2025 William W. Gibson, Jr. Mortgage Lending and Servicing eConference
It's always a good course with topics that are germane to my practice.
Very informative.
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Key Highlights:
- Case Law Update (Parts I & II):
A deep dive into recent Texas case law that introduces or reshapes key legal principles. - 2025 Legislative Update – Time to Make the Donuts:
A breakdown of new laws from the 89th Texas Legislature and their implications for real estate and lending. - HFCs and PFCs Panel:
Navigate the evolving landscape of Housing Finance Corporations and Public Financing Corporations, with insights on deal structuring and legislative changes. - Receiverships with Commercial Mortgages:
Learn the when, why, and how of pursuing commercial receiverships in Texas. - Additional Topics Include:
- Texas PACE financing
- Equity pledges
- Pre-deal and closing documentation
- And much more!
Includes: Video Audio Paper Slides No Materials
- Total Credit Hours:
- 12.00 | 3.00 ethics
- Credit Info
- TX, CA, OK, PA
- TX MCLE credit expires: 10/31/2026
Preview Sessions
Amanda R. Grainger, J. Richard White
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Session 1 —46 mins 0.75 | 0.25 ethics
Case Law Update – Part I (Oct 2025)
Discuss recent and significant Texas cases from the last year, with particular attention paid to cases involving new legal concepts which materially alter or extend current jurisprudence.
Originally presented: Sep 2025 Mortgage Lending Institute
Amanda R. Grainger,
Winstead PC - Dallas, TX
J. Richard White,
Winstead PC - Dallas, TX
Mark D. Sonnier
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Session 2 —30 mins 0.50
2025 Legislative Update: Time to Make the Donuts (Oct 2025)
Hear information regarding new state laws from the 89th Texas State Legislature that have an effect on Texas Real Estate and the potential impacts on the Mortgage Industry.
Originally presented: Sep 2025 Mortgage Lending Institute
Mark D. Sonnier,
MDS Law, PLLC - Houston, TX
Charles M. ("Charlie") Craig
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Session 3 —29 mins 0.50
Update on New Texas Title Insurance Forms & Rules (Oct 2025)
Recent changes have been made by the Texas Department of Insurance to Texas promulgated title insurance forms and the rules supporting those forms. Discuss those changes and how they will affect the title insurance business in Texas.
Originally presented: Sep 2025 Mortgage Lending Institute
Charles M. ("Charlie") Craig,
Stewart Title Guaranty Company - Austin, TX
Karl Baker, Raj Bandla, Summer Greathouse, Reed A. Standly
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Session 4 —93 mins 1.50 | 0.50 ethics
HFCs and PFCs: Navigating Legislative Changes, Lending Structures, and Best Practices in Texas (Oct 2025)
Gain insight into the evolving landscape of the Housing Finance Corporation (HFC) program in Texas, including the impact of recent legislative changes. Also explore best practices for structuring deals involving HFCs, Public Facility Corporations (PFCs), and housing authorities, with a focus on the unique challenges and opportunities these present for both borrowers and lenders. Address common issues in borrower-lender relationships, risk assessment and mitigation strategies for lenders, and hear practical guidance on exit strategies, as well as perspectives on how these issues present and are perceived by the public sector participants in these transactions.
Originally presented: Sep 2025 Mortgage Lending Institute
Karl Baker,
Jackson Walker LLP - San Antonio, TX
Raj Bandla,
BakerHostetler - Chicago, IL
Summer Greathouse,
Bracewell - San Antonio, TX
Reed A. Standly,
Standly Law Group - Dallas, TX
Brian C. Rider, Michelle Moore Smith
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Session 5 —33 mins 0.50
Hot Topics (Oct 2025)
Hear about recent developments and hot topics in real estate and real estate finance.
Originally presented: Sep 2025 Mortgage Lending Institute
Brian C. Rider,
The University of Texas School of Law - Austin, TX
Michelle Moore Smith,
Jackson Walker LLP - Austin, TX
Niles W. Holmes
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Session 6 —30 mins 0.50
Is There Recourse for That? (Oct 2025)
A pragmatic review of the loan guaranty agreements that are currently being required in commercial real estate transactions.
Originally presented: Sep 2025 Mortgage Lending Institute
Niles W. Holmes,
Niles Holmes, P.C. - Dallas, TX
Jared Slade, Thomas M. Whelan
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Session 7 —61 mins 1.00 | 0.25 ethics
Receiverships with Commercial Mortgages: Considerations and Tips (Oct 2025)
As easy as foreclosure is (or is supposed to be), a creditor may not want to own or directly control a commercial property. Discuss the when, why, what, and how of pursuing a commercial receivership in Texas, including best practices.
Originally presented: Sep 2025 Mortgage Lending Institute
Jared Slade,
Alston & Bird LLP - Dallas, TX
Thomas M. Whelan,
Thalheimer, Cipione, Whelan & Morgan, PLLC - Dallas, TX
Jared Slade, Ariel Levin, Gillad Matiteyahu
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Session 8 —49 mins 0.75
Working with Special Servicers (Oct 2025)
In this in-depth conversation, discuss the ins and outs of special servicing, exploring and uncovering the strategies that take an asset from non-performing status to resolution. Exploring everything from factors that inform the decision-making process to clarifying some common misconceptions about key players in special servicing, this informative dialogue sharpens your knowledge about special servicing and equips you with tools to manage your next specially serviced case.
