page 5 president’s message - texas mortgage bankers ... hardman kristi harris cara hawkins jon...

Greetings TMBA Members,

As I write this letter to you, we are in the midst of back-to-school at my house. The complete lack of schedule over the summer is replaced with pre-dawn alarms and an empty house by 7:30 am. All of a sudden order and routine returns, and I find a renewed focus to get things done that I could never quite find the time for over the summer months. The mortgage business seems to follow a similar rhythm – the peak

volumes of the summer disrupt any sense of order we may have had in the spring, but now the slower volumes of the fall give us the time to focus, get ahead of things, and think strategically about our businesses.

It is also a good time to think about your participation in our industry. Take out your calendars and block off the TMBA events you are going to attend over the next twelve months. We have our Educational Seminar & Marketplace with guest speaker Todd Duncan on November 19 & 20; our Mortgage Servicing Forum on December 1 & 2; Southern Secondary Market Conference on February 2 & 3; and our Advocacy Day in Austin on March 23 & 24 (complete calendar at www.texasmba.org/calendar.asp).

The 2015 Texas legislative session is fast approaching and the issues we will be facing are beginning to take shape. As always, our role will be to play offense on issues that matter to our industry and a lot of defense on all sorts of bills filed that will try to change how we do business. Our political action committee will be making contributions to members of the legislature this fall to make sure the TMBA will have a relevant voice throughout the session. If you have not contributed to our PAC, please consider doing so right now at www.texasmba.org/tmbpac/contribution.asp. You can also encourage your company to run a company campaign. We are more than two-thirds of the way towards our goal of raising $150,000 in 2014 so your contribution will matter.

Thanks for your support of TMBA,

Tom Rhodes 2014-2015 President

JULY | AUGUST 2014 Vol. XXII No. 4

President’s MessageOff icers PresidentTom Rhodes, AustinVice PresidentTom Tallent, AMP, CMB, Fort WorthSecretary/TreasurerMary Pirrello, AMP, DallasAssociate RepresentativeRuth Ruhl, DallasPast PresidentSusan T. Stewart, San AntonioPast PresidentTimothy Fisher, DallasExecutive Vice PresidentLisa Vercher, AustinGeneral CounselJohn Fleming, Austin

DirectorsBlane L. Bauch, HoustonJudith A. Belanger, CMB, HoustonMichael A. Carroll, AustinJames Clapp, PlanoAmy J. Coke, DallasTracy Maynard Cole, Fort WorthBrian Collins, Fort WorthTroy W. Garris, Flower MoundScott Gillen, CMB, HoustonJason Gillespie, AMP, CMB, PlanoDana Gompers, CMB, HoustonJonathan M. Grafflin, IrvingMichael L. Kennemer, AddisonRenessa Knowles, LubbockMike Manley, San AntonioCari McCue, PlanoDayna D. McElreath, AustinPaulina S. McGrath, HoustonJodie Morgan, AMP, CMB, Flower MoundVicki Murphy, DallasJames Sean O’Neill, CLBB, RichardsonChad Overhauser, AustinAllan B. Polunsky, San AntonioMark A. Raskin, DallasSteve Remington, PlanoRuth Ruhl, DallasTodd Salmans, DallasAndrew Taylor, IrvingBilly F. Vaughn, DallasTrey Worley, Dallas

Local Affiliate Advisory DirectorsVinnie Magnarini, Austin MBAAmy Coke, Dallas MBAMirella “Millie” Garcia, El Paso MBAMichael McFarland, Houston MBARegina Eldridge, TMB San Antonio

www.texasmba.org t www.texasmortgagel icensing.org

Updated TMBPAC Contributors page 5

http://www.texasmba.org/calendar.asp

https://texasmba.org/tmbpac/contribution.asp

www.texasmba.org t www.texasmortgagel icensing.org2

TMBA Mortgage Roundup JULY | AUGUST 2014 Vol. XXII No. 4

save the dates

Advocacy DayMarch 23 & 24, 2015The Driskill HotelAustin, Texas

Southern Secondary Market ConferenceFebruary 2 & 3, 2015 Gaylord Texan ResortGrapevine, Texas

