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HECM Counseling Update - 2010 Irvine Roadshow
Representatives from FHA and the counseling industry discuss the new HECM Counseling Protocol, BenefitsCheckUp and the Financial Interview Tool (FIT) that counselors are using to assess clients.
Speakers: Peter Bell, NRMLA, Washington, D.C. (Host); Sue Hunt, CCCS of Greater Atlanta, Atlanta, GA; Barb Stucki, National Council on Aging, Bend, OR; Rhonda Rivera, U.S. Department of Housing and Urban Development, Santa Ana, CA
| 45.00 | 15.00 |
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The Diamond Database: Generating, Purchasing and Utilizing Leads Effectively - 2010 Irvine Roadshow
You can generate your own leads or purchase them from third-party vendors. We discuss the pros and cons of each method and offer guidance on avoiding mistakes, so that you can more efficiently turn cold leads into closed loans. .
Speakers: Dean Jones, Liberty Street Financial Group, San Diego, CA (Host); Morrie Shoob, Seniors Reverse Mortgage Solutions, San Ramon, CA; Gregory Laks, Metlife Bank, Los Angeles, CA
| 45.00 | 15.00 |
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Issuing GFEs for Reverse Mortgages Under the New RESPA Rules - 2010 Irvine Roadshow
HUD published new RESPA guidelines late last year, which includes revisions to the Good Faith Estimate provided to HECM borrowers. The panel offers helpful guidance on filling out and re-issuing GFEs, so that you remain compliant.
Speakers: James Milano, Weiner, Brodsky, Sidman, Kider, P.C., Washington, D.C. (Host); Lisa Steele, Premier Reverse Closings, Sacramento, CA; Mendy Castle, Financial Freedom, Atlanta, GA; Alan Clark, Bay Docs, Novato, CA
| 45.00 | 15.00 |
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HECM MBS Program: All the Details - 2010 Irvine Roadshow
Panelists offer a current assessment of the HECM MBS program and issuances; performance, trading and market overview; and discuss who can issue and the approval process.
Speakers: Mike McCully, New View Advisors, New York (Host); Bob Yeary, Reverse Mortgage Solutions, Spring, TX; James Brodsky, Weiner, Brodsky, Sidman, Kider, Washington, D.C.; David A. Fontanilla, Knight Capital Group, New York, NY; John Kozak, Ginnie Mae, Washington, D.C.
| 45.00 | 15.00 |
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HUD & HECM: An Understanding From the Inside Out (Part 1) - 2010 Irvine Roadshow
The most successful reverse mortgage professionals possess a deep knowledge of reverse mortgages. NRMLA President Peter Bell hosts a three-part series that examines all vital knowledge areas we feel are critical to your overall success. In part 1, the panel offers a fundamental understanding of the history, legislative intent, policy and management of the HECM program. (Length: 2 hours)
Speakers: Peter Bell, NRMLA, Washington, D.C. (Host); Kathy Hardy, U.S. Dept. of Housing & Urban Development, Washington, D.C.; Danny Mendez, Santa Ana Homeownership Center, U.S. Dept. of Housing and Urban Development, Santa Ana, CA
| 90.00 | 30.00 |
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HUD & HECM: An Understanding From the Inside Out (Part 2) - 2010 Irvine Roadshow
In part 2, the panel discusses the loan origination process from a sequential overview, marketing and advertising, ethical pricing, the closing process, and recent appraisal changes. (Length: 2 hours)
Speakers: Peter Bell, NRMLA, Washington, D.C. (Host); Esther Yamashiro, U.S. Department of Housing and Urban Development, Santa Ana, CA; Dan Mooney, U.S. Department of Housing and Urban Development, Santa Ana, CA; James Milano, Weiner, Brodsky, Sidman, Kider, PC, Washington, D.C.; Dan Mooney, U.S. Department of Housing and Urban Development, Santa Ana, CA; Lisa Steele, Premier Reverse Closings, Sacramento, CA; Bill Waltenbaugh, AppraiserLoft, San Diego, CA; Randy Montrose, U.S. Department of Housing and Urban Development, Santa Ana, CA
| 90.00 | 30.00 |
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HUD & HECM: An Understanding From the Inside Out (Part 3) - 2010 Irvine Roadshow
In part 3, the panel discusses “life of loan” issues, such as loan administration; draws, modifications, repayments; account issues on active loans, such as occupancy verification and fraud prevention; and end of loan issues, including death, move out and foreclosure. (Length: 2 hours)
Speakers: Steve Irwin, NRMLA, Washington, D.C. (Host); Marc Helm, Reverse Mortgage Solutions, Spring, TX; Ryan LaRose, Celink, Lansing, MI
| 90.00 | 30.00 |
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Don’t Become a Dinosaur: Why Utilizing New Media and the Internet is a Must to Grow Your Business - 2010 Irvine Roadshow
Panelists explain which online tools are most effective in driving potential clients to your business and how podcasts and virtual meeting programs, such as Skype, can be effectively utilized to educate potential clients.
