PCLender User Conference 2017

New Orleans ● Big Solutions in the Big Easy ● October 1-4

The 2017 PCLender User Conference is a unique opportunity for all PCLender Customers to improve and maximize their use of PCLender products and services. This year, the conference will include an agenda with general sessions where Customers will learn about the new features and services targeted for the 2018 Roadmap, the latest PCLender enhancements, our streamlined Consumer Direct Process, Regulatory Planning, and Vendor Integrations. Additionally, Customers will have the opportunity to participate and interact in Breakout Sessions geared towards enhancing your overall mortgage business, now and in the future. These sessions enable Customers to share their insight and experiences with other PCLender Customers, discuss workflow solutions & best practices, as well as contribute enhancement recommendations. We will also have sessions focused on User and Administrator Training with Q & A.
We look forward to seeing you in October 2017. Big Solutions in the Big Easy!

Agenda

Here are the schedule of activities. Please note that agenda is tentative and subject to change

5:00 PM – 7:00 PM Welcome Reception
Location: Atrium Sponsored by: CoreLogic

Kick off your 2017 PCLender User Conference experience and join us for the Welcome Reception. Enjoy food and drinks, as well as network with your peers and meet PCLender now a part of Fiserv staff.

7:00 AM – 8:30 AM Conference Registration, Check In & Exhibits
Location: Blaine Kern Entryway

Check-in for the User Conference, pick up your welcome package, name tag and visit our exhibit hall.

7:30 AM – 8:30 AM Networking Breakfast
Location: Wolf Restaurant

7:30 AM – 8:30 AM Networking Breakfast
Location: Wolf Restaurant Sponsored by: CBCInnovis & DataVerify

    

8:30 AM – 9:00 AM Welcome, Introductions & Conference Overview
Location: Blaine Kern Ballroom D/E/F Presenter(s):
Amy Nelson, Accounts Manager, Fiserv
Franci Webster, New Business Development, Fiserv

This session will provide all attendees with an overview of the User Conference Objectives and Agenda. The PCLender now a part of Fiserv Team will also be introduced.

9:00 AM – 10:00 AM Opening Session - The Year in Review and the Year Ahead
Location: Blaine Kern Ballroom D/E/F Presenter(s):
Lionel Urban, VP Product Manager, Fiserv

Join our Opening Session for an overview of the exciting accomplishments in 2017, as well as learning about PCLender’s direction and focus in the year ahead. 

10:00 AM – 10:30 AM Networking Break
Location: Blaine Kern Foyer

Take a break, enjoy a snack and visit our exhibitors

10:30 AM – 11:45 AM The Future of Digital Lending & Automated Workflow
Location: Blaine Kern Ballroom D/E/F Presenter(s):
Lionel Urban, VP Product Manager, Fiserv
Luke Wimer, COO, Asurity Technologies 
Mike Riddle, Managing Partner, MRG Document Technologies
Kevin Mullins, Principal - Business Development, CoreLogic

11:45 AM – 12:30 PM 2018 PCLender Roadmap
Location: Blaine Kern Ballroom D/E/F Presenter(s):
Aaron Cuha, Director of Sales Operations, Fiserv
Christopher Brown, Software Development Manager, Fiserv

Attend our 2018 Roadmap Session to learn about the Big Solutions that will help you increase production, automate your workflow and revolutionize your workforce in 2018. The session will provide specific details and information on the enhancements that will continue advancing the PCLender Platform into the new age of LOS Software and eMortgage.

12:30 PM – 2:00 PM Networking Lunch with Keynote Speaker
Location: River Bend Keynote Speaker:
Rob Chrisman
Sponsored by: Essent

2:00 PM – 3:00 PM PCLender Everywhere - Consumer Direct
Location: Blaine Kern Ballroom D/E/F Presenter(s):
Aaron Cuha, Director of Sales Operations, Fiserv
Christopher Brown, Software Development Manager, Fiserv

3:00 PM – 4:00 PM Vendor Integrations
Location: Blaine Kern Ballroom D/E/F Presenter(s):
Tim Buskirk, New Business Development, Fiserv
Christopher Brown, Software Development Manager, Fiserv

4:00 PM – 4:30 PM Networking Break
Location: Blaine Kern Foyer

Take a break, enjoy a snack and visit our exhibitors

4:30 PM – 5:30 PM Keynote Speaker
Location: Blaine Kern Ballroom D/E/F Keynote Speaker: Johnny Quinn, U.S. Olympian

5:30 PM – 6:30 PM Networking Cocktail Reception
Location: Blaine Kern Foyer

Join us for a networking opportunity in the exhibit area and take a moment to reflect on the first day of sessions. Our Keynote Speaker, Johnny Quinn will also join us for a meet and greet.

