University of Texas School of Law

eConference

2018 William W. Gibson, Jr. Mortgage Lending and Servicing eConference (Oct 2018)

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UT Law's 52nd Annual William W. Gibson, Jr. Mortgage Lending and Servicing Institute presents current developments and industry trends, offers practical information on real estate lending, financing and title issues, and provides a must-have set of materials and resources. With the looming rollback of Dodd Frank to the rising fears of a new lending crisis on the horizon, the Institute is a must-see event in 2018.

This year’s highlight’s include:
  • The latest developments in the evolution of Dodd-Frank, including sessions focused on residential and commercial implications of legislative changes
  • Discussion of the recent Home Equity Amendments to the Texas Constitution from the servicer and originator perspectives.
  • A deep dive into Digital Mortgages, with Dawn Lewallen of Stewart Title Guaranty Company, Jobe Danaganan of Credible, Eddie Oddo of First American Title Insurance Company, Niraj Patel of IBM, and Sheila Teimourian of Fannie Mae.
  • Practical Advice for Cleaning Up Title Issues including how to identify frequent obstacles and practical ways through them
This year’s Institute also includes focused sessions on:
  • Commercial Lending, with discussion of HVCRE ChangesRisk Management, Dodd-Frank and Tax Reform
  • Residential Lending, with discussion of the decision in PHH v. CFPB, Dodd-Frank, and New TREC Forms
  • Loan Servicing, with discussion of Disasters and InsuranceDead Debtors, and Foreclosure-Related Litigation
  • Loan Origination, with discussion of Internet Fraud in Real Estate ClosingsALTA Forms, and Lending by Individuals
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Total Credit Hours:
16.75 | 2.25 ethics     Credit Info
Specialization: Bankruptcy Law | Consumer Law | Real Estate Law

TX MCLE credit expires: 9/30/2019

Includes: Video Audio Paper Slides

$595  

Preview Sessions
Credit Hours
1. Texas Case Law Update 1 (Oct 2018)

Seth Eaton, Amanda R. Grainger

0.50 0.00 0.00 0.50  

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Video (mp4) 35 mins
Audio (mp3) 34 mins
Paper (pdf) 67 pgs
Slides (pdf) 47 pgs

SESSION 1 — 35 mins, credit 0.50

Session 1:

Texas Case Law Update 1 (Oct 2018)

Discuss recent and significant Texas cases for the last year, with particular attention to cases involving new legal concepts or which materially alter or extend current jurisprudence. 

Originally presented at: Sep 2018 Mortgage Lending and Servicing Institute

Seth Eaton, Winstead PC - Dallas, TX
Amanda R. Grainger, Winstead PC - Dallas, TX

2. Texas Lawyers' Assistance Program (Oct 2018)

Chris C. Ritter

0.50 0.50 0.00 0.50 | 0.50 ethics  

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Video (mp4) 29 mins
Audio (mp3) 29 mins
Paper (pdf) 24 pgs
Slides (pdf) 19 pgs

SESSION 2 — 29 mins, credit 0.50 | 0.50 ethics

Session 2:

Texas Lawyers' Assistance Program (Oct 2018)

Originally presented at: Sep 2018 Mortgage Lending and Servicing Institute

Chris C. Ritter, State Bar of Texas - Austin, TX

3. Dealing With the Borrower's Tenants Before and After Closing, Defaults, and Foreclosure (Oct 2018)

Thomas M. Whelan

0.50 0.00 0.00 0.50  

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Video (mp4) 29 mins
Audio (mp3) 29 mins

SESSION 3 — 29 mins, credit 0.50

Session 3:

Dealing With the Borrower's Tenants Before and After Closing, Defaults, and Foreclosure (Oct 2018)

Examine a lender’s rights and remedies and potential liabilities to its borrower’s tenants, including priority issues and SNDAs; lender approvals; the rights and remedies of the borrower’s tenants against the lender or other purchaser-at-foreclosure for pre-foreclosure breaches of the lease by the borrower/landlord; collecting rents from the borrower’s tenants under TARA between a borrower’s default and foreclosure; and post-foreclosure ratification of leases otherwise extinguished by a foreclosure.

Originally presented at: Sep 2018 Mortgage Lending and Servicing Institute

Thomas M. Whelan, McGuire, Craddock & Strother, P.C. - Dallas, TX

4. Overview of 2017 Updated Construction Contracts with Key Negotiating Tips and Review Points (Oct 2018)

Bruce Merwin

0.75 0.00 0.00 0.75  

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Video (mp4) 45 mins
Audio (mp3) 44 mins
Paper (pdf) 185 pgs
Slides (pdf) 73 pgs

SESSION 4 — 45 mins, credit 0.75

Session 4:

Overview of 2017 Updated Construction Contracts with Key Negotiating Tips and Review Points (Oct 2018)

Review the updated 2017 AIA documents, as well as some specialty AIA documents published for the first time or updated subsequent to 2007 with annotations. Also review some of the key 2017 updates in the AIA construction contracts, and hear key negotiating tips or review concerns when representing owners and lenders.

