Many mortgage lenders and servicers have relied for years on disparate solutions across spreadsheets, internally built systems, and bank portals to manage liquidity.  During this time of economic turmoil, mortgage lenders are managing through volatility with record volumes of mortgage refinancing and forbearance requests. 

To help Mortgage Treasury professionals navigate this unpredictable environment - overall Liquidity visibility throughout the organization, including improving process Efficiencies and ensuring Business Continuity, are at the forefront of Best Practices to ensure accurate Cash Forecasting and Solvency.  

This webinar focused on:

  • How business continuity effectively mitigates mortgage treasury risk
  • The importance of automation and digitalization in the “New Normal”  
  • The incredible increase in Fraud through phishing and hacking scams

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Presenters

Michelle Richardson

SVP, Treasury & Finance, Plaza Home Mortgage

Matt Seu

Partner - Mortgage and Fixed Income Practice, Actualize Consulting

Steve Bullock

VP, Financial Services, Kyriba