Spring Summit 2021

June 7 – 10

Join us to learn more about how MISMO standards are essential to the mortgage process and more important than ever as we turn a corner in the pandemic. Learn how you can get engaged in mortgage standards development. Hear experts discuss new and emerging technologies to reduce costs, increase margins and delight customers. Hear the latest updates from the GSEs and other housing agencies.

WATCH

Schedule

All Times Eastern	Monday, June 7, 2021	Monday content sponsored by Sagent
11:00am - 11:50pm ET	Innovation in a Digital World Join this session featuring a “fireside chat” with Sultan Meghji, Chief Innovation Officer at the FDIC and MISMO’s President Seth Appleton as they discuss innovation in a digital world.	Featured Speakers: Seth Appleton, President, MISMO Sultan Meghji, Chief Innovation Officer, FDIC
11:50am - 12:30pm ET	MISMO and the Industry’s Digital Transformation: 5 Key Developments for 2021 Listen as industry experts discuss progress on 5 key initiatives including API Toolkit; remote online notarization (RON); servicing transfers; SMART Docs and the Industry Loan Application Dataset (ILAD).	Moderator: Matthew Tully, Senior Vice President, Agency Affairs and Compliance, Sagent Featured Speakers: Rachael Sokolowski, President, Magnolia Technologies, LLC Camelia Martin, Head of Industry and Regulatory Affairs, Snapdocs Joey Prince, Senior Director Loan Transfers and Servicing Operations, NewRez LLC Leslie Malicki, Director - Product Development, MGIC John Haring, Director Product Management, Ice Mortgage Technology
12:30pm - 12:45pm ET	Break
12:45pm - 1:15pm ET	Summit Newcomer Orientation
1:30pm - 5:25pm ET	MISMO Workgroup Meetings Scroll down to RESOURCES section for list of meetings and information on how to attend
5:30pm - 5:55pm ET	Daily Wrap Up

	Tuesday, June 8, 2021	Tuesday content sponsored by SnapDocs
10:00am - 10:30am ET	Coffee Talk - One New Loan Application, One Big Step for Digital Sponsored by Roostify Join this interactive conversation with industry experts from Roostify and MBA as we explore the roll-out of the new loan application and its impact on the mortgage industry’s journey from paper to digital. JOIN HERE	Moderator: Rick Hill, Vice President Industry Technology, MBA Facilitators: Chris Boyle, President of Home Lending - Voice of Customer, Roostify Roger Fendelman, Chief Compliance Officer - Voice of Industry Regulation, Roostify Harsh Chowdhary, Director of Product Management - Voice of Tech and Data Strategy, Roostify
11:00am - 12:30pm ET	What Does Going Digital Really Mean and How Do You Get There? Part 1: STRATMOR Senior Partner Garth Graham leads us through his findings on how the industry is progressing with its move from paper to digital. Part 2: Nancy Alley, Vice President Strategic Planning, ICE Mortgage Technology will lead a panel of lending executives through a discussion on what the research means to lenders, key steps and strategies for going digital including what works and what doesn’t. If your organization is on, or contemplating, a journey to move to digital, you won’t want to miss this important session.	Featured Speaker: Garth Graham, Senior Partner, STRATMOR Group Moderator: Nancy Alley, Vice President Strategic Planning, ICE Mortgage Technology Featured Speakers: Mark Langhans, Chief Information Officer, Union Home Mortgage Suzy Lindblom, Chief Operating Officer, Kind Lending Jerry Selitto, President, Better Mortgage
12:30pm - 1:30pm ET	Break
1:30pm - 5:25pm ET	MISMO Workgroup Meetings Scroll down to RESOURCES section for list of meetings and information on how to attend.
5:30pm - 5:55pm ET	Daily Wrap Up