99th Annual ConventionMay 3-5, 2015Hyatt Regency Hill Country Resort San Antonio, Texas

65th Annual Educational Seminar & MarketplaceNovember 17 & 18, 2015Westin Galleria | Dallas, Texas

Mortgage Servicing ForumNovember 18 & 19, 2015Westin Galleria | Dallas, Texas TM

BA 2

015

EVEN

TSnew TMBAMEMBERSFirst Arkansas Financial, Inc.Lindsay BridgesGlenn Strong

First State BankPhilip Strange

Houston MBAMichael McFarland

O’Kelley & Sorohan Attorneys at Law, LLCAmber BarhamCharles ChackoJoe F. O’KelleyJamie Wunder

OS NationalAmber BarhamCharles ChackoJoe O’KelleyJamie Wunder

PrivloIan Harris

RecovcoBlane L. BauchRandy LightbodyCraig Pino

as of 8/30/2014


JULY | AUGUST 2014 Vol. XXII No. 4 TMBA Mortgage Roundup

3

Upcoming TMBA Meetings & ConferencesReverse Mortgage DaySeptember 10 & 11, 2014 The Westin Galleria | Dallas, Texas

64th Annual Educational Seminar & MarketplaceNovember 19 & 20, 2014 The Westin Houston Memorial CityHouston, Texas

Mortgage Servicing ForumDecember 1 & 2, 2014 The Westin Galleria | Dallas, Texas

Southern Secondary Market ConferenceFebruary, 2015Dallas, Texas

Advocacy DayMarch 23 & 24, 2015The Driskill Hotel | Austin, Texas

99th Annual ConventionMay 3-5, 2015Hyatt Regency Hill Country Resort and SpaSan Antonio, Texas

CONTENTSNew MembersTMBPAC ContributorsFuture Leaders

FEATURES020508

DEPARTMENTS04091114

TMBPAC Reverse Mortgage DayEducational Seminar & MarketplaceMortgage Servicing Forum

MISSION

leading Texas real estate finance industry since 1917.

TMBA’s missionis to be committed to being a quality-focused association of real estate finance professionals that provides the best educational resources, government advocacy, and industry interaction available for building a viable, competitive, and profitable mortgage lending and servicing industry in the state of Texas.

Upcoming Industry Meetings & ConferencesAustin MBA - Monthly LuncheonSeptember 3 | 11:30 amAustin Country Club

Dallas MBA - Monthly Luncheon September 4 | 11:30 amPrestonwood Country Club

El Paso MBA Monthly LuncheonSeptember 9 | 11:30 amHilton Garden Inn

TMB San Antonio - Monthly Luncheon September 9 | 11:30 amSonterra Country Club

Fort Worth MBA - Monthly Luncheon September 10 | 11:30 amThe Petroleum Club

Houston MBA - Monthly LuncheonSeptember 10 | 11:30 amPost Oak Grill

http://www.texasmba.org/reverse_mortgage/



https://www.texasmba.org/seminar/





https://www.texasmba.org/servicing/



http://www.austinmba.org/



http://www.dallasmortgagebankers.org/



http://epmba.wildapricot.org/



http://www.tmbsa.org/



http://www.fortworthmba.org/



http://www.houston-mba.com/

http://www.houston-mba.com/



Texas Mortgage Bankers Association

TMBPAC | MISSION AND GOALThe Texas real estate economy, and as a result, the state’s lending environment,

have not only survived the industry tribulations of the past several years, but have

continued to thrive in spite of the grim commentary on market conditions reported

throughout the remainder of the country. Bolstered by “lending-friendly” legislation,

Texas continues to be a place where companies and individuals actively seek out

economic opportunity.

