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.

Location Name
Dallas Ballroom DH - Level 3

FORUM SPONSORS

LEAD

Aspen Grove

PARTNERS

Aremco, Inc
NATIONAL GENERAL LENDER SERVICES
a360inc
Global Strategic
Safeguard Properties
Brookstone Management
The Phoenix Group

AGENDA

Tuesday, September 1, 2026

Time Zone: (UTC-05:00) Central Time (US & Canada) [Change Time Zone]

Wednesday, September 2, 2026

Time Zone: (UTC-05:00) Central Time (US & Canada) [Change Time Zone]

Thursday, September 3, 2026

9:30 AM - 10:45 AM

MORTGAGE SERVICING FORUM:
Changing Tides: Statutory and Case Law Changes

This interactive workshop will bring together regional legal experts to discuss the latest statutory changes, case law developments, and emerging trends impacting the industry.
Participants will explore updates by region, including new requirements, operational impacts, and lessons learned from recent changes. Through discussion with attorneys who work in these markets every day, attendees will gain practical insight into potential risks, effective strategies, and solutions for navigating an evolving regulatory environment.
Walk away with a clearer understanding of what has changed, what is coming next, and how to adjust your processes to stay ahead.

         
 

 
 
11:00 AM - 11:50 AM

MORTGAGE SERVICING FORUM:
AI That Delivers: Proven Use Cases in Mortgage Servicing Operations

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.

         
 

Joshua Bishop, Chief Operating Officer, Servicing | Newrez
Eyal Leeder, Director of Applied Technology | Friedman Vartolo LLP
Jacinta Lucey, VP Business Services | Aspen Grove
Michael Merrit, SVP, Head of Mortgage Default and Customer Care |Consumer Specialty Operations | Citizens Bank
Larry Tyler, SVP - Customer Care | Roundpoint Mortgage Servicing Corporation.
Joshua Bishop Eyal Leeder Jacinta Lucey Michael Merrit Larry Tyler
11:50 AM - 11:55 AM

MORTGAGE SERVICING FORUM:
Closing Remarks

         
 

David Demers, Partner | Cooke Demers, LLC
David Demers
Time Zone: (UTC-05:00) Central Time (US & Canada) [Change Time Zone]
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