7:30 AM – 8:30 AM Networking Breakfast
Location: Wolf Restaurant

8:30 AM – 9:30 AM Compliance for Now & Beyond - HMDA, UCD & Other Regulatory Changes
Location: Blaine Kern Ballroom D/E/F Presenter(s):
Kathi Allee, Compliance Specialist, Fiserv
Anurag Agarwal, President, RiskExec
Mike Riddle, Managing Partner, MRG

Ensure your organization is ready with Regulatory & Compliance Planning. Topics include, but are not limited to: HMDA, UCD and upcoming TRID changes

9:30 AM – 10:30 AM PCLender is now part of Fiserv
Location: Blaine Kern Ballroom D/E/F Presenter(s):
Pat Reetz, SVP Product Management, Fiserv
Lionel Urban, VP Product Manager, Fiserv

10:30 AM – 11:00 AM Networking Break
Location: Blaine Kern Foyer

Take a break, enjoy a snack and visit our exhibitors

11:00 AM – 12:30 PM Breakout Session - LOS - Business
Location:
Blaine Kern Ballroom D/E/F
Presenter(s):
Lionel Urban, VP Product Manager, Fiserv
Aurea Lucas, Director Application Management, Fiserv
Aaron Cuha, Director of Sales Operations, Fiserv

11:00 AM – 12:30 PM Breakout Session - LOS - Technical
Location: Blaine Kern Ballroom C Presenter(s):
Christopher Brown, Software Development Manager, Fiserv
Brian Kramer, Corporate Training Manager, Fiserv
Amy Nelson, Accounts Manager, Fiserv
Lethe Kazi, Sr. Support Specialist, Fiserv

12:30 PM – 1:30 PM Networking Lunch
Location: River Bend Sponsor: Blend

1:30 PM – 3:00 PM Breakout Session - WEB - Business
Location: Blaine Kern Ballroom D/E/F Presenter(s):
Lionel Urban, VP Product Manager, Fiserv
Aaron Cuha, Director of Sales Operations, Fiserv
Aurea Lucas, Director Application Management, Fiserv

1:30 PM – 3:00 PM Breakout Sessions - WEB - Technical
Location: Blaine Kern Ballroom C Presenter(s):
Christopher Brown, Software Development Manager, Fiserv
Amy Furuhashi, Sr. Support Specialist, Fiserv
Lethe Kazi, Sr. Support Specialist, Fiserv

3:00 PM – 3:30 PM Networking Break
Location: Blaine Kern Foyer

Take a break, enjoy a snack and visit our exhibitors

3:30 PM – 5:00 PM Breakout Session - Account & Case Management, Issue Reporting and PCLender Workflow
Location: Blaine Kern Ballroom C Presenter(s):
Nic Siemer, VP Customer Support
Amy Nelson, Accounts Manager, Fiserv
Amy Furuhashi, Sr. Support Specialist, Fiserv
Lethe Kazi, Sr. Support Specialist, Fiserv

This breakout session is designed for Company Administrators that manage and report issues to the PCLender Customer Support Team. We will review the best practices for proper case management of questions, Professional Services requests and system defects. Additionally, we will provide tips on how to document & triage bugs, receive more timely responses, and review the process for escalation.

3:30 PM – 4:15 PM Breakout Session - Asurity Technologies
Location: Blaine Kern Ballroom D/E/F Presenter(s):
Anurag Agarwal, President, RiskExec
Luke Wimer, Chief Operation Officer, Asurity Technologies
Mike Riddle, Managing Partner, MRG
Kathy Mantych, Sr. Director Marketing & Business Development, MRG
Lionel Urban, VP Product Manager, Fiserv
Tim Buskirk, New Business Development, Fiserv
Christopher Brown, Software Development Manager, Fiserv
Kathi Allee, Compliance Specialist, Fiserv

Join the Asurity Technologies Team to learn more about the Products and Services offered that will help to automate your workflow and provide a superior compliance solution.

4:15 PM PM – 5:00 PM Breakout Session - Corelogic
Location: Blaine Kern Ballroom D/E/F Presenter(s):
Kevin Mullins, Principal - Business Development, CoreLogic
Geoff Price, Senior Leader - Inside Sales, CoreLogic
Lionel Urban, VP Product Manager, Fiserv
Tim Buskirk, New Business Development, Fiserv
Christopher Brown, Software Development Manager, Fiserv

Join the CoreLogic Team to learn more about the Products and Services offered that will streamline your key integrations.