TMBPAC’s mission is to provide funds and direction for action to be taken on

legislative initiatives. Our goal is to provide funds necessary to promote candidates

who support a vibrant mortgage market, while encouraging total member involvement, through contribution from each

mortgage banker in the State of Texas. TMBPAC is focused on promoting all efforts aimed at creating a favorable lending

environment and protecting the future of the industry in the state.

Everyone has heard reference made to “the power of a collective voice”, an expression that rings particularly true in

the political arena. With every individual show of support from one of our members, our voice becomes stronger and

louder and more likely to be heard. Navigating the spectrum of political candidates and sorting through the continuous

onslaught of new legislation that will directly impact the way that we, as an industry do business, can be overwhelming.

The TMBPAC provides a way for association members to get involved in the political process in support of issues

important to his/her own livelihood.

That being said we would like to thank all our TMBPAC contributors that have giving their support in previous years and

in the current year.

PROTECT YOUR FUTURE, INVEST IN TMBPAC.PROTECT YOUR FUTURE, INVEST IN TMBPAC.

http://www.texasmba.org/tmbpac/tmbpac.asp




5

PROTECT YOUR FUTURE, INVEST IN TMBPAC.PROTECT YOUR FUTURE, INVEST IN TMBPAC.


TMBPAC CONTRIBUTORS 20145000+Shawn BroussardBrian CollinsJames E. DuBose, CMB

2500+Cari McCueS. Van StewartSusan T. StewartIan Wright, AMP, CMB

500+Brian BennettRhiannon BolenTracy Maynard ColeDanny DeatonTroy W. GarrisScott Gillen, CMBJoe GreinerJ. Kevin GugenheimKittie GugenheimBrian N. HillStewart HunterMichael LimaSandra MartinMarcus T. McCueDayna D. McElreathPaulina S. McGrathMichael D. MinnisJ. David Motley, CMBVicki MurphyJames Sean O’Neill, CLBBAndy PerlmanMarcia F. PhillipsMary Pirrello, AMPMark A. RaskinDrey RobertsR Suzanne SmithJohn H. SwordsTom Tallent, CMB,AMPCraig M. VecchiolaJohn Watson

1000+Everett L. Anschutz, Jr.Judith A. Belanger, CMBBrian BinashThomas E. Black, Jr., AMPJohn BonnerClifton A. CrabtreeKerry DannenbergJohn FlemingDana Gompers, CMBJonathan M. GrafflinH. Marc HelmJ.K. Huey, CMB, AMPM.H. InselmannMichael L. KennemerTodd KurioCalvin C. Mann, Jr.Tom MillerTom PiercyAllan B. PolunskyTom RhodesRuth RuhlTodd SalmansPatrick WaldenDavid Zugheri, CMB



https://www.texasmba.org/tmbpac/contribution.asp



250+Ben AnsolabehereElizabeth L. ArceneauxBarry R. Baker, CMBDavid BakerKelly BarkerBlane L. BauchJose Antonio BejarJeff BitherStan BomarKristin CarrollMichael A. CarrollJames ClappLinda DavidsonLouis Derrick250+ continuedJohn D. DonnellyScott DrescherJennifer EggenKevin EllisFrank FioreTimothy FisherTroy A. Fore, Jr.David E. Frase, CMB, AMPRobert D. GardnerJason Gillespie, AMP, CMBEdward GlassfordMarty GreenJudy H. GuthrieTamara HambrightWindy HartlThomas C. HelmScott HenleyThomas L. HolyfieldDean InnissCharles E. KleinWilliam KnappJonathan KnoblockPaul LacyLarry LawrenceStacy G. London, CMCBrad LuoRob MacioceMike ManleyJodie Morgan, AMP, CMBDebra NogueraW. Scott NormanChad OverhauserCrystal ParkinsonCherie Pheiffer