Speakers: Marty Bell, NRMLA, Washington, D.C. (Host); Shannon Hicks, Reverse Fortunes, Redding, CA; Dana Todd, NewsForce.com, La Jolla, CA
| 45.00 | 15.00 |
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Your Standup Routine: The Seminars that Sell – 2010 Irvine Roadshow
Organizing an educational seminar in front of a small group of people can be an effective way to generate business. We’ll discuss several strategies that have worked for members.
Speakers: Marty Bell, NRMLA, Washington, D.C. (Host); Dirk Pierce, Metlife Bank, Chino Hills, CA; Tricia Smith, Golf Savings Bank, Medford, OR
| 45.00 | 15.00 |
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Future of the Wholesale/Broker Relationship – 2010 Irvine Roadshow
Between now and January 1, 2011, brokers and lenders must decide whether to operate as a Third-Party Originator (TPO) or FHA-approved Lender, if they wish to continue originating HECMs. The panel includes a representative from FHA, who will review the approval guidelines published in April, and three lenders, who will discuss their plans for approving TPOs.
Speakers: Peter Bell, NRMLA, Washington, D.C. (Host); Dan Mooney, U.S. Department of Housing and Urban Development, Santa Ana, CA; Rhiannon Behnke, Security One Lending, San Diego, CA; Kimberly Kerrigan, Generation Mortgage Company, Atlanta, GA; Doug Lambert, Bank of America, Bellevue, WA
| 45.00 | 15.00 |
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Doing Research to Target Your Marketing - 2010 Philadelphia Roadshow
Researching a potential market ahead of time saves time and money. Panelists will discuss the process and resources available to determine whether a particular county or neighborhood is worth marketing to.
Speakers: John Lunde, Reverse Market Insight, Irvine, CA (Host); Shannon Hicks, Security One Lending, Redding, CA
| 45.00 | 15.00 |
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Budgeting Your Marketing and Advertising Dollars Wisely - 2010 Philadelphia Roadshow
After conducting upfront research to determine potential new markets, it’s important to allocate budgetary resources effectively to maximize loan production results.
Speakers: Marty Bell, NRMLA, Washington, D.C. (Host); Jason Levy, Guardian First Funding Group, LLC, New York, NY; Edward O’Connor, Advanced Funding Solutions Inc, Lindenhurst, NY; Amy Vecsi, quadrantOne, New York, NY
| 45.00 | 15.00 |
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Reaching Your Audience Through Radio - 2010 Atlanta Roadshow
Talk radio is a successful medium used by reverse mortgage professionals to promote reverse mortgages. Panelists will discuss creating your own talk radio show, driving traffic to your web site and advertising.
Speakers: Marty Bell, NRMLA, Washington, D.C. (Host); David Levitt, Circle Mortgage Corp., Hollywood, FL; Sherri Hopkins, WSB-AM, Atlanta, GA
| 45.00 | 15.00 |
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Ethical Pricing – 2010 Hot Topics Webinar
What does ethical pricing mean and what must you do within your own companies to comply with NRMLA’s Code of Ethics as it relates to this issue? We’ll discuss these issues and other important regulatory trends.
Speakers: Peter Bell, NRMLA; Joe DeMarkey, MetLife Bank; John Nixon, Bank of America; James Milano, Weiner, Brodsky, Sidman, Kider, PC
| 45.00 | 0.00 |
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Understanding Underwriting: The mistakes you can’t afford to make - 2009 NRMLA Annual Meeting & Expo
HECM underwriters discuss those areas where they see common mistakes made during the origination process.
Speakers: Deanne Opstad, Generation Mortgage Company, Atlanta, GA (Host); Jessica Yee, Genworth Financial Home Equity Access, Inc., Rancho Cordova, CA; Patrick Jones, Financial Freedom, Atlanta, GA; Dan Mooney, U.S. Department of Housing and Urban Development, Santa Ana, CA
| 45.00 | 15.00 |
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Keeping HECMs Honest—The Inspector General’s Point of View - 2009 NRMLA Annual Meeting & Expo
The Inspector General is the top law enforcement official in HUD. A representative from the IG’s office will discuss investigations of the HECM program conducted over the past year, problems uncovered and recommendations for improving the program.
