BREAKOUT SESSION: Best Practices for Closing-to-Servicing Handoff
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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Moderator
As District Capital’s Managing Director, Crystal wears many different hats. She uses her extensive experience and knowledge of the mortgage banking process to create a bridge between lenders & borrowers. She does this by shepherding loans from the closing process all the way through to servicing for the life of the loan. Throughout her career she has been very active with the MBA. She has served as Chair of the Servicer Council Board, has led numerous committees and has most recently joined COMBOG. She also was an integral part of creating the Certified Commercial Mortgage Servicing designation.
Speakers
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Host