TMBPAC CONTRIBUTORS 2014100+ Tish AshleyBill BairdPeggy BakerMichael J. BarberRosemary E. BarbourJoe N. BarnhartChris BensonStephen BertrandSteven D. BlackKevin BreelandJuliana BrockKristin ClardyP. ClaytonAmy J. CokeJoe CollinsLuis ContrerasMarla CooperNancy CorlettStephen CrispinRon CroweScott CrutcherErin DeeDenise DonoghueBob DuaneRobert W. Gerrard, Jr.Chad GomollDavid W. GreenJulie M. GrossWes HardmanKristi HarrisCara HawkinsJon HodgeScott HoltzPhilip Horan100+ continuedAdam IsbellPam JenkinsAnisa JohnsonMike JohnsonMike KleinRenessa KnowlesCissy LarkinLaura LauryMary LegatePenny Green LeppinAmanda LewisCandy LewisLance LudmanMark LyonsVictoria MacNaughtonDarren Magel

INVESTORSPaul E. Bibb, Jr.Vickie BourassaNikki J. BryantYvette DobbinsKaren DrewekBrent DuhaimeScott DyeCharles J. EzellJoe FarrColleen FlynnJames FoxLauren GarretteMarshall GaydenJaimie GonzalesJim GoodrichDanielle GrossPatricia HallDan HastingsSherry HeinzHarry HixsonKurt HopfeKen JohnsonJames JordanJames Michael LeeGil Lopez, IIIRuth LopezKay W. MalaiseDouglas MayersBarbara MoffettDirk NorrellDavid PedersonDawn PieperSharron PustejovskyPhil ReichersGretchen RossingtonKaren SchockMichael ScottWilliam Scott SewellSofia Tenorio-TorresSara WalkowiakAngela WatsonAshley WenmohsRachel WestJanice L. WilliamsJared WilsonMarcia Wilson, CMBMerritt Witherspoon

as of 8/29/2014

A.W. Pickel, IIIGeoff PottsRandy PresentBrian RalstonTroy G. RampySteve RemingtonLaurie RobertsDawn RobinsonCody SanderlinJohn SayreDebra A. SeimeBradley SnyderShane SolhtalabDamian Squires250+ continuedAndrew TaylorJoe ThompsonAustin TilghmanScott R. ValbyThomas F. Vetters, IIDaniel VoigtFelicia WellsAmy WhiteShellye WigginsMichelle WilkinsTrey WorleyKim Yowell

Vincent MagnariniRobin MalloryMatthew S. MartinMichael D. McAuleyKirk McClainGabriel MedranoDean MillerJacque MurleyLeonard MurrayJulie NicholsPaul ParkinsonMichael PattersonMimi PaxsonKevin PolivkaPaul PritchettJeff RaichClint ReinhardtVon L. RinggerMark D. RobergeLisa RogersAaron SamplesAmy SatskyMike SchmuelgenDavid SearsJason SheppardJim SikesPeter SpierCarla SpraggTamara TapmanKathie ThomasBilly F. VaughnVicky ViscontiChris VivianoTim West100+ continuedKen WhislerJoe WhitakerCharles WhiteKristin M. WilloughbyStephen WojnarKelly WordPamela Creese Wyman, MasterCMB, CMT, AMP



https://www.texasmba.org/tmbpac/contribution.asp



7

PROTECT YOUR FUTURE, INVEST IN TMBPAC.

Responding to the market environment, most state and the federal legislatures are reacting with legislation that will significantly effect how we do business. As always TMBA is working to protect your interests, but we need your help. A strong TMBPAC raises our profile at the Capitol and is vital to meeting these upcoming challenges once the Texas Legislature reconvenes. This is a fight we can’t afford to lose. We must be able to stop or alter legislation and our PAC allows us to do that. We need to seriously strengthen our PAC, so please take a moment to make your personal contribution to the TMBPAC and encourage your peers, employees, company PACs and industry partners to do so as well.

