Housing Wire

AUGUST 13, 2020

Wolters Kluwer originally launched their portal in June, intending to help lenders guide small business client recipients of PPP funding in the process of online and in-person loan forgiveness. Now, the module allows borrowers to access SBA forgiveness applications and required documentation for TSoftPlus users. billion.

Real Estate 397

Real Estate Training Business Construction 397

Housing Wire

AUGUST 10, 2020

After a penetration test uncovered the vulnerability, First American misclassified the vulnerability’s risk, failed to properly investigate the vulnerability and the resulting exposed documents, and rejected the recommendations of its in-house cybersecurity team. Third, involve outside counsel when sensitive cybersecurity issues arise.

Training 370

Training Legal Mortgage Insurance 370

Housing Wire

FEBRUARY 22, 2024

According to the tech leader, “it feels like there’s a target on mortgages,” which makes sense considering the types of data and documents these companies deal with. Training their workforce is also crucial, they said. Reputational risk Mortgage companies, tech vendors and investors are taking steps to protect their systems.

Mortgage 458

Mortgage Supply Chain Investors Technology 458

Housing Wire

JUNE 30, 2021

At UWM we focus on our client service, operational efficiency and speed to close loans. The no-cost solution allows brokers to submit applications, price out loans, eSign documents and helps make the experience smoother for borrowers and real estate agents. Jason Bressler, Chief Technology Officer.

Tools 306

Tools Training Technology Clients 306

Housing Wire

JUNE 2, 2022

An LO with a client at the closing table. The pool of non–QM loans today generally includes business owners, entrepreneurs, and self-employed people who don’t have traditional documentation, such as payroll income. As a result, non-QM borrowers rely on alternative documentation such as bank statements and assets.

Lending 384

Lending Investors Mortgage Clients 384

McKissock

JULY 6, 2021

Another student reported that in 2010 (after HVCC was void) a lender client told an appraiser they could not order appraisals directly with appraisers anymore…that they must use a third party. I’m pretty sure every appraiser could go on for hours with their own tales of “darndest things “ clients and AMCs have said.

Clients 85

Clients Training Appraisal Legal 85

Housing Wire

MAY 18, 2021

It is no wonder then that, when asked, WFG’s lender clients and their borrowers identified training, collaboration, process efficiency and communication as the four major pain points they want to improve. Building an optimized process requires input from clients and partners. COLLABORATION.

Mortgage 245

Mortgage Training Clients Development 245

Housing Wire

OCTOBER 18, 2023

Ketchmark also presented Keller (and the jury present in the courtroom) with a script from Keller Williams University that agents can use to explain and negotiate commissions with clients. I do believe training is essential.” In the script the agent responds: “Let me explain what happens when you reduce a commission.

Agents 432

Agents Training Real Estate Real Estate Agent 432

Housing Wire

SEPTEMBER 30, 2020

HousingWire spoke to Ted Manley, partner at Manley Deas Kochalski, about the ways in which technology has enabled the firm to continue supporting its clients while its employees work from home. TM: Our existing technology platform allowed for a seamless transition to remote work and client service across our six states.

Human Resources 217

Human Resources Clients Training Technology 217

Housing Wire

JUNE 28, 2022

They are willing to drive change across their operations and work with advisors, like Falcon, to develop a roadmap to integrate digitalization into policies, processes, and training. Still, with purchases just as with refinances it’s the lender who drives eSignature of its documents, chief among them being the promissory note.

Mortgage 410

Mortgage Training Business Transportation 410

Housing Wire

OCTOBER 25, 2023

Ketchmark then discussed the agreements HomeServices franchisees have their clients sign. He also noted that he expects HomeServices agents to act as fiduciary to their clients and follow the NAR Code of Ethics. ” Ketchmark then moved on to the disclosure documents that show 6% to 10% and other figures on commissions.

Sellers 421

Sellers Realtors Agents Buyers 421

Housing Wire

APRIL 7, 2022

From understanding the importance of RON in the title industry and discovering the potential business benefits to learning how you can start offering RON closings to your clients, here’s the need-to-know info to get started. . RON is the notarization of a document completed 100% electronically. What is Remote Online Notarization?

