A Look Ahead to 2020: Challenges and Solutions for Credit Union Mortgage Leaders
How to Compete in the Mortgage Tech World
According to CUNA Mutual, only 2.5% of credit union members have a mortgage with their credit union. With banks and independent mortgage bankers spending millions of dollars on mortgage technology each year, how can credit unions compete effectively and increase mortgage volume with members? Do you have to buy a new LOS to become more productive? Is “push button, get mortgage” REALLY the customer experience your members are looking for? Are you positioned to effectively service millennial members? Join Will Vickers, Vice President of Industry Technology from Arch MI to learn how you can keep your Credit Union competitive in the land of the mortgage banking giants!
Will is responsible for managing Arch’s Digital channel, building strategic relationships with industry technology providers, and for providing value-adding technology consulting for Arch MI customers. Will has 32 years of experience in financial services technology with Arch MI, Black Knight Financial Services, Wachovia Bank Mortgage, and three other MI firms.
Prepare for January 1, 2020!
Are you familiar with California Consumer Privacy Act and what you need to do?
Governor Brown signed Assembly Bill 375, now known as the California Consumer Privacy Act of 2018, which grants California consumers new rights with respect to the collection of their personal information. The California Attorney General’s Office will be promulgating regulations to further the purposes of the CCPA.
The Act gives California consumers several additional rights, valuable to know in the mortgage industry.
Join Genevieve R. Walser-Jolly, a partner at the Irvine (and San Francisco) law firm, Severson & Werson, who will help you navigate this important act that has expanded consumer rights in California. Feel free to invite your compliance representative for an active round table following Genevieve’s presentation.
We will also be confirming board members for the 2020 year: Erik Jenner, John Cooke, Scott Norris and Todd Helmerson. If you are interested in joining the board or participating in an event or on a committee, please contact Todd.
Your SoCal Board Members
Chief Sales Officer
NMLS ID 1183431