Industry Insights Webinar Series
September 2nd, 2020
Curious how your peers are performing in the market today? Join Jennifer Hannah and Tyler House of Richey May & Co. for a look at the impact of 2020 on key metrics and financial performance across the industry and how to stay competitive for the remainder of the year and beyond.
September 9th, 2020
A deep look at how financial officers in the mortgage industry are gaining a significant role in participating in strategic business decisions as a valued executive team member. James M. Deitch will provide examples of how to take the quantitative knowledge of finance department executives and translate it into effective discussion and actionable strategies with the C-Level executives.
September 16th, 2020
Even some of the most sophisticated firms in the mortgage industry were ill-equipped to deal with the effects of the COVID-19 pandemic. Lenders were forced to quickly adapt and introduce unfamiliar practices, such as remote work, secure document transmission, and remote online notarization. As the economy reopens, the industry is coming to terms with how the landscape has changed. Join Tyler Doerner, VP of Sales at WatServ, for a discussion on the technologies available to help mortgage brokers and lenders thrive in a post-COVID world.
September 23rd, 2020
Is your accounting department operating at the greatest potential? Do you have a CFO performing the job of a Controller? Do you have staff accountants strained to meet deadlines or perform above skill level? Are you maximizing the efficiency of your software? Even the most sophisticated accounting departments have gaps and often the team is wearing many hats just to get the work done.
In this webinar Mark Wilson, CPA and Managing Partner of CWDL will cover how to appropriately evaluate the needs of your department and ensure you are getting the best use out of each position. Mark is not your typical Managing Partner of an accounting firm. Over his career he founded a mortgage company and served as the CFO both as an employee (prior to starting the firm) and external CFO.
Tips and Tricks Series: Automation
Join us for a webinar on automation abilities in Loan Vision
Refresher Series: Loan Specific Functionality - Maintenance
Join us for the webinar on schemas, functions, conditions, and switches!
Tips and Tricks Series: Interim Servicing
Join us for a webinar on interim servicing.
With Loan Vision, growth has been facilitated through allowing the business to run reports and extract key data quickly and efficiently"Oystein Konsmo, Chief Financial Officer, NOVA® Homes Loans
Moving to the latest version of Loan Vision will allow us to automate more and get more information to the decision makers in the branches without them having to reach out to the head officeOystein Konsmo, Chief Financial Officer, NOVA® Homes Loans