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Analyzing Demographics: Market Statistics and Forecasts - 2008 Annual Meeting & Expo
Knowing your customer’s attributes from a lifestyle, economic, and psychological perspective by data mining across a broad set of data and analysis can provide valuable customer segmentation insights into more efficient and effective marketing, selling and advertising campaigns.
Speakers: Liz Scholz, NRMLA (Host) John Lunde, Reverse Market Insight; Candace Thornton, Nielsen Claritas
| 45.00 | 15.00 |
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Proper Handling of Reverse Mortgage Loan Applications - 2008 Annual Meeting & Expo
This panel of experts gave their views on taking an application, including personal tips, experiences and ideas and a discussion of the important documents.
Speakers: Mario Martirano, Agency for Consumer Equity (Host); Phil Lipp, Allwest Mortgage Company; Alison Calamia, Standard Mortgage Corp.
| 45.00 | 15.00 |
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Understanding FHA Appraisal Best Practice & Compliance Issues - 2008 Annual Meeting & Expo
This panel reviewed appraisal requirements per HUD Guidelines, discussed automated tools available to lenders for use in helping validate appraised values, red flags on what to look for in detecting potential fraud and other issues.
Speakers: John Nixon, Bank of America (Host) Len Fishman, Landmark/ReverseMortgageAppraisers.com; Bobbie Borland, Department of Housing and Urban Development
| 45.00 | 15.00 |
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Keeping Yourself Out of the Courtroom: Steps to Avoid Litigation - 2008 Annual Meeting & Expo
NRMLA’s legal counsel and one of our most active members in Florida offer guidance on ways to protect yourself from being sued.
Speakers: Joel Schiffman, Weiner, Brodsky, Sidman, Kider, PC (Host); David Levitt, Circle Mortgage Corp
| 45.00 | 15.00 |
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Developing Compliant Direct Mail and Email Advertising Campaigns - 2008 Annual Meeting & Expo
The panel of experts described key compliance-oriented considerations in developing reverse mortgage loan consumer direct advertising campaigns, principally by mail or email, but also by TV and radio.
Speakers: Jim Brodsky, Weiner, Brodsky, Sidman, Kider (Host); Vivian Sin, Senior Lending Network; Gail Wisely, Financial Freedom
| 45.00 | 15.00 |
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Becoming an FHA Approved Reverse Mortgage Lender - 2008 Annual Meeting & Expo
Panelists included industry leaders who specialize in the areas of FHA lender approval, quality control, business formation and auditing.
Speakers: George Lopez, James B. Nutter & Company (Host); Ben Slayton. The Lender Approval Dept.; Rick Goldberg, Cashuk, Wiseman, Goldberg, Birnbaum & Salem, LLP
| 45.00 | 15.00 |
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Organizing, Structuring and Delivering the Ideal Reverse Mortgage Presentation - 2008 Annual Meeting & Expo
Panelists provided very good insight into the theory and practical knowledge of a professional presentation, focusing on proper structuring of the information to help the audience retain the message and maintaining time frames for best retention of the message
Speakers: Robert Wyatt, Reverse Mortgage Associates (Host); Ken Kanady, Wells Fargo Home Mortgage; Tom Scabareti, First Mortgage Company
| 45.00 | 15.00 |
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Involving Family Members in the Loan Process - 2008 Annual Meeting & Expo
Panelists covered a number of issues facing originators and managers on how to handle the delicate process of involving "outsiders" in the loan process, such as building trust and transparency by encouraging family members and trusted advisors to participate in the evaluation and origination processes.
Speakers: Kevin Murphy (Host), Senior Security Capital; Steve Garver, PRC Funding Corp.; Aaron Harlon, American Pacific Reverse Mortgage Group; Phil Scott, Genworth Financial Home Equity Access, Inc.
| 45.00 | 15.00 |
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Explaining Key Terms - 2008 Annual Meeting & Expo
This panel of experts discussed and explained how to set the stage, communicate and review technical aspects of reverse mortgages with prospective borrowers in a manner that is clear, concise and easily understandable.
