The Five Star Institute webinar series aims
Webinars are the best source for complimentary insights and education about critical industry topics
led by subject-matter experts and company sponsors.
Upcoming Webinars
Tuesday, June 24 | 1:00 – 2:00 PM CT
Sponsored By:
Selene provides industry leading loan servicing, diligence and title solutions. Founded in 2007 to provide creative loan-resolution strategies, Selene provides a flexible portfolio management approach to meet the needs of consumers, clients and all stakeholders.
Discover how earlier, more strategic borrower engagement can significantly reduce delinquency rates, strengthen portfolio performance, and improve long-term customer retention. Join Five Star and Selene as we bring you insights from JT Grubbs, EVP, Mortgage Servicing, Selene; Michael Merritt, SVP, Customer Care & Mortgage Default Servicing, BOK Financial; and Courtney Thompson, EVP, Head of Servicing, CMG Financial.
Speakers:
- David Wharton, Editor-in-Chief, MortgagePoint (moderator)
- JT Grubbs, EVP, Mortgage Servicing, Selene Finance
- Michael Merritt, SVP, Customer Care & Mortgage Default, BOK Financial
- Courtney Thompson, EVP, Head of Servicing, CMG Financial
Access the Webinar
Past Webinars
Tuesday, April 8
Sponsored By:
Selene provides industry leading loan servicing, diligence and title solutions. Founded in 2007 to provide creative loan-resolution strategies, Selene provides a flexible portfolio management approach to meet the needs of consumers, clients and all stakeholders.
For the second year in a row, join MortgagePoint and Selene Finance for an exclusive “state of the industry” webinar featuring insights from high-level mortgage servicing executives. From economic headwinds to policy and regulatory shifts in Washington, jump into Q2 with this look at where the industry stands and where we’re likely headed in the months to come.
Speakers:
- David Wharton, Editor-in-Chief, MortgagePoint (moderator)
- Gagan Sharma, President and CEO, BSI Financial Services
- Roger Stotts, EVP and Chief Servicing Officer, New American Funding
- John Vella, Chief Revenue Officer, Selene Finance
Access the Webinar
Join Five Star and DocMagic to discover how eNotes can transform your mortgage operations in this complimentary webinar. Learn about the current state of eNote adoption and the benefits of eNotes across the entire eClosing process, including improved efficiency, enhanced security, and streamlined post-closing workflows. Learn how to transition from paper notes to eNotes, and understand the ripple effects on your business and secondary market partners. Don’t miss this opportunity to future-proof your operations and stay ahead in the digital mortgage revolution. Our panelists include:
Speakers:
- Moderator: Leah Sommerville, Enterprise Solutions Manager, DocMagic
- Jeff Bode, President and CEO, Click n’ Close
- James MacMillan, Client Services Co-Head Document Custody, Deutsche Bank
- Brian D. Pannell, Chief e-Services Executive, DocMagic
- Raj Penugonda, Product Development Director, Product Delivery, Freddie Mac Single-Family
Access the Webinar
Explore how outsourcing transforms mortgage operations in the latest Five Star Webinar, in partnership with Global Strategic Business Process Solutions. This session will cover the strategic planning, cost savings, and workflow advantages of staffing partnerships, including a practical breakdown of what operators should prepare for—from training to timelines. We’ll also delve into specialized workflows like data and record management, policy prep, and escalation handling. Get the blueprint for a successful outsourcing partnership that drives operational agility and cost efficiency.
Access the Webinar
Thursday, November 7
Sponsored By:
In today’s mortgage industry, missed deadlines, missing origination documents, and compliance risks can result in significant financial losses. Join us for this essential webinar where industry experts break down the key challenges in mortgage claims and offer actionable strategies to avoid common pitfalls. Learn how proper Quality Control Reviews, effective loss analysis, and knowing what’s claimable can help you reduce losses and stay compliant.
