Wondering why the paparazzi are so intrigued by Ignite 2025? Just take a look back at our Ignite 2024 conference here.
We camped our little hearts out in Denver last year and are thrilled to take Dallas by storm in May!
WELCOME TO HOT
Hands-On Training (HOT) is Sagent’s in-depth training program, where you’ll get 1:1 attention with our Training & Advisory staff, the Sagent Smarties. By working directly with our trainers, we can fuel your success and dig deeper on the topics that matter most to you. Space is limited, so please register early! This year’s lock-step training tracks include:
Track 1: Escrow Administration
Track 2: Customer & Internal Communications
Track 3: Cash Processing, Payments, Accounting, and More!
Track 4: Default Administration
Track 1: Escrow Administration
Track 2: Customer & Internal Communications
Track 3: Cash Processing, Payments, Accounting, and More!
Track 4: Default Administration
LOCATION
Dallas Marriott Downtown
650 N Pearl St Dallas, TX 75201
SCHEDULE
12:00 PM - 1:00 PM
Plaza Terrace, Floor 3
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
Preston, Floor L
Focus Subject: Partner Showcase & Discussion – Proctor Insurance
- Setup, parameters, transmissions of files: Initial setup overview
- Joint discussion of scenarios with partner
- Discuss forced-placed insurance
- Setup, parameters, transmissions of files: Initial setup overview
- Joint discussion of scenarios with partner
- Discuss forced-placed insurance
01:00 PM - 4:30 PM
Pegasus A, Floor 3
Focus Subject: CITs
- Cross departmental workflows, setup, maintenance, and managerial reviews
- Interactions with CARE & Tempo
- Cross departmental workflows, setup, maintenance, and managerial reviews
- Interactions with CARE & Tempo
01:00 PM - 4:30 PM
Pegasus B, Floor 3
Focus Subject: Posting Options and Processing
- Regular and allocated parameters, rules, and recommendations
- ACH optimizations
- Lockbox, wire, and other external payments
- Consumer cash posting process
- Effective backdating and/or using different posting options
- Regular and allocated parameters, rules, and recommendations
- ACH optimizations
- Lockbox, wire, and other external payments
- Consumer cash posting process
- Effective backdating and/or using different posting options
01:00 PM - 4:30 PM
Trinity, Floor 3
Focus Subject: Mods, Deferrals, Reversal
- Walkthrough and training on loan modification, reversals, deferment management, default parameters as part of investor setup
- Difference between loan modification and extension/deferment functionality
- Walkthrough and training on loan modification, reversals, deferment management, default parameters as part of investor setup
- Difference between loan modification and extension/deferment functionality
04:30 PM - 5:30 PM
Lakewood, Floor L
It's been a long day. Let's unwind together with some drinks and movie trivia (with prizes!) before you head out to dinner on your own this evening.
08:00 AM - 9:00 AM
Pegasus A/B, Floor 3
Breakfast buffet
09:00 AM - 11:30 AM
Preston, Floor L
Focus Subject: Partner Showcase & Discussion – Corelogic Tax Contracts & File Exchanges
- Partner discussion with LoanServ TAS specialist; review entire loan lifecycle from both LoanServ and partner perspective
- Escrow partner to co-present the lifecycle of a tax contract, from boarding on Sagent system to payoff, and everything in between
- Sagent to discuss the boarding of loan to system and information needed for the loan to be selected on outgoing tax file
- Partner to discuss the process to send back the contract number and verifying tax information on the loan
- Partner to discuss how the billing file is created and submitted to Sagent once loan is set up and taxes are due
- Sagent to review what happens with the billing file and steps the client needs to take to pay the billing file
- Partner discussion with LoanServ TAS specialist; review entire loan lifecycle from both LoanServ and partner perspective
- Escrow partner to co-present the lifecycle of a tax contract, from boarding on Sagent system to payoff, and everything in between
- Sagent to discuss the boarding of loan to system and information needed for the loan to be selected on outgoing tax file
- Partner to discuss the process to send back the contract number and verifying tax information on the loan
- Partner to discuss how the billing file is created and submitted to Sagent once loan is set up and taxes are due