I want to protect my future with my contribution of:

□ $25 □ $100 □ $250 □ $500 □ $1000 □ $2500 □ $5000 □ Other: $

Payment Information

Per

son

al

Bil

lin

g

Info

rmat

ion contribution amount: $

first name last name email address

billing address city state zip

Pay

men

t

Personal check (payable to TMBPAC) Visa MasterCard AMEX

CC # expiration date

card holder name signature

Mail check to: TMBPAC, 823 Congress Ave, Ste 220, Austin, TX 78701 or fax personal credit card payment to 512.480.8621. Online contributions can be made at www.texasmba.org/tmbpac/contribution.asp

Contributions are encouraged but voluntary and can only be accepted from individuals, sole proprietorships, partnerships and other political action committees. No corporate checks or corporate funds of any kind are permitted. Contributions made to the TMBPAC are neither deductible as a business expense nor as a charitable contribution. Corporations cannot fund TMBPAC, so IT’S UP TO YOU! Help protect the mortgage industry in Texas by making a contribution to TMBPAC TODAY!

See reverse for answers to commonly asked PAC questions.



CampusMBA’s FUTURE LEADERS Program is an executive leadership development program that delivers a comprehensive curriculum for selected middle- and senior-level managers who have shown leadership interests and abilities. Participants enhance their skills through three hands-on sessions geared toward political activism; business analysis and problem solving; and experiential learning through collaboration, networking and peer group interaction. Future Leaders has evolved into a highly recognized program that enhances executive skills and provides an opportunity for participants to develop relationships that last an entire career as it provides networking and development opportunities that are priceless.

For more updated information, visit www.campusmba.org/futureleaders.

HOW TO APPLYScholarship applications are accepted each year by DECEMBER 1. If you are interested in applying contact the TMBA office.

The TMBA Future Leaders Program is dedicated to identifying and cultivating the next generation of industry leaders by awarding scholarships to the MBA Future Leaders program.

The scholarship was developed in 1993 and has since become the primary focus for the Future Leaders committee. Now called the Future Leaders/James M. Wooten Scholarship, the program was designed focus on developing leaders who will guide our organization and our industry in the years to come.

Scholarship winners participate in a CampusMBA series which features three hands-on, executive-level sessions geared toward political activism; business analysis and problem solving; and experiential learning through collaboration, networking and peer group interaction.

I’m a WOOTENFU TU R E LEA D ER S

Future Leaders CORPORATESPONSORS

Accountants + Consultants

http://www.texasmba.org/future_leaders/default.asp



9

T e x a s M o r t g a g e B a n k e r s A s s o c i a t i o n

13th Annual Reverse Mortgage Day September 10 & 11, 2014 The Westin Galleria | Dallas, Texas

This day-long conference is designed for all loan officers, branch managers, title companies, real estate attorneys and anyone interested in learning more about the reverse mortgage industry.

www.texasmba.org/reverse_mortgage

SPONSORS- - - - - - - - - - - - - - - - - - -

American Advisors GroupPremier Reverse Closings

QuickCertReverseAmerica

Advisors IncorporatedReverse Mortgage Daily

Urban Financial of America- - - - - - - - - - - - - - - - - - -

as of 8/30/2014




mail registration form to TMBA, 823 Congress Ave, Ste 220, Austin, Texas 78701or fax registration form to 512.480.8621

register online www.texasmba.org/reverse_mortgage/

Attendee Information

Please copy and use one registration form per attendee.

first name last name middle initial

company title

mailing address

city state zip email

phone fax Are you a first time attendee? o Yes o No

TMBA | Reverse Mortgage DaySeptember 10 & 11, 2014 | The Westin Galleria | Dallas, TX

Registration FeesPlease use one registration form per attendee after Aug 8

o individual registration $209

Payment

CC number expiration date

card holder first name last name signature

o Check enclosed (payable to TMBA) o AMEX o MC o Visa Total amount due:

Texas Mortgage Bankers Association | 823 Congress Ave, Ste 220, Austin, Texas 78701 | 512.480.8622 p | 512.480.8621 f

Registration Form

Meeting Location | Hotel We have *reserved a block of rooms for that Wednesday, September 10, 2014. Make your reservations by calling Westin Galleria Hotel at 888-627-8536.

