
MORTGAGE SERVICING FORUM
SEPTEMBER 1-3
Join top servicers and attorneys for three powerhouse panels exploring the most pressing legal issues in servicing. With a rise in volume coupled with industry consolidation, learn about servicing new products, FHA/VA program reforms, and bankruptcy compliance. This series delivers practical, real-time insight into AI, regulatory, operational, and litigation risks. It's a must-attend for anyone navigating the ever-evolving landscape of default servicing, plus a can't-miss-won't-miss keynote.


FORUM PARTNERS
AGENDA
Tuesday, September 1, 2026
More to be announced! Check back for details.
| 9:00 AM - 9:30 AM | MORTGAGE SERVICING FORUM: Great servicing starts with seeing the person, not just the loan. This keynote will explore how empathy, curiosity, and trust can create better outcomes for borrowers, employees, and your business. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 9:45 AM - 10:45 AM | MORTGAGE SERVICING FORUM: The mortgage servicing industry continues to shift as economic conditions, borrower behavior, and market trends evolve. This session will provide an update on the issues impacting servicers today and what to watch in the months ahead.In this session, you will get a clear view of what is driving these changes and what they may mean for your day-to-day operations. You will hear what other leaders are seeing in the market and how they are preparing for what comes next. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 11:00 AM - 12:00 PM | MORTGAGE SERVICING FORUM: The next generation will inherit a different world. Human Futures is a youth learning and career-readiness program that helps young people build real skills, real projects, and real confidence for a world being reshaped by AI. Phoenix’s mission is to prepare this generation from school years through the first years or a career—to think clearly, work creatively, and build things that matter in a world where AI is central to the job. Phoenix has spent the last few years helping mortgage companies figure out what generative AI means for the way we work. They have educated thousands of operators, built a generative artificial intelligence (genAI) platform, and launched dozens of immersive learning courses for mortgage professionals. Human Futures is a human-first, educator-led, and employer-connected program designed to prepare our next generation of leaders. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 1:45 PM - 2:45 PM | MORTGAGE SERVICING FORUM: As alternative lending products continue gaining market share, servicers and investors face a new set of operational and strategic challenges. Join seasoned industry leaders with experience across lending, servicing, legal, and asset management as they discuss what they're seeing in the field and how they're navigating these evolving asset classes. Stephen Hladik, Partner | Hladik, Onorato & Federman, LLP Larry Goldstone, President, Capital Markets and Lending | BSI Financial Services Steven Klemp, Chief Servicing Officer | RF Mortgage Services | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 3:00 PM - 4:30 PM | MORTGAGE SERVICING FORUM: Engage with colleagues at your table during interactive topic-centric discussions led by industry experts. This is the perfect combination of networking and education. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 4:30 PM - 4:35 PM | MORTGAGE SERVICING FORUM: | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Wednesday, September 2, 2026
| 9:45 AM - 10:45 AM | MORTGAGE SERVICING FORUM: Loss mitigation continues to evolve as servicers manage changing economic conditions and updated program requirements. This session will cover key updates impacting the industry, including the impact of stagflation and recent FHA and VA guideline changes. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 10:45 AM - 11:45 AM | MORTGAGE SERVICING FORUM: Mortgage servicers continue to face changing legal interpretations, regulatory challenges, and new theories that may impact default servicing and loss mitigation. This session will cover recent developments — from lessons learned and best practices to new legal arguments raising questions for the industry. We’ll discuss topics like the “$1 judgment” theory and claims that default judgments may be extinguished. Bring your questions, experiences, and perspectives as we unpack what’s real, what’s risky, and what’s next. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 2:00 PM - 3:00 PM | MORTGAGE SERVICING FORUM: Mortgage servicing is seeing increased volumes while the industry continues to consolidate through mergers and acquisitions. This session will discuss how servicers, law firms, and vendors can manage growth while maintaining quality, compliance, and efficiency. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 3:00 PM - 3:05 PM | MORTGAGE SERVICING FORUM: | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Thursday, September 3, 2026
| 9:45 AM - 10:45 AM | MORTGAGE SERVICING FORUM: Bankruptcy filings are rising as consumers and businesses continue to face economic pressure. Higher interest rates, inflation, increased debt, and rising operating costs are creating new challenges across the industry. Nicole Noel, Managing Partner | Kass Shuler, P.A. Brooke Sanchez, Managing Partner | McPhail Sanchez, LLC | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 11:00 AM - 12:00 PM | MORTGAGE SERVICING FORUM: AI is moving from a future concept to a tool that is helping mortgage servicing teams today. This session will highlight real-world examples of how AI is being used to improve operations, increase efficiency, and support better decision-making. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 12:00 PM - 12:05 PM | MORTGAGE SERVICING FORUM: | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||




