BREAKOUT SESSION: Best Practices for Closing-to-Servicing Handoff

Monday, May 19, 2025 11:00 AM-12:00 PM

A smooth transition from Closing to Servicing is key to loan performance, borrower satisfaction, and operational efficiency. This session covers best practices for data integrity, document transfer, compliance, and borrower communication. Learn how to address common challenges like missing information, misaligned expectations, and servicing setup delays. Hear about stakeholder roles and enhancing collaboration to minimize risk and streamline the process.

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