Feb 14

Preparing for the New Mortgage Servicing Rules: Final Implementation Date, April 19, 2018

Registration Options & Pricing

Please select your membership status.

Recorded Webinar Includes

  • Recording of the Live Webinar
  • Available 6 business days following Live date
  • Available for 6 months following Live
  • Handout and Take-Away Toolkit
  • Available on Desktop, Mobile & Tablet
  • Free Digital Download, yours to keep
  • Share link with anyone at your credit union
  • Presenter’s contact info for follow-up

10:00 am – 11:30 am HST
12:00 pm – 1:30 pm PT
1:00 pm – 2:30 pm MT
2:00 pm – 3:30 pm CT
3:00 pm – 4:30 pm ET

The CFPB’s April 19, 2018, mortgage servicing requirements are complex and require significant changes to existing procedures and disclosures. All servicers must ensure they have comprehensive practices for responding to potential successors in interest and for confirming and communicating with them. Additionally, servicers will need to determine which of the CFPB’s three options to adopt for communicating with confirmed successors in interest, in a manner that ensures clarity and does not indicate an obligation to repay a mortgage. The CFPB also removed the blanket exemption from the periodic statement requirement for borrowers in bankruptcy, making it necessary to provide modified periodic statements – which will require significant system configurations and testing to ensure the new requirements are met.

This webinar will also analyze the “small servicer” exemption and confirm which provisions of the April 19, 2018, amendments require compliance by all servicers – including those who meet the small servicer exemption.

Continuing Education:   Attendance verification for CE credits upon request


  • Understanding which individuals can qualify as successors in interest
  • Rights of confirmed successors in interest
  • Three options for communicating with successors in interest
  • Requirement for modified periodic statements for borrowers in bankruptcy
  • Analysis of the two-part test for exemption from periodic statement for certain borrowers in bankruptcy
  • Impact of the small servicer exemption

    • Summary of the changes effective April 19, 2018
    • Employee training log
    • Quiz you can administer to measure staff learning and a separate answer key


This informative session is directed to mortgage servicing staff, loss mitigation personnel, and compliance and audit teams.

NOTE:  All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your financial institution is prohibited. Print materials may be copied for eligible participants only.


Howard & Howard Attorneys PLLC
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