Law 370

Law Technology Insurance Agents 370

Housing Wire

MAY 15, 2023

Additionally, they deal with varied systems, timelines and documents, which can make the process cumbersome and time-consuming. Examples of our educational resources include comprehensive training and education programs created for brokers to stay up to date with the latest trends and best practices.

Technology 384

Technology Training Investing Mortgage 384

Housing Wire

MARCH 5, 2024

And then, we help buyers’ agents show their clients inventory that they otherwise did not know they could afford. As a result, the industry hasn’t been trained on the ins and outs of the assumptions. Additionally, some servicers still rely on fax machines and pen and paper for documentation in an assumption.

Mortgage 441

Mortgage Buyers Agents Real Estate Agent 441

Housing Wire

NOVEMBER 2, 2023

The population of entrepreneurs and gig economy workers is growing and the documentation requirements to qualify for a traditional loan present hurdles for this borrower base. Our client development team spends a lot of time at conference forums and in retail branches educating loan officers. According to the U.S.

Investors 450

Investors Real Estate Lending Loan Officers 450

Housing Wire

MAY 5, 2021

Title automation company DataTrace has announced an integration with SoftPro , a real estate closing and title software company, which will allow SoftPro users to access over 560 title plants, nationwide tax and recorded property data, and more than 7 billion document images.

Property Taxes 370

Property Taxes Tools Training Technology 370

Housing Wire

DECEMBER 7, 2023

So you have a client that appears to have left a voicemail: ‘Hey, I’m traveling. They’ll create a fake, government-issued document like a driver’s license or a passport that has all the credentials of the real property owner except for the bad actor’s picture on. So, let’s pull this string one layer deeper.

Real Estate 450

Real Estate Sellers Technology Real Estate Agent 450

Housing Wire

APRIL 2, 2024

If agents don’t bring in new recruits directly, a third-party source such as an existing client or a business partner might inspire an agent to join a brokerage. Launched in 2006, the Zillow Zestimate leverages public documents to provide estimates of value for every house in a given neighborhood. It’s not perfect.

Agents 412

Agents Brokerage Real Estate Tools 412

Housing Wire

OCTOBER 17, 2023

In agent training videos, Blefari said he pre-writes a 6% commission into all his listing agreements and that he only negotiates commissions if they go up. “I I was showing them [agents] what I did so they can learn from that,” Blefari said in his video deposition, according to Inman. “The

Sellers 410

Sellers Agents Buyers Realtors 410

Housing Wire

DECEMBER 16, 2021

They were trying to capitalize on the refinance boom,” said Cullen Gandy, a classically trained opera singer who had been hired as an LO at Interfirst and left in July. “I Clients upload all documents into their loan origination system directly to reduce/eliminate operational staff. 375% below the market.”

Mortgage 370

Mortgage Loan Officers Retail Training 370

Housing Wire

MARCH 24, 2021

billion in the wholesale channel in 2020 (compared to about $62 billion in retail), lost roughly 5% of its broker clients to UWM, according to company executives. ” Jacobson added that, “As an originator, I would never sign that document. Why would anybody sign that document? ” Fairway, which did about $3.5

Real Estate Agent 384

Real Estate Agent Retail Real Estate Design 384

Housing Wire

MARCH 4, 2021

The lesson is not that title and settlement firms bear the responsibility for keeping their mortgage lender clients compliant in the eyes of various enforcement and regulatory elements. Third, are there documented training and self-enforcement mechanisms in place? That includes several strategic aspects.

Lending 421

Lending Law Loan Officers Clients 421

CA Realty Training

MAY 18, 2021

How does a real estate agent help their client buy a home? The second qualification is that it is a property that your clients might be interested in. Once you have found around 5-6 properties, it’s time to showcase them to your client. After you and your client found the perfect home, you have to make an offer on it.

Clients 42

Clients Real Estate Agent Inspection Real Estate 42

Housing Wire

SEPTEMBER 22, 2020

This is not a suggestion where you drop what you’re doing, push your production team into training and staff up the compliance department. Do you mandate training (regular, continuous and updated) on the basics like Dodd-Frank, Fair Lending and the most aggressive state-level rules and regulations?

Training 397

Training Lending Loan Officers Technology 397

Walitt Solutions

NOVEMBER 22, 2019

Issues can be from simple one-off human errors that are easily corrected, to organizational weaknesses, such as lack of required procedures, non-compliance with state requirements, and lack of training and documentation. One failure identified recently at an appraisal management company was the lack of training. In short, no.