Speakers: Sarah Hulbert, Senior Financial Corp. (Host); John Lucas, GMAC Mortgage; Barry Scoles, 1st Reverse Mortgage USA
| 45.00 | 15.00 |
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Choosing the Right Lead Generation Option - 2008 Annual Meeting & Expo
This panel of experts discussed and explained how to set the stage, communicate and review technical aspects of reverse mortgages with prospective borrowers in a manner that is clear, concise and easily understandable.
Speakers: Jean Noble (Host), World Alliance Financial; Stephen Kinney, Stephen Kinney Associates; Sandeep Kharidhi, Acxiom Global Consulting Group; John Brodey, Fairway Mortgage; Stephen Chen, NewRetirement.com
| 45.00 | 15.00 |
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Impact of Reverse Mortgages on Medicaid, SSI and Other Benefit Programs - 2008 Annual Meeting & Expo
Elder law attorney John Gosselin provides helpful guidance on Medicaid and SSI and what your reverse mortgage clients need to know if they are utilizing these programs.
Speakers: Atare Agbamu, ThinkReverse (Host); John Gosselin, Gosselin & Associates
| 45.00 | 15.00 |
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Options for Participating in the Reverse Mortgage Business - 2008 Annual Meeting & Expo
Panelists described options for participating as originators in the reverse mortgage business, such as being an FHA-Approved Correspondent and what the approval requirements and business considerations entail.
Speakers: Jim Brodsky (Host), Weiner, Brodsky, Sidman, Kider, PC; Bob Yeary, Reverse Mortgage Solutions, Inc.; Shawna James, Legacy Home Financing
| 45.00 | 15.00 |
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Combating Reverse Mortgage Fraud - 2008 Annual Meeting & Expo
Some of the largest lenders and servicers in the country talk about what steps they are taking
Speakers: Joel Schiffman, Weiner, Brodsky, Sidman, Kider, PC (Host); Ryan LaRose, Celink; Lisa Iannini, Liberty Reverse Mortgage; Bob Emerling, Financial Freedom Senior Funding Corp.
| 45.00 | 15.00 |
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Retirement Trends: How Seniors are Coping with Personal Finance and Healthcare Issues - 2008 Annual Meeting & Expo
NRMLA President Peter Bell interviews two of the nation’s leading experts on aging issues.
Speakers: Peter Bell, NRMLA (Host); Tom Kelly, The Real Estate Communicator; Sandra Timmerman, Metlife Mature Markets Institute
| 45.00 | 15.00 |
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Closing to Termination: Key Servicing Issues - 2008 Annual Meeting & Expo
This panel of servicing experts from the industry and HUD provided insight on reverse mortgage servicing and critical customer touch points.
Speakers: Linda Bridges (Host), Wells Fargo Home Mortgage, Ryan LaRose, Celink, Cynthia A. Nierer, Esq., Rosicki, Rosicki & Associates, P.C.; Marc Helm, Reverse Mortgage Solutions; Laurie Maggiano, U.S. Department of Housing and Urban Development
| 45.00 | 15.00 |
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New Technology Innovations in the Reverse Mortgage Business - 2008 Annual Meeting & Expo
This panel summarized what technology is being developed for lead generation, loan origination, client management, servicing, wholesale, doc prep and other areas.
Speakers: Bob Sivori (Host), Metlife Bank; Kevin Gherardi, Reverse Mortgage Solutions; Jerry Wagner, IBIS Capital; Thomas Martignoni, ReverseVision
| 45.00 | 15.00 |
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Consumer Protection Compliance: TILA, HOEPA, RESPA Updates - 2008 Annual Meeting & Expo
This panel of experts provided an update on federal regulatory compliance issue for reverse mortgage originators arising under RESPA and TILA, including recent regulations adopted under TILA by the Federal Reserve Board staff under its HOEPA authority.
Speakers: Jim Milano, Weiner, Brodsky, Sidman, Kider, PC; Arthur Axelson, ReedSmith
| 45.00 | 15.00 |
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War Stories: Loan Originators Discuss Their Most Challenging Clients - 2008 Annual Meeting & Expo
This panel brought more then 40 years of expertise in dealing with seniors, focusing on both sides of the spectrum. It offered an entertaining and lighter side of their years of experience dealing with seniors as well as some of the more disturbing situations that have happened and what to be careful of.