*$189.00 single/double

Do you have any special needs addressed by the American Disabilities Act? o Yes o No – if yes, please attach a statement regarding any particular needs you may have and someone from our office will contact you.

Where did you hear about this event? o TMBA website o TMBA Newsletter o Email Blast o Trade Magazine Ad o Other :

source: website newsletter



11

For sponsorship, program, exhibitor, and registration visit www.texasmba.org/seminar.

NOVEMBER 19&20

JOIN US...

Westin Houston Memorial CityHouston, Texas

Texas Mortgage Bankers Association823 Congress Ave, Ste 220 | Austin, Texas 78701P 512.480.8622 | F 512.480.8621 | www.texasmba.org




SPEAKERSCAROL BURKENational Account Executive- Top of Mind NetworksCarol Burke is a National Account Executive at Top of Mind Networks. Her focus at Top of Mind is helping mortgage companies and originators nationwide build their business-es through better client and referral partner relationships. She has 18yrs of Sales & Account Management experience and has spent 8+ years in the mortgage industry helping companies utilize best practices to maximize their revenue and lower their operating costs.

TAMMY BUTLER, MASTER CMBDirector of Fair Lending and Compliance - Optimal BlueTammy Butler, Master CMB is the Director of Fair Lending and Compliance for Optimal Blue; the nation’s leading pric-ing engine. At Optimal Blue, Tammy is leading the charge to build Fair Lending and Compliance analytics for the mort-gage banking industry.

JOHN HARINGCompliance Enablement Manager - Ellie MaeJohn Haring has served as the compliance enablement manager for Ellie Mae® and responsible for facilitating the implementation and maintenance of residential mortgage lending compliance and industry changes across Ellie Mae’s various software applications, systems, and residential mortgage loan documents.

TODD DUNCANThe Duncan GroupHis 14 books and popular seminars have influenced millions to pursue a generous and abundant life, and have landed on prestigious bestseller lists including the New York Times, Los Angeles Times, Wall Street Journal, Barnes & Noble, Amazon.com, CEOread.com, and BusinessWeek.

BENJAMIN MADICKPresident - Mortgage Quality Management & ResearchBen Madick the founder and President of multiple mortgage related companies. In 2014, Ben launched HQ Vendor Management where he is responsible for the strategic direction of the company. Ben is also the President of Mortgage Quality Management and Research, LLC and the President of Subsequent QC, LLC.

TOPICSTodd Duncan’s innovative training techinique for mortgage banking profesionals. What is happening on the technology front with sales, CRM, operations, originations, compliance, and QC vendor management? Fair Lending/Compliance: Hot topic for CFPB–What is fair? Top producers panel with Todd Duncan. Operations Panel–topics around compliance/QC/vendor management. TILA/RESPA Integration.

MARKETING OPPORTUNITIESTMBA offers sponsorship, exhibit, and advertising opportunites for this event. Visit the website for more information.

SPONSORS CURRENT as of 8/25/2014Amegy Mortgage Company, LLC; AmeriPro Funding Inc.; Beadles, Newman & Lawler, PC; Black, Mann & Graham, LLP; Brubaker & Associates; Charbonneau & Associates, Inc.; Cornerstone Home Lending, Inc.; Envoy Mortgage; Fidelity National Title Group; First Continental Mortgage Company; Garrett, McAuley & Co.; Gregg & Valby, PC; Houston MBA; Houstonian Mortgage Group, Inc.; McGlinchey Stafford and Youngblood & Associates, LLP; Mortgage Banking Solutions; Mortgage Guaranty Insurance Corporation; NexBank SSB; Polunsky Beitel Green, LLP; PrimeLending; Radian Guaranty, Inc; Republic State Mortgage; Robertson Anschutz Vetters; Rocky Mountain Mortgage Company; RUTH RUHL, PC - Attorney At Law; Sente Mortgage; Starkey Mortgage; Stewart Lender Services; SWBC Mortgage Corporation; Texas Capital Bank, N.A.; United Guaranty Residential Insurance Company; and Wells Fargo.

