Are You Getting The Best Price For Your Loans?

November 18, 2019
11:00 AM - 2:30 PM
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Marriott Courtyard - City Ave
4100 Presidential Blvd
Philadelphia, PA 19131

Secondary Marketing Workshop

Session 1: New/proposed mortgage bankers – Curtis Richins/MCT and FANNIE MAE TRADERS

11:00am – 12:30pm

Target Audience:  Mortgage Bankers doing best effort locks, or Brokers looking to grow their business in a strategic manner.
  • Best effort vs mandatory trades
  • Transition from Broker to Banker
  • Best efforts vs mandatory delivery
  • Are you ready for pipeline hedging and mandatory delivery?
  • Hedging basics – pickups vs costs
  • Getting FNMA approval – what does it take?

Session 2:  Lunch and AdvanceD Secondary Discussion – Curtis Richins/MCT and FANNIE MAE TRADERS

12:30pm – 2:30pm

Target audience:  Experienced IMB and depositories
  • Interactive discussion for experienced secondary marketing executives.
  • Key concepts in Pipeline Hedging Hedging/Hedging Strategies
  • Loan Sale Best Practices 
  • Achieving best execution loan sales across your landscape of delivery options
  • Specified pool pay ups
  • Service released options
  • ARM execution


Space is limited.  We ask only one Member per organization.  Each attendee should be in a Secondary Marketing or Capital Markets position


$0.00 Member Session 1 - Introduction

$0.00 Member Session 2 - Advanced

$35.00 Non Member Ticket