After Ignite, we invite you to stay on for a deep dive with Sagent trainers on the subjects that matter most to you! We are building on two successful HOT events last year, and we are pleased to offer four lock-step tracks for customers this year. Space is limited to 25 seats per track. Register for Ignite and HOT here. This year’s options include:
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City Information
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Local Guide
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Customers joining us for Hands-On Training will check in during this time to receive valuable information about the training schedule.
1:00 PM - 4:30 PM
CARE Enhancement Overview & Feature Awareness
Conference A
CARE recent 2.0 enhancements, focus on escrow, & LM feature integration
• Showcase "What's New" within CARE • Focus on 'new' Escrow CARE Menu • Focus on 'new' Make a Payment Display & Scenarios • Walkthrough 'new' Account Status Enhancements • Review Loss Mit integration with Tempo
HOT Track 1: CARE Administrative Walkthrough & Review
1:00 PM - 4:30 PM
General Ledger Setup & Review
Conference B
Walkthrough of the general setup of GL tables and entries. Focus on general understanding and GL mapping
• Discuss Gen/Summary and Gen/Detail • Discuss Report 338 • Review Wildcard usage • Showcase GL script & how to obtain a GL download • Review mapping for tricky areas like Loan Mods, DRM/Corp Advance • Open Consulting – Questions or Challenges
Randall Hogan | Customer Training & Advisory Specialist SR
Mary McDermott | Customer Training & Advisory Specialist SR
HOT Track 2: LoanServ General Ledger Setup & Investor Focus
1:00 PM - 4:30 PM
Collection Queues, Parameters, and life cycle transition to Loss Mit
Conference C
Overview of setting collection queues and parameters, efficiencies with Action/Result codes, preparing for transition to Loss Mitigation alternatives
• Overview Key Components of online collection queues – Strategy, Queue Criteria, Set up & Testing, Reports • How to establish Action and Result codes • How to utilize the online Collection Queues – documenting the account, establishing a promise and promise plan. • Regulatory Solicitation Screen – Activating the Regulatory Solicitation Screen when sending the Borrower Response Package.
Shelly Devries | Customer Training & Advisory Specialist SR
HOT Track 3: LoanServ Default Focus - Collections & Loss Mitigation
1:00 PM - 4:30 PM
PMI & Escrow Analysis
Conference F
PMI Overview, Best Practices for PMI cancellation. Escrow Analysis overview and efficiency focus
• General PMI Overview • PMI Cancellations • FNMA Cancellation Notification • Overview Discussion on Escrow Analysis - What-If Analysis
HOT Track 1: CARE Administrative Walkthrough & Review
9:00 AM - 11:30 AM
Investor Rules Overview & Setup
Conference B
Walkthrough of investor topics that require annual review, general best practices, automation and scripted use-cases
• FNMA/FHLMC Daily Management - Best Practices • Residual interest - Discuss Calculations vs Funding • Repurchases - Moving funds through the system vs. manually • Demonstration of Script Automation Templates
Mary McDermott | Customer Training & Advisory Specialist SR
HOT Track 2: LoanServ General Ledger Setup & Investor Focus
9:00 AM - 11:30 AM
Solicitation of Loss Mitigation & Processing Alternatives
Conference C
Includes solicitation and tracking of the Loss Mitigation package, workout status, modifications, differences between charge-offs and write-offs
• Completion of the Regulatory Solicitation Screen – Tracking incoming documents on Regulatory Solicitation • Key Components and task associated with each Loss Mitigation Alternative for default Reporting. Review of Latitude DR-993.020. • Key requirements to Close a Loss Mitigation Module. • Key Differences between a Charge Off and Settlement. • Differences on Charge Offs vs. Write Offs & impacts to Cash/Accounting
Shelly Devries | Customer Training & Advisory Specialist SR
Randall Hogan | Customer Training & Advisory Specialist SR
HOT Track 3: LoanServ Default Focus - Collections & Loss Mitigation
9:00 AM - 11:30 AM
Overview of Tax & Insurance functionality and reporting
Conference F
Overview of Tax and Insurance screens, functionality of new features within Escrow, highlights of escrow-related reports and examples of report intentions
HOT Track 1: CARE Administrative Walkthrough & Review
1:00 PM - 2:30 PM
Part 1 of 2: Investor Reporting & Reconciliation
Conference B
Troubleshooting & validation steps, GNMA monthly process day by day review
• GNMA Day-to-Day Walkthrough of Monthly Processes • Custodial Reconciliation Best Practices -- Scheduled/Scheduled & Scheduled/Actual • Including Troubleshooting and Validation steps • Open Consulting - Questions or Challenges
Mary McDermott | Customer Training & Advisory Specialist SR
HOT Track 2: LoanServ General Ledger Setup & Investor Focus
1:00 PM - 2:30 PM
Part 1 of 2: Universal Default Review & Housekeeping Topics
Conference C
A focus on how LoanServ works within Loss Mitigation, reviewing new features, and general understanding of the process flow.