Originally presented at: Sep 2018 Mortgage Lending and Servicing Institute

Bruce Merwin, Thompson & Knight LLP - Houston, TX

5. Dodd-Frank Update (Oct 2018)

Blake Chavis

0.75 0.00 0.00 0.75  

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Video (mp4) 51 mins
Audio (mp3) 51 mins
Slides (pdf) 12 pgs

SESSION 5 — 51 mins, credit 0.75

Session 5:

Dodd-Frank Update (Oct 2018)

The evolution of Dodd-Frank has the mortgage industry on edge. Get an inside perspective on the current state of the legislation, and what the future may hold. Understand the regulatory movements and future issues that will impact mortgage lending laws.

Originally presented at: Sep 2018 Mortgage Lending and Servicing Institute

Blake Chavis, Mortgage Bankers Association - Washington, DC

6. Effective Risk Management (Oct 2018)

William H. Locke Jr.

0.50 0.00 0.00 0.50  

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Video (mp4) 31 mins
Audio (mp3) 32 mins
Paper (pdf) 261 pgs
Paper (pdf) 262 pgs
Slides (pdf) 17 pgs

SESSION 6 — 31 mins, credit 0.50

Session 6:

Effective Risk Management (Oct 2018)

A text book on the three legged stool – indemnity, insurance, and waivers of subrogation – contractual provisions for risk management. Also hear about mutual waivers and how to structure indemnities when a mutual waiver is provided, certificates, and self-insurance.

Originally presented at: Sep 2018 Mortgage Lending and Servicing Institute

William H. Locke Jr., Graves, Dougherty, Hearon & Moody - Austin, TX

7. Can You Fix an Early Construction Start? (Oct 2018)

William A. Kramer

0.50 0.00 0.00 0.50  

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Video (mp4) 24 mins
Audio (mp3) 24 mins
Paper (pdf) 31 pgs

SESSION 7 — 24 mins, credit 0.50

Session 7:

Can You Fix an Early Construction Start? (Oct 2018)

Discussion of title insurance and statutory "fixes" to deal with mechanics liens that are not being released.

Originally presented at: Sep 2018 Mortgage Lending and Servicing Institute

William A. Kramer, Republic Title of Texas, Inc. - Dallas, TX

8. Tax Reform: What's Changed for Real Estate? (Oct 2018)

Chris M. Goodrich

0.50 0.00 0.00 0.50  

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Video (mp4) 34 mins
Audio (mp3) 34 mins
Slides (pdf) 38 pgs

SESSION 8 — 34 mins, credit 0.50

Session 8:

Tax Reform: What's Changed for Real Estate? (Oct 2018)

Survey the significant recent tax law changes affecting real estate investment.

Originally presented at: Sep 2018 Mortgage Lending and Servicing Institute

Chris M. Goodrich, Crady Jewett McCulley & Houren, LLP - Houston, TX

9. HVCRE Changes and Other Federal Codes, Restrictions and Guidelines to Commercial Real Estate Lending (Oct 2018)

Niles W. Holmes

0.50 0.00 0.00 0.50  

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Video (mp4) 32 mins
Audio (mp3) 32 mins
Paper (pdf) 32 pgs

SESSION 9 — 32 mins, credit 0.50

Session 9:

HVCRE Changes and Other Federal Codes, Restrictions and Guidelines to Commercial Real Estate Lending (Oct 2018)

Hear an update on HVCRE, as well as those other important – but often unknown – federal codes, guidelines, and restrictions that impact commercial real estate lending, and get drafting suggestions to make sure your documents stay up to date.

Originally presented at: Sep 2018 Mortgage Lending and Servicing Institute

Niles W. Holmes, Niles Holmes, P.C. - Dallas, TX

10. Building Smart Legal Contracts: A Promissory Note (Sep 2018)

Houman Shadab

0.50 0.00 0.00 0.50  

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Audio (mp3) 24 mins
Paper (pdf) 6 pgs
Paper (pdf) 14 pgs
Paper (pdf) 7 pgs

SESSION 10 — 24 mins, credit 0.50

Session 10:

Building Smart Legal Contracts: A Promissory Note (Sep 2018)

Learn how to digitize existing or new contractual relationships and connect them to enterprise data sources, blockchains, or payment/invoicing systems.

