eConference

2020 William W. Gibson, Jr. Mortgage Lending and Servicing eConference

Contains material from Oct 2020

2020 William W. Gibson, Jr. Mortgage Lending and Servicing eConference
4.11 out of 5 stars
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I have attended this conference in person several times in years past. This was the first year I watched the videos. I thought it was well done. Thanks to all of the presenters for their hard work.

Great conference. Very well done.

My first eConfernance. I thought it went off great ... I didn't participate live but it appeared to have gone off without a hitch.

Excellent every year

Course was knowledgeable

Great job pivoting to video quickly at the time this was taped.

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UT Law's 54th 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. This year's highlights include:
  • Updates from the legislature and the courts.
  • Insight into hot topics like environmental risk, escrow theft, and survey and title review.
  • New Developments and Hot Tips in Commercial Real Estate Mortgage Practice.
  • Guidance on Loss (Mitigation) During a Catastrophe—how to deal with mortgagors during unprecedented times.
  • Hear about issues and drafting concerns for workout documentation relating to the pandemic economic workout cycle.

Includes: Video Audio Paper Slides


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Preview Sessions

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1. Case Law Update – Part I (Oct 2020)

Amanda R. Grainger, J. Richard White

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(mp4)
52 mins
(mp3)
52 mins
(pdf)
63 pgs
(pdf)
50 pgs
Session 1 —52 mins
Case Law Update – Part I (Oct 2020)

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

Originally presented: Sep 2020 Mortgage Lending and Servicing Institute

Amanda R. Grainger, Winstead PC - Dallas, TX
J. Richard White, Winstead PC - Dallas, TX

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2. Title Insurance Update (Oct 2020)

Paul D. Pruitt

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(mp4)
29 mins
(mp3)
29 mins
(pdf)
88 pgs
(pdf)
19 pgs
Session 2 —29 mins
Title Insurance Update (Oct 2020)

Gain insight on what we learned from the recent pandemic and the New 2021 ALTA Commitment and Policies.

Originally presented: Sep 2020 Mortgage Lending and Servicing Institute

Paul D. Pruitt, Title Resources Guaranty Company - Austin, TX

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3. Survey & Title Review: Guidelines, Objections, Solutions, and Closing Instructions (Oct 2020)

Roland Love

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(mp4)
30 mins
(mp3)
30 mins
(pdf)
170 pgs
(pdf)
60 pgs
Session 3 —30 mins
Survey & Title Review: Guidelines, Objections, Solutions, and Closing Instructions (Oct 2020)

Explore checklists for surveys, title commitments, and exception documents. Gain insight on sample objections, solutions and potential endorsements, and closing requirements.

Originally presented: Sep 2020 Mortgage Lending and Servicing Institute

Roland Love, Independence Title Company - Dallas, TX

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4. TREC One to Four Family Contract (Oct 2020)

Blair Moore Raggio, Dawn Moore

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(mp4)
44 mins
(mp3)
43 mins
(pdf)
40 pgs
(pdf)
12 pgs
Session 4 —44 mins
TREC One to Four Family Contract (Oct 2020)

A brief overview of TREC One to Four Family Contract with particular focus on provisions of the Contract that warrant extra attention from the lender. Additionally, gain insight into frequently asked contract questions and the changes currently being proposed by the TREC Broker/Lawyer Committee.

Originally presented: Sep 2020 Mortgage Lending and Servicing Institute

Blair Moore Raggio, Allegiance Title Company - Dallas, TX
Dawn Moore, Allegiance Title Company - Dallas, TX

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5. The Annotated Assignment of Rents Revisited (Oct 2020)

Lorin Williams Combs, Jerry L. Lott Jr.

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(mp4)
44 mins
(mp3)
43 mins
(pdf)
34 pgs
(pdf)
10 pgs
Session 5 —44 mins
The Annotated Assignment of Rents Revisited (Oct 2020)

Revisit the Texas Assignment of Rents Act since its passage nine years ago through the examination of a lender-oriented “Assignment of Rents”, with statutory, case law and drafting annotations. Part of the Annotated Series published by Winstead, which includes the Annotated Deed of Trust, Annotated Promissory Note and Annotated Guaranty.

Originally presented: Sep 2020 Mortgage Lending and Servicing Institute

Lorin Williams Combs, Winstead PC - Austin, TX
Jerry L. Lott Jr., Winstead PC - Austin, TX

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6. What Does the Future Hold for the Commercial Real Estate Market? (Oct 2020)

Will McIntosh

1.00 0.00 0.00
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(mp4)
54 mins
(mp3)
54 mins
(pdf)
8 pgs
Session 6 —54 mins
What Does the Future Hold for the Commercial Real Estate Market? (Oct 2020)

Look at demographic trends and the current economic, capital markets, and real estate market conditions and forecasts what the near- and long-term future might look like for commercial real estate.