Speakers: David Levitt (Host), Circle Mortgage Corp.; Dean Jones, American Sterling Bank; Alison Calamia, Standard Mortgage Corp.
| 45.00 | 15.00 |
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Building Value in Your Company to Attract Investors - 2008 Annual Meeting & Expo
Even in today’s economic environment, there are opportunities to grow your business by attracting outside capital. Find out how.
Speakers: David Peskin, World Alliance Financial (Host); Mike Sekits, JAM Equity Partners, El Segundo, CA
| 45.00 | 15.00 |
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The Numbers Behind Reverse Mortgages: Cash Flow Modeling, Pricing, Termination Rates - 2008 Annual Meeting & Expo
Representatives from HUD shared insights into the methodology and issues in developing financial models for the HECM products and the FHA insurance fund and industry representatives discussed interest rates and modeling for proprietary reverse mortgage programs.
Speakers: Liz Scholz, NRMLA; Colin Cushman, Office of Evaluation, U.S. Dept. of Housing and Urban Development, Karen Chang, Office of Evaluation, U.S. Dept. of Housing and Urban Development; Jerry Wagner, IBIS Capital; Ken Bjurstrom, Milliman
| 45.00 | 15.00 |
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Effective Online Marketing Strategies - 2008 Annual Meeting & Expo
This panel of experts gave their views on four critical online marketing topics: Website and blog creation, Customer acquisition, Ongoing communications with customers, and Analytics and metrics.
Speakers: Bob Yeary, Golden Gateway Funding (Host); John Yedinak, ReverseMortgageDaily.com; Bob Carilli, Reverse Mortgage Directory, LLC; Aman Makkar, AppraiserLoft
| 45.00 | 15.00 |
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Capital Markets Perspectives: Where is the Investor Market Headed? - 2008 Annual Meeting & Expo
Panelists offered their perspectives on the current capital markets environment, prospects for the return of proprietary products and technical aspects of the market.
Speakers: Liz Scholz, NRMLA (Host); David Fontanilla, CFA, Deutsche Bank Securities Inc.; Stephen Ledbetter, Ginnie Mae; David Peskin, Senior Lending Network®, a program of World Alliance Financial Corp., Peter Sciandra, MetLife Bank
| 45.00 | 15.00 |
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How to Handle Difficult Deals: Foreclosures, Trusts, Repairs, Declining Markets - 2008 Annual Meeting & Expo
Our panel included several experienced underwriters and one attorney who discussed common pitfalls that can often delay a reverse mortgage closing.
Speakers: Scott Norman, Metlife (Host); Tabitha Hasin, Premier Reverse Closings; Jessica Yee, Liberty Reverse Mortgage; Bob Engelhorn, Bank of America; Dan Mooney, HUD
| 45.00 | 15.00 |
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Building Your Business Thru Networking - 2008 Annual Meeting & Expo
The panel advocates a proactive approach to business building by way of strategic community partnerships.
Speakers: Ed Barrett (Host), Your Home For Life; John Gosselin, Gosselin & Associates; Steve Barlam, LivHome; Peter Bell, NRMLA
| 45.00 | 15.00 |
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Fostering Professionalism Within Reverse Mortgage Sales - 2008 Annual Meeting & Expo
The panel discusses NRMLA’s efforts to promote ethical behavior and steps you can take in your own company to foster professionalism.
Speakers: Ken Kanady, Wells Fargo Home Mortgage; James Cory, Legacy Home Financing
| 45.00 | 15.00 |
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Organizing Aging in Place Week Activities - 2008 Eastern Regional Meeting
In 2008, National Aging in Place Week will be celebrated from October 13-19. Learn what others are doing to commemorate this special week.
Speakers: Darryl Hicks, National Aging in Place Council (Moderator); Paul Franklin, Franklin Funding; Charleston, SC; Robbie Recenes, Wells Fargo Home Mortgage, Quakertown, PA
| 45.00 | 15.00 |
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Incorporating the NRMLA Code of Conduct and Best Practices - 2008 Eastern Regional Meeting
Learn what actions NRMLA is taking to enforce our Code of Conduct and the types of violations we’re seeing most often.
Speakers: Peter Bell, NRMLA (Moderator); James Cory, Legacy Home Financing, San Diego, CA; James Brodsky, Weiner, Brodsky, Sidman, Kider, PC, Washington, DC
| 45.00 | 15.00 |
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A Reverse Mortgage Closing from A to Z: What Should Happen - 2008 Eastern Regional Meeting
A notary and two title insurance experts will discuss the best practices associated with every reverse mortgage closing.