6:00 PM – 9:00 PM Closing Night Dinner
Location: Wolf Restaurant Entertainment: N'Awlins Ramblers Sponsored by: MRG, Powered by Asurity Technologies

7:30 AM – 8:30 AM Networking Breakfast
Location: Blaine Kern Ballroom A/B

8:30 AM – 10:00 AM Training Session - Training New Users: Tips on how to train your new staff. Training Best Practices & Resources
Location: Blaine Kern Ballroom C Presenter(s):
Brian Kramer, Corporate Training Manager, Fiserv
Amy Nelson, Accounts Manager, Fiserv

We know that training new employees can often be challening for organizations based on available resources. This training will provide an overview of available PCLender training materials and collateral, as well as provide helpful tips and strategies to onboard and quickly increase productivity of new employees.

8:30 AM – 10:00 AM Training Session - PAL/DL Overview and Training
Location: Blaine Kern Ballroom D Presenter(s):
Christopher Brown, Software Development Manager, Fiserv
Amy Furuhashi, Sr. Support Specialist, Fiserv

10:00 AM – 11:00 AM Breakout Session - Web Services/API Features & Advantages
Location: Blaine Kern Ballroom D Presenter(s):
Christopher Brown, Software Development Manager, Fiserv
Aaron Cuha, Director of Sales Operations, Fiserv

10:00 AM – 11:00 AM Breakout Session - Imaging
Location: Blaine Kern Ballroom C Presenter(s):
Brian Kramer, Corporate Training Manager, Fiserv
Aurea Lucas, Director Application Management, Fiserv
Lethe Kazi, Sr. Support Specialist, Fiserv

This breakout session will provide an overview PCLender's Imaging Functionality, including the latest enhancements that will improve efficiency and the end user experience. Attendees will have the opportunity to learn about the upcoming Imaging development projects, ask questions and provide feedback.

11:00 AM – 11:30 AM Correspondent Demo
Location: Blaine Kern Ballroom C Presenter(s):
Lionel Urban, VP Product Manager, Fiserv

11:30 AM – 12:00 PM Stratmor LOS Dashboard Design Review
Location: Blaine Kern Ballroom C Presenter(s):
Lionel Urban, VP Produt Manager, Fiserv
Christopher Brown, Software Development Manager, Fiserv

Sponsor Description

The Asurity Technologies platform provides lenders with a comprehensive regulatory compliance management solution. Dynamically generate residential mortgage documents compliant with local, state, and federal regulations, backed by E&O coverage, through MRG Docs. Proactively manage fair lending and redlining risk and submit for HMDA and CRA through RiskExec, a SaaS analytic solution.

Blend is a Silicon Valley technology company transforming the multi-trillion dollar home mortgage industry. Blend's technology delivers speed and efficiency to lenders, so they can serve the modern borrower and safely navigate the industry's changing rules and regulations. Blend is backed by Peter Thiel, Andreessen Horowitz, Formation 8, Lightspeed, Max Levchin, Hans Morris, and other leading investors. To learn more, visit blend.com.

CBCInnovis offers a diverse portfolio of lending support solutions to the financial services industry. With tools designed to enhance efficiency and streamline processes. CBCInnovis solutions can assist with merged credit report services, identity, income and employment verification, fraud and risk mitigation, flood determinations, property appraisal and valuation, and closing services.

CoreLogic (NYSE: CLGX) is a leading property information, analytics and solutions provider. The company's combined public, contributory and proprietary data sources include over 4.5 billion records spanning more than 50 years. The company helps clients identify and manage growth opportunities, improve performance and mitigate risk. For more information visit www.corelogic.com.

DataVerify

DataVerify provides an automated risk mitigation system that identifies fraud and misrepresentation in the loan origination process resulting in improved loan quality and reduced cost. For more information about DataVerify, call (866) 895-3282 or www.dataverify.com

Essent Guaranty, a wholly-owned subsidiary of Essent Group, Ltd. (NYSE:ESNT), is a private mortgage insurer focused on managing risk and dedicated to serving as a strong and fair counterparty. Essent's strength is derived from its strong capital position, consistent best-in-class customer service, and collaborative approach to building long-term business relationships. 

Genworth Mortgage Insurance works with lenders to help people responsibly achieve and maintain the dream of homeownership by ensuring the broad availability of affordable low down payment mortgage loans. Genworth has been providing mortgage insurance products and services in the US since 1961. Let’s help someone buy a house today.

