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Category: Webinars

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June 16, 2023Insights for Mortgage Banking, WebinarsAdvisent

Webinar Recording: Meet the Warehouse Bankers

On June 15, 2023, CWDL hosted a panel discussion with warehouse bankers Susan Johnson, Senior Vice President at Fidelity Bank, and Colin Luba, Executive Director / Credit Officer – Mortgage Finance at Texas Capital Bank to discuss what warehouse banks are really looking for from their clients and why.

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April 19, 2023Insights for Mortgage Banking, WebinarsAdvisent

Webinar Recording: 2023 Mortgage Compliance Hot Topics

CWDL hosted a webinar with industry experts Troy Garris, Co-Managing Partner of Garris Horn, and Josh Weinberg, President of Firstline Compliance, to discuss current hot topics in mortgage compliance.

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February 24, 2023Insights for Mortgage Banking, WebinarsAdvisent

Webinar Recording: Essential Strategies for 2023

CWDL hosted a webinar with Garrett McAuley to discuss concrete, practical suggestions for lenders to proactively navigate the year ahead.

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December 9, 2022Insights for Mortgage Banking, WebinarsAdvisent

Webinar Recording: 2022 Accounting & Tax Year End Review

As 2022 comes to a close, CWDL hosted a discussion on the accounting and tax year in review and action mortgage lenders need to take before the year closes out.

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October 12, 2022Insights for Mortgage Banking, WebinarsAdvisent

Webinar Recording: Secondary Marketing Strategies for the Current Rate Environment

Our guests from MCT joined us for a webinar to discuss the current state of the secondary market, what’s happening with MSRs, valuations and sales, and overall profitability in the current rate environment.

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July 14, 2022Insights for Mortgage Banking, Resources, WebinarsAdvisent

Webinar Summary: Opportunities to Increase Profitability and Resiliency

CWDL hosted a webinar to discuss how lenders can manage costs and uncover opportunities to be profitable over the next 6-18 months as they weather market volatility. Download a summary of the key takeaways from this discussion.

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June 30, 2022Insights for Mortgage Banking, WebinarsAdvisent

Webinar Recording: Opportunities to Increase Profitability and Resiliency

Managing Partner Mark Wilson was joined by Jim Deitch, CEO of Teraverde, for a webinar to discuss how lenders should adjust their cost and business structure to be profitable over the next 6-18 months.

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April 29, 2022Insights for Mortgage Banking, WebinarsAdvisent

Webinar Recording: Navigating the Regulatory Minefield in 2022

CWDL’s Mortgage Banking Partner Dustin Pfluger was joined by Troy Garris, Co-Managing Partner at Garris Horn, to discuss the regulatory landscape that lenders must navigate in 2022.

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February 3, 2022Insights for Mortgage Banking, WebinarsAdvisent

Webinar Recording: Five Critical Things Mortgage Executives Should Do Now for 2022

To kick off our exclusive partnership with Teraverde® to bring Coheus® Mortgage Business Intelligence to our clients, we hosted a webinar about how data can guide strategy for lenders in the new year.

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December 16, 2021Insights for Mortgage Banking, WebinarsAdvisent

Webinar Recording: 2021 Mortgage Banking Year End Review

As 2021 comes to a close, our mortgage banking practice leaders reviewed the audit and tax topics of the year, as well as action lenders need to take before 12/31.

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