- Sagent to review what happens with the billing file and steps the client needs to take to pay the billing file
09:00 AM - 11:30 AM
White Rock, Floor 3
Focus Subject: Letters
- Global, template creation, automation, fields available, and use of the Inst/Text screen
- Global, template creation, automation, fields available, and use of the Inst/Text screen
09:00 AM - 11:30 AM
Cedars, Floor 3
Focus Subject: Service Release & Payoffs
- Service release setup and tracking
- Applications & processing
- Trials & multiple tracking
- Lien tracking
- Service release setup and tracking
- Applications & processing
- Trials & multiple tracking
- Lien tracking
09:00 AM - 11:30 AM
Trinity, Floor 3
Focus Subject: Loss Mitigation & HUD
- Understand more functionalities of Sagent's LoanServ Loss Mitigation abilities
- Process partial claim in Loss Mitigation and provide direction on filing the claim to HUD
- Discuss what LoanServ does and what further information is covered outside of LoanServ
- Understand more functionalities of Sagent's LoanServ Loss Mitigation abilities
- Process partial claim in Loss Mitigation and provide direction on filing the claim to HUD
- Discuss what LoanServ does and what further information is covered outside of LoanServ
11:30 AM - 12:00 PM
12:00 PM - 1:00 PM
Pegasus A/B, Floor 3
Lunch buffet
01:00 PM - 2:30 PM
Preston, Floor L
Focus Subject: Escrow Analysis
- Setup, parameters, recommendations
- Managing analysis in default situations
- Online & trial analysis
- What-if analysis
- Associated analysis reporting review
- Setup, parameters, recommendations
- Managing analysis in default situations
- Online & trial analysis
- What-if analysis
- Associated analysis reporting review
01:00 PM - 2:30 PM
White Rock, Floor 3
Focus Subject: Reporting
- Reporting: Various use cases, including selecting optimal tool, pros and cons for each toolset, types of reports created from each, and fields available
- Prebuilt system generated
- Report writer
- DataScape
- Reporting: Various use cases, including selecting optimal tool, pros and cons for each toolset, types of reports created from each, and fields available
- Prebuilt system generated
- Report writer
- DataScape
01:00 PM - 2:30 PM
Cedars, Floor 3
Focus Subject: Reversals, Balancing, and General Ledger
- Payment reversals
- Single and bulk requests
- Automation and best practices
- Payment Balancing: Daily and monthly DDA reconciliations, especially using Bank/Recon
- General ledger details/reporting
- Payment reversals
- Single and bulk requests
- Automation and best practices
- Payment Balancing: Daily and monthly DDA reconciliations, especially using Bank/Recon
- General ledger details/reporting
01:00 PM - 2:30 PM
Trinity, Floor 3
Focus Subject: DRM & Collections Tasks and Queues
- Set up of DRM online tellers, queues, tasks
- Collection queue tellers and queues
- Set up of DRM online tellers, queues, tasks
- Collection queue tellers and queues
02:30 PM - 2:45 PM
02:45 PM - 4:30 PM
Preston, Floor L
Focus Subject: Flood Certification Process, and Flood Zoning
- Use case scenarios
- RESPA regulations
- Use case scenarios
- RESPA regulations
02:45 PM - 4:30 PM
White Rock, Floor 3
Focus Subject: Help Screens & Scripted Workflow Communications
- Help screens: Internal quick references, how to setup and use
- Scripted workflow use-cases for internal comms
- Please note that this is not training on how to write scripts, but rather a showcase of business ideas that promote communications internally and with customers
- Help screens: Internal quick references, how to setup and use
- Scripted workflow use-cases for internal comms
- Please note that this is not training on how to write scripts, but rather a showcase of business ideas that promote communications internally and with customers
02:45 PM - 4:30 PM
Cedars, Floor 3
Focus Subject: Corporate Advances & Default Cash
- Corporate advances
- Default cash posting scenarios
- Use case walkthroughs on how to handle payments within default
- Corporate advances
- Default cash posting scenarios
- Use case walkthroughs on how to handle payments within default
02:45 PM - 4:30 PM
Trinity, Floor 3
Focus Subject: Reporting, Statements, and Natural Disasters
- Billing statements review and walkthrough
- Default reporting
- Natural disaster management, tracking, and processing
- Billing statements review and walkthrough
- Default reporting
- Natural disaster management, tracking, and processing
TRAINERS
#ignite2025