Training 28

Training Valuation Appraisal Clients 28

GoForrmz

JULY 21, 2021

Nowadays, there are various ways to train, whether it’s at a fully functional gym with free weights and workout equipment or a more specialized gym like a rock climbing facility – and they all require similar forms in order to participate. Interested in learning more about how GoFormz can enhance your gym operations?

Clients 146

Clients Legal Training 146

Housing Wire

JANUARY 31, 2024

According to documents filed with the Securities and Exchange Commission (SEC), the breach exposed the data of 14.6 In addition to accepting what industry professionals feel is inevitable, cybersecurity experts stress the importance of protecting passwords and training employees on basic security principles.

Mortgage 441

Mortgage Insurance Tools Business 441

Housing Wire

MAY 10, 2022

Rising rates slowed the rate-term refinance train in the fourth quarter of last year, according to the CoreLogic report, moving the market toward purchase loans — and increased mortgage-fraud risks. I think as people shift to try to maintain their volume, it’s going to be important that they document their files well,” he said.

Mortgage 397

Mortgage Marketing Finance Insurance 397

CA Realty Training

JULY 20, 2021

Their priority is to keep the transaction in order and manage the documents. . When you’re an agent, you represent your clients. They are responsible for ensuring that all documents are completed in the proper time frame. The offer will outline when certain documents are due and which parties get them. Order reports.

Real Estate Agent 69

Real Estate Agent Contracts Agents Real Estate 69

Housing Wire

MARCH 11, 2022

To get a better idea about how big a role H4P will play in Fairway’s plans, RMD sat down with its National Reverse Mortgage Director Harlan Accola and its National Reverse Sales Training Specialist Dan Hultquist to learn more about H4P’s importance to Fairway’s future plans. Diagnosing low H4P uptake. of all endorsements in 2021. “We

Business 370

Business Real Estate Agent Real Estate Loan Officers 370

Housing Wire

FEBRUARY 8, 2022

Non-QM loans typically make use of alternative-income documentation because borrowers cannot rely on conventional payroll records or otherwise fall outside agency credit guidelines. Key to the industry’ success on the non-QM front, according to Yoon, is training the next generation of mortgage-industry professionals.

Marketing 370

Marketing Retail Lending Mortgage 370

CA Realty Training

JULY 26, 2021

If your client is buying a house with defects, they don’t have to stay silent. A real estate agent should talk to their client about the inspection report. A request for repairs form is a document that lists the home buyer’s repair needs before they buy the home. Real estate agents negotiate on behalf of their clients.

Real Estate Agent 51

Real Estate Agent Inspection Sellers Clients 51

Cleveland Appraisal Blog

MAY 26, 2023

In recent years, on several occasions, I have been hired to appraise a property after a valuation service was provided for my client by another real estate professional. Can you provide any additional information or documentation to support your appraisal? I don’t have the skills and training to do the work that real estate agents do.

Appraisal 302

Appraisal Real Estate Agent Real Estate Agents 302

Housing Wire

OCTOBER 9, 2023

The support and mentorship opportunities When selecting a firm, look for a brokerage that will support your professional growth by offering mentorship and training programs. You’ll be better positioned to become established in the industry by having this support early on in your real estate career.

Real Estate Agent 421

Real Estate Agent Real Estate Agents Brokerage 421

GoForrmz

FEBRUARY 8, 2023

Here are some current customer use cases seen every day in the GoFormz application: HR/Administrative: Every time a new employee is going through onboarding training and paperwork, an AutoNumber can be tied to that documentation to simplify tracking and referencing vital employee information.

Business 78

Business Training Design Finance 78

GoForrmz

MAY 2, 2022

Digital forms provide a seamless means of collecting and distributing critical business documentation and information. This will retain all your existing formatting, and you won't have to spend any time learning or training your team. This will give you full control over the look and feel of your forms. No connection?

Business 148

Business Training Clients 148

Housing Wire

JANUARY 11, 2024

You can get real estate license, but without a sponsoring broker, you’re not permitted to provide any real estate services to clients. Before you gather the required salesperson documents, you should: Read appropriate license instructions carefully (RE 435A or RE 436A). List your legal name on the application.

Real Estate 421

Real Estate Real Estate Agent Agents Law 421