The Road to Success Wednesday July 31, 2013 Operations Tune-up Part II Bankruptcy Modifications Insurance Filing Processes Lien Perfection Processes June Programmatic Processes Review Deferrals, Payments, ACH, and Communication protocols with loan servicing The Final Road to Institute
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Is your Program on the Road to Success?
Are you going to win an award in September?
Operations “Tune Up”- Part II
Bankruptcy Modifications, Insurance, & Lien Processes
Liens & Titling
Pros to being proactive
lowering their monthly
Cons of not being proactive
Depending on the state in which you conduct business, you are allowed to contact the client to begin a conversation about their intentions regarding their existing loan
* You will receive this confirmation with the email notification
Ways to Work
Attn: Loan Servicing
PO Box 5920
Madison, WI 53705
Ways to Work
Attn: Carolyn Jelinski
11700 W. Lake Park Dr.
Milwaukee, WI 53224
Important Dates to Remember:
Hotel Cutoff -August 18
Registration Cutoff – September 11
The Winning Formula:
Loan Volume Quantity + Portfolio Quality = Grant Awards
Chicago LCFS – 109
Lynchburg – 106
Winston-Salem – 55
Chicago Salv. Army – 50
Richmond – 46
San Antonio – 43
Portland - 41
This year’s Institute will include:
More small group discussion opportunities
Functional Discussions on technology, the WtW Remodeling Efforts, and Fundraising
Practical solutions and tools that can be immediately implemented
Yadda, Yadda, alottaPallotta – Dan that is!
View the Dan Pallotta TED TALK
Develop quality elevator speeches
Preparation for Improving your WtW Grade
Get on the road to success