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 into the topics that matter most to you. Space is limited, so please register early! This year’s training topics include:
LOCATION
Hilton Phoenix Resort at the Peak
7677 N 16th St. Phoenix, AZ 85020
SCHEDULE
01:00 PM - 4:30 PM
Pima
Cruisin' the Main Drag: Learning the Foundations of Dara Core
Hit the open road with this scenic tour of Dara Core's foundational features! Like a trusty road atlas, we'll guide you through the main highways of the UI—navigation landmarks, page layouts, and essential screen elements. Pull into each stop to explore history transactions and communications tools. By the end, you'll know every twist and turn of Dara Core like a seasoned Route 66 traveler.
Mischelle Walters, Customer Training & Advisory Specialist SR
01:00 PM - 4:30 PM
Pueblo
Mission Briefing: FNMA Investor Setup & Housekeeping in LoanServ
Take a guided mission through FNMA investor configuration in LoanServ. We’ll review essential “flight components” including Master ID records, Service Agreements, Investor Codes and Blocks, along with best‑practice housekeeping routines. You’ll walk away with a solid grounding in annual maintenance tips and FNMA operational expectations.
Mary McDermott, Customer Training & Advisory Specialist SR
01:00 PM - 4:30 PM
Sonora
Payment Systems Check: LoanServ Setup, ACH, and Payoff Operations
Review the foundational payment parameters and settings in LoanServ. Bring your own environment screenshots to compare with Sagent’s recommendations. We’ll also discuss ACH drafting, payoff setups, and other essential payment configurations.
Randall Hogan, Customer Training & Advisory Specialist SR
01:00 PM - 4:30 PM
Yucca/Palo Verde, 3rd Fl
Shift Into Gear: Streamlining Payments with Dara Consumer + Partners
Take a deep dive into Dara Consumer’s modern payment processing capabilities. In this session, we’ll guide you through core workflows, highlight usability features that simplify the borrower payment experience, and explore how the platform supports secure, flexible payment options that meet today’s evolving expectations. A strategic partner will join us to demonstrate the integrated payment technologies we deliver together. You’ll gain insight into how their solutions—including debit card processing, ACH capabilities, and advanced transaction routing—work seamlessly within Dara Consumer to create a secure, reliable, and frictionless payment experience.
Susan Atherton, Customer Onboarding Manager SR
Derek Murray, Customer Training & Advisory Specialist SR
04:30 PM - 5:30 PM
Kiva
Cosmic Cocktail Hour
Enjoy our mid-century space-age soiree with cocktails and camaraderie (no heat shields required).
08:00 AM - 9:00 AM
Fountain Terrace
Breakfast Buffet
The diner is hopping! Get the fuel you need to start your day.
09:00 AM - 11:30 AM
Pima
Pit Stop Pro Tips: LoanServ Tune-Ups & Tricks
Pull into the garage for some expert LoanServ maintenance! This session is your full-service pit stop covering advanced histories, system attributes, scripted workflow shortcuts, UI favorites, and housekeeping essentials. Whether you're a road-trip rookie or a highway veteran, these tips and tricks will keep your LoanServ engine running smooth for miles to come.
Mischelle Walters, Customer Training & Advisory Specialist SR
09:00 AM - 11:30 AM
Pueblo
Mission Briefing: FHLMC Investor Setup & Housekeeping in LoanServ
Take a guided mission through FHLMC investor configuration in LoanServ. We’ll review essential “flight components” including Master ID records, Service Agreements, Investor Codes and Blocks, along with best‑practice housekeeping routines. You’ll walk away with a solid grounding in annual maintenance tips and FNMA operational expectations.
Mary McDermott, Customer Training & Advisory Specialist SR
09:00 AM - 11:30 AM
Sonora
Navigating Late Charges: Modern Fee Methods & State Table Setup in LoanServ
Focus on the latest methods for setting up and processing late charges and fees in LoanServ. This session is ideal for those new to these features or looking to refine their approach, with special attention to state control tables and fee management.
Randall Hogan, Customer Training & Advisory Specialist SR
09:00 AM - 11:30 AM
Yucca/Palo Verde, 3rd Fl
Road Ready: Exploring Dara Consumer’s Newest Enhancements
Join us for an interactive walkthrough of the newest capabilities in our borrower-facing platform. We’ll showcase enhancements delivered in ’25 Q3–Q4 and ’26 Q1 that elevate usability, strengthen self-service, and drive higher borrower satisfaction. You’ll also get a transparent view into how Sagent evaluates and prioritizes enhancement requests. Learn how customer feedback shapes continuous improvement, informs product decisions, and helps ensure Dara Consumer evolves in lockstep with servicer and borrower needs.