Speakers: Peter Bell, President, NRMLA, Washington, D.C. (Host); Michael H. Stolworthy, Assistant Special Agent in Charge, Office of the Inspector General, U.S. Department of Housing and Urban Development, Washington, D.C.
| 45.00 | 15.00 |
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Just Say No: The Deals to Walk Away From - 2009 NRMLA Annual Meeting & Expo
Some makeable deals are not in the best interests of the homeowner. Do you have the moxie to walk away from these deals?
Speakers: David Levitt, Circle Mortgage Corporation, Hollywood, FL (Host); John Lucas, Generation Mortgage Company, Glendora, CA; Sarah Hulbert, Senior Financial Corp., Renton, WA
| 45.00 | 15.00 |
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Attentive Servicing: A Loan That’s Closed Isn’t Finished - 2009 NRMLA Annual Meeting & Expo
A lot goes on after a reverse mortgage is funded. It’s important that your clients fully understand their obligations as they pertain to taxes and insurance, repair administration and loan disbursements, and especially loan terminations.
Speakers: Linda Bridges, Wells Fargo Home Mortgage, Fort Mill, SC (Host); Ryan LaRose, Celink, Lansing, MI; Marc Helm, Reverse Mortgage Solutions, Spring, TX; Carol Norton, Financial Freedom, Austin, TX
| 45.00 | 15.00 |
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Best Execution: What Are Your Secondary Market Options? - 2009 NRMLA Annual Meeting & Expo
Learn about the drivers of HECM loan pricing, where loss can occur and servicing valuations. Why do some loans fetch more in the secondary markets and what are your options?
Speakers: Craig Corn, Metlife Bank, Bloomfield, NJ (Host); Mike McCully, New View Advisors, New York, NY; David Fontanilla, Knight Libertas, LLC, New York, NY; Michael Nardacci, Ginnie Mae, Washington, D.C.
| 45.00 | 15.00 |
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How to Get Attention for Your Press Releases and Other Internet Marketing Tricks - 2009 NRMLA Annual Meeting & Expo
Discover resources that can help place your press releases and marketing on web sites frequented by seniors.
Speakers: Marty Bell, NRMLA, Washington, D.C. (Host); Dana Todd, NewsForce.com, La Jolla, CA
| 45.00 | 15.00 |
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Spotting Elder Financial Abuse—And What You Should Do About It - 2009 NRMLA Annual Meeting & Expo
Most cases of elder financial abuse are not perpetrated by businesses, but by family members. Our panel of gerontologists helps you recognize when a client is being victimized and what your responsibilities are.
Speakers: Peter Bell, NRMLA, Washington, D.C. (Host); Lisa Nerenberg, Nerenberg & Associates, Redwood City, CA; Lori Delagrammatikas, San Diego State University Research Foundation, San Diego, CA
| 45.00 | 15.00 |
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The Next Cornucopia: Planning for a Market of Condos - 2009 NRMLA Annual Meeting & Expo
Earlier this year, the U.S. Department of Housing and Urban Development published Mortgagee Letter 2009-19, which provides guidance on approving condominium properties that serve as collateral for FHA-insured loans, including HECMs. HUD will soon publish additional guidance clarifying certain parts of the letter. We’ll discuss these new regulations and offer guidance on assembling a condo file.
Speakers: Robert Wyatt, Reverse Mortgage Associates, LLC, Fort Myers (Host); Connie Osman, Bank of America, Bellevue, WA; Barbara Gatch, Metlife Home Loans, Fairfax, VA; Thomas Wilke, U.S. Department of Housing and Urban Development, Santa Ana, CA
| 45.00 | 15.00 |
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Acceptable Advertising - and the Language You Must Avoid - 2009 NRMLA Annual Meeting & Expo
The traditional vocabulary used by reverse mortgage advertisers is changing. The Federal Trade Commission, FHA and bank regulators are taking more proactive roles in protecting consumers from false and misleading advertising. Compliance experts will discuss what’s acceptable and what is not.