Originally presented at: Sep 2018 Mortgage Lending and Servicing Institute

Houman Shadab, Clause.io - New York, NY

11. Litigation Against Real Estate Agents and Brokers (Sep 2018)

Craig Dowis

0.50 0.00 0.00 0.50  

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Audio (mp3) 31 mins
Slides (pdf) 9 pgs

SESSION 11 — 31 mins, credit 0.50

Session 11:

Litigation Against Real Estate Agents and Brokers (Sep 2018)

Texas real estate salespersons and brokers are afforded extensive statutory protections against liability. Examine those statutory protections as well as favorable case law limiting the real estate professionals’ scope of liability.

Originally presented at: Sep 2018 Mortgage Lending and Servicing Institute

Craig Dowis, Thompson Coe - Dallas, TX

12. Dodd-Frank Evolution: The Impact on Residential Lending (Sep 2018)

Nicholas Diieso

0.50 0.00 0.00 0.50  

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Audio (mp3) 34 mins

SESSION 12 — 34 mins, credit 0.50

Session 12:

Dodd-Frank Evolution: The Impact on Residential Lending (Sep 2018)

What changes can residential lending expect as Dodd-Frank continues to evolve?

Originally presented at: Sep 2018 Mortgage Lending and Servicing Institute

Nicholas Diieso, Citi - New York, NY

13. New Texas Real Estate Commission Forms (Sep 2018)

Charles Fiscus

0.50 0.00 0.00 0.50  

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Audio (mp3) 32 mins
Paper (pdf) 34 pgs

SESSION 13 — 32 mins, credit 0.50

Session 13:

New Texas Real Estate Commission Forms (Sep 2018)

Effective May 15, 2018, TREC revised many of the mandatory use sales contracts for Texas realtors, implementing new protocols for the timely payment of earnest money, objections to title, and the proper use of contract addendums. It also created two new forms regarding hydrostatic testing by an interested Buyer, and the Buyer’s ability to terminate a pending sales contract. Review these and other sales contact revisions.

Originally presented at: Sep 2018 Mortgage Lending and Servicing Institute

Charles Fiscus, Stewart Title Company - Dallas, TX

14. Home Equity Amendments: Servicing Perspective (Oct 2018)

Selim Hassan Taherzadeh

0.50 0.00 0.00 0.50  

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Video (mp4) 30 mins
Audio (mp3) 30 mins
Paper (pdf) 13 pgs
Slides (pdf) 15 pgs

SESSION 14 — 30 mins, credit 0.50

Session 14:

Home Equity Amendments: Servicing Perspective (Oct 2018)

Learn how the changes to the Texas Constitution relating to home equity liens affect a servicer handling loans in default. 

Originally presented at: Sep 2018 Mortgage Lending and Servicing Institute

Selim Hassan Taherzadeh, Taherzadeh, PLLC - Dallas, TX

15. Flaws and Risks in Mortgage Insurance Requirements and Provisions (Oct 2018)

Charles E. Comiskey

0.50 0.00 0.00 0.50  

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Video (mp4) 23 mins
Audio (mp3) 23 mins
Paper (pdf) 34 pgs
Slides (pdf) 11 pgs

SESSION 15 — 23 mins, credit 0.50

Session 15:

Flaws and Risks in Mortgage Insurance Requirements and Provisions (Oct 2018)

Originally presented at: Sep 2018 Mortgage Lending and Servicing Institute

Charles E. Comiskey, Brady Chapman Holland & Associates - Houston, TX

16. Foreclosure-Related Litigation Update (Oct 2018)

Jason L. Sanders

0.50 0.00 0.00 0.50  

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Video (mp4) 31 mins
Audio (mp3) 31 mins
Paper (pdf) 21 pgs
Slides (pdf) 32 pgs

SESSION 16 — 31 mins, credit 0.50

Session 16:

Foreclosure-Related Litigation Update (Oct 2018)

Review recent federal and state court foreclosure-related litigation, including jurisdictional issues and common claims and defenses.  

Originally presented at: Sep 2018 Mortgage Lending and Servicing Institute

Jason L. Sanders, Sanders Collins PLLC - Dallas, TX

17. Dead Debtors: The Problem, The Past, and The Plan (Oct 2018)

Robert D. Forster II

0.25 0.00 0.00 0.25  

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Video (mp4) 22 mins
Audio (mp3) 23 mins
Paper (pdf) 19 pgs
Slides (pdf) 12 pgs

SESSION 17 — 22 mins, credit 0.25

Session 17:

Dead Debtors: The Problem, The Past, and The Plan (Oct 2018)

Even after death, title issues exist that will haunt even the astute attorney or underwriter.

