texas mortgage bankers association · 2011. 6. 27. · “reverse mortgage day” will be held on...

What a convention!

I hope everyone will take a moment over the next few weeks to thank Scott Gillen and his committee for the wonderful job they did in San Antonio last month. With over 400 in attendance, it was clearly our best convention in years. I don’t think anyone left the Alamo city without thinking the TMBA is clearly the voice of the mortgage industry in Texas.

I also want to take a moment to thank John Watson for his leadership and wisdom over the last year. When you see the hundreds of hours John put in on behalf of the TMBA, you quickly see why John has the respect of everyone in the industry. John, you have left quite the shadow for all of us.

As we look towards the future, it’s important to remember that nothing happens by chance in the mortgage industry - especially when it comes to the Legislature. As you know, those 181 members come back to Austin in just over six months. Without question, one of the most important things you can do to support the TMBA and YOUR business is to contribute to the TMBPAC today.

I have asked Mary Pirrello to lead this project for us. Our successful efforts to protect our industry and our livelihoods are more dependent than ever on everyone’s participation. Please reach out to me or Mary with any questions or suggestions you may have regarding the TMBPAC.

I also want to urge you to get to know your own state representatives and senators. These dedicated individuals are very concerned about their constituencies and your individual voice will make our collective voice all the more powerful.

In addition to supporting the PAC and the legislative process, I hope the entire membership will assist Amy Coke and the Membership Committee by finding just one new member over the next 11 months. Both the political influence and the financial strength of our organization are dependent on a large and active membership, and your help is needed and appreciated.

It is my hope that our entire membership will get behind our efforts. This is going to be a great year for the TMBA. I hope you will join us for the ride.

Sincerely,Scott Norman2010.2011 TMBA President

PS - Don’t forget to mark your calendars for Reverse Mortgage Day scheduled for August 3rd in Dallas. Committee Co-Chairs Mike Suits and David Cook and their committee have put together a great program.

Texas Mortgage Bankers Association May | June 2010 | Volume XVIII Issue III

President’s Message

Off icers PresidentW. Scott Norman, Austin

Vice PresidentDavid E. Frase, CMB, AMP, Dallas

Secretary/TreasurerTimothy Fisher, Houston

Associate RepresentativeThomas F. Vetters, II , Austin

Past PresidentJohn Watson, Houston

Past PresidentS. Van Stewart, San Antonio

Executive Vice PresidentLisa Vercher, Austin

General CounselLarry Temple, Austin

DirectorsBarry R. Baker, CMB, N Richland HillsRosemary E. Barbour, DallasTommy Bastian, AddisonBlane L. Bauch, HoustonPeter Beanland, SouthlakeJudith A. Belanger, CMB, HoustonClifton A. Crabtree, HoustonCathy Gibb, HoustonKevin Gillespie, DallasDana Gompers, CMB, HoustonCharles E. Klein, WoodwayMarc N. Laird, HoustonMichael Lima, DallasLarry B. Litton, Jr., HoustonRob Macioce, Sugar LandCalvin C. Mann, Jr., HoustonRobert D. O’Reilly, AustinMark A. Raskin, DallasTom Rhodes, AustinRon Rogers, LubbockTodd Salmans, DallasSusan T. Stewart, San AntonioThomas Tallent, Fort WorthScott R. Valby, HoustonBilly F. Vaughn, DallasThomas F. Vetters, II, AustinRobert H. Wagnon, HoustonLance P. Welch, BoerneRob G. Wiggins, HoustonIan Wright, AMP, Dallas

www.texasmba.org www.texasmortgagel icensing.org

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

www.texasmba.org www.texasmortgagel icensing.org2

TMBA Mortgage Roundup 2010 May | June Volume XVIII Issue III

Serving all of Texas from Dallas and San Antonio for more than 30 years.


2010 May | June Volume XVIII Issue III TMBA Mortgage Roundup

3

Upcoming TMBA Meetings & Conferences

TMBA Reverse Mortgage DayAugust 3, 2010The Westin Galleria, Dallas, TX

Summer Board MeetingAugust 8-10, 2010Terranea ResortRancho Palos Verdes, CA

60th Annual Educational Seminar & MarketplaceNovember 15 & 16, 2010Hilton Houston Post Oak Houston, Texas

TMBA STAFF

EXECUTIVE VICE PRESIDENTLisa [email protected]

MEMBERSHIP & MEETING COORDINATORShannon [email protected]

COMMUNICATIONS SPECIALISTJamie [email protected]

CONTENTSMissionUpcoming eventsStaffCommittee Chairs 2010.2011TMBA Member RecognizedLicensing