Originally presented: Sep 2020 Mortgage Lending and Servicing Institute

Will McIntosh, Global Head of Research, USAA Real Estate - San Antonio, TX

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7. Potential Remedies in Mortgage Lending Transactions (Oct 2020)

Jared Slade

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(mp4)
41 mins
(mp3)
40 mins
(pdf)
13 pgs
Slides
(pdf)
5 pgs
Session 7 —41 mins
Potential Remedies in Mortgage Lending Transactions (Oct 2020)

The borrower defaulted. Gain insight on preparing your answer to “can I” and “how do I” in response with an overview of available remedies under Texas law.

Originally presented: Sep 2020 Mortgage Lending and Servicing Institute

Jared Slade, Alston & Bird LLP - Dallas, TX

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8. Apocalypse Now: Tips for Managing the Onslaught of Tenant Distress and Bankruptcy in the Age of COVID (Oct 2020)

Katharine Battaia Clark, Holly E. Magliolo, Richard S. Schmidt

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(mp4)
45 mins
(mp3)
45 mins
(pdf)
18 pgs
Slides
(pdf)
4 pgs
Session 8 —45 mins
Apocalypse Now: Tips for Managing the Onslaught of Tenant Distress and Bankruptcy in the Age of COVID (Oct 2020)

An overview of bankruptcy and receivership considerations for landlords and their lenders, practical pointers developed in the trenches of cases like GNC, 24 Hour Fitness, and more, and considerations for what’s to come.

Originally presented: Sep 2020 Mortgage Lending and Servicing Institute

Katharine Battaia Clark, Thompson Coburn LLP - Dallas, TX
Holly E. Magliolo, Winstead PC - Dallas, TX
Richard S. Schmidt, The Claro Group - Corpus Christi, TX

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9. Environmental Due Diligence – Keeping Up With What Is New (Oct 2020)

Mary S. Mendoza

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(mp4)
31 mins
(mp3)
30 mins
(pdf)
14 pgs
(pdf)
14 pgs
Session 9 —31 mins
Environmental Due Diligence – Keeping Up With What Is New (Oct 2020)

Environmental due diligence is a critical part of the diligence process for a variety of transactions. Yet for many, environmental due diligence has become a checklist item, rather than a tailored assessment of the risks presented by a particular property or business. Discuss the statutory and regulatory drivers for environmental due diligence, common Phase I and Phase II practice, and emerging areas of environmental law (including PFAS) that should be considered in shaping environmental due diligence plans.

Originally presented: Sep 2020 Mortgage Lending and Servicing Institute

Mary S. Mendoza, Haynes and Boone, LLP - Austin, TX

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10. Cash Management: Lockboxes, Waterfalls, Sweeps and More! (Oct 2020)

Benjamin F.S. Herd

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(mp4)
31 mins
(mp3)
30 mins
(pdf)
18 pgs
(pdf)
7 pgs
Session 10 —31 mins
Cash Management: Lockboxes, Waterfalls, Sweeps and More! (Oct 2020)

Discuss the current state of cash management in the lending context. Clarify confusing nomenclature and describe typical cash management processes and the logistics that often make this part of transactions so frustrating and time consuming.

Originally presented: Sep 2020 Mortgage Lending and Servicing Institute

Benjamin F.S. Herd, Thompson & Knight LLP - Dallas, TX

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11. Sample Ancillary Construction Loan Documents (Oct 2020)

Luke E. Kraus

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(mp4)
27 mins
(mp3)
26 mins
(pdf)
10 pgs
(pdf)
12 pgs
Session 11 —27 mins
Sample Ancillary Construction Loan Documents (Oct 2020)

Overview of key issues and discussion of various documents including: collateral assignment of a construction contract, collateral assignment of a property management agreement, and certified borrowing resolution.

Originally presented: Sep 2020 Mortgage Lending and Servicing Institute

Luke E. Kraus, Barton Benson Jones PLLC - San Antonio, TX

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12. Case Law Update – Part II (Oct 2020)

Amanda R. Grainger, J. Richard White

0.75 0.25 0.00
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(mp4)
46 mins
(mp3)
46 mins
Session 12 —46 mins
Case Law Update – Part II (Oct 2020)

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

Originally presented: Sep 2020 Mortgage Lending and Servicing Institute

Amanda R. Grainger, Winstead PC - Dallas, TX
J. Richard White, Winstead PC - Dallas, TX

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13. SB 2128 Electronic Execution and Recording Documents (Oct 2020)

Celia Flowers, Dawn M. Lewallen

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(mp4)
31 mins
(mp3)
30 mins
(pdf)
27 pgs
(pdf)
11 pgs
Session 13 —31 mins
SB 2128 Electronic Execution and Recording Documents (Oct 2020)

Overview of the law related to eRecording and eSignatures with a comprehensive look at the challenges and misunderstandings related to eClosing (RON, RIN, etc) including drafting guidance for preparing digital documents to ensure a smooth real estate closing. 

