Compliant Marketing Tactics webinar recording

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Air Date: Thursday, September 21, 2023
Duration: 60 minutes
Produced by: October Research, LLC

Part Number: ORW092123

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Description

Regulators on every level are increasing their oversight on the marketing tactics of those in the title insurance and mortgage lending industries. How can you keep up? Watch as these two nationally recognized legal minds share their insights on what regulators are looking for and how you can stay compliant.

Together they cover:

The compliant use of consumer data
The use of targeted marketing
Recent caselaw
Fair lending and marketing
Appropriate monitoring of your marketing efforts

Learn what you need to take into consideration before you decide on the best approach for your company.

Thank you to SoftPro for sponsoring this complimentary webinar.

Featured Instructors

Moderator

John Levonick
Senior Partner
Garris Horn LLP

John V. Levonick is a seasoned Attorney who focuses on consumer finance, capital markets, and technology.

With insight gained from years of experience as External Counsel, Chief Executive Officer, General Counsel and Chief Compliance Officer, John understands the dynamic and everchanging consumer finance and technology markets. He has extensive experience advising originators, servicers, investors and third party service providers regarding mortgage lending and regulatory compliance.

John has advised heavily regulated clients on a wide variety of transactional matters relating to asset purchase and sale agreements, RMBS issuances, information technology, licensing and master service agreements, software as a service (SaaS), cloud computing (IaaS), cloud services (PaaS), website development and terms of use, cybersecurity, privacy, and vendor management.

John has worked with banks, lenders, servicers, federal and state regulators, trade organizations and nationally recognized statistical ratings organizations in creating policy, defining risk, and translating complex regulatory requirements into practical, technology driven business solutions, that have become the basis for many established origination, servicing, loan acquisition and securitization practices in the U.S. With a passion for solving complex consumer finance challenges, John looks to continue to serve to the consumer finance and technology industries as part of Garris Horn.

John is a nationally recognized speaker on emerging technology, consumer finance and mortgage lending, regulatory compliance, securitization and the capital markets.

Nanci Weissgold
Partner
Alston & Bird

Nanci, an American College of Consumer Financial Services Lawyers Fellow, maintains a national regulatory compliance practice representing consumer financial products and services providers on federal, state and agency requirements, including valuation and mortgage lending and servicing. Her pragmatism preparing for, and responding to, CFPB, FHA, state and other administrative actions is valued.

Leslie Wyatt

Leslie Wyatt
Director of Regulatory Compliance
SoftPro

Leslie Wyatt is the Director of Regulatory Compliance at SoftPro. She began her career in the real estate industry over 20 years ago, and joined SoftPro in 2002. She currently oversees the Compliance Department with her primary focus being on regulatory issues at the Federal, state and county levels.

Leslie is a member of the ALTA Implementation Task Force, the Title Action Network Steering Committee, the ALTA Government Affairs Committee, the ALTA Membership Committee, the ALTA Education Committee and the TLTA Federal Issues Committee. She has represented ALTA at a congressional briefing regarding the CFPB and the TRID changes. Leslie travels though out country speaking on our industry’s hot topics with a focus on regulatory and compliance. Leslie continuous to work with the CFPB on various projects regarding TRID, UCD, MISMO and other industry hot topics.