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Reverse Mortgages 101 (2 hours)
Learn about the critical differences between reverse mortgages and “forward” mortgages, wholesale arrangements, and marketing practices
Speakers: Shawna James, Shawna James Associates, Federal Way, WA (Moderator); Roger Cresswell, Financial Heritage, San Diego, CA; and Jeff Foody, Equity Point Financial Network, Tigard, OR; Tom Scabareti, Security One Lending, Calabasas Hills, CA
| 90.00 | 50.00 |
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Improving Your Direct Mail, Public Relations and Origination Efforts
Boost your sales thru effective direct mail marketing and PR
Speakers: Dean Jones, SCME Mortgage Bankers, Inc., San Diego, CA (Moderator); Sam Collins, Sam Collins Reverse Marketing, Newark, DE; John Seroka, Seroka & Associates, Los Angeles, CA
| 45.00 | 25.00 |
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Expanding Your Business Over the Telephone
Learn how your phone skills can make or break a deal
Speakers: David Peskin, Lender Lead Solutions, Melville, NY (Moderator); Paul Fiore, Lender Lead Solutions, Melville, NY; David Levitt, Circle Mortgage Corp., Hollywood, FL
| 45.00 | 25.00 |
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Measuring the Secondary Market for Reverse Mortgages
Learn how the secondary market works and how it’s helping fuel growth in the reverse mortgage business
Speakers: Joe Kelly, Lehman Brothers, New York, NY (Moderator); Ed Gainor, McKee Nelson, Washington, DC; Calvin Nelson, Aegon, Cedar Rapids, IA
| 45.00 | 25.00 |
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Boomerize™ Your Reverse Mortgage Sales
Besides seniors, learn why you should be marketing reverse mortgages to younger "Baby Boomers"
Speakers: Stephen Kinney, Stephen Kinney Associates, Bloomfield, NJ (Moderator)
| 45.00 | 25.00 |
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Employees, Advisors, and Agents in a HECM Transaction
Learn how the HECM “Advisor” program works, how it can help increase your business, and what other employee arrangements are permitted by HUD
Speakers: James Milano, Weiner, Brodsky, Sidman, Kider, P.C. Washington, DC; Arthur Axelson, ReedSmith, Washington, DC
| 45.00 | 25.00 |
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Perspectives from Industry Leaders
Reverse mortgage industry leaders discuss market challenges, highpoints, and what to expect for 2008
Speakers: Peter Bell, President, NRMLA (Moderator); Joe DeMarkey, BNY Mortgage, Milford, MA; Bart Johnson, Financial Freedom, Irvine, CA; Jeffrey Taylor, Wells Fargo, Greensboro, NC; John Nixon, Bank of America, Kirkland, WA; Jeffrey Lewis, Generation Mortgage Company, Atlanta, GA
| 45.00 | 25.00 |
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Advanced Loan Underwriting (2 hours)
HECM underwriters (with added commentary from HUD) talk about legal vesting and title issues, FHA appraisal /collateral issues, and other critical underwriting issues.
Speakers: Ralph Rosynek, 1st Reverse Financial Services, Inc., Westmont, IL, (Moderator); Deanne Opstad, Generation Mortgage Co., Atlanta, GA; Daniel Mooney, Santa Ana Homeownership Center, U.S. Dept. of Housing and Urban Development, Santa Ana, CA; Jessica Yee, Liberty Reverse Mortgage, Rancho Cordova, CA; Elaine Eaton, Financial Freedom, Roseville, CA
| 90.00 | 50.00 |
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Stepping Into Your Client’s Shoes: Understanding the Aging Process
If you're new to the reverse mortgage business, and not used to dealing with seniors, this session is for you.
Speakers: Atare Agbamu, Credo Mortgage, Inver Grove Heights, MN, (Moderator); Erin Westphal, Dept. of Aging, City of Los Angeles
| 45.00 | 25.00 |
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Structured Finance: Analytics and Factors that Drive Loan Pricing
Your compensation is driven by the price that investors are willing to pay for your loans. Learn what factors drive that pricing.
Speakers: Liz Scholz, NRMLA, Washington, DC, (Moderator); Ken Bjurstrom, Milliman, Brookfield, WI; Peter Ma, UBS, New York; Susanna Kondracki, The Hollister Group, LLC, McLean, VA
| 45.00 | 25.00 |
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Modifying Your Company Infrastructure to Accommodate Increasing Loan Volumes
Two of the nation's largest lenders discuss how they have achieved phenomenal growth.