Access the Webinar
Join MortgagePoint and Stavvy to learn how automation and digital transformation can be leveraged to optimize your servicing operations. Our panel of subject-matter experts will cover best practices for evaluating and prioritizing areas for digitization in your existing operations and essential change management dynamics to keep in mind. This informational webinar aims to enable servicers and vendors to develop a strategy for minimizing default servicing labor costs while increasing pull-through rates.
Access the Webinar
The servicing industry has seen multiple policy updates in the last several months, with potentially more on the way between now and the end of the year, as the GSEs and government agencies manage both post-COVID workouts and questions about supporting housing affordability given the current economic environment. In light of these current and potential policy shifts, this webinar offers mortgage servicers insights into anticipating and managing the impact of these changes. Our panel of experts will dissect the expected regulatory changes, with a special focus on how technology can play a critical role in navigating these complexities. We’ll cover how to stay ahead of policy updates, implement technological solutions for compliance and efficiency, and turn regulatory challenges into opportunities for growth and improved service. Join us to empower your team with the knowledge and tools they need to thrive in a changing regulatory environment.
Access the Webinar
Reports show homeowners with mortgages have seen an equity gain of 8.6% year-over-year. With a drastic slowdown in originations and refinance due to interest rates and inflation, the home equity line of credit (HELOC) has surfaced as a popular revenue generator for lenders to enable homeowners to fund renovations, education, reduce debt, and more. In this latest MortgagePoint webinar, learn how to scale the opportunity quickly and safely from LoanCare’s seasoned HELOC subservicing team so you can maximize the moment.
Access the Webinar
Join MortgagePoint magazine and Selene Finance for an exclusive “state of the industry” webinar featuring insights from a select panel of mortgage servicing executives and economists. From high-level economic factors such as inflation and mortgage-rate shifts to the day-to-day headwinds servicers are navigating this year, close out the first quarter of 2024 with this look at where the industry stands and where we’re likely headed in the months to come.
Access the Webinar
Thursday, December 14
Sponsored By:
During this webinar, leading subject-matter experts from Xome and the National Community Stabilization Trust (NCST) will explore key strategies and initiatives to help provide access to affordable housing in the United States.
The discussion will highlight solutions designed to expand homeownership opportunities and showcase homeowners’ experiences with these programs.
Access the Webinar
Commercial real estate foreclosures are on the rise. Join us to learn procedures and best practices from our commercial REO experts. They’ll share the knowledge and guidance you’ll need to be successful in a developing market segment. This usually is only available at Five Star events, but we are making it live, online so that you can have time with these amazing instructors and ask your questions.
INSTRUCTORS
Sarah Richards, Broker/Owner, Spring Mountain Realty PLLC
With over 20 years of experience in the real estate industry, I am a seasoned REO Broker and Short Sale Specialist who operates a fully-equipped and diversified full-service brokerage office. My office is equipped with the latest technologies and equipment, providing sufficient capacity to perform all the necessary services required in the field. My marketing efforts are focused on reaching individuals who believe that homeownership is unattainable, with a goal of creating new homeowners wherever possible. As a holder of a Bachelor’s Degree in Business Management and a Master’s Degree in Business Administration, I possess several certifications in REOs and Short Sales, including CDPE, HAFA, Equator, and RES NET CERTIFIED. My objective is to provide end-to-end assistance in real estate transactions, from Cash For Keys to the actual Closing. My priority is to make the process as smooth and efficient as possible, utilizing my expertise to make the journey as fast and painless as possible. Rest assured, I am here to assist you with anything and everything you need to make your real estate experience a success.
Tamika Marks, Managing Broker, Trademarks & Associates LLC
As Managing Broker of Trademarks & Associates, LLC, and a Chicago native, Tamika Marks has achieved a proven track record in residential sales of both REO and non-REO assets over the past 19 years. In recent years, she has focused specifically on the disposition of reverse mortgage REO properties and has obtained a designation of Senior Real Estate Specialist. Offering personalized service to each one of her clients is her specialty, and providing excellent customer service to her fellow colleagues and service partners is the very foundation of her business.