Originally presented at: Sep 2018 Mortgage Lending and Servicing Institute

Robert D. Forster II, Barrett Daffin Frappier Turner & Engel, LLP - Addison, TX

18. Home Equity Amendments: Origination Perspective (Sep 2018)

Michael K. O'Neal

0.50 0.00 0.00 0.50  

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Audio (mp3) 26 mins
Paper (pdf) 71 pgs
Slides (pdf) 24 pgs

SESSION 18 — 26 mins, credit 0.50

Session 18:

Home Equity Amendments: Origination Perspective (Sep 2018)

Explore developments pertaining to Texas home equity lending including SJR 60, a recent constitutional amendment, and recent home equity interpretations and agency guidance.

Originally presented at: Sep 2018 Mortgage Lending and Servicing Institute

Michael K. O'Neal, Winstead PC - Dallas, TX

19. Internet Fraud in Real Estate Closings (Sep 2018)

Justin Ailes

0.50 0.00 0.00 0.50  

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Audio (mp3) 28 mins
Slides (pdf) 15 pgs

SESSION 19 — 28 mins, credit 0.50

Session 19:

Internet Fraud in Real Estate Closings (Sep 2018)

All parties involved in a real estate transaction – including real estate agents, banks, policy makers, consumer groups, title insurers, settlement agents and real estate attorneys – need to stay vigilant. Learn the ABCs: awareness, best practices, and change in policy that is needed to protect your clients’ money.

Originally presented at: Sep 2018 Mortgage Lending and Servicing Institute

Justin Ailes, American Land Title Association - Washington, DC

20. Lending By Individuals (Sep 2018)

Karen M. Neeley

0.50 0.00 0.00 0.50  

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Audio (mp3) 30 mins
Slides (pdf) 8 pgs

SESSION 20 — 30 mins, credit 0.50

Session 20:

Lending By Individuals (Sep 2018)

Small builders and property owners sometimes find it helpful to finance the sale of residential property that they own. Review the regulatory scheme – and possible exemption – that applies to such transactions.

Originally presented at: Sep 2018 Mortgage Lending and Servicing Institute

Karen M. Neeley, Kennedy Sutherland LLP - Austin, TX

21. ALTA Forms (Sep 2018)

James L. (Jim) Gosdin

0.50 0.00 0.00 0.50  

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Audio (mp3) 31 mins
Paper (pdf) 194 pgs
Slides (pdf) 20 pgs

SESSION 21 — 31 mins, credit 0.50

Session 21:

ALTA Forms (Sep 2018)

Compare Texas title insurance policies and the existing and proposed American Land Title Association (ALTA) policies, with consideration of the meaning, as interpreted by cases, and application of each form. Examine differences between the Texas endorsements and ALTA endorsements, and possible means to achieve similar coverage.

Originally presented at: Sep 2018 Mortgage Lending and Servicing Institute

James L. (Jim) Gosdin, Stewart Title Guaranty Company - Houston, TX

22. Texas Case Law Update 2 (Oct 2018)

Amanda R. Grainger

0.50 0.00 0.00 0.50  

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Video (mp4) 31 mins
Audio (mp3) 31 mins

SESSION 22 — 31 mins, credit 0.50

Session 22:

Texas Case Law Update 2 (Oct 2018)

Discuss recent and significant Texas cases for the last year, with particular attention to cases involving new legal concepts or which materially alter or extend current jurisprudence. 

Originally presented at: Sep 2018 Mortgage Lending and Servicing Institute

Amanda R. Grainger, Winstead PC - Dallas, TX

23. UCC Security Interests in Real Estate Financings (Oct 2018)

Stephen C. Tarry

0.50 0.00 0.00 0.50  

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Video (mp4) 29 mins
Audio (mp3) 29 mins
Paper (pdf) 2 pgs
Paper (pdf) 2 pgs
Paper (pdf) 19 pgs
Slides (pdf) 13 pgs

SESSION 23 — 29 mins, credit 0.50

Session 23:

UCC Security Interests in Real Estate Financings (Oct 2018)

Address the creation and perfection of UCC security interests in real estate financing transactions.

Originally presented at: Sep 2018 Mortgage Lending and Servicing Institute

Stephen C. Tarry, Vinson & Elkins LLP - Houston, TX

24. Insurance Litigation Post-Harvey (Oct 2018)

William J. Chriss

0.50 0.00 0.00 0.50  

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Video (mp4) 32 mins
Audio (mp3) 32 mins
Paper (pdf) 31 pgs
Slides (pdf) 9 pgs

SESSION 24 — 32 mins, credit 0.50

Session 24:

Insurance Litigation Post-Harvey (Oct 2018)

Review the most hotly contested issues in first party insurance claims and litigation arising out of the recent hurricane, including flood versus wind, special rules for TWIA claims, and the new "natural causes" amendments to the Texas Insurance Code.

