Preparing for the New Mortgage Servicing Rules: Final