T E X A S M O R T G A G E B A N K E R S A S S O C I A T I O N P R E S E N T S64TH ANNUAL EDUCATIONAL SEMINAR & MARKETPLACERegister today and join us at the event that brings together hundreds of real estate finance professionals, such as yourself, who are eager to learn how to face the next phase of challenges and obstacles.

For sponsorship, program, exhibitor, and registration visit

www.texasmba.org/seminar.

NOVEMBER 19&20Westin Houston Memorial City

www.texasmba.org/seminar




13

Att

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Payment Information

Optional event registration Qty oOpen reception tickets $50

oClosing reception tickets $50

*one reception ticket included with registration. Extra tickets are available and must be purchased by a seminar attendee.

Please use one registration form per attendee by OCT 20 after OCT 20

omember $185 $235

onon-member $310 $360

Do you have any special needs addressed by the American Disabilities Act? oYes oNo – if yes, please attach a statement regarding any particular needs you may have and someone from our office will contact you.

Where did you hear about the Annual Educational Seminar & Marketplace? oTMBA website oTMBA Newsletter oEmail Blast oPostcard oOther :

Please copy and use one registration form per attendee unless you are signing up as a group registration.


company title

mailing address


phone fax Are you a first time attendee? oYes oNo

TMBA | Annual Educational Seminar & MarketplaceNOV 19 & 20, 2014 | Westin Houston Memorial City | Houston, TX

mail registration form to TMBA, 823 Congress Ave, Ste 220, Austin, Texas 78701 or fax registration form to 512.480.8621.Texas Mortgage Bankers Association | 823 Congress Ave, Ste 220, Austin, Texas 78701 | 512.480.8622 p | 512.480.8621 f

Registration Form

Group rate*

omembers $145 $195

onon-members $270 $320

*To receive the group rate, there must be at least six (6) attendees from the same company registering at the same time. All group registration forms must be submitted together for the group rate to apply.

oCheck enclosed (payable to TMBA) oAMEX oMC oVisa Total amount paid:


card holder first name last name *authorized signature

source: websitenewsletter




SPONSORS as of 8/29/14

Assurant Specialty Property-Assurant Field Asset ServicesBSI Financial ServicesButler & Hosch, P.A.Entra Default SolutionsMackie Wolf Zientz & Mann, P.C.McCalla Raymer, LLCOld Republic Default Management ServiceRUTH RUHL, PC - Attorney At LawServiceLink, A Black Knight CompanyStewart Lender ServicesSWBC Mortgage CorporationWells Fargo Home Mortgage




15

DECEMBER 1 & 2, 2014 | THE WESTIN GALLERIA | DALLAS, TX

Premium - $10000 Customized sponsorship for highest visibility - Lunch Sponsor Free 1/2 page ad in the program. Premium logo/listings on signage, program, and website Information in attendee packets 6 complimentary registrations to the conference

Diamond - $7500 Customized sponsorship for high visibility - Opening Keynote Sponsor Free business card ad in the Seminar program. Premium logo/listings on signage, program, and website Information in attendee packets 4 complimentary registrations to the conference

Platinum - $5000 Customized sponsorship for high visibility - Event or promotional material co-sponsor Premium logo/listings on signage, program, and website 2 complimentary registrations to the conference

Gold - $2500 Sponsor signage and program listing at selected event - Breakfast co-sponsor Listing on signage, program, and website 1 complimentary registration to the conference

Silver - $1500 Sponsor signage and program listing at selected event - Refreshment Break co-sponsor Listing on signage, program, and website

Program Ads* Full page 6.78 w x 8.25 h inches, $550 eachHalf page 6.5 x 4 inches, $300 eachQuarter page 2.8 x 3.75 inches, $200 each

*ads must be submitted by October 5th with appropriate image size and resolution (300 dpi) for optimal printing.

