eConference

2021 William W. Gibson, Jr. Mortgage Lending and Servicing eConference

Contains material from Oct 2021

2021 William W. Gibson, Jr. Mortgage Lending and Servicing eConference
4.33 out of 5 stars
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one of the best i have attended

I don't usually care for legislative and ecnomic updates, but I understand that some probably do.

Great Conference. Enjoyed the topics. Informative.

Course was very well presented and extremely useful and timely -- as always! Thank you!

thanks

Very good with very relevant topics.

Technical Questions?
512.475.6700
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UT Law's 55th 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, along with focused sessions on Advanced Commercial Lending and Residential Lending.
  • Insight into hot topics like seller financing, LIBOR transition, bankruptcy, and letters of credit.
  • Hear Dr. Perryman discuss his projections for growth and business activity in The Outlook for the US and Texas Economies in a Post-COVID-19 Environment.
  • Congressional and Administration Priorities Affecting Mortgage Counsel provides insight on what policymakers are prioritizing in the financial services arena and how it will affect mortgage lenders.
  • The Real Estate Legislative Affairs Committee (RELACs) reviews the legislature's response to COVID, ERCOT, and other fun acronyms.

Includes: Video Audio Paper Slides


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Preview Sessions

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1. Case Law Update – Part I (Oct 2021)

Amanda R. Grainger, J. Richard White

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(mp4)
65 mins
(mp3)
65 mins
(pdf)
82 pgs
(pdf)
63 pgs
Session 1 —65 mins
Case Law Update – Part I (Oct 2021)

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 2021 Mortgage Lending and Servicing Institute

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

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2. Legislative Update (Oct 2021)

John H. "Jack" Miller III

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(mp4)
43 mins
(mp3)
42 mins
(pdf)
61 pgs
Session 2 —43 mins
Legislative Update (Oct 2021)

The Real Estate Legislative Affairs Committee (RELACs) reviews the legislature's response to COVID, ERCOT, and other fun acronyms.

Originally presented: Sep 2021 Mortgage Lending and Servicing Institute

John H. "Jack" Miller III, Jack Miller Law, PLLC - Houston, TX

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3. Title Examination Standards – Amended and New (Oct 2021)

Roland Love

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(mp4)
28 mins
(mp3)
28 mins
(pdf)
102 pgs
(pdf)
13 pgs
Session 3 —28 mins
Title Examination Standards – Amended and New (Oct 2021)

It seems a regular event these days that the legislature or the courts cause a change in our Title Examination Standards. Review recent impacts on passage of title upon death, adverse possession, cotenancy, and others. Good title and authority are essential to good collateral and lending underwriting.

Originally presented: Sep 2021 Mortgage Lending and Servicing Institute

Roland Love, Independence Title Company - Dallas, TX

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4. Congressional and Administration Priorities Affecting Mortgage Counsel (Oct 2021)

Celia Winslow

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(mp4)
43 mins
(mp3)
43 mins
(pdf)
16 pgs
Session 4 —43 mins
Congressional and Administration Priorities Affecting Mortgage Counsel (Oct 2021)

Learn what policymakers are prioritizing in the financial services arena and how it will affect mortgage lenders. Get an update on the Consumer Financial Protection Bureau, Federal Housing Finance Agency, House Financial Services Committee, and Senate Banking Committee.

Originally presented: Sep 2021 Mortgage Lending and Servicing Institute

Celia Winslow, American Financial Services Association - Washington, DC

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5. Ethics in Real Estate Practice (Oct 2021)

Sam Johnson

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(mp4)
46 mins
(mp3)
45 mins
(pdf)
19 pgs
(pdf)
40 pgs
Session 5 —46 mins
Ethics in Real Estate Practice (Oct 2021)

Identify potential ethical pitfalls for lawyers and other dilemmas in a real estate practice.

Originally presented: Sep 2021 Mortgage Lending and Servicing Institute

Sam Johnson, Scott Douglass & McConnico LLP - Austin, TX

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6. The Outlook for the US and Texas Economies in a Post-COVID-19 Environment (Oct 2021)

M. Ray Perryman

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(mp4)
62 mins
(mp3)
61 mins
(pdf)
18 pgs
Session 6 —62 mins
The Outlook for the US and Texas Economies in a Post-COVID-19 Environment (Oct 2021)

Dr. Perryman will describe his projections for growth in business activity as the economy recovers from the pandemic. Key trends will be discussed, including industry outlooks, areas of particular strength, potential challenges, and commercial and residential real estate markets.