• Loss Mit & Delinquent Financial Discussion • Late Charges - Waiving, Calendars, Counters • Fraud Tracking, Special Handling, Third Party Authorizations • Parameter & Setting Housekeeping Reminders • Open Q&A
Shelly Devries | Customer Training & Advisory Specialist SR
HOT Track 3: LoanServ Default Focus - Collections & Loss Mitigation
1:00 PM - 2:30 PM
Part 1 of 2: Escrow partnerships with Corporate Advances & Payment shortages
Conference F
Escrow cross-overs with Corporate Advances and how to apply escrow shortages to monthly payments
HOT Track 1: CARE Administrative Walkthrough & Review
2:45 PM - 4:30 PM
Part 2 of 2: Investor Reporting & Reconciliation
Conference B
Troubleshooting & validation steps, GNMA monthly process day by day review
• GNMA Day-to-Day Walkthrough of Monthly Processes • Custodial Reconciliation Best Practices -- Scheduled/Scheduled & Scheduled/Actual • Including Troubleshooting and Validation steps • Open Consulting - Questions or Challenges
Mary McDermott | Customer Training & Advisory Specialist SR
HOT Track 2: LoanServ General Ledger Setup & Investor Focus
2:45 PM - 4:30 PM
Part 2 of 2: Universal Default Review & Housekeeping Topics
Conference C
A focus on how LoanServ works within Loss Mitigation, reviewing new features, and general understanding of the process flow.
• Loss Mit & Delinquent Financial Discussion • Late Charges - Waiving, Calendars, Counters • Fraud Tracking, Special Handling, Third Party Authorizations • Parameter & Setting Housekeeping Reminders • Open Q&A
Shelly Devries | Customer Training & Advisory Specialist SR
HOT Track 3: LoanServ Default Focus - Collections & Loss Mitigation
2:45 PM - 4:30 PM
Part 2 of 2: Escrow partnerships with Corporate Advances & Payment shortages
Conference F
Escrow cross-overs with Corporate Advances and how to apply escrow shortages to monthly payments
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Vivamus gravida placerat massa ut rutrum. Vestibulum nec dignissim lacus, at dapibus mi. Orci varius natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus.
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Vivamus gravida placerat massa ut rutrum. Vestibulum nec dignissim lacus, at dapibus mi. Orci varius natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus.
Cancellations made on or before April 22nd will receive a full refund. After April 22nd, all customer participants will be charged the full rate of their registration fee, regardless of circumstances.
All customer registrants will be invoiced after April 22nd and on an ongoing basis as registration continues.
Please note: Sagent reserves the right to cancel Hands-On Training tracks if enough customers have not registered. Participants who have registered to attend a track that is cancelled will be notified by email of the cancellation and invited to attend an alternate track.