FEATURES030303040505

DEPARTMENTS04070911

New MembersMembership Directory AdvertisingReverse Mortgage DayEducational Seminar & Marketplace

MISSION

ADS0214

Polunsky & Beitel LLPCertified-Shred

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.

leading Texas real estate finance industry since 1917.Serving all of Texas from Dallas and San Antonio for more than 30 years.

http://www.texasmba.org

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

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



newTMBAMEMBERS

Community Trust BankDimont & AssociatesDwellworks, LLCGeneration MortgageGreat Western Financial Services, Inc.LeaderOne FinancialTrinity Real Estate SolutionsTrott & Trott, PC

as of 5/30/2010

2010.2011

Texas Mortgage Lending Law & Practices Deskbook Second Edition

Do you have theTMBA Deskbook? If not, order your copy today.A special thanks to members of the Regulatory Compliance Committee that make the Deskbook possible by volunteering their time and expertise. A complete list of Deskbook and Supplement authors can be viewed in the Acknowledgments section.

CommitteeChairsBudget & FinanceTim Fisher

Convention Tom Rhodes

EducationCliff Long

Future Mortgage LeadersIan Wright

Government/Industry RelationsTim Fisher

LO/Local MBA Liaison Mark Raskin

Membership Amy Coke

Planning & DevelopmentTommy Bastian

Regulatory Compliance Tom Overbeck

Reverse MortgageMike Suits

Reverse MortgageDavid Cook

SecondaryDavid Frase

SecondaryAmy White

Seminar Renessa Knowles

Servicing Ruth Ruhl

TMBPAC Mary Pirrello

WarehouseJason Gillespie



5

AUSTIN – Today, the Texas Land Title Association (TLTA), one of the state’s oldest trade associations, awarded Billy Vaughn, Lawyers Title Insurance Corporation & Commonwealth Land Title Insurance Company, with honorary membership during their Annual Conference and Business Meeting. The designation is in recognition of Billy’s many contributions to the association and the title industry

“We are honored to present Billy with this prestigious honor,” said Leslie Midgley, Executive Vice President of TLTA. “This is fi tting to honor a man who has been such an integral part of our success over the years.”

With over fi fty-two years of service in the title industry, Billy has served on numerous TMBA and TLTA committees over the years, including the Related Industries Committee, Business Manager Committee, and the Technology Committee. His association and organizational affi liations include member of the Board of Directors and Executive Committee of Texas Mortgage Bankers, service on the American Land Title Association’s Board of Governors and Government Affairs Committee and former member of the National Housing Roundtable, Washington D.C. Also included is founding member of the Stonebriar Country Club.

ONE OF OUR OWN.Dallas Title Industry Veteran Receives Prestigious Award from Statewide Title Industry Association

Licensing UpdateTMBA’s 20 Hour Pre-licensing CourseThe planning for a 20 Hour Pre-licensing class is being fi nalized for sometime in July in the Dallas area. Anyone interested in this class or one in another city, please email [email protected]

TMBA’s Continuing Education CoursesContinuing education classes for those short on hours to renew and/or transition their license have been approved. The schedule will be available for the continuing education classes on www.texasmortgagelicensing.org.

TMBA’S 20 Hour Pre-

licensing Course & Continuing

Education



Texas Mortgage Bankers Association | 823 Congress Ave, Ste 220, Austin, Texas 78701P 512.480.8622 | F 512.480.8621 | www.texasmba.org | www.texasmortgagelicensing.org

STEP-BY-STEP GUIDESTEP-BY-STEP GUIDEFor Mortgage Bankers & Loan Originators.

��

��

��

��

��

��

��

��

��

��

��

��

��

��

��

��

��

��

��

��

��

��

��

��

��

��

��

��

��

��

��



7

Reserve space for your company’s advertisement in the 2010–2011 TMBA Membership Directory.

The TMBA Membership Directory is published once per year, mailed annually in September and available to all TMBA members.

TMBA 2010.2011 Membership Directory

Why advertise?ExposureThe annual TMBA directory is delivered to the hands of more than 800 TMBA members. These members use the TMBA Membership Directory as a 24/7 resource reference tool throughout the year.