Exhibitor Description

The Asurity Technologies platform provides lenders with a comprehensive regulatory compliance management solution. Dynamically generate residential mortgage documents compliant with local, state, and federal regulations, backed by E&O coverage, through MRG Docs. Proactively manage fair lending and redlining risk and submit for HMDA and CRA through RiskExec, a SaaS analytic solution. 

Blend is a Silicon Valley technology company transforming the multi-trillion dollar home mortgage industry. Blend's technology delivers speed and efficiency to lenders, so they can serve the modern borrower and safely navigate the industry's changing rules and regulations. Blend is backed by Peter Thiel, Andreessen Horowitz, Formation 8, Lightspeed, Max Levchin, Hans Morris, and other leading investors. To learn more, visit blend.com.

CBCInnovis offers a diverse portfolio of lending support solutions to the financial services industry. With tools designed to enhance efficiency and streamline processes. CBCInnovis solutions can assist with merged credit report services, identity, income and employment verification, fraud and risk mitigation, flood determinations, property appraisal and valuation, and closing services.

CoreLogic (NYSE: CLGX) is a leading property information, analytics and solutions provider. The company's combined public, contributory and proprietary data sources include over 4.5 billion records spanning more than 50 years. The company helps clients identify and manage growth opportunities, improve performance and mitigate risk. For more information visit www.corelogic.com.

Essent Guaranty, a wholly-owned subsidiary of Essent Group, Ltd. (NYSE:ESNT), is a private mortgage insurer focused on managing risk and dedicated to serving as a strong and fair counterparty. Essent's strength is derived from its strong capital position, consistent best-in-class customer service, and collaborative approach to building long-term business relationships. 

Genworth Mortgage Insurance works with lenders to help people responsibly achieve and maintain the dream of homeownership by ensuring the broad availability of affordable low down payment mortgage loans. Genworth has been providing mortgage insurance products and services in the US since 1961. Let’s help someone buy a house today.

DataVerify

DataVerify provides an automated risk mitigation system that identifies fraud and misrepresentation in the loan origination process resulting in improved loan quality and reduced cost. For more information about DataVerify, call (866) 895-3282 or www.dataverify.com

DocMagic, Inc. is a premier provider of compliant loan document preparation, regulatory compliance, eSign, eDelivery, eVault and eClosing solutions along with a seamless and 100 percent paperless, end-to-end eMortgage platform. Founded in 1988, we serve the nationwide mortgage industry, earning a reputation for innovation, quality, and commitment to customer service.

Docutech offers a wide range of document technology solutions for mortgage, home equity, and consumer lending from document generation to eDelivery, eSign and print fulfillment. Docutech’s knowledge and solutions empower lending professionals to efficiently produce accurate loan packages in all 50 states to ensure compliance with constantly changing laws and regulations.

Matic Insurance

Matic is the best way for your borrowers to get homeowners insurance. In as little as 30 seconds, Matic provides insurance quotes from the top brands in insurance, like Nationwide and Liberty Mutual, directly on your consumer portal or LOS. Licensed in all 50 states, Matic is your one stop shop for homeowners insurance.

MGIC

MGIC opens doors for first-time homebuyers by insuring loans with down payments as low as 3% and credit scores as low as 620. Our strength comes from our 60-year history, leadership and commitment to offering faster, easier ways for lenders to originate mortgages so more people can become homeowners. 

National Mortgage Insurance Corporation (National MI) is a private mortgage insurer enabling low down payment borrowers to realize homeownership while protecting lenders and investors against losses when borrowers default. We’re committed to delivering solutions that provide a shorter path to coverage certainty, leading to fewer loan buybacks and rescissions. http://www.nationalmi.com/

National MI

Optimal Blue operates the mortgage industry’s digital marketplace, connecting originators, investors, and providers with comprehensive secondary marketing solutions, market-leading capabilities and value-added services that deliver results. For more info, visit www.optimalblue.com.

Rob Chrisman

Rob Chrisman began his career in mortgage banking – primarily capital markets – 31 years ago in 1985 with First California Mortgage, assisting in Secondary Marketing until 1988, when he joined Tuttle & Co., a leading mortgage pipeline risk management firm. He was an account manager and partner at Tuttle & Co. until 1996, when he moved to Scotland with his family for 9 months.