Speakers: Jean Noble, Senior Lending Network, Melville, NY (Host); Dan Mooney, U.S. Department of Housing and Urban Development, Santa Ana, CA; Richard Peters, Richard A. Peters & Associates, Rochester, NY; Arthur Axelson, ReedSmith, Washington, D.C.; Peter Bell, NRMLA, Washington, D.C.
| 45.00 | 15.00 |
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El Mercado Nuevo y Grande: Serving the Hispanic Population - 2009 NRMLA Annual Meeting & Expo
Hispanics will soon become the largest minority group in America. You need to understand the cultural nuances that exist, so that when you’re marketing reverse mortgages the right message comes across.
Speakers: George Lopez, James B. Nutter & Company, Kansas City, MO (Host); Francisco Letelier, Anita Santiago Advertising, Santa Monica, CA
| 45.00 | 15.00 |
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The Most Challenging Deal: Strategies for Persuading a Bank to Accept a Short Pay-Off - 2009 NRMLA Annual Meeting & Expo
In many parts of the country, senior homeowners are facing foreclosure, but the amount they can get from a reverse mortgage is not enough to pay off the existing loan. Our speakers have successfully negotiated short pay-offs that enabled their clients to keep their homes. We’ll give you helpful guidance, so you can do the same.
Speakers: David Cesario, Traditions Bancorp, Channahon, IL (Host); Pamela Kirkpatrick, Allied Mortgage Group, Dania Beach, FL; Michelle Leigh, California Loss Mitigation Center, San Diego, CA
| 45.00 | 15.00 |
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Strategic Thinking in an Uncertain Economy - NRMLA Road Show-Boston
Hear industry experts and insightful observers assess reverse mortgage business trends, origination activity, wholesale options, capital markets, HECM program issues, and federal and state legislative activity, all important factors that will effect your business in 2009.
Speakers: Peter Bell, President, NRMLA (Host); Joe DeMarkey, MetLife Bank, Milford, MA; David Peskin, Senior Lending Network®, Melville, NY; Cheryl MacNally, Wells Fargo Home Mortgage, Sagamore Beach, MA; Jeff Lewis, Generation Mortgage Company, New York
| 45.00 | 15.00 |
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Shrinking Assets & Declining Home Values: How Are Seniors Sustaining Themselves in this Challenging Environment - NRMLA Road Show-Boston
Learn from top experts in financial gerontology what seniors are facing, how they are coping , the decisions they are being forced to consider and how your reverse mortgage marketing efforts can help with their plight.
Speakers: John Gosselin, Law for Life, Winchester, MA (Host); Jan Mutchler, Gerontology Institute, University of Massachusetts, Boston, MA; Wendie Howland, Howland Health Consulting, Inc., Pocasset, MA
| 45.00 | 15.00 |
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HECM for Purchase: Strategies for Utilizing This New Tool to Help Seniors Buy Homes - NRMLA Road Show-Boston
Hear how lenders are educating real estate agents and homebuilders on how this new aspect of the HECM program can be used as a sales tool to help senior buyers relocate to a new home. Gain a thorough understanding of how HECM for Purchase actually works and how these loans differ from ore traditional HECMs.
Speakers: Peter Bell, NRMLA, Washington, DC (Host); Howard Miselman, Continental Funding Corp., Stoughton, MA; Mary McParland, McParland Realty, Shrewsbury, MA
| 45.00 | 15.00 |
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How Can You Help Serve a Client’s Need for a Comprehensive Financial Plan? The Challenges of Working Under New Restrictions on "Cross Selling" - NRMLA Road Show-Boston
Recently enacted federal legislation places new restrictions on sales efforts that combine reverse mortgages with other financial services, and require "firewalls and safeguards" within companies that are involved in offering various financial services. Learn what the new rules require and steps companies are taking to make sure their business strategies are in compliance.
Speakers: Peter Bell, NRMLA, Washington, DC (Host); Jim Brodsky, Weiner, Brodsky, Sidman, Kider, PC, Washington, DC; Brett Carter, Next Generation Financial Services, Baltimore, MD
| 45.00 | 15.00 |
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Should We Do This Loan? Advanced Reverse Mortgage Underwriting - NRMLA Road Show-Boston
On a daily basis, senior underwriters can face loan files that require deeper digging, further information or, perhaps, should just be turned down. Recent property transfers, possible "flips," inflated valuations, questionable power of attorney are all examples of problematic issues that are not uncommonly found. Hear experienced underwriters explain precautionary measures taken to spot and avoid troubled loans.