NetworkingThe directory is also an excellent source for networking among our members and those who represent and lead mortgage banking industry. By advertising in the directory you will increase your visibility to our members and those individuals. Deadline to submit order, ad and payment is July 16th!

contact TMBA at 512.480.8622 for more information or





TMBA 2010.2011 Membership Directory

membership directory description 5.5”w X 8.5”h, spiral bound booklet, full color cover and tabs (3), and black & white copy.

ad specifications trim size bleed size full page bleed* 5.5”w x 8.5”h 5.75”w x 8.75”hfull page non-bleed* 5.5”w x 8.5”h nahalf page non-bleed* 5.5”w x 4.25”h na*Safety: All text should be within .25” of trim all four sides.— All color ads must be submitted in digital format as a CMYK: JPEG, EPS, TIF or PDF at a resolution of 300 dpi.— All black & white ads must be submitted in digital format: JPEG, EPS, TIF or PDF at a resolution of 300 dpi.— Files may be e-mail to [email protected] or submitted on a cd/dvd by mail (by July 16, 2010) to TMBA, 823 Congress Ave, Ste 220, Austin, TX 78701 or via

pricingColor Ads Black & White Ads front cover $2300 sold tab - full page $1600 inside front cover $2300 sold tab - ½ page $1450 inside back cover $2300 sold tab - business card $1300 back cover $2300 sold ½ page $700 tab - full page $2200 full page $900 tab - ½ page $2050 business card $300 tab - business card $1900

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

CC number expiration date (back of card) CVV2#

card holder first name last name *authorized signature

company billing address

city state zip Total amount paid:



9

The 9th Annual “Reverse Mortgage Day” will be held on Tuesday, August 3rd at the Dallas Westin Galleria from 8:30 am - 3:00 pm.

This day-long conference is designed for mortgage lenders, secondary market experts and real estate attorneys from all over the country to gather and discuss the policies that will affect reverse mortgage lending in the next decade.

for more details visit: www.texasmba.org/reverse_mortgage

SPONSORSCapital Title

Generation MortgageCompany

MetLife Reverse Mortgage

Reverse MortgageSolutions, Inc.

Reverse ReviewServiceLinkWellsfargo

- - - - - - - - - - - - - - - - - - -

Sponsorship LevelsTMBA depends on the continued support of its sponsors to develop quality programming and networking opportunities for its members. To sign up as a sponsor please complete the Sponsorship form and return to the TMBA office by mail or fax to 512.480.8621.

Gold - $1000- Recognition & signage at selected event: Lunch co-sponsor- Two complimentary registrations to the conference- Logo displayed on conference website & material

Silver - $500- Recognition & signage at selected event: Break co-sponsor- One complimentary registrations to the conference- Logo displayed on conference website & material

General - $250- Logo displayed on conference website & material





http://www.texasmba.org/reverse_mortgage/docs/sponsorship_form.pdf



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/

��

Please copy and use one registration form per attendee.

fi rst name last name middle initial

company title

mailing address

city state zip email

phone fax Are you a fi rst time attendee? Yes No

TMBA | Reverse Mortgage DayAugust 3, 2010 | Dallas Westin Galleria | Dallas, TX

��Please use one registration form per attendee on or before July 19th after July 19th

individual $100 $125

��

CC number expiration date CVV2#

card holder fi rst name last name signature

billing address (if different from above)

city state zip Total amount paid:

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

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

��

��We have *reserved a block of rooms for that Monday, August 2, 2010. Make your reservations by calling Dallas Westin Galleria at 888.627.8536.

*$129.00 single/double

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

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

source: website source: newsletter



11823 Congress Ave, Ste 220 | Austin, Texas 78701 | p 512.480.8622 | f 512.480.8621 | www.texasmba.org

� �� 10:00 am Golf Tournament

12:00 pm Exhibitor Setup

2:00 – 6:00 pm Registration

5:00 – 6:00 pm FML & New Member Mixer

6:00 - 7:00 pm Opening Reception with Exhibitors

� �� 7:30 am Registration

8:00 – 9:00 am Breakfast with Exhibitors

9:00 – 10:00 pm Welcome & Keynote

10:00 – 10:30 pm Break with Exhibitors

10:30 - 12:00 pm Concurrent Sessions

12:00 – 2:00 pm Lunch

2:15 - 4:30 pm Concurrent Sessions

4:30 – 6:30 pm Closing Reception with Exhibitors

Exhibitor Move-out

*subject to change

schedule ��

visit www.texasmba.org/seminar for updates.

November 15 & 16, 2010 Hilton Houston Post Oak2001 Post Oak Blvd | Houston, TX 77056 | 713.961.9300

Texas Mortgage Bankers Associat ion

��2001 Post Oak BlvdHouston, Texas713.961.9300

room rate: $139 room rate | cut-off date: Oct 1st*make your reservations today!

