All Recorded Mortgage Webinars

Tax Return Analysis for the Mortgage Lender

Presented by Photo of David Osburn David Osburn
This event was recorded on Thursday, October 25th, 2018.

This webinar will assist the mortgage lender in correctly analyzing the borrower’s “personal income” generated from their business and/or investment activities.

Related Topics: Lending

Introduction & Overview of Personal Tax Returns for Self-Employed Borrowers

Presented by Photo of Richard Hamm Richard Hamm
This event was recorded on Wednesday, October 24th, 2018.

This webinar will focus on the format and content of a typical personal tax return and business tax return.

Related Topics: Lending

Compliance Issues From The Economic Growth, Regulatory Relief and Consumer Protection Act

Presented by Photo of Jack Holzknecht Jack Holzknecht
This event was recorded on Wednesday, August 29th, 2018.

This two-hour long program focuses on the compliance aspects of the new law, with particular emphasis on the provisions that were immediately effective or which are effective in the near future.

Related Topics: Compliance, Lending

Customer Service vs Customer Experience

Presented by Photo of Janice Branch Janice Branch
This event was recorded on Wednesday, August 22nd, 2018.

Financial institutions looking for ways to increase the relationship with the customer know that the success of the relationship is in the hands of the people who wait on and assist customers every day.

Related Topics: Management/Employee Development

Compliance Management

Presented by Photo of David Dickinson David Dickinson
This event was recorded on Tuesday, August 14th, 2018.

Join us for a two-hour webinar on Compliance Management. All banks should have an effective Compliance Management System.

Related Topics: Compliance, Risk Management/Legal

Cyber Security and FFIEC Regulatory Expectations

Presented by Photo of Susan Orr Susan Orr
This event was recorded on Monday, July 23rd, 2018.

Join us for this two-hour webinar to learn what you need to do to help ensure you meet and/or exceed regulatory expectations for cyber security preparedness at your next examination.

Related Topics: Risk Management/Legal

State of HMDA in 2018: The New Rules, and Dodd-Frank Reform

Presented by Photo of Carl Pry Carl Pry
This event was recorded on Thursday, July 19th, 2018.

We’ll discuss the current state of HMDA in this session, as well as what to look forward to in the future, and get some of your questions answered.

Related Topics: Compliance, Lending

Providing Accurate and Timely Adverse Action Notices

Presented by Photo of Jack Holzknecht Jack Holzknecht
This event was recorded on Monday, July 16th, 2018.

This webinar covers the proper and timely handling of denial notices in accordance with ECOA/Regulation B and FCRA.

Related Topics: Compliance, Lending

Flood Insurance: Compliance Issues

Presented by Photo of Carl Pry Carl Pry
This event was recorded on Wednesday, July 11th, 2018.

We'll concentrate on some of the more vexing current issues in flood compliance by talking through sample scenarios and explaining best practices in keeping your portfolio covered.

Related Topics: Compliance, Lending

Handling Loan Applications – What can go wrong?

Presented by Photo of Susan Costonis Susan Costonis
This event was recorded on Tuesday, July 10th, 2018.

Join this fast-paced webinar to understand the application process with step by step instructions and actual examples that explain the requirements of several confusing regulations in terms that are easy to understand.

Related Topics: Compliance, Lending

RESPA - Those Pesky Section 8 Violations

Presented by Photo of Jack Holzknecht Jack Holzknecht
This event was recorded on Tuesday, June 19th, 2018.

This program reviews the RESPA/Regulation X rules that prohibit unearned fees and kickbacks and many of the recent consent decrees brokered by the CFPB.

Related Topics: Compliance, Lending

Basics of Real Estate Loan Documentation

Presented by Photo of Robin Russell Robin Russell
This event was recorded on Wednesday, June 6th, 2018.

Receive an overview of real estate loan documentation requirements, regulatory compliance issues, loan administration issues and best practices.

Related Topics: Compliance, Lending

TRID Amendments 2018

Presented by Photo of Carl Pry Carl Pry
This event was recorded on Tuesday, June 5th, 2018.

This webinar is intended to review and discuss many of the major issues lenders are facing with TRID, including the recent changes, black hole, and some continued unresolved questions and how to deal with them.

Related Topics: Compliance, Lending, TRID

Mortgage Origination Compliance: Part 2

Presented by Photo of Carl Pry Carl Pry
This event was recorded on Wednesday, May 23rd, 2018.

In Part 2 of this 2-part webinar, we'll discuss all the relevant requirements and considerations in the origination process.

Related Topics: Compliance, Lending

Common Pitfalls of ARM Disclosures

Presented by Photo of Jack Holzknecht Jack Holzknecht
This event was recorded on Tuesday, May 22nd, 2018.

This two-hour program explains how to avoid problems when developing, maintaining and auditing ARM disclosures.

Related Topics: Compliance, Lending

Escrow Accounts Compliance

Presented by Photo of David Dickinson David Dickinson
This event was recorded on Thursday, May 17th, 2018.

This webinar will cover the latest requirements, guidance, best practices and compliance hot spots.

Related Topics: Compliance, Lending

Mortgage Origination Compliance: Part 1

Presented by Photo of Carl Pry Carl Pry
This event was recorded on Wednesday, May 16th, 2018.

In Part 1 of this 2-part webinar, we'll discuss all the relevant requirements and considerations in the origination process.

Related Topics: Compliance, Lending

Mortgage Origination Compliance: A 2-Part Series

Presented by Photo of Carl Pry Carl Pry
This event was recorded on Wednesday, May 16th, 2018.

