Servicing Challenges in Home Equity Investments: Operational Risk, Compliance, and Borrower Engagement

IMN's HEI & Home Equity Products Fall Forum

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Monday, September 08-Tuesday, September 09, 2025
11:00 AM-11:45 AM CST

Austin Marriott Downtown
304 E Cesar Chavez St.
Austin, TX

How are you leveraging virtual assistants, chatbots, and other technological advancements to enhance efficiency?

  • Evaluating institutional investor perspectives on maintaining servicing operations internally versus outsourcing
  • Understanding the differences in delinquency rates and strategies for loss prevention
  • What is your home equity education process?
  • Understanding compliance challenges and potential liabilities arising from litigation
  • What is the impact of first lien trends on second lien performance
  • Ensuring proper tax monitoring and property insurance management
  • Clarifying the roles of master, primary, and backup servicers, including contingency plans for payment defaults and HEI underwriter issues
  • Reviewing the status of CFPB regulations, loss mitigation proposals, and other significant rule changes
  • What litigation, or court cases may affect the industry?

Other Speakers: 

Allen Price, BSI Financial Services
David Vida, LoanCare

For more information, view the agenda.

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