Originally presented: Sep 2020 Mortgage Lending and Servicing Institute

Celia Flowers, Flowers Davis, P.L.L.C., East Texas Title Companies - Tyler, TX
Dawn M. Lewallen, First American Title Insurance Company - Houston, TX

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14. Escrow and Title Theft (Oct 2020)

Rachel M. Dollar

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(mp4)
26 mins
(mp3)
26 mins
(pdf)
17 pgs
Session 14 —26 mins
Escrow and Title Theft (Oct 2020)

Wire fraud and title thefts are the two fastest growing frauds in the mortgage and real property space. Examine recent cases and legal developments.

Originally presented: Sep 2020 Mortgage Lending and Servicing Institute

Rachel M. Dollar, Smith Dollar PC - Santa Rosa, CA

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15. Modification and Workout Documentation...This Time It’s Contagious! (Oct 2020)

Niles W. Holmes

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(mp4)
31 mins
(mp3)
31 mins
(pdf)
84 pgs
(pdf)
17 pgs
Session 15 —31 mins
Modification and Workout Documentation...This Time It’s Contagious! (Oct 2020)

The issues and drafting concerns for workout documentation relating to the pandemic economic workout cycle.

Originally presented: Sep 2020 Mortgage Lending and Servicing Institute

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

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16. LIBOR (Oct 2020)

Jonathan Thalheimer

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(mp4)
29 mins
(mp3)
29 mins
(pdf)
25 pgs
Session 16 —29 mins
LIBOR (Oct 2020)

The long life and untimely demise of the world’s most important number.

Originally presented: Sep 2020 Mortgage Lending and Servicing Institute

Jonathan Thalheimer, McGuire, Craddock & Strother, P.C. - Dallas, TX

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17. Environmental Lending and Foreclosure Risks in 2020 (Oct 2020)

John Mark McPherson

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(mp4)
31 mins
(mp3)
31 mins
(pdf)
18 pgs
(pdf)
13 pgs
Session 17 —31 mins
Environmental Lending and Foreclosure Risks in 2020 (Oct 2020)

Identify the often hidden environmental risks in loan collateral and foreclosures, including the new 2020 WOTUS rule, assessed but unrecorded penalties for environmental violations, and projects that allow for participation by third party stakeholders.

Originally presented: Sep 2020 Mortgage Lending and Servicing Institute

John Mark McPherson, McPherson LawFirm, PC - Dallas, TX

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18. Self-Care to Make More and Feel Better (Oct 2020)

Matthew M. Sanderson

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(mp4)
27 mins
(mp3)
26 mins
(pdf)
15 pgs
Slides
(pdf)
6 pgs
Session 18 —27 mins
Self-Care to Make More and Feel Better (Oct 2020)

Self-care is a misunderstood concept. Using it can help you make more money and feel better doing it!

Originally presented: Sep 2020 Mortgage Lending and Servicing Institute

Matthew M. Sanderson, Cuccia Wilson, PLLC - Dallas, TX

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19. Don’t Sign Here (Oct 2020)

Kent Newsome

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(mp4)
30 mins
(mp3)
29 mins
(pdf)
12 pgs
Session 19 —30 mins
Don’t Sign Here (Oct 2020)

Discuss various documents commonly presented in real estate closings that should not be signed as presented. Sometimes “standard,” “ancillary” documents can change the deal in undesirable ways.

Originally presented: Sep 2020 Mortgage Lending and Servicing Institute

Kent Newsome, Greenberg Traurig, LLP - Houston, TX

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20. New Developments and Hot Tips in Commercial Real Estate Mortgage Practice (Oct 2020)

Robert F. DuBois III, Brian C. Rider

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(mp4)
31 mins
(mp3)
31 mins
(pdf)
14 pgs
Session 20 —31 mins
New Developments and Hot Tips in Commercial Real Estate Mortgage Practice (Oct 2020)

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

Originally presented: Sep 2020 Mortgage Lending and Servicing Institute

Robert F. DuBois III, DuBois, Bryant & Campbell, L.L.P. - Austin, TX
Brian C. Rider, The University of Texas School of Law - Austin, TX

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21. Loss (Mitigation) During a Catastrophe (Oct 2020)

Robert D. Forster II

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(mp4)
40 mins
(mp3)
40 mins
(pdf)
25 pgs
(pdf)
11 pgs
Session 21 —40 mins
Loss (Mitigation) During a Catastrophe (Oct 2020)

From calamity caused by COVID-19 to natural disasters that result in total devastation, mortgage servicers and investors are tasked with the impossible: how to deal with mortgagors during unprecedented times?

Originally presented: Sep 2020 Mortgage Lending and Servicing Institute

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

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22. Technology: Big Picture, My Picture, Next Picture (Oct 2020)

Keith H. Mullen

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(mp4)
49 mins
(mp3)
48 mins
(pdf)
37 pgs
(pdf)
18 pgs
Session 22 —49 mins
Technology: Big Picture, My Picture, Next Picture (Oct 2020)

COVID-19 cemented the reliance upon technology by the industry, our clients and our practice. Hear a practical overview of near-term developments and uses of technology, and also a broader view - to prepare us for the longer haul.

Originally presented: Sep 2020 Mortgage Lending and Servicing Institute

Keith H. Mullen, Shackelford, Bowen, McKinley & Norton, LLP - Dallas, TX