Panel Presentation

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Panel Presentation

  1. 1. Using Technology to Achieve Transparency between Investors & Servicers Monday 10/12/09 3:45pm – 5pm Room 9 San Diego Convention Center MBA Technology Panel
  2. 2. Monday 10/12/09 3:45pm – 5pm Room 9 San Diego Convention Center Panel Discussion The mortgage industry is experiencing a greater need for transparency between investors and servicers. Investors need to know how to drive strategy and monitor results. Servicers/REO providers must supply portfolio performance data in real time instead of traditional timings of weekly or monthly.
  3. 3. Monday 10/12/09 3:45pm – 5pm Room 9 San Diego Convention Center Our Panelists <ul><li>Moderator: Jill Parker, Managing Director, xplair Technology LLC.         </li></ul><ul><li>       </li></ul><ul><li>Panelist: Jeff Crawford, Asset Manager, Carval Investors </li></ul><ul><li>Panelist: Louis Amaya, Chief Investment Officer/Chief Operating Officer, National Asset Direct </li></ul><ul><li>Panelist: Richard Cimino, CEO, iServe Servicing Inc. </li></ul>
  4. 4. Monday 10/12/09 3:45pm – 5pm Room 9 San Diego Convention Center Industry Statistics <ul><li>Data </li></ul><ul><li>Data </li></ul><ul><li>Data… </li></ul>
  5. 5. <ul><li>What degree of separation exists between you and your service providers? </li></ul><ul><li>Is your portfolio risk understood? </li></ul><ul><li>Do you feel you have access to detailed information in your portfolio? </li></ul>Investors & Service Providers
  6. 6. Investors & Service Providers <ul><li>How long does it take you to aggregate data across your portfolio? Who/which audiences do you deliver this data to? </li></ul><ul><li>What are your biggest challenges with gaining access to all desired data about your portfolio? </li></ul>
  7. 7. Investors & Service Providers <ul><li>What % visibility do you feel you have into the day/day management of your asset portfolio, across your service providers? </li></ul><ul><li>Are you driving the management strategy over your assets? </li></ul>
  8. 8. Portfolio Management at the Now Level <ul><li>How many systems do you use to access/review your portfolio? </li></ul><ul><li>How would you prefer to aggregate information to measure success and risk? </li></ul>
  9. 9. Technology is critical to take control of your portfolio. Use Technology as a Success Enabler
  10. 10. Using Technology to Achieve Transparency between Investors & Servicers Monday 10/12/09 3:45pm – 5pm Room 9 San Diego Convention Center THANK YOU!

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