The Trident Group
March 28 2011, 1:30 pm - 2:45 pm
Technology advances are creating new ways for companies to communicate with employees and customers. The explosion in the use of Smart Phones and new “super mobile” devices such as the Apple iPad are creating opportunities to reach out in ways that were not even contemplated two years ago. Being able to visualize real-time dashboards of corporate operational data in real time on the golf course, mobile bill-pay, increased notification options including texting and more are all examples of how this technology can be utilized in the finance sector. This session explores these technologies through an educational overview and the use of actual cases that demonstrate how smart devices are being utilized in the market.
Moderator
Jeff Lebowitz
President
Mortech, LLC
Panel Presentation
Speakers
Jordan Brown
Chief Executive Officer
MarketWise Advisors, LLC
Presentation - Brown
Matthew Hydrew
Vice President
Mortgage Cadence
Presentation - Hydrew
March 28 2011, 1:30 pm - 2:45 pm
Current market conditions and the future industry landscape require fundamental changes to how loss mitigation activities are managed and delivered. Servicers are faced with implementing a complex and frequently updated set of policies and guidelines to process workouts. Industry-leading loss mitigation technology providers are working with entities such as Fannie Mae to simplify the management and delivery of retention programs in an effort to increase operational efficiencies and case submission volumes. This panel, featuring representatives from Fannie Mae and loss mitigation technology vendors, explores options for delivering automated loss mitigation solutions that address current policies and industry challenges.
Speakers
Panel Presentation
Sapan Bafna
Director, Outsourcing and Technology Solutions
CoreLogic
Alan Chang
President
UTLS Technology Services
Patrick Kopins
Director, Product Management
Fannie Mae
Jane Mason
President
eMason
Chris McKerley
Director, Business Analysis
Fannie Mae
March 28 2011, 3:00 pm - 4:15 pm
The value proposition and potential return on investment (ROI) of eMortgage implementation is compelling, but most lenders aren’t sure where to begin. This panel discusses key considerations for any eMortgage project plan: assessing your own ROI, pitching the business case to executive management, planning, IT infrastructure and budgeting and even the legal risks of not doing eMortgage.
Speakers
Panel Presentation
Patrick Hartford, CMT
Director of E-Mortgage Standards
Quicken Loans, Inc.
Rachael Sokolowski
Senior Director Technology Strategies
Treliant Risk Advisors, LLC
Kimberly M. Weaver
Vice President
Fiserv
March 28 2011, 3:00 pm - 4:15 pm
The mortgage finance industry is experiencing significant regulatory changes, with the Dodd-Frank Act, SEC Regulation AB and other developments having a major impact on the industry. Some new regulations have been defined, while others will be developed and implemented over the next couple of years. This session provides an up-to-date perspective on the new laws and regulations. (Parts 1 and 2 of this session address distinct topics.)
Panel Presentation
March 29 2011, 8:30 am - 10:00 am
Dave Barry, syndicated humor columnist, has appeared in more than 500 newspapers in the United States and abroad during the last 25 years. Winner of a Pulitzer Prize for Commentary in 1988, Barry has written 30 books, two of which were used as the basis for the CBS sitcom Dave’s World. Barry has also made many television appearances on CBS’s Late Show with David Letterman.
Featured Speaker
Dave Barry
Pulitzer Prize-Winning Columnist and
Best-Selling Author and Satirist
March 29 2011, 10:30 am - 12:00 pm
Much has changed in our industry over the last several months, but when it comes to approving / denying a new loan or modification, it still comes down to the four C’s: credit, capacity, collateral and character. Many lenders and technology vendors have implemented sophisticated approaches to evaluating these crucial elements to get a quick and complete understanding of loan quality and performance. This session discusses some of these approaches and how the changes have positively affected the companies that have implemented them.
Moderator
Brian Boike
First Vice President, Business Strategy
Flagstar Bank, FSB
Panel Presentation
Speakers
Gary Carr
Vice President
Mortgage Investigative Services, at PNC
Mark Chapin
Chief Valuation Officer
Interthinx
Craig Crabtree
Senior Vice President
Equifax
March 29 2011, 10:30 am - 12:00 pm
Mortgage delinquencies are at unprecedented levels. The Obama administration has committed to helping struggling homeowners and placed the burden of implementing this program with mortgage servicers. Servicers are faced with the financial impact of late payments, growing government regulation and public scrutiny. Many servicing systems are built on legacy platforms and unable to provide a timely response to new reporting requirements, mandated government loss mitigation programs and the volume of borrower delinquencies. This panel explores technology solutions that will allow servicers to apply risk-based valuation methods to collection efforts, improve customer interaction, provide better GSE compliance and improve the resolution rate on non-performing loans.
