Mortgage Servicing Rules for Small Servicers
May 5, 2025
Live Webinar:
DateMay 5, 2025Duration90 minutes
12:00 PM PDT01:00 PM MDT
02:00 PM CDT03:00 PM EDT
- Unlimited connections for your institution
- Available on desktop, mobile & tablet
- Take-away toolkit
- Presenter’s contact info for questions
On-Demand Webinar:
- Unlimited & shareable access starting two business days after live stream
- Available on desktop, mobile & tablet devices 24/7
- Take-away toolkit
- Ability to download webinar video
- Presenter's contact info for questions
Mortgages and servicing are rule intensive as it is.
But if your institution is a
small servicer, there are special rules. Do you know the provisions that apply
to you? This session will review the elements of the mortgage servicing rules
that apply to small servicers. It will address procedural best practices and
provide tools to help meet the requirements.
AFTER THIS
WEBINAR YOU’LL BE ABLE TO:
- Identify the mortgage servicing requirements for small servicers
- Use provided materials to assist with force-placement of insurance
- Understand the timing and content requirements for ARM disclosures and notices
- Detail the prompt crediting and payoff statement rule provisions
- Determine which loss mitigation requirements apply to your institution
- Respond to errors and information requests
- Clearly document the recordkeeping requirements to demonstrate compliance
WEBINAR DETAILS
As a small servicer, every time you get a new email
notification regarding the mortgage servicing rules, such as the CFPB's
proposed/new final rule on foreclosures, you have to determine whether the
change applies to your institution. The CFPB's mortgage servicing rules require
servicers to establish certain policies, procedures, and requirements,
including the designation of personnel to assist consumers who fall behind on
their mortgage payments. In addition, both RESPA and TILA contain rules
servicers must follow. Join us to learn the ins and outs of mortgage servicing
rules for small servicers.
WHO SHOULD ATTEND?
This informative session
is designed for loan officers, loan operations personnel, loan processors, and
compliance officers.
TAKE-AWAY TOOLKIT
- Worksheet to document record retention requirements
- ARM disclosure checklist
- Reference materials
- Employee training log
- Interactive quiz
- PDF of slides and speaker’s contact info for follow-up questions
- Attendance certificate provided to self-report CE credits
NOTE: All materials are subject to copyright. Transmission, retransmission,
or republishing of any webinar to other institutions or those not employed by
your institution is prohibited. Print materials may be copied for eligible
participants only.
Presented By
Brode Consulting Services, Inc.
© 2025 FINANCIAL EDUCATION & DEVELOPMENT, INC