Register for the Course
Join Five Star and Brookstone for this latest complimentary webinar that will examine the roles and responsibilities of community and home preservation.
The presentation will include insights from subject-matter experts representing Brookstone Management, Fannie Mae, and U.S. Bank as they explore how property preservation work plays a critical role in combating blight, returning foreclosed properties to the market, and protecting property values.
It’s been well over a decade since the Great Recession and corresponding REO wave. Much has changed since. Servicers, lenders, asset managers, real estate professionals, and all other REO professionals can’t afford to miss this no-holds-barred look at how prepared our industry truly is for increased REO activity…and what we’ll need to do to manage it successfully.
Join Five Star and the NRBA’s expert panelists as they take a practical approach to the strategic and operational elements REO pros will need to master to process increased volumes to their clients’ satisfaction.
Topics will include streamlining operations, navigating compliance, working with partners and vendors, and handling branding and public perception. The entire real estate industry will be talking about increased REO activity not long from now. Will you be ready and able to capture the maximum share of the business? Or will you be left behind, unable to meet client, market, and regulatory demands?
Tuesday, July 25
Sponsored By:
Smart lending strategies combine cutting-edge technology with exceptional customer service. Join Five Star and DocMagic for a conversation and demonstration of successful digital implementation that supports a core focus on personalised service to customers.
We’ll explore how borrowers can conveniently complete the entire loan process on a tablet or handheld device, embracing a modern and efficient experience. Attendees will hear firsthand from a lender that has implemented digital tools that foster and support in-person interactions—addressing concerns and building rapport with borrowers while remaining 100% digital.
Register NOW for this critical discussion about the seamless integration of personalised service and state-of-the-art technology.
On March 30, 2023, the CFPB released its final rule amending Regulation B to implement changes to ECOA made by section 1071 of the Dodd-Frank Act requiring financial institutions to collect and report data on small business loans. On June 8, 2023, our team of industry professionals will discuss the requirements of the rule and the impacts to small business lenders. Some of the topics our panel will cover include who must report, what must be reported, when lenders must begin collecting and reporting the data, the fair lending implications, decisions that must be made, and the work that should start now to prepare for implementation of the rule. There is a lot more than just waiting for your vendors. We look forward to you joining us for this timely topic.
Join our experts, Blake Hastings (Chief Economist, SWBC) and Ed Delgado (AMP, Managing Director, Mortgage Policy Advisors; Chairman Emeritus, Five Star Global) as MortgagePoint Editor-in-Chief David Wharton moderates a discussion about the headwinds and tailwinds facing the U.S. economy and mortgage industry. Get a better understanding of how increased home equity loans, decreased savings, increased use of credit cards, and consumer weariness of the stability of the banking industry will all impact the mortgage industry over the next year. The experts will share their research and insights into what to watch out for, what to plan for, and how to weather the upcoming storm.
BPOs are your first foot in the door to the REO market. Impress your Asset Manager right from the start. Your thorough and accurate BPO will show them your experience and eye for detail at every step. Michael will guide you step by step to make sure your BPOs stand out from the competition.
A lot changed during the pandemic. Maybe your vendor mix should, too. The pandemic accelerated the adoption of new processes and technologies that have raised the bar on vendor products, performance, and pricing. As moratoriums lift and foreclosures heat up, there is much to be gained by servicers willing to re-evaluate their vendor rosters against new risk, cost, and efficiency KPIs.
Webinar highlights will include using a champion/challenger model to reduce risk while improving vendor performance, the advantages of today’s diversified product mixes, and leveraging vendor partnerships to offset workforce adjustments while improving service experiences.
Breaking into REO can seem confusing and satisfying the client needs may feel strenuous if you don’t know what to look for. Navigating your First Assignment will help you identify small yet impactful habits that often get overlooked when starting out in REO. Join us for an in depth look at your first assignment.
