Digital Closings: CEOs Chat about What Lenders Should do Today to Prepare for Tomorrow

June 10 @ 11:00 am – 12:00 pm

As mortgage lenders move on from an unprecedented year, many are asking “what’s next?” With interest rates going up and inventory remaining low, leading lenders are gaining operating margin by implementing eClosing software. However, some struggle to scale this new process. Lenders need a clear framework to evaluate eClosing solutions, create an implementation plan, and forecast their expected return.

KEY TAKEAWAYS INCLUDE

The benefits of digital closings

Common misconceptions of digital closings

How lenders are experiencing immediate cost savings and operational efficiency

Considerations to take when deciding on a digital closing solution

Speakers Include:

Aaron King, Founder & CEO, Snapdocs
James M. Deitch, CEO and President, Teraverde

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Maximizing Your Corporate Real Estate Tax Benefits

May 18 @ 9:00 am – 10:00 am

With tax changes approaching and an evolving real estate market, there is no better time to understand the implications of an entity structure (or lack thereof).

Join the interactive discussion as Bill Tessar, President of CIVIC, is joined once again by licensed tax practitioner Tony Watson of Robert Hall & Associates. As an expert in all things taxes AND real estate, you don’t want to miss Tony’s unmatched advice geared at protecting real estate wealth — including:

• Maximizing tax inside of a corporate structure
• Different types of incorporating (benefits + tax implications of each)
• Incorporating in a different state
• Impacts of possible 1031 changes
• Capital gains and what you need to know

Entity structures have more influence over profits than you may think, and taxes in real estate are not one-size-fits-all… so investing one hour of your time with us could be your best investment yet.

Register now – see you there!

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How to Understand Value Drivers, Retain Current Borrowers, and Reduce Cyber Risk

May 6 @ 11:00 am – 12:00 pm

How does your credit union stay nimble during uncertain times? Learn how revolutionary technology can help your credit union’s cybersecurity, information analysis, loan volume, and member experience.

Join this webcast as speakers from Syntellis, Sales Boomerang, and BIO-Key share how to strengthen member retention, secure access while providing a modern login experience, and increase Return on Assets. Learn more about:

– Efficiency gains for planning, reporting, and analysis
– Balance sheet planning to improve net interest margins
– Loan volume and how to reduce cost per closed loan
– Using multi-factor authentication, biometrics, and single sign-on to reduce cyber risk

Speakers include:

Kimberly Johnson, VP of Product Marketing, BIO-key
Gregg Browinski, Principal Software Developer, BIO-key
Brett Sturman, Senior Solutions Engineer, Financial Institutions, Syntellis Performance Solutions
Alex Kutsishin, CEO, Sales Boomerang

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The Key to Reducing Post-Refi Boom Borrower Churn

April 14 @ 11:00 am – 12:00 pm

Home supply is at an all-time low, and demand is at an all-time high. Purchase volume will overtake refinance volume in 2021, and the competition for borrower loyalty is higher than ever. To successfully meet your borrowers’ needs and stay ahead of the curve, it’s critical to create the very best customer experience.
Adopting the right technology is the key to achieving this for successful lenders. From marketing tools to point of sale solutions to origination and servicing, lenders are surrounded by options. In this webinar, PRMG Chief Lending Officer Kevin Peranio will help attendees sort through it all as he shares the tech investments that have had the biggest impact on his business and created customers for life.
Join Peranio; David Karandish, CEO of Capacity; Alex Kutsishin, CEO of Sales Boomerang to learn which technologies lead to the greatest gains in customer experience.

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Top Tax Secrets to Protect Your Clients’ ROI

March 25 @ 9:00 am – 10:00 am

Learn from licensed tax consultant, Tony Watson, in this live Zoom event tailored towards protecting and retaining real estate wealth. Discover top tax secrets and hot topics including:

• Top 5 Deductions on a Tax Return
• Most/Least Audited Deduction
• In-State VS. Out-of-State
• Changes in the 2021 Tax Code
• 1031 Exchange Rules (what you need to know!)

Speakers:
• William Tessar – President and CEO, Civic Financial Services
• Tony Watson – Enrolled Agent & Senior Tax Consultant, Robert Hall & Associates

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FOR SALE! Make the Most of this Purchase Season

March 24 @ 11:00 am – 12:00 pm

Last year was all about refis. This year is predicted to have the most home sales since 2006. How are you maximizing your purchase business? How are you gearing up for purchase season? Jason Frazier, Chief Strategy Officer at Equity Prime Mortgage shares his strategies for building real estate agent partnerships that keep their pipeline full of new purchase business.

Join Jason Frazier, Chief Strategy Officer of Equity Prime Mortgage, Alex Kutsishin, CEO of Sales Boomerang, and Ernie Graham, CEO of Homebot, as they dive into the “trusted triad” of lenders, agents, and their clients — and the importance of a tech stack that supports it.

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The Past, Present, and Future of Black Homeownership

March 18 @ 10:00 am – 11:00 am

New American Funding & Freddie Mac have teamed up to discuss the history, current issues, COVID-19 challenges and bridging the wealth gap through homeownership for Black communities. Freddie Mac will share its recent research including exciting new housing and homeownership data. Guest Speakers: Lariece Brown, Senior Economist & Quantitative Analytics Senior Director Client & Community Engagement Division, Freddie Mac. Dr. Vanessa Perry, Dean for Faculty & Research, Professor of Marketing, Strategic Management & Public Policy at George Washington University School of Business, and James Carr, Chairman and CEO of Turquoise Bay Investment Partners & Contributor to Forbes Magazine.
Join us to learn about The Past, Present & Future of Black Homeownership and how to develop, enhance and promote mortgage industry best practices to reach the Black community.

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