Originally presented: Sep 2025 Mortgage Lending Institute
Jared Slade,
Alston & Bird LLP - Dallas, TX
Ariel Levin,
CWCapital Asset Management - Washington, DC
Gillad Matiteyahu,
Alston & Bird LLP - Dallas, TX
Mary S. Mendoza, Andrew Van Osselaer
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Session 9 —47 mins 0.75
Identifying and Managing Environmental Risks – A Practical Guide (Oct 2025)
This session provides a practical overview of environmental due diligence and risk management strategies, focusing on the essentials like Phase I Environmental Site Assessments and the potential role of insurance. Learn best practices for hiring consultants, navigating reliance letters, and addressing common issues that arise during the Phase I process. Also, explore the role and limitations of environmental insurance in managing identified risks.
Originally presented: Sep 2025 Mortgage Lending Institute
Mary S. Mendoza,
Haynes Boone, LLP - Austin, TX
Andrew Van Osselaer,
Haynes Boone, LLP - Austin, TX
Thomas M. Whelan
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Session 10 —43 mins 0.75 | 0.25 ethics
Adapting Insurance Provisions to Changing Times (Oct 2025)
Changes wrought by the hard insurance market and other factors are coming to loan documents near you. This presentation considers the causes and practical effects on insurance requirements and the importance of proactive risk management occasioned by the rise and stall of enterprise risk management; increased use of AI and big data by actuaries and underwriters; LA fires; the growth of the ART Market (i.e., alternatives to traditional insurance products issued through risk retention groups, purchasing groups, and captives insurance; OCIPS, CIPS, JIPs; subcontractor default insurance as alternatives to bonds; Fannie Mae’s new guidelines for insurance reviews and specifications in its recent (12.24 or 1.25) update of servicing and sale guidelines; differences between the regulatory structure of the traditional insurance market and the ART Market; and a few thoughts on how to cope with such changes.
Originally presented: Sep 2025 Mortgage Lending Institute
Thomas M. Whelan,
Thalheimer, Cipione, Whelan & Morgan, PLLC - Dallas, TX
Mark Fitzgerald
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Session 11 —28 mins 0.50
Mortgage Lending and the Economy (Oct 2025)
Hear how a rapidly shifting economic and policy environment is impacting the housing sector and mortgage market.
Originally presented: Sep 2025 Mortgage Lending Institute
Mark Fitzgerald,
Affinius Capital - San Antonio, TX
Amanda R. Grainger, J. Richard White
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Session 12 —46 mins 0.75 | 0.25 ethics
Case Law Update – Part II (Oct 2025)
Discuss recent and significant Texas cases from the last year, with particular attention paid to cases involving new legal concepts which materially alter or extend current jurisprudence.
Originally presented: Sep 2025 Mortgage Lending Institute
Amanda R. Grainger,
Winstead PC - Dallas, TX
J. Richard White,
Winstead PC - Dallas, TX
Cynthia L. Harkness, Glenn Silva
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Session 13 —40 mins 0.75 | 0.50 ethics
Texas PACE: How Does It Work and What Should a Mortgage Lender Know? (Oct 2025)
Hear an overview of the Texas PACE program from a legal perspective, which includes items of potential interest for mortgage lenders.
Originally presented: Sep 2025 Mortgage Lending Institute
Cynthia L. Harkness,
Foley & Lardner LLP - Dallas, TX
Glenn Silva,
Lone Star PACE - Frisco, TX
D. Hull Youngblood Jr.
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Session 14 —61 mins 1.00 | 0.25 ethics
7 Deadly Sins of Pre-Deal Documents (LOI, MOU, Term Sheets, etc.) OR Enforcing Unenforceability (Oct 2025)
Address the negotiation and drafting of pre-deal documents (LOI, MOU, Term Sheet, etc.). Discuss when a pre-deal document is justified (and when not?); which pre-deal document is best for your transaction; which strategies should be considered when negotiating an LOI; and what are the best ways to make an LOI or MOU unenforceable.
Originally presented: Sep 2025 Mortgage Lending Institute
D. Hull Youngblood Jr.,
Of Counsel, Davis Cedillo & Mendoza, Inc. - San Antonio, TX
Benjamin F.S. Herd
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Session 15 —58 mins 1.00 | 0.25 ethics
Equity Pledges in the Mortgage Lending Context (Oct 2025)
Discuss the increasingly-common requirement by mortgage lenders of equity pledges as additional collateral. Piece together the various related elements and understand their priorities when structuring these transactions.
Originally presented: Sep 2025 Mortgage Lending Institute
Benjamin F.S. Herd,
Haynes Boone, LLP - Dallas, TX
Clinton J. Kuykendall
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Session 16 —28 mins 0.50 | 0.50 ethics
Don’t Forget to Check Your Boxes Before You Close (Oct 2025)
This presentation covers a few commonly overlooked items in the lender’s closing checklists that can have a detrimental impact on closing and closing timelines.
Originally presented: Sep 2025 Mortgage Lending Institute
Clinton J. Kuykendall,
Jackson Walker LLP - Houston, TX