Higher rates and fintech advances make 2023 a golden age for mortgage servicers, with steadier revenue from lower payoff probability and deeper relationships from better use of customer data. But 2023 will also be the age of consumer data accountability for both lenders and the fintechs that power them. Don’t miss this deep dive with top servicing and fintech pros who will cover:
- What consumers expect from engagement and privacy/protection perspectives
- The best consumer engagement practices in a 2023 regulatory context
- Top consumer data risks lender/servicers and fintechs have in 2023
- Who among borrowers, lender/servicers, and fintechs own consumer data
In the latest installment of the Five Star Webinar Series, OrangeGrid CEO, Todd Mobraten, will be joined by mortgage servicing professionals to discuss how to get a mortgage servicing technology project approved and executed in a 90-day timeframe. Default departments typically take a backseat when it comes to budget allocations for digital transformation, and this webinar will empower business stakeholders to navigate internal obstacles and take the necessary steps toward improving their processes as the real estate cycle continues its shift towards default loan servicing.
Sponsored By:
Join us for the latest installment of the Five Star Webinar series, presented by Selene Title, as we share conversation and insights with representatives of Selene Title, RCN Capital, SVN | SFR Capital Management, and Elite Commercial Closings.
Join us for the latest installment of the Five Star Webinar series, presented by Selene Title, as we share conversation and insights with representatives of Selene Title, RCN Capital, SVN | SFR Capital Management, and Elite Commercial Closings.
The idea of a national digital signing platform has been tantalizing mortgage servicers with promises of speedy loan modifications and happy borrowers since before COVID-19 hit. But actually building and implementing one that satisfies servicer, investor, borrower, and state requirements across all 50 states? Five Star joins with Boston National to tackle this challenging topic on how to build a national, fully digital signing platform that actually works as promised. Join us for a complimentary webinar presentation featuring subject-matter experts from Boston National Title, Escrow Tab, and Stavvy.
Join Five Star and Selene Diligence for an exclusive, complimentary webinar on the topic of new origination due diligence in the mortgage market. Panelists include Laura Ferris, EVP, Selene Diligence; Mike Smeltzer, SVP for Non-QM Product, Newrez; and Lisa Heitzmann, COO, Deephaven Mortgage. They will dive into the topic by discussing why origination diligence is important, current challenges including rate increases and inflation, and how due diligence can help prevent negative impacts on the secondary market.
Sponsored By:
With rates spiking above 5% after record refis put most first-liens into rates at or below 4%, many say it’s the golden age of servicing. But will prepay speeds stay as low as some predict? Will cash flow continue to support MSR valuations? And what’s the role of fintech to keep consumers happy as MSRs transfer among servicers? This all-star panel will go deep on all of these questions and give servicing pros the playbook you need to win in this cycle.
Learn how servicers can leverage the new wave of mobile appraisal and inspection technology to increase their visibility into properties, scale inspections, improve the speed of decision-making and verify the condition of properties more quickly.
Join Messagepoint to learn how to take back control of the borrower communication process to reduce cycle times and costs, control authoring and review cycles, and much more.
Join representatives from Five Star and Salesforce to discuss the dawn of Digital Lending 2.0 amidst the current economic conditions and changing customer expectations.
Join Five Star Institute and Selene Finance for a complimentary webinar where we’ll discuss the benefits of sub-servicing, how to navigate and ensure compliance with government regulations, and how to maximize ROI for all parties involved.
Sponsored By:
As foreclosure moratoria end and volumes slowly begin to increase, industry experts discuss loss mitigation efforts, ensuring compliance, and how technology can assist.
Learn from our panel of experts as they examine the current state of the REO industry, how 2022 is shaping up so far, and more.
Sponsored By:
Join leaders from capital and risk management service providers for a webinar discussing the world of construction lending and the current nuances affecting the construction industry.
Join Sourcepoint and an esteemed group of speakers to discover how taking an empathetic approach to forbearance can help smooth out challenging interactions and promote customer loyalty.
Join DS News and Aspen Grove Solutions to discover how to effectively manage loss mitigation and maintain a servicing operation in a fluid industry in the post-pandemic world.