The Evolving Role of Document Management in Commercial Real Estate Lending: Strategies for the Future

March 13, 2025 2:00 PM-3:00 PM Commercial / Multifamily Cross-Functional Education Technology Webinar
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Member Price$0.00
Non-Member Price$399.00

About the Event

The importance of unstructured data—such as files, documents, and images—in commercial real estate banking has never been greater. From loan origination to servicing, effectively managing and securing this data is crucial to supporting lender operations and the borrower and investor experience.

Join MBA Education and industry experts for an exploration into innovative strategies for leveraging your unstructured data to maintain a competitive edge. Discover best practices for managing and governing large volumes of borrower documents, addressing rising cybersecurity challenges, and utilizing AI to streamline loan processing workflows.

Date/Time

  • Thursday, March 13 (2:00 PM -3:00 PM ET)

Objectives

  • Analyze how AI-driven document workflows can be utilized to improve operational efficiency while maintaining compliance standards
  • Develop strategies to implement effective data security governance frameworks tailored for mortgage operations
  • Evaluate real-world examples of document management solutions to identify how they have successfully improved operations for Commercial Real Estate Finance (CREF) firms

Experience Level

  • Intermediate
  • Advanced

Target Audience

  • Operations: COO, Director of Operations, Loan Officers/Loan Servicers
  • Lending: Chief Lending Officer, VP/Director of Commercial Lending, Underwriters, Credit Risk
  • IT/Security: CTO, IT Directors, CISO, Security Directors, CIO
  • Compliance: CCO, Compliance Officers

Speaker(s)

  • Charlotte Li, Banking & Credit Practice Lead, Egnyte
  • Wendy Lee, Shareholder, Practice Chair AI and Fintech, Buchalter, APC