WELCOME TO HOT
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:
Track 1: CARE Administrative Walkthrough & Review
Track 2: LoanServ General Ledger Setup & Investor Focus
Track 3: LoanServ Default Focus – Collections & Loss Mitigation
Track 4: LoanServ Escrow Administration
Track 1: CARE Administrative Walkthrough & Review
Track 2: LoanServ General Ledger Setup & Investor Focus
Track 3: LoanServ Default Focus – Collections & Loss Mitigation
Track 4: LoanServ Escrow Administration
Location
Hilton Denver Inverness
200 Inverness Dr W, Englewood, CO 80112
Hands-On Training (May 8-9)
12:00 PM - 1:00 PM
Check-In for Hands-On Training
Colorado Lounge
Customers joining us for Hands-On Training will check in during this time to receive valuable information about the training schedule.
01:00 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
• 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
01:00 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
• 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
01:00 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.
• 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.
01:00 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
• General PMI Overview
• PMI Cancellations
• FNMA Cancellation Notification
• Overview Discussion on Escrow Analysis - What-If Analysis
04:30 PM - 5:30 PM
Happy Hour
Aspen Room
Training day 1 is over, so you've earned some libations! Join us for drinks and snacks, and let's unwind together.
08:00 AM - 9:00 AM
Breakfast
Upper Mountain View
Buffet style
09:00 AM - 11:30 AM
CARE Frequent Questions & Best Practices
Conference E
CARE FAQ, best practices, targeted messaging
• Focus on Global & Targeted Site Messaging
• Discuss PMI Removal Requests
• Showcase Advanced Branding Options
• Repayment Plans & Payoff Scenarios
• Open FAQ Sharing & Discussion
• Focus on Global & Targeted Site Messaging
• Discuss PMI Removal Requests
• Showcase Advanced Branding Options
• Repayment Plans & Payoff Scenarios
• Open FAQ Sharing & Discussion
09:00 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
• 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
09:00 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
• 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
09:00 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
11:30 AM - 12:00 PM
Break
12:00 PM - 1:00 PM
Lunch
Upper Mountain View
Buffet style
01:00 PM - 2:30 PM
Part 1 of 2: CARE Use-Case Scenarios & Administrative Focus
Conference E
CARE use-case scenarios and administrative settings overview
• Admin Focus - Environments & Settings Review
• Admin Focus - Content Lists Review
• Admin Focus - Roles & User Mgmt
• Secured Messaging
• Open Q&A
• Admin Focus - Environments & Settings Review
• Admin Focus - Content Lists Review
• Admin Focus - Roles & User Mgmt
• Secured Messaging
• Open Q&A
01:00 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
• 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
01:00 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
• Loss Mit & Delinquent Financial Discussion
• Late Charges - Waiving, Calendars, Counters
• Fraud Tracking, Special Handling, Third Party Authorizations
• Parameter & Setting Housekeeping Reminders
• Open Q&A
01:00 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
• Escrow Payments and impact to Corp Advances
• Global/Pay, Escrow Shortage Feature, Analysis Shortages
• What-If Analysis & Loan Mods - Cash/Accounting Impacts
• Escrow Payments and impact to Corp Advances
• Global/Pay, Escrow Shortage Feature, Analysis Shortages
• What-If Analysis & Loan Mods - Cash/Accounting Impacts
02:45 PM - 4:30 PM
Part 2 of 2: CARE Use-Case Scenarios & Administrative Focus
Conference E
CARE use-case scenarios and administrative settings overview
• Admin Focus - Environments & Settings Review
• Admin Focus - Content Lists Review
• Admin Focus - Roles & User Mgmt
• Secured Messaging
• Open Q&A
• Admin Focus - Environments & Settings Review
• Admin Focus - Content Lists Review
• Admin Focus - Roles & User Mgmt
• Secured Messaging
• Open Q&A
02:45 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
• 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
02:45 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
• Loss Mit & Delinquent Financial Discussion
• Late Charges - Waiving, Calendars, Counters
• Fraud Tracking, Special Handling, Third Party Authorizations
• Parameter & Setting Housekeeping Reminders
• Open Q&A
02:45 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
• Escrow Payments and impact to Corp Advances
• Global/Pay, Escrow Shortage Feature, Analysis Shortages
• What-If Analysis & Loan Mods - Cash/Accounting Impacts
• Escrow Payments and impact to Corp Advances
• Global/Pay, Escrow Shortage Feature, Analysis Shortages
• What-If Analysis & Loan Mods - Cash/Accounting Impacts
