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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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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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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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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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Employees, Advisors, and Agents in a HECM Transaction - 2007 Annual Meeting
Learn how the HECM “Advisor” program works, how it can help increase your business, and what other employee arrangements are permitted by HUD
Speakers: James Milano, Weiner, Brodsky, Sidman, Kider, P.C. Washington, DC; Arthur Axelson, ReedSmith, Washington, DC
| 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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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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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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Lead Generation to Lien Release: Technology Solutions Thru the Life Cycle of a Loan - 2007 Annual Meeting
Learn what technology is available today, what is being developed, and what needs to be developed for our industry to continue growing.
Speakers: Robert Sivori, BNY Mortgage, Bloomfield, NJ, (Moderator); Kevin Gherardi, Reverse Mortgage Solutions, Inc., Spring, TX; Chuck Kimball, Mortgage Cadence, Greenwood Village, CO; Dan McLaughlin, MERS, Vienna, VA; John Lunde, Reverse Market Insight, Inc., Aliso Viejo, 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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What Your Client Needs to Know After Their Loan Closes: Common Servicing Issues - 2007 Annual Meeting
The nation’s leading loan servicers discuss their roles in a reverse mortgage transaction and what post-closing issues you, as a loan originator, need to discuss with your clients upfront during the initial consultation.
Speakers: Steve Irwin, Financial Freedom, San Francisco, CA, (Moderator); Ryan LaRose, Celink, Lansing, MI; Linda Bridges, Wells Fargo Home Mortgage, Fort Mill, SC; Laura Maggiano, U.S. Department of Housing and Urban Development, Washington, DC
| 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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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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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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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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Where is Capital Coming From? - 2008 Eastern Regional Meeting
Learn where the secondary market is headed, what role Ginnie Mae will play, and what steps you can take to raise capital to grow your business.
Speakers: Liz Scholz, NRMLA, Washington, DC (Moderator); Dan Dombrosky, Fannie Mae, Washington, DC; Joseph Kelly, Joseph J. Kelly Consulting, New Providence, NJ; Ted Foster, Ginnie Mae, Washington, DC; and Diogo Teixeira, Revmore Investing Group, Wellesley, MA
| 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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Fraud Prevention in Reverse Mortgages - 2008 Eastern Regional Meeting
Learn what precautions are being taken at origination and after a loan closes to protect your clients against fraud. Elder abuse expert Lisa Nerenberg will also discuss other forms of financial abuse she’s seeing and what you can do to protect your clients.
Speakers: Liz Scholz, NRMLA, Washington, DC (Moderator); Lisa Nerenberg, Nerenberg & Associates, Redwood City, CA; Jeff Gentry, Kroll Factual Data, Loveland, CO; Linda Bridges, Wells Fargo Home Mortgage, Fort Mill, SC
| 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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Industry Update - 2008 Eastern Regional Meeting
Learn about current legislative and regulatory trends from NRMLA President Peter Bell
and our General Counsel James Brodsky of Weiner, Brodsky, Sidman, Kider, PC, Washington, DC
| 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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Options for Participating in the Origination of HECM and Other Reverse Mortgages - 2008 Eastern Regional Meeting
Good introductory discussion for someone who’s contemplating how to enter the reverse mortgage.
Speakers: James Brodsky, Weiner, Brodsky, Sidman, Kider, PC, Washington, DC (Moderator); Sherry Apanay, Generation Mortgage Company, Atlanta, GA; Ben Slayton, The Lender Approval Department, West Chester, CA
| 45.00 | 15.00 |
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RESPA, TILA and How They Apply to Reverse Mortgages Including Fixed Rate and Closed-end Loans - 2008 Eastern Regional Meeting
Learn what changes are being proposed for RESPA and how reverse mortgages are currently treated under that law and the Truth-In-Lending Act.
Speakers: James Milano, Weiner, Brodsky, Sidman, Kider, PC, Washington, DC (Moderator); Brent Lattin, Federal Reserve Board, Washington, DC; Regina Lowrie, Vision Mortgage Company LLC, West Conshohocken, PA
| 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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Town Hall Meeting with the Philadelphia Home Ownership Center - 2008 Eastern Regional Meeting
Leadership from HUD’s Philadelphia Home Ownership Center discuss current reverse mortgage trends in the states which they have jurisdiction over.
Speakers: Michael Levine, Deputy Director, Philadelphia Home Ownership Center, U.S. Department of Housing and Urban Development, Philadelphia, PA; Gerry Glavey, Director, Processing/Underwriting Division, Philadelphia Home Ownership Center, U.S. Dept. of Housing and Urban Development, Philadelphia, PA; Tony Sexauer, Lead Underwriter, Philadelphia Home Ownership Center, U.S. Dept. of Housing and Urban Development, Philadelphia, PA
| 45.00 | 15.00 |
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Town Hall Meeting with the Denver Home Ownership Center - 2008 Western Regional Meeting
Leadership from HUD’s Denver Home Ownership Center discuss current reverse mortgage trends in the states which they have jurisdiction over.
Speakers: Jane Hall, Deputy Director, Denver Home Ownership Center, U.S. Dept. of Housing and Urban Development, Denver, Colo.; Amy Trejillo, Underwriter, Processing/Underwriting Division, Denver Home Ownership Center, U.S. Department of Housing and Urban Development, Denver, CO; Irma Devich, Director, Program Support, Denver Home Ownership Center, U.S. Department of Housing and Urban Development, Denver, CO
| 45.00 | 15.00 |
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Advertising Compliance - 2008 Western Regional Meeting
Compliance officers from two of the largest lenders in the country—and from FHA—discuss advertising that’s appropriate and what is not.
Speakers: Liz Scholz, NRMLA, Washington, DC (Moderator) James Milano, Weiner, Brodsky, Sidman, Kider, PC, Washington, DC; Gail Wisely, Financial Freedom, Irvine, CA; Vivian Sin, World Alliance Financial,Melville, NY; Marc Friedland, Compliance Officer, U.S. Department of Housing and Urban Development, Denver, CO
| 45.00 | 15.00 |
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State Laws and Licensing - 2008 Western Regional Meeting
NRMLA’s General Counsel Jim Milano will discuss recent changes in state mortgage lending and licensing laws.
Speakers: Liz Scholz, NRMLA, Washington, DC (Moderator) James Milano, Weiner, Brodsky, Sidman, Kider, PC, Washington,DC
| 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 |