Speakers: Phil Scott, Liberty Reverse Mortgage, Rancho Cordova, CA, (Moderator); Ken Peskin, Lender Lead Solutions, Melville, NY; Tom Werder, Liberty Reverse Mortgage, Rancho Cordova, CA; Thomas Martignoni, ReverseVision, Raleigh, NC
| 45.00 | 25.00 |
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Lead Generation to Lien Release: Technology Solutions Thru the Life Cycle of a Loan
Learn what technology is available today, what is being developed, and what needs to be developed for our industry to continue growing.
Speakers: Robert Sivori, BNY Mortgage, Bloomfield, NJ, (Moderator); Kevin Gherardi, Reverse Mortgage Solutions, Inc., Spring, TX; Chuck Kimball, Mortgage Cadence, Greenwood Village, CO; Dan McLaughlin, MERS, Vienna, VA; John Lunde, Reverse Market Insight, Inc., Aliso Viejo, CA
| 45.00 | 25.00 |
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Overcoming Objections from Family Members and Advisors
Learn from industry veterans how they work with family members to ensure a smoother transaction.
Speakers: Kevin Murphy, Senior Security Capital, Belmar, NJ, (Moderator); Aaron Harlan, American Pacific Reverse Mortgage Group, Roseville, CA; Mike Gruley, 1st Financial Reverse Mortgages, Northville, CA
| 45.00 | 25.00 |
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What Your Client Needs to Know After Their Loan Closes: Common Servicing Issues
The nation’s leading loan servicers discuss their roles in a reverse mortgage transaction and what post-closing issues you, as a loan originator, need to discuss with your clients upfront during the initial consultation.
Speakers: Steve Irwin, Financial Freedom, San Francisco, CA, (Moderator); Ryan LaRose, Celink, Lansing, MI; Linda Bridges, Wells Fargo Home Mortgage, Fort Mill, SC; Laura Maggiano, U.S. Department of Housing and Urban Development, Washington, DC
| 45.00 | 25.00 |
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Understanding Ginnie Mae's New Securitization Tool
In late 2007, Ginnie Mae launched a new tool to help facilitate the securitization of FHA HECM loans. The tool’s designers discussed how it works and how it will help grow the reverse mortgage business.
Speakers: Liz Scholz, NRMLA, Washington, DC, (Moderator); Justin Burch, Ginnie Mae, Washington, DC; Bob Gross, McKee Nelson, Washington, DC; Joel Packer, Financial Freedom, Irvine, CA
| 45.00 | 25.00 |
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Summit with the FHA Commissioner and Other Senior HUD Staff
FHA Commissioner Brian Montgomery offers his insights on the direction of the HECM program, while HUD’s general counsel comments on various issues his office is working on.
Speakers: Hon. Brian D. Montgomery, Assistant Secretary for Housing/Federal Housing Commissioner, HUD, Washington, DC; Hon. Robert Couch, General Counsel, HUD, Washington, DC
| 45.00 | 25.00 |
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Working with Professional Guardians and Conservators
Learn the role of professional guardians and conservators in a reverse mortgage transaction and related title issues.
Speakers: Barry Scoles, 1st Reverse Mortgage USA, Lakewood, CO, (Moderator); Bill Smith, Reverse Mortgage Resources, San Diego, CA; Carin Bucklin, All Reverse Transactions, Roseville, CA; Stella Shvil, Professional Private Fiduciary, San Diego, CA
| 45.00 | 25.00 |
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Reverse Mortgage Closing Issues
Two of the nation’s prominent title companies in the reverse mortgage business share their insights on avoiding unexpected issues that can arise at closing.
Speakers: Chris McLucas, Title Stream, Coppell, TX, (Moderator); Tina Meilinger, All Reverse Transactions, Roseville, CA
| 45.00 | 25.00 |
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Products Roundtable: A Comprehensive Look at Reverse Mortgage Product Options and Trends
A group of wholesale lenders discuss the plethora of products currently available in the marketplace, product features under development, and the state of the market.
Speakers: James Brodsky, Weiner Brodsky Sidman Kider PC, Washington, DC (Moderator); Joe DeMarkey, EverBank Mortgage, Milford, MA; Jeff Birdsell, Financial Freedom, Irvine, CA; John Nixon, Bank of America, Kirkland, WA; David Cesario, 1st Reverse Financial Services, Westmont, IL; David Peskin, Lender Lead Solutions, Melville, NY; Steve Boland, Countrywide Financial Corp., Westlake Village, CA
| 45.00 | 25.00 |
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Industry Update and FHA Moderanization (Recorded February 4, 2008, at the NRMLA Western Regional Meeting & Tradeshow in Denver, CO)
NRMLA Activities, Legislative and Regulatory Updates
Speakers: Peter Bell, President, NRMLA, Washington, DC; James Brodsky, Weiner, Brodsky, Sidman, Kider, PC, Washington, DC
| 45.00 | 25.00 |