Speakers: John Brodrick, Your Home for Life, Westwood, MA (Host); Kirsten Anderson, Wells Fargo Home Mortgage, Minneapolis, MN; Ralph Rosynek, 1st Reverse Financial Services, Westmont, IL
| 45.00 | 15.00 |
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The "Facebook" Phenomenon: Using the Latest Technology to Reach New Customers - NRMLA Road Show-Boston
Yes, even among the senior populations - and certainly among their adult children - there is growing use of on-line media for shopping, research, communications and social interaction. Many marketers are figuring out how to engage clients -- past, present and future - through the use of on-line communities, sticky websites and other social networking tools. Come hear some ideas on how you might employ such tools.
Speakers: Marty Bell, NRMLA, Washington, DC (Host); Dharmesh Shah, Chief Technology Officer & Founder, Hubspot, Cambridge, MA
| 45.00 | 15.00 |
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Spreading the Good News About Reverse Mortgages - NRMLA Road Show-Boston
Even the more positive press articles about reverse mortgages often point out concerns about high fees, inappropriate annuity sales and aggressive sales techniques. Learn how to reach out to local reporters in the communities where you work and how to explain reverse mortgage issues to a skeptical press.
Speakers: Peter Bell, NRMLA, Washington, D.C. (Host); Marty Bell, NRMLA, Washington, DC; William White, Ocean State Reverse Financing, Inc., North Kingstown, RI
| 45.00 | 15.00 |
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State Regulators’ Perspective on Reverse Mortgages & Other Elderly Issues - NRMLA Road Show-Boston
Hear top officials from state departments of banking and mortgage lending, business regulation, elderly affairs and the attorney generals office discuss their observations and concerns about our industry and products.
Speakers: Peter Bell, NRMLA, Washington, D.C. (Host); John Prendergast, Chief Risk Officer, Massachusetts Division of Banks, Boston, MA; Paul A. Brodeur, Esquire, Acting General Counsel, Executive Office of Elder Affairs, Boston, MA; The Honorable Elizabeth Roberts, Office of the Lieutenant Governor, Providence, RI
| 45.00 | 15.00 |
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Proper Handling of Reverse Mortgage Loan Applications - 2008 Annual Meeting & Expo
Summary: 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 (Host), Agency for Consumer Equity Mortgages, Inc., Elmsford, NY; Phil Lipp, Allwest Mortgage Company, North Hollywood, CA; Alison Calamia, Standard Mortgage Corp., New Orleans, LA
| 45.00 | 15.00 |
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Understanding FHA Appraisal Best Practice & Compliance Issues - 2008 Annual Meeting & Expo
Summary: 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 (Host), Bank of America, Bellevue, WA; Len Fishman, Landmark/ReverseMortgageAppraisers.com, Los Angeles, CA; Bobbie Borland, U.S. Department of Housing and Urban Development, Santa Ana, CA
| 45.00 | 15.00 |
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Keeping Yourself Out of the Courtroom: Steps to Avoid Litigation - 2008 Annual Meeting & Expo
Summary: 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 (Host), Weiner, Brodsky, Sidman, Kider, PC, Irvine, CA; David Levitt, Circle Mortgage Corp, Hollywood, FL
| 45.00 | 15.00 |
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Developing Compliant Direct Mail and Email Advertising Campaigns - 2008 Annual Meeting & Expo
Summary: 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 (Host), Weiner, Brodsky, Sidman, Kider, Washington, DC; Vivian Sin, Senior Lending Network, Melville, NY; Gail Wisely, Financial Freedom, Irvine, CA
| 45.00 | 15.00 |
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Involving Family Members in the Loan Process - 2008 Annual Meeting & Expo
Summary: 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), The Reverse Mortgage Center LLC, Eatontown, NJ; Aaron Harlon, American Pacific Reverse Mortgage Group, Roseville, CA; Phil Scott, Genworth Financial Home Equity Access, Inc., Rancho Cordova, CA
| 45.00 | 15.00 |
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Explaining Key Terms - 2008 Annual Meeting & Expo
Summary: 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 (Host), Senior Financial Corp., Renton, WA; John Lucas, Generation Mortgage Company, Glendora, CA; Barry Scoles, 1st Reverse Mortgage USA, Lakewood, CO
| 45.00 | 15.00 |
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Impact of Reverse Mortgages on Medicaid, SSI and Other Benefit Programs - 2008 Annual Meeting & Expo
Summary: 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 (Host), ThinkReverse, Inver Grove Heights, MN; John Gosselin, Law for Life, Winchester, MA
| 45.00 | 15.00 |
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Combating Reverse Mortgage Fraud - 2008 Annual Meeting & Expo
Summary: Some of the largest lenders and servicers in the country talk about what steps they are taking.