He returned to the United States in mid-1997 and ran Secondary for Standard Financial, a sub-prime lender in northern California. In late 1997 Rob was hired by CrossLand Mortgage to start, and be the president of, a sub-prime company named OnCall Mortgage (a division of CrossLand). OnCall Mortgage was in existence until Wells Fargo purchased First Security Bank (the owner of CrossLand) at the end of 2000.

Rob then joined CMG Mortgage, a wholesale mortgage bank, as the Director of Secondary Marketing. In early 2003 and re-joined Tuttle Risk Management Services, Inc. TRMS (now Compass) provides mortgage pipeline risk management for mortgage companies and thrifts that seek to originate and sell loans into the secondary mortgage market. In November of 2006 Rob left TRMS to become the Director of Capital Markets for RPM Mortgage, a retail residential lender, leaving there in late 2008 to focus on not only publishing a widely read daily market commentary on current mortgage events but also on his family.

He is on the board of directors of Peoples Bank, a mid-sized depository in Kansas, of Inheritance Funding Corporation, a financial services company which advances capital to heirs, of International City Mortgage, of Axis AMC, and of the California MBA. He is also a senior associate of the STRATMOR Group, and of the Mortgage Bankers Association of the Carolinas and its membership committee. Rob has provided expert witness services for mortgage and real estate-related cases, has lectured to groups around the country.

Rob holds a BS from Cal Poly, San Luis Obispo, and an MBA from UC Berkeley.

Johnny Quinn

Johnny Quinn is a professional speaker and travels the globe to inspire audiences by delivering thought-provoking and action-packed speeches to businesses, schools and organizations. Johnny speaks at a wide variety of events ranging from assemblies, banquets, businesses, campuses, conferences, galas and other functions. The audience and age groups Johnny speaks to are just as diverse. He has relevant and impactful messages for corporate patrons all the way down to first graders.

When Johnny isn’t on the road speaking, he owns and operates the Johnny Quinn Agency – Farmers Insurance, helping clients all over the state of Texas. Johnny and his team deliver a Gold Medal customer experience for everything insurance: Auto, Home, Life, Speciality, Business, Commercial and more!

Johnny is a U.S. Olympian in the sport of bobsled and competed at the 2014 Winter Olympics in Sochi, Russia. He has traveled the world with Team USA, where competition has taken him to Austria, Canada, France, Germany, Italy, Russia and Switzerland. Competing, living and interacting within different cultures around the world has provided a unique perspective, and ability, to connect with today’s diverse workforce.

During the Sochi Olympics, Johnny got stuck in his Olympic Village bathroom and had to break down the door. The picture of the busted bathroom door has been retweeted over 27,000 times and seen by an estimated 10 million people around the world! Media and news outlets around the world went crazy over the broken door situation.

Johnny is a former pro football player, spending time with the NFL’s Buffalo Bills, Green Bay Packers and Saskatchewan Roughriders of the CFL. Only three people have played in the NFL and competed in the Winter Olympics (Herschel Walker, Jeremy Bloom and Johnny Quinn).

Johnny graduated from the University of North Texas with a degree in Pre-Law and left as the school’s All-Time Leading Receiver. He also walked-on to the track team and helped anchor the 4×100 relay to a NCAA Regional mark and the third fastest time in school history. In 2011, Johnny was inducted into the University of North Texas Hall of Fame as a first ballot candidate. In 2013, he was selected as one of two receivers for the UNT All-Century Team.

Johnny grew up in McKinney, Texas, where he was an All-State receiver at McKinney High School. Despite leading the State of Texas in receptions and finishing second in receiving touchdowns at the Class 5A level, he was a non-recruited student-athlete. Johnny did not receive an athletic scholarship until two days before signing day.

Johnny married his lovely wife, Amanda on May 3, 2014! They reside in McKinney, a suburb 45 minutes north of Dallas, Texas.

CURRENT RATE

$450

  • REGISTRATION IS CLOSED
  • $399 / per additional employee

LATE RATE

$650

  • REGISTRATION IS CLOSED
  • $599 / per additional employee

New Orleans Downtown Marriott at the Convention Center
859 Convention Center Blvd.
New Orleans, LA, 70130
(504) 613-2888

Check in: 4:00 PM | Check out: 11:00 AM


Hotel Accommodations
We have secured a block of rooms available to PCLender Customers at a discounted rate when booked using the Reserve a Room button below:

$165.00 Average Nightly Rate
$2.00/night City Occupancy Fee
14% Tax
1.75% NOLA Convention Assessment
Room Reservations via this website are no longer being accepted. Please contact the hotel directly for assistance.