Sponsor Contact Information & Credit Card Payment (complete this section and fax to TMBA if paying with credit card)

Sp

on

sor

Info

rmat

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Sponsor Level: $10,000 $7500 $5000 $2500 $1500 Program Ad: $

sponsoring company

address city state zip

phone fax website

contact name email

Check Visa MasterCard AMEX total payment:

CC # expiration date

card holder name signature

NOTE: $5000 or more sponsors - please email high resolution logo (300 dpi or higher) to [email protected] for website and program listing.

Please fax completed form to 512.480.8621 or mail to TMBA, 823 Congress Ave, Ste 220, Austin, Texas 78701





company title

mailing address



Do you have any special needs addressed by the American Disabilities Act? o Yes o No – if yes, please attach a statement regarding any particular needs you may have and someone from our office will contact you.

Where did you hear about the Mortgage Servicing Forum? o TMBA website o TMBA Newsletter o Email Blast o Trade Magazine Ad o ALFN o Other :

Group Registration Attendees





Attendee InformationPlease copy and use one registration form per attendee unless you are signing up as a group registration.

TMBA | MORTGAGE SERVICING FORUMDecember 1 & 2, 2014 | Westin Galleria Dallas | Dallas, TX

Registration Fees by OCT 31 after OCT 31

o Individual $180 $230

o Group Registration (must register at least 4 additional employees) $140 $190

*To receive the group rate, there must be at least five (5) attendees from the same company registering at the same time. Use the section below to list the addtional four (4) attendees.

Payment

mail registration form to TMBA, 823 Congress Ave, Ste 220, Austin, Texas 78701or fax registration form to 512.480.8621

Texas Mortgage Bankers Association | 823 Congress Ave, Ste 220, Austin, Texas 78701 | 512.480.8622 p | 512.480.8621 f

REGISTRATION FORM

o Check enclosed (payable to TMBA) o AMEX o MC o Visa Total amount paid:


card holder first name last name *authorized signature

newsletter



17Texas Mortgage Bankers Association | 823 Congress Ave, Ste 220, Austin, Texas 78701 | 512.480.8622 p | 512.480.8621 f

Attendee InformAtIon

TMBA | 2014 EDUCATION WEBINAR SERIESSEPT 9 ( T u e s d a y ) | 10:00 am C S T

regIstrAtIon fees

o TMBA member* COMPLIMENTARY MEMBER BENEFIT

o non-member* $99

PAyment

o Check enclosed (payable to TMBA) o AMEX o MC o Visa Total amount due:


card holder first name middle initial last name

signaturemail registration form to TMBA, 823 Congress Ave, Ste 220, Austin, Texas 78701

or fax registration form to 512.480.8621


company (TMBA member companies and their employees register for free) title

mailing address



NOTE: A link to the Conference Webinar service will be sent prior to the webinar to all who have registered.

CFPB Enforcement and ExaminationsDESCRIPTIONA review of recent CFPB and other enforcement actions, practical tips on how lenders can prepare for an examination, and the effects of these initiatives on compliance and business strategies.

SPEAKERSKEITH MAYKeith May is a founding partner of Richey, May & Co., an accounting and advisory firm

specializing in the mortgage banking industry. Keith currently serves as the Managing Director of Richey May’s Business Advisory Services practice, providing accounting and consulting services to mortgage banking companies, financial institutions and financial service firms.

TROY GARRISTroy Garris is a member of the Washington, DC-based law firm, Weiner Brodsky Kider PC.

He heads up the firm’s Dallas Metropolitan area office. Troy focuses on compliance and transactional work. He also assists clients with labor and employment issues. His clients are mortgage banking and related companies, including lenders, servicers, title companies, secondary market investors, builders and equity funds.

page 5 president’s message - texas mortgage bankers ... hardman kristi harris cara hawkins jon...

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