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Industry Insights Webinar Series

While it was no surprise that we had to cancel the 2020 Loan Vision User Conference, it still hit us pretty hard. Alas, we promised to provide quality content and we refuse to disappoint! We reached out to some of our partners to bring you the Industry Insights Webinar Series. Every Wednesday in September at 3 PM EST, viewers will hear from experts on topics that are currently affecting the mortgage industry. Check out the schedule and registration links below!

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.

September 30th, 2020


Join Santo Chiarelli of ACS, LLC for an inside look into the PPP Loan Forgiveness Application. During this deep dive, he will take a look at proper accounting procedures and tax implications and the affects they have on mortgage lenders.

Our news
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 office
Oystein Konsmo, Chief Financial Officer, NOVA® Homes Loans