Moderator
Carmelo Bramante
Senior Program Manager, Making Home Affordable Program
Fannie Mae
Panel Presentation
Speakers
Mark F. Milner
Vice President-Solutions Consulting
Lender Processing Services, Inc.
James B. Rodgers, Jr.
Senior Vice President - Default Servicing and Risk
EverHome Mortgage Company
Steven Rouse
VP Sales, Loss Mitigation
Mortgage Cadence
James L. Smith
President
Urban Lending Solutions
March 29 2011, 1:30 pm - 2:45 pm
New developments in the eMortgage world have started to break the warehouse lending logjam and transform that business model into a new velocity-based paradigm. Attend this session and learn how new technology and relationships are solving an old business problem, and how eMortgage helps reduce risks and support the interests of the originator, warehouse lender and investor. Hear from panelists who are already closing eNotes in the real world.
Moderator
Paul Anselmo
Chief Executive Officer
SigniaDocs, Inc./eWarehouse Financial
Panel Presentation
Speakers
Christo Bettios
Senior Product Manager
Fannie Mae
Peter Crouchley
Principal
Vantage Capital
Christopher George
President and Chief Executive Officer
CMG Mortgage, Inc.
Stanley M. Street
President
Street Resource Group, Inc.
March 29 2011, 1:30 pm - 2:45 pm
Fannie Mae and Freddie Mac have developed common requirements for the submission of loan delivery and electronic appraisal data. This effort, known as the Uniform Mortgage Data Program (UMDP), will affect the way information is exchanged between lenders and the GSEs, resulting in changes to business processes and supporting technology. Ginnie Mae recently announced that they would join with Fannie Mae and Freddie Mac in adopting the loan delivery data standards (Uniform Loan Delivery Dataset). Attend this session and get up to speed on recently announced changes to the UMDP.
Speakers
Brian Cobb, AMP
Senior Vice President and Head of Mortgage Operations
Fannie Mae
Ann Epstein
Director, Product Development
Freddie Mac
Daniel Kahn
Director, Program Operations
Ginnie Mae
March 29 2011, 3:15 pm - 4:30 pm
MISMO is much more than a set of data standards. Its standards are based on common and flexible data formats. Adoption of the standards helps improve understanding of the data. It greatly reduces the chances that data will be interpreted differently between different groups and companies, thereby reducing data quality issues. MISMO enables mortgage lenders, investors, servicers, vendors, borrowers and other parties to exchange real estate finance-related information and eMortgages more securely, efficiently and economically. This session discusses how companies have implemented MISMO and how it has benefited their businesses.
Moderator
Harry Gardner
Chief Strategy Officer
Signiadocs
Panel Presentation
Speaker
Greg Alvord
Senior Vice President - Technology
Optimal Blue LLC
Kyle D. Bensen
Business Partner Manager
Mortgage Guaranty Insurance Corporation
Lynn Calahan
Senior Business Manager
Fannie Mae
March 29 2011, 3:15 pm - 4:30 pm
Investing in business intelligence can provide your company with a competitive advantage. It can equip you with the knowledge of where to do business, as well as where to avoid doing business. Some companies are even streaming intelligence to their employees in the field, providing them with up-to-date information to manage real-time risks. This session includes presentations from companies that have successfully implemented business intelligence solutions in the mortgage finance industry.
Moderator
Tyler Sherman
Chief Executive Officer
Motivity Solutions, Inc.
Panel Presentation
Speakers
Jim Connell
Chief Information Officer
Sierra Pacific Mortgage
Tim Elkins
Senior Vice President and Chief Information Officer
PrimeLending, A PlainsCapital Company
G. Shay Tengan
Executive Vice President and General Manager
Helm Analytics
March 2 2011, 9:00 am - 10:15 am
The purpose of the Data Validated Mortgage concept is to find ways to leverage data sources that are decisionable and saleable to underwrite and sell loans without having to garner physical documentation from a customer. For instance, a customer might come in to complete a mortgage application, provide a minimal set of information to the lender and the lender is able to confirm information provided on the application with trusted data sources, alleviating the need for documentation. The data would likely come from a mixture of internal data sources, vendor data and other public data sources. Join this roundtable for an in-depth discussion on how this concept might be implemented.
Facilitator
Christiaan S. Lidstrom
Senior Vice President - Service Provider Management Group
Wells Fargo Home Mortgage
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