Speakers: Mario Martirano, Agency for Consumer Equity Mortgages, Inc., Elmsford, NY (Moderator); Lisa Steele, All Reverse Title, Rocklin, CA; Greg Gilbert, Signing Pro by Reeves Hary, Inc., San Jose, CA; Kara Lent, LSI Title & Escrow, Irvine, CA
| 45.00 | 15.00 |
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Elder Abuse Prevention: Emerging Trends and Promising Strategies (Co-produced by the National Aging in Place Council) - 2008 Eastern Regional Meeting
Nationally recognized elder abuse expert Lisa Nerenberg, of Nerenberg & Associates, Redwood City, CA,
will discuss current elder abuse trends and what you can do to protect our clients.
| 45.00 | 15.00 |
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Preparing for a HUD Audit - 2008 Eastern Regional Meeting
Growth in reverse mortgage volume has led to greater numbers of post-closing reviews by FHA to ensure compliance with program rules. Our panelists will help prepare you for the inevitable.
Speakers: James Brodsky, Weiner, Brodsky, Sidman, Kider, PC, Washington, DC (Moderator); Bob Emerling, Financial Freedom, Irvine, CA; David Levitt, Circle Mortgage Corporation, Hollywood, FL; John Van de Zilver, Acting Director, Quality Assurance, Philadelphia Home Ownership Center, U.S. Department of Housing and Urban Development, Philadelphia, PA
| 45.00 | 15.00 |
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Developing Your Marketing Plan and Sizing Your Advertising Budget - 2008 Eastern Regional Meeting
If you’re looking to expand your marketing efforts, or figure out what works best, we’ll help guide you in the right direction.
Speakers: Scott Norman, Generation Mortgage Company, Austin, TX (Moderator); Jean Noble, Lender Lead Solutions, Melville, NY; Monte Rose, MonteRose.Biz, Irvine, CA; Howard Miselman, Continental Funding Corp., Stoughton, MA
| 45.00 | 15.00 |
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Building a Website for Effective Marketing to Seniors - 2008 Eastern Regional Meeting
A big crowd pleaser at the 2008 Eastern Regional Meeting. Our panel of marketing specialists discuss what steps you can take to enhance your web site to help generate leads.
Speakers: Liz Scholz, NRMLA, Washington, DC (Moderator); Monte Rose, MonteRose.Biz, Irvine, CA; Greg Hayes, Liberty Reverse Mortgage, Rancho Cordova, CA; Bob Purcell, Golden Gateway Financial, Inc., Emeryville, CA
| 45.00 | 15.00 |
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Overcoming Objections from Family Members and Advisors - 2007 Annual Meeting
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 | 15.00 |
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Expanding Your Business Over the Telephone - 2007 Annual Meeting
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 | 15.00 |
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Advanced Loan Underwriting (2 hours) - 2007 Annual Meeting
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 | 30.00 |
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Boomerize™ Your Reverse Mortgage Sales - 2007 Annual Meeting
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 | 15.00 |
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Reverse Mortgage Closing Issues - 2007 Annual Meeting
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 | 15.00 |
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Understanding Ginnie Mae's New Securitization Tool - 2007 Annual Meeting
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 | 15.00 |
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Modifying Your Company Infrastructure to Accommodate Increasing Loan Volumes - 2007 Annual Meeting
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 | 15.00 |
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Improving Your Direct Mail, Public Relations and Origination Efforts - 2007 Annual Meeting
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 | 15.00 |
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Reverse Mortgages 101 (2 hours) - 2007 Annual Meeting
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 | 30.00 |
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Structured Finance: Analytics and Factors that Drive Loan Pricing - 2007 Annual Meeting
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 | 15.00 |
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Working with Professional Guardians and Conservators - 2007 Annual Meeting
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 | 15.00 |
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NRMLA Guide to Medicaid and the National Aging Services Network (PDF Download)
Gain a comprehensive overview of the many Medicaid and the National Aging Services Network services impacting users of reverse mortgages.
Enhance your professional knowledge by learning about the programs available to seniors through federal and state government agencies.
| 30.00 | 20.00 |