	Wednesday, June 9, 2021	Wednesday content sponsored by Blend
10:00am - 10:30am ET	Coffee Talk - The Pace of Digital Adoption: A Conversation Sponsored by Qualia Why did your organization decide to digitize? Have you engaged key stakeholders in the process? What processes have been digitized so far? What processes would be most impactful to digitize? What is next on your organizations’ digital roadmap? Share your answers to these and other questions via online polling and engage in an interactive discussion on the implications of poll results. JOIN HERE	Facilitators: Jonathan Kearns, Vice President Product Development, MISMO Ty Cieloha, Account Director, Qualia
11:00am - 11:50am ET	Emerging Technologies and Trends: What Do They Mean for Your Organization? Join moderator, Tim Elkins, EVP and Chief Production Officer at PrimeLending, as he asks our panel of experts their thoughts on where technology is going; what trends they are seeing; and what might this mean for those of us in mortgage?	Moderator: Tim Elkins, Executive Vice President and Chief Production Officer, PrimeLending Featured Speakers: Ryan Battles, Banking & Capital Markets Technology Delivery Leader, EY Jeremy Potter, Senior Director, Strategy and Innovation, Quicken Loans Haris Ikram, Head of Product Management, Blend
11:50am - 12:30pm ET	Driving Decisions with Trusted Data How many times does the same data get checked and rechecked and then checked again? Join this session to hear industry experts explore the problem and related impacts; available solutions; and review a real live industry case study showing how impactful driving decisions with trusted data can be.	Moderator: Shawn Jobe, Director of Software Development, Factual Data Featured Speakers: Selim Aissi, Senior Vice President and Chief Information Security Officer, ICE Mortgage Technology Rishi Godse, Technical Architect, USAA Ike Suri, Chairman and CEO, FundingShield, LLC Gary Weingarden, Data Protection Officer, Notarize
12:30pm - 1:30pm ET	Break
1:30pm - 5:25pm ET	MISMO Workgroup Meetings Scroll down to RESOURCES section for list of meetings and information on how to attend.
5:30pm - 5:55pm ET	Daily Wrap Up

	Thursday, June 10, 2021	Thursday content sponsored by FundingShield
10:00am - 10:30am ET	Coffee Talk - The 3 Keys to Making a Successful Move to eClose Sponsored by SimpleNexus Lenders must adapt to deliver increased revenue in a rapidly evolving and competitive marketplace. LO’s have the challenging job of juggling the realtor’s and borrower’s needs 24/7; agency and investor policies; and market conditions, all while prospecting new business. In a highly competitive purchase market, getting a mortgage is chaotic with at least a dozen different parties involved in the process. Join us for a conversation on the strategic initiatives lenders are taking to deliver a secure, seamless, eClose experience for all parties involved. JOIN HERE	Moderator: Seth Appleton, President, MISMO Facilitators: Jay Arneja, Senior Product Manager, SimpleNexus Shane Westra, Chief Product Officer, SimpleNexus
11:00am - 11:50pm ET	Going Digital to Reach the Underserved It has never been more important to find new and creative ways to reach the underserved. Moderated by Steve O’Connor, SVP for Affordable Housing Initiatives at MBA, attend this session to hear from the experts about the challenges, opportunities, and initiatives in this space including efforts to develop a standardized dataset to facilitate the exchange of housing counseling data.	Moderator: Steve O’Connor, Senior Vice President for Affordable Housing Initiatives, MBA Featured Speakers: Bruce Dorphalen, Executive Director, National Housing Resource Center Amanda Richardson, Senior Product Development Manager, Enact MI David Young, Director of Capacity Building, Housing Action Illinois
11:50am ET - 12:30pm ET	Agency Spotlight: GSE Updates The world does not stand still, and neither do the regulators or housing agencies. Attend this session to hear the latest from the GSEs on Uniform Mortgage Data Program (UMDP) activities such as the Uniform Residential Loan Application (URLA) roll-out and Residential Appraisal Dataset development.	Moderator: James Babalitis, Senior Manager, Fannie Mae Featured Speakers: Colleen Flaxington, Director, Industry Standards, Freddie Mac Mark Friend, Product Analyst, Fannie Mae Kasie Lynn, Project Manager, Freddie Mac Denise Rivoal, Senior Manager, Fannie Mae Kathy Scanlon, Product Development Director, Freddie Mac
12:30pm - 1:30pm ET	Break
1:30pm - 5:25pm ET	MISMO Workgroup Meetings Scroll down to RESOURCES section for list of meetings and information on how to attend
5:30pm - 5:55pm ET	Daily Wrap Up