Susan Atherton, Customer Onboarding Manager SR
Derek Murray, Customer Training & Advisory Specialist SR
11:30 AM - 12:00 PM
Break
12:00 PM - 1:00 PM
Kiva
Lunch Buffet
Refuel with a relaxed lunch before we hit the home stretch of HOT. Grab a bite, recharge, and get ready to cross the finish line strong.
01:00 PM - 2:30 PM
Pima
Roadside Assistance: Early-Stage Default & Collections in LoanServ
When loans hit a bump in the road, you need the right tools to get back on track. This session explores the collection queue express lanes, the Action/Result code roadmap, and early-stage reporting checkpoints. Learn how to navigate default scenarios efficiently and keep your portfolio cruising toward recovery.
Mischelle Walters, Customer Training & Advisory Specialist SR
01:00 PM - 2:30 PM
Pueblo
Mission Briefing: GNMA Investor Setup & Housekeeping in LoanServ
Take a guided mission through GNMA investor configuration in LoanServ. We’ll review essential “flight components” including Master ID records, Service Agreements, Investor Codes and Blocks, along with best‑practice housekeeping routines. You’ll walk away with a solid grounding in annual maintenance tips and FNMA operational expectations.
Mary McDermott, Customer Training & Advisory Specialist SR
01:00 PM - 2:30 PM
Sonora
General Ledger Galaxy: Corporate Advances & Accounting Integrations in LoanServ
Start with an accounting focus, covering corporate advances, integration with general ledgers, and new ledger entries introduced over the past year. Discover tips and efficiencies for managing accounting processes within LoanServ.
Randall Hogan, Customer Training & Advisory Specialist SR
01:00 PM - 2:30 PM
Yucca/Palo Verde, 3rd Fl
Bridging Every Mile: API Driven Connections Across Dara
Explore how Dara Consumer seamlessly connects to other Dara suite products through modern, API-driven integration patterns. This session breaks down how Dara Consumer exchanges data with Dara Core, Dara Loss Mitigation, and AI Docs—empowering servicers with a more unified and efficient workflow. We’ll highlight data-exchange capabilities that enhance how servicing information is surfaced, transmitted, and consumed, reducing manual touchpoints and delivering a more connected user experience across the entire Dara ecosystem.
Susan Atherton, Customer Onboarding Manager SR
Derek Murray, Customer Training & Advisory Specialist SR
02:30 PM - 2:45 PM
Break
02:45 PM - 4:30 PM
Pima
Return Trip: Dara Core Foundations Revisited
Missed the first cruise? Hop in for another spin down Dara Core's main boulevard! We'll revisit navigation essentials, page layouts, screen elements, and common cards for reviewing history transactions. Plus, explore the communications drive-in for all your messaging needs. A perfect refresher for those ready to hit the road with confidence.
Mischelle Walters, Customer Training & Advisory Specialist SR
02:45 PM - 4:30 PM
Pueblo
New Trajectories: Agency Changes & Investor Operations in Dara Core & LoanServ
Look ahead at the 2026–27 agency changes and how they’ll shape investor operations. This session transitions from policy updates to a hands‑on review of how investor interactions are structured within Dara Core. You’ll explore configuration elements, compare Core and LoanServ investor workflows, and preview upcoming capabilities designed to support future‑state GSE requirements.
Mary McDermott, Customer Training & Advisory Specialist SR
02:45 PM - 4:30 PM
Sonora
Dara Core Payment Walkthrough: Posting, Balancing, and Waterfall Logic
Experience a walkthrough of Dara Core’s payment processing features, including posting payments, user balancing, and the payment waterfall logic. Learn how these tools can streamline your payment operations.
Randall Hogan, Customer Training & Advisory Specialist SR
02:45 PM - 4:30 PM
Yucca/Palo Verde, 3rd Fl
Billboards on the Borrower Highway: Messaging in Dara Consumer
Learn how to optimize borrower engagement using Dara Consumer’s full suite of communication tools. This session provides best practices for creating effective Pop Up, Banner, and Promo messages, leveraging Borrower Notification Services (BNS), designing custom account status messages, and deploying Bulk Messaging to reach targeted borrower segments. You’ll walk away with practical guidance on when, why, and how to use each communication channel—ensuring your teams can deliver timely, relevant, and impactful messages across every borrower touchpoint.
Susan Atherton, Customer Onboarding Manager SR
Derek Murray, Customer Training & Advisory Specialist SR
TRAINERS
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