A two-hour roundtable for mortgage lenders and settlement services professionals about the very latest in affiliated business arrangements, joint venture operations, reinsurance and work-share agreements.

 



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  • The effectiveness of revenue-share agreements as a substitute for constructing new affiliated operating units.
  • The basics of building your own affiliated business or arranging your own revenue-share agreement.
  • Case studies demonstrating successful joint venture and revenue sharing models from large and small operations.
  • Today’s regulatory and compliance hurdles, including legal and regulatory issues in the western states.
  • The current market for affiliated business arrangements, reinsurance agreements and work-share agreements.
  • How to create joint ventures for bundled services operations.
 

 

Patrick McElhaney
GreenLink
Wachovia Bank has built one of America’s most successful affiliated settlement services operations to better serve its customers.
 

 

Phillip Schulman
Kirkpatrick and Lockhart
The nation’s leading legal expert on affiliated businesses and RESPA compliance.
 

 

William Cotter
Title Alliance
Architect of more than 60 small and mid-size title and settlement services operations.
 

 

Charles Cain
LandAmerica
Leaders in underwriting and insurance programs for affiliated business in the mortgage, building and realty industries.
Jim Gladden
ATM Corporation
Partners in building the largest settlement services operations for the mortgage industry.

with Special Guests:

Richard Angelo
First American Title Insurance Company
Vice President and Senior Regional Claims Counsel

James Pokusa
Express Financial Services, Inc
Corporate Co-Counsel and Claims Counsel

and your Moderators:

Jeff Schurman
TAVMA
Moderator
Syndie Eardly
The Legal Description
Moderator