Originally presented at: Sep 2018 Mortgage Lending and Servicing Institute

William J. Chriss, Of Counsel, The Snapka Law Firm - Corpus Christi, TX

25. Digital Mortgages (Oct 2018)

Dawn Lewallen, Jobe Danganan, Eddie Oddo, Sheila Teimourian

1.00 0.00 0.00 1.00  

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Video (mp4) 60 mins
Audio (mp3) 60 mins
Slides (pdf) 31 pgs

SESSION 25 — 60 mins, credit 1.00

Session 25:

Digital Mortgages (Oct 2018)

Hear from a panel of experts on how the new technologies are impacting mortgage lending and servicing, and what changes may be next on the horizon.

Originally presented at: Sep 2018 Mortgage Lending and Servicing Institute

Dawn Lewallen, Stewart Title Guaranty Company - Roswell, GA
Jobe Danganan, Sindeo, Credible - San Francisco, CA
Eddie Oddo, First American Title Insurance Company - CA
Sheila Teimourian, Fannie Mae - Washington, DC

26. Cybersecurity Insurance (Aug 2018)

Dominic Keller, Leslie C. Thorne

0.50 0.00 0.00 0.50  

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Video (mp4) 35 mins
Audio (mp3) 35 mins
Slides (pdf) 9 pgs

SESSION 26 — 35 mins, credit 0.50

Session 26:

Cybersecurity Insurance (Aug 2018)

Examine key insurance provisions and hear thoughts on evolving exposures impacting privacy and cyber insurance.

Originally presented at: Jul 2018 Essential Cybersecurity Law

Dominic Keller, Willis Towers Watson - San Francisco, CA
Leslie C. Thorne, Haynes and Boone, LLP - Austin, TX

27. Practical Advice for Cleaning Up Title Issues (Oct 2018)

Jerel J. Hill, Richard Melamed

1.00 0.25 0.00 1.00 | 0.25 ethics  

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Video (mp4) 66 mins
Audio (mp3) 66 mins
Paper (pdf) 32 pgs
Slides (pdf) 13 pgs

SESSION 27 — 66 mins, credit 1.00 | 0.25 ethics

Session 27:

Practical Advice for Cleaning Up Title Issues (Oct 2018)

Title issues are common creatures, and there are often straightforward ways to resolve them. Get practical advice on clearing title issues quickly and efficiently.

Originally presented at: Sep 2018 Mortgage Lending and Servicing Institute

Jerel J. Hill, Attorney at Law - Kingwood, TX
Richard Melamed, Richard Melamed, PLLC - Houston, TX

28. Hot Topics and Quick Tips (Oct 2018)

Brian C. Rider, Travis J. Siebeneicher

0.50 0.00 0.00 0.50  

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Video (mp4) 29 mins
Audio (mp3) 29 mins
Paper (pdf) 22 pgs

SESSION 28 — 29 mins, credit 0.50

Session 28:

Hot Topics and Quick Tips (Oct 2018)

Hear about recent developments and hot topics in mortgage lending and related real estate matters.

Originally presented at: Sep 2018 Mortgage Lending and Servicing Institute

Brian C. Rider, The University of Texas School of Law - Austin, TX
Travis J. Siebeneicher, DuBois, Bryant & Campbell, L.L.P. - Austin, TX

29. Mortgage Lending Ethics (Oct 2018)

Richard L. Spencer, Mary S. Axelrad, Marilyn C. Maloney

1.50 1.50 0.00 1.50 | 1.50 ethics  

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Video (mp4) 86 mins
Audio (mp3) 86 mins
Paper (pdf) 14 pgs
Paper (pdf) 9 pgs
Paper (pdf) 47 pgs
Paper (pdf) 9 pgs

SESSION 29 — 86 mins, credit 1.50 | 1.50 ethics

Session 29:

Mortgage Lending Ethics (Oct 2018)

Explore selected topics in the ethics of mortgage lending and servicing.

Originally presented at: Sep 2018 Mortgage Lending and Servicing Institute

Richard L. Spencer, Ferguson Braswell Fraser Kubasta PC - Houston, TX
Mary S. Axelrad, Gray Reed & McGraw LLP - Houston, TX
Marilyn C. Maloney, Liskow & Lewis - Houston, TX