Mortgage Builder 2016 User Conference

Agenda

note: all times and session topics are subject to change

Day 1: Monday, October 3rd

11:30am – 1:00pm

Registration

1:00pm – 1:30pm

Mortgage Builder User Conference 2016 welcome Larry Alston, GM, Mortgage Builder

1:30pm – 2:15pm

General Session: The mortgage industry and Mortgage Builder in 2017 Alex Harwitz, VP Product Management, Mortgage Builder

2:15pm – 3:00pm

General Session: Redesigned URLA overview Natalie Hunt, Director of Product Development, Fannie Mae, Leslie Flaxington, Freddie Mac and Matthew Maycott, Freddie Mac

3:00pm – 3:30pm

Break

3:30pm – 4:15pm

Breakouts [See abstracts]

Executive Track

Housing and mortgage update: the new normalFrank Nothaft, Senior Vice President, Chief Economist, CoreLogic

Compliance Track

Housing policy and the regulatory landscapeKirk G. Willison, Senior Vice President, Government and Industry Relations, Altisource

Biz-Tech Track

Getting the most out of Mortgage Builder training and resourcesAaron Birchmeier, Director of Client Development, Mortgage Builder

Compliance Track

Using Workflows to Improve Productivity and ProfitabilityIan MacGillivray, Senior Relationship Manager, Mortgage Builder

5:00pm – 7:00pm

Welcome Reception in the Partner Pavillion

7:00pm

Free evening in New Orleans

Day 2: Tuesday, October 4th

7:45am – 8:45am

Registration and a New Orleans breakfast

8:45am – 9:00am

Today’s agenda Larry Alston, GM, Mortgage Builder

9:00am – 9:15am

General Session: Platinum Sponsor PresentationDataVerify

9:15am – 9:45am

General Session: Closing loans with fewer FTEs: New integrationsSandra Martz-Griebe, Sr. Product Manager, Mortgage Builder

9:45am – 10:15am

Break in Partner Pavillion

10:15am – 11:00am

Breakouts [See abstracts]

Executive Track

Minimizing the risk of Flood for you and your borrowersMelissa Bridges, Bodman PLC

Compliance Track

Preparing for HMDA Sheila Strong, VP, Compliance and General Counsel, Amerifirst. Melissa Kozicki, Director of Compliance, Mortgage Builder

Biz-Tech Track

How to attract more borrowers in the mortgage industryMichael Hammond, NexLevel Advisors

Technical Track

Reporting tips and tricks that will change your businessLiz Fafette, VP of Operations, Mortgage Builder

11:00am – 11:45am

Breakouts [See abstracts]

Executive Track

Improving The bottom line: Finding cost savings in your business Stephen Hewins, VP Fulfillment, Altisource

Compliance Track

Regulatory review R. Andrew Arculin, Counsel and member of CFPB Task Force at Venable LLP

Biz-Tech Track

Go paperless to save time and money Paul May, Manager Implementation Services, Mortgage Builder

Technical Track

The future of eDocs and what it can do for youCeleste Villalobos, Product Manager, Mortgage Builder

11:45pm – 1:00pm

Lunch, followed by coffee and dessert in the Partner Pavillion

1:00pm – 1:45am

Industry Panel – Focus on Efficiency

1:45pm – 2:30pm

Breakouts [See abstracts]

Executive Track

Managing risk and compliance costs R. Andrew Arculin, Counsel and member of CFPB Task Force at Venable LLP

Compliance Track

Overview of the new HMDA ruleMelissa Bridges, Bodman PLC

Biz-Tech Track

Mitigating loan defect riskJustin Vedder, Executive Vice President, CastleLine Holdings

Technical Track

Construction lending: tips, future enhancements and user feedbackLiz Fafette, VP of Operations and Angela Ragsdale, Compliance Analyst, Mortgage Builder

2:30pm – 3:15pm

General Session Altisource and loan origination Bryan Binder, CastleLine Holdings

3:15pm – 3:45pm

Break in the Partner Pavillion

3:45pm – 5:15pm

Breakouts

Executive Track

Round Table Session:
Hosted by Larry Alston

  • The digital mortgage
  • Using technology for efficiency
  • Solution vs. software
Compliance Track

Round Table Session:
Hosted by Melissa Kozicki

  • HMDA
  • TRID
Biz-Tech Track

Round Table Session:
Hosted by Liz Fafette and Arlene Santiago

  • Wholesale
  • Designing efficiency workflows
  • Originations Portal (Surveyance)
  • Reports that make a difference
Technical Track

Round Table Session:
Hosted by BR Krishnan and Alex Harwitz

  • Product roadmap
  • Competitive environment
  • LOS integrations

6:00pm – 9:30pm

Evening Event

Day 3: Wednesday, October 5th

8:00am – 9:00am

Breakfast

9:00am – 9:45am

Breakouts [See abstracts]

Executive Track

How to make Mortgage Builder expertise work for you Aaron Birchmeier, Director of Client Development, Mortgage Builder

Compliance Track

Hot topics in compliance Melissa Kozicki, Director of Compliance, Mortgage Builder

Biz-Tech Track

Utilizing Mortgage Builder embedded loan communication functionality to maximize productivityPaul May, Manager Implementation Services, Mortgage Builder

Technical Track

Taking eSigning into the future: What DocuSign can do for youKaytie Smith, Product manager, Mortgage Builder

9:45am – 10:15am

Break in the Partner Pavillion

10:15am – 11:00am

General Session – Fannie Mae Technology SolutionsLea Ann Mitchell, Fannie Mae and Sandra Martz-Griebe, Sr. Product Manager, Mortgage Builder

11:00am – 11:30am

User Conference Awards and Closing Remarks