This year’s Annual Educational Seminar & Marketplace

will be held at the Hilton Houston Post Oak, located just

one block from The Galleria Mall in the center of the

Uptown business district. It is also 30 minutes from the

George Bush Intercontinental (IAH) and Houston Hobby

(HOU) Airports.

venue|lodging

Barrett Daffi n Frappier Turner & Engel, LLP

Brown, Fowler & Alsup

Colonial National Mortgage

Envoy Mortgage

Fannie Mae

Fidelity National Title Group, Southwest Agency

Gregg & Valby, LLP

Rocky Mountain Mortgage Company

PrimeWest Mortgage Corporation

Sente Mortgage

SWBC Mortgage Corporation

Southwest Securities, FSB

sponsors as of 6/29





Tabletop exhibit space is available at the 60

th Annual E

ducational Sem

inar &

Marketplace. S

howcase your products and services to the m

ore than 300 mortgage

industry professionals. Each exhibitor w

ill receive a package consisting of one com

plimentary S

eminar registration, one 6-foot skirted table and tw

o chairs.

Reservin

g yo

ur sp

ace* Com

plete this form and send w

ith payment inform

ation to T

exas Mortgage B

ankers Association, S

eminar T

abletop, 823 Congress A

ve, Ste 220,

Austin, T

X 78701 or fax (if paying w

ith credit card) 512.480.8621.

*Spaces w

ith display boards will be assigned along the exterior w

alls. Tables in the center of the

room (22-29) are reserved for m

aterial displays only.

com

pan

y info

rmatio

n

contact name

company nam

e

mailing address

city state

zip

( ) phone

email address

*booth# preference: option 1

option 2

option 3

type of display: tabletop &

promotional item

s (under 1 ft)

display board &

promotional item

s(over 1 ft tall)

exhib

itor fees

befo

re Sep

t 1st

after Sep

t 1st

after Oct 1

st

Mem

ber $625

$675 $750

Non-m

ember

$725 $775

$850

paym

ent

Check

Visa

MC

A

mex

credit card number

expiration date

card holders name [P

LEA

SE

PR

INT

] signature

agreem

ent

(page 2 & 3)

By signing below

, the exhibitor agrees to abide by the Conditions of the E

xhibit S

pace Contract (page 2 &

3), all amendm

ents thereto and the decisions of the T

MB

A representative. E

xhibitors agree that if they fail to meet the specified

timetable for paym

ent of booth space, their reserved space may be canceled or

moved at the discretion of T

MB

A representative.

auth

orized

sign

ature

date

Tab

letop

Reservatio

n F

orm

No

vemb

er 15 & 16, 2010 | H

ilton

Ho

usto

n P

ost O

ak | Ho

usto

n, T

X

visit www.texasmba.org/seminar/marketing.asp and click on the tabletop reservation form link to view exihbitor contract.

http://www.texasmba.org/seminar/docs/tabletop_request_form.pdf

http://www.texasmba.org/seminar/docs/tabletop_request_form.pdf



13

November 15 & 16 | Hilton Houston Post Oak | Houston, TX

Sponsorship Levels ( sponsors receive additional recognition in final program and signage at registration)

TMBA depends on the continued support of its sponsors to develop quality programming and networking opportunities for its members. To express our appreciation for your generous contributions, we have expanded the menu of benefits to bring you a higher level of recognition.

$4,0

00 +

Free tabletop space in exhibit hall. Free 1/2 page ad in the Seminar program. 2 (two) complimentary registrations to the Seminar.Logo & listing on Seminar website & other promotional pieces. Signage and program listing at selected event.

$250

0 + Free business card ad in the Seminar program.

1(one) complimentary registration to the Seminar. Listing on Seminar website and other promotional pieces. Signage and program listing at selected event.

$150

0 +

Listing on Seminar website and other promotional pieces. Signage and program listing at selected event.

Sp

on

so

rsh

ip L

ev

els

$500

+

Listing on Seminar website and other promotional pieces.

Golf Sponsorships

$1500 Lunch (all of lunch) $1000 Beverage Cart (your own) $500 Beverage Cart (co-sponsor)

$750 Awards Sponsor $300 Hole Sponsor $350 Hole-in-one

Program Ads*

full page 5 x 8 inches, $550 each half page 5 x 3 3/4 inches, $250 each business card 2 x 3 1/2 inches, $125 each

*ads must be submitted with appropriate image size and resolution (300 dpi) for optimal printing

Credit Card Payment (complete this section and send to TMBA if paying with credit card)

Sp

on

so

r |

Ad

In

form

ati

on $4000+ $2500+ $1500+ $500+ Total payment: $

firm contact name

address city state zip

name to appear on event signage

Pa

ym

en

t Check Visa MasterCard AMEX total payment:

CC # expiration date

card holder name [PLEASE PRINT] signature

All sponsorships must be received in the TMBA office by October 1st to receive recognition in the program Please fax completed form to 512.480.8621 or mail to TMBA, 823 Congress Ave, Ste 220, Austin, Texas 78701.



texas mortgage bankers association · 2011. 6. 27. · “reverse mortgage day” will be held on...

Documents