In this 2-part webinar, we'll discuss all the relevant requirements and considerations in the origination process.

Related Topics: Compliance, Lending

Fair Lending - Do Your Lenders Know the Requirements?

Presented by Photo of Jack Holzknecht Jack Holzknecht
This event was recorded on Tuesday, April 24th, 2018.

This information packed seminar provides a refresher on the basic concepts of fair lending.

Related Topics: Compliance, Lending

Flood Insurance Compliance

Presented by Photo of Jerod Moyer Jerod Moyer
This event was recorded on Tuesday, April 17th, 2018.

Join us for a webinar covering the flood insurance compliance HOT SPOTS.

Related Topics: Compliance, Lending, Risk Management/Legal

Regulatory Pressure on Third Party Management

Presented by Photo of Chad Knutson Chad Knutson
This event was recorded on Thursday, April 5th, 2018.

We will explore best practices for Vendor Management, Third Party Risk Management, and Customer Risk Management.

Related Topics: Risk Management/Legal

Right of Rescission - Review and Update

Presented by Photo of Jack Holzknecht Jack Holzknecht
This event was recorded on Tuesday, April 3rd, 2018.

This two-hour program explains all of the rescission rules. It provides easy to understand answers to questions. and it provides a system to assure compliance.

Related Topics: Compliance, Lending

HMDA Three Month Checkup

Presented by Photo of David Dickinson David Dickinson
This event was recorded on Wednesday, March 21st, 2018.

What have we learned since the new HMDA rules have been implemented? Where are the “hot spots”? What’s working and what’s not?

Related Topics: Compliance, Lending

Understanding the New Mortgage Servicing Rules

Presented by Photo of Jack Holzknecht Jack Holzknecht
This event was recorded on Wednesday, March 14th, 2018.

The program explains each revision and clarifies what steps institutions must take to assure compliance.

Related Topics: Compliance, Lending

Analyzing Appraisals for Mortgage Decisions

Presented by Photo of J.T. Turner J.T. Turner
This event was recorded on Tuesday, March 13th, 2018.

This webinar will give you an understanding of reviewing appraisals.

Related Topics: Lending

It’s Time for a TRID Check Up

Presented by Photo of Jerod Moyer Jerod Moyer
This event was recorded on Wednesday, February 28th, 2018.

This comprehensive two-hour TRID check-up webinar will translate, in plain English, requirements, interpretations, latest guidance and best practices.

Related Topics: Compliance, Lending, TRID

BSA Emerging Issues 2018

Presented by Photo of Deborah Crawford Deborah Crawford
This event was recorded on Tuesday, February 27th, 2018.

2018 brings several new and emerging BSA issues to the forefront for examinations.

Related Topics: BSA

Dealing with Appraisals: Regulations and Requirements

Presented by Photo of Carl Pry Carl Pry
This event was recorded on Friday, February 23rd, 2018.

Learn in-depth details of the appraisal and valuation process, from both the lender and appraiser side of the game.

Related Topics: Compliance, Lending

Masterful Time Management

Presented by Photo of Philip  Vassallo Philip Vassallo
This event was recorded on Friday, February 9th, 2018.

This webinar will equip you with the tools and tips to getting things done effectively and efficiently, and resolving time-eroding issues as they pop up.

Related Topics: Management/Employee Development

Loan Documentation: Top 10 Mistakes and How to Avoid Them

Presented by Photo of Robin Russell Robin Russell
This event was recorded on Wednesday, February 7th, 2018.

Learn the "right thing to do" and avoid frequent exceptions and mistakes.

Related Topics: Lending

Top 10 Most Frequent Flood Issues

Presented by Photo of Jack Holzknecht Jack Holzknecht
This event was recorded on Tuesday, January 30th, 2018.

This two-hour webinar explains the top ten issues financial institutions face regarding flood insurance.

Related Topics: Compliance, Lending

BSA / AML and OFAC - Continuing Developments

Presented by Photo of Carl Pry Carl Pry
This event was recorded on Thursday, January 25th, 2018.

We'll talk about where the risk areas are in these rules, and where examiners are criticizing institutions.

Related Topics: Compliance, BSA

Loan Underwriting Mistakes

Presented by Photo of Linda Larger Linda Larger
This event was recorded on Tuesday, January 16th, 2018.

This program is focused on underwriting primarily commercial and industrial (C&I) loans and will cover common underwriting mistakes that can ultimately lead to problem loans and loan losses.

Related Topics: Lending

Scrubbing and Submitting 2017 HMDA Data

Presented by Photo of Kelly M. Owsley & Jack Holzknecht Kelly M. Owsley & Jack Holzknecht
This event was recorded on Thursday, January 11th, 2018.

This two-hour webinar focuses on the existing requirements of HMDA and Regulation C.

Related Topics: Compliance, Lending

Escrows

Presented by Photo of Carl Pry Carl Pry
This event was recorded on Tuesday, December 19th, 2017.

In this webinar we’ll discuss the mechanics of establishing and maintaining escrow accounts, as well as in what situations escrows must be maintained.

Related Topics: Compliance, Lending, Risk Management/Legal

Webinar Subscription Packages

Presented by Photo of Honey Shelton Honey Shelton
This event was recorded on Monday, May 22nd, 2017.

If your institution attends at least 5 webinars per year, a webinar subscription package is a no-brainer!

Related Topics: Compliance, Lending, Human Resources, Computer Skills, Risk Management/Legal, BSA, Executive, Management/Employee Development, TRID, Sales, Reporting