Speakers: Joel Schiffman (Host), Weiner, Brodsky, Sidman, Kider, PC, Irvine, CA; Ryan LaRose, Celink, Lansing, MI; Lisa Iannini, Genworth Financial Home Equity Access, Inc., Rancho Cordova, CA; Bob Emerling, Financial Freedom, Irvine, CA
| 45.00 | 15.00 |
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Retirement Trends: How Seniors are Coping with Personal Finance and Healthcare Issues - 2008 Annual Meeting & Expo
Summary: NRMLA President Peter Bell interviews two of the nation’s leading experts on aging issues.
Speakers: Peter Bell (Host), NRMLA, Washington, DC; Tom Kelly, The Real Estate Communicator, Rolling Bay, WA; Sandra Timmerman, Metlife Mature Markets Institute, Westport, CT
| 45.00 | 15.00 |
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War Stories: Loan Originators Discuss Their Most Challenging Clients - 2008 Annual Meeting & Expo
Summary: 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., Hollywood, FL; Dean Jones, American Sterling Bank, San Diego, CA; Alison Calamia, Standard Mortgage Corp., New Orleans, LA
| 45.00 | 15.00 |
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Building Value in Your Company to Attract Investors - 2008 Annual Meeting & Expo
Summary: Even in today’s economic environment, there are opportunities to grow your business by attracting outside capital. Find out how.
Speakers: David Peskin (Host), Senior Lending Network, Melville, NY; 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
Summary: 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 (Host), 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
Summary: 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 Purcell (Host), Golden Gateway Funding, Oakland, CA; John Yedinak, ReverseMortgageDaily, Chicago, IL; Bob Carilli, Reverse Mortgage Directory, LLC, Los Angeles, CA; Aman Makkar, AppraiserLoft, San Diego, CA
| 45.00 | 15.00 |
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How to Handle Difficult Deals: Foreclosures, Trusts, Repairs, Declining Markets - 2008 Annual Meeting & Expo
Summary: Our panel included several experienced underwriters and one attorney who discussed common pitfalls that can often delay a reverse mortgage closing.
Speakers: Scott Norman (Host), MetLife Bank, Austin, TX; Tabitha Hasin, Premier Reverse Closings, Irvine, CA; Jessica Yee, Genworth Financial Home Equity Access, Inc., Rancho Cordova, CA; Bob Engelhorn, Bank of America, Bellevue, WA; Dan Mooney, U.S. Dept. of Housing and Urban Development, Santa Ana, CA
| 45.00 | 15.00 |
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Building Your Business Thru Networking - 2008 Annual Meeting & Expo
Summary: The panel advocates a proactive approach to business building by way of strategic community partnerships.
Speakers: Ed Barrett (Host), Your Home For Life, Westwood, MA; John Gosselin, Law for Life, Winchester, MA; Steve Barlam, LivHome, Los Angeles, CA; Peter Bell, NRMLA, Washington, DC
| 45.00 | 15.00 |
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Fostering Professionalism Within Reverse Mortgage Sales - 2008 Annual Meeting & Expo
Summary: The panel discusses NRMLA’s efforts to promote ethical behavior and steps you can take in your own company to foster professionalism.
Speakers: Joe DeMarkey, MetLife Bank, Milford, MA; Ken Kanady, Wells Fargo Home Mortgage, Sagamore Beach, MA; James Cory, Legacy Home Financing, San Diego, CA
| 45.00 | 15.00 |
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Incorporating the NRMLA Code of Conduct and Best Practices - 2008 Eastern Regional Meeting
Summary: 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
Summary: 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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Developing Your Marketing Plan and Sizing Your Advertising Budget - 2008 Eastern Regional Meeting
Summary: 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
Summary: 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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Working with Professional Guardians and Conservators - 2007 Annual Meeting
Summary: 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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Expanding Your Business Over the Telephone - 2007 Annual Meeting
Summary: 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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Modifying Your Company Infrastructure to Accommodate Increasing Loan Volumes - 2007 Annual Meeting
Summary: 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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Overcoming Objections from Family Members and Advisors - 2007 Annual Meeting
Summary: 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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NRMLA Guide to Medicaid and the National Aging Services Network (PDF Download)
Summary: 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.
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