Originally presented: Sep 2021 Mortgage Lending and Servicing Institute

M. Ray Perryman, The Perryman Group - Waco, TX

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7. Loan Modifications (Oct 2021)

Gregory Garner, Patrick O. Smith

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(mp4)
42 mins
(mp3)
42 mins
Slides
(pdf)
6 pgs
Session 7 —42 mins
Loan Modifications (Oct 2021)

Originally presented: Sep 2021 Mortgage Lending and Servicing Institute

Gregory Garner, Bank OZK - Austin, TX
Patrick O. Smith, Lackey & Smith PLLC - Austin, TX

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8. Land Use Due Diligence for Lenders (Oct 2021)

Reid Wilson

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(mp4)
31 mins
(mp3)
31 mins
(pdf)
62 pgs
(pdf)
17 pgs
Session 8 —31 mins
Land Use Due Diligence for Lenders (Oct 2021)

Land Use regulations (public and private) affect the ability for collateral to be used for the intended purpose. Learn what to review and how to identify, assess, mitigate and accept land use risk.

Originally presented: Sep 2021 Mortgage Lending and Servicing Institute

Reid Wilson, Wilson, Cribbs + Goren, P.C. - Houston, TX

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9. Arrows in the Quiver: Remedies for Commercial Real Estate Secured Loans (Oct 2021)

Brian Thompson Morris

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(mp4)
30 mins
(mp3)
30 mins
(pdf)
38 pgs
(pdf)
13 pgs
Session 9 —30 mins
Arrows in the Quiver: Remedies for Commercial Real Estate Secured Loans (Oct 2021)

Review of potential remedies available to enforce and collect commercial real estate secured loans. What are the requirements? What are the pros and cons?     

Originally presented: Sep 2021 Mortgage Lending and Servicing Institute

Brian Thompson Morris, Winstead PC - Dallas, TX

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10. Making Sure Your Deal is Financeable (Oct 2021)

Kent Newsome

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(mp4)
31 mins
(mp3)
31 mins
(pdf)
17 pgs
Session 10 —31 mins
Making Sure Your Deal is Financeable (Oct 2021)

Anticipating the requirements of your future lender.

Originally presented: Sep 2021 Mortgage Lending and Servicing Institute

Kent Newsome, Greenberg Traurig, LLP - Houston, TX

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11. What is Negotiable in Loan Documents (Oct 2021)

Niles W. Holmes

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(mp4)
31 mins
(mp3)
31 mins
(pdf)
20 pgs
(pdf)
18 pgs
Session 11 —31 mins
What is Negotiable in Loan Documents (Oct 2021)

Discuss issues, motivations and explanations of the loan document provisions that are typically negotiated in a commercial real estate lending transaction.

Originally presented: Sep 2021 Mortgage Lending and Servicing Institute

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

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12. Annotated Loan Modification (Oct 2021)

Dawn M. Lewallen

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(mp3)
31 mins
(pdf)
11 pgs
(pdf)
11 pgs
Session 12 —31 mins
Annotated Loan Modification (Oct 2021)

Focus on factors to consider when modifying for distressed borrower and its affect on priority. Discuss annotations related to Texas Home Equity, Fannie Mae / Freddie Mac Serviced loans and title insurance.

Originally presented: Sep 2021 Mortgage Lending and Servicing Institute

Dawn M. Lewallen, First American Title Insurance Company - Houston, TX

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13. Litigation Against Real Estate Brokers and Latest Trends (Oct 2021)

Craig Dowis

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(mp3)
37 mins
Session 13 —37 mins
Litigation Against Real Estate Brokers and Latest Trends (Oct 2021)

Originally presented: Sep 2021 Mortgage Lending and Servicing Institute

Craig Dowis, Thompson Coe - Dallas, TX

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14. Emerging Risk Trends in Fraud Detection and Prevention (Oct 2021)

Nicholas Diieso

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(mp3)
35 mins
Slides
(pdf)
4 pgs
Session 14 —35 mins
Emerging Risk Trends in Fraud Detection and Prevention (Oct 2021)

Review the major considerations facing the financial services industry with regards to fraud actors, their methods, and industry considerations to enhance the detection and subsequent mitigation of fraud risk. 

Originally presented: Sep 2021 Mortgage Lending and Servicing Institute

Nicholas Diieso, Citi - New York, NY

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15. Residential Mortgage Litigation Update (Oct 2021)

Daniel Durell

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(mp3)
30 mins
(pdf)
7 pgs
(pdf)
8 pgs
Session 15 —30 mins
Residential Mortgage Litigation Update (Oct 2021)

Review of Texas state and federal cases concerning origination and servicing of residential mortgages.

Originally presented: Sep 2021 Mortgage Lending and Servicing Institute

Daniel Durell, Locke Lord LLP - Austin, TX

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16. Lender’s Closing Instructions and Texas Department of Insurance’s Procedural Rule P-35 (Oct 2021)

Blair Moore Raggio

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(mp3)
32 mins
(pdf)
16 pgs
(pdf)
7 pgs
Session 16 —32 mins
Lender’s Closing Instructions and Texas Department of Insurance’s Procedural Rule P-35 (Oct 2021)

Overview of the title industry’s standard practice and regulations regarding lender’s closing instructions. Additionally, gain insight into the push for future standardized closing instructions.

Originally presented: Sep 2021 Mortgage Lending and Servicing Institute

Blair Moore Raggio, Allegiance Title Company - Dallas, TX

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17. Case Law Update – Part II (Oct 2021)

Amanda R. Grainger, J. Richard White

0.75 0.25 0.00
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(mp4)
46 mins
(mp3)
46 mins
Session 17 —46 mins
Case Law Update – Part II (Oct 2021)

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 2021 Mortgage Lending and Servicing Institute

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

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18. LIBOR Transition: Perspective and Recent Developments (Oct 2021)

Jonathan Thalheimer

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(mp4)
31 mins
(mp3)
31 mins
(pdf)
20 pgs
Session 18 —31 mins
LIBOR Transition: Perspective and Recent Developments (Oct 2021)

An overview of recent developments in, and a perspective on, the transition away from the London Interbank Offered Rates (LIBOR) for variable rate loans.

Originally presented: Sep 2021 Mortgage Lending and Servicing Institute

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

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19. Spelling Out Letters of Credit (Oct 2021)

Allison Bastian-Rodriguez

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(mp4)
30 mins
(mp3)
29 mins
(pdf)
11 pgs
Session 19 —30 mins
Spelling Out Letters of Credit (Oct 2021)

A summary of history and governing law, as well as a smattering of drafting tips. Discuss updates and considerations arising out of the COVID-19 pandemic.

Originally presented: Sep 2021 Mortgage Lending and Servicing Institute

Allison Bastian-Rodriguez, Denton Navarro Rocha Bernal & Zech, P.C. - Harlingen, TX

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20. Mechanics Liens and Legislative Changes From HB 2237 Effective January 1, 2022 (Oct 2021)

Steven E. Kennedy

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(mp4)
30 mins
(mp3)
29 mins
(pdf)
16 pgs
(pdf)
20 pgs
Session 20 —30 mins
Mechanics Liens and Legislative Changes From HB 2237 Effective January 1, 2022 (Oct 2021)

A quick update on Texas Mechanics and Materialmens Liens with changes from the 2021 Regular Session of the Texas Legislature. Discuss new notice forms and requirements for a lien on retainage.

Originally presented: Sep 2021 Mortgage Lending and Servicing Institute

Steven E. Kennedy, McGuire, Craddock & Strother, P.C. - Dallas, TX

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21. Bankruptcy Topics for the Real Estate Lawyer; Free, Clear, and Beyond (Oct 2021)

Michael D. Rubenstein

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(mp4)
29 mins
(mp3)
28 mins
(pdf)
12 pgs
(pdf)
11 pgs
Session 21 —29 mins
Bankruptcy Topics for the Real Estate Lawyer; Free, Clear, and Beyond (Oct 2021)

Bankruptcy law can impact real estate transactions in a myriad of ways. This session will cover the treatment of commercial leases in bankruptcy and sales of property by the debtor-in-possession or trustee.

Originally presented: Sep 2021 Mortgage Lending and Servicing Institute

Michael D. Rubenstein, Liskow & Lewis - Houston, TX

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22. New Developments and Hot Tips in Commercial Real Estate Mortgage Practice (Oct 2021)

Robert F. DuBois III, Brian C. Rider

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(mp4)
30 mins
(mp3)
30 mins
(pdf)
10 pgs
Session 22 —30 mins
New Developments and Hot Tips in Commercial Real Estate Mortgage Practice (Oct 2021)

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

Originally presented: Sep 2021 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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23. Escrow Agreements with Title Companies for Post-Closing Matters (Oct 2021)

John P. Bruce

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(mp4)
29 mins
(mp3)
29 mins
(pdf)
67 pgs
Session 23 —29 mins
Escrow Agreements with Title Companies for Post-Closing Matters (Oct 2021)

An overview of the role of an Escrow Agent, types of Escrow Agents, escrow provisions of Contracts and the use of Post Closing Agreements.

Originally presented: Sep 2021 Mortgage Lending and Servicing Institute

John P. Bruce, Heritage Title Company of Austin, Inc. - Austin, TX

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24. Ethics for Attorneys: Am I Your Lawyer?   (Oct 2021)

Jason Boulette

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(mp4)
46 mins
(mp3)
46 mins
(pdf)
25 pgs
(pdf)
10 pgs
Session 24 —46 mins
Ethics for Attorneys: Am I Your Lawyer?   (Oct 2021)

Explore the point at which an attorney-client relationship forms. Discussion includes casual conversation, client intake, the effect and importance of disclaimers, and the risk of individual representation of corporate agents.

Originally presented: Sep 2021 Mortgage Lending and Servicing Institute

Jason Boulette, Boulette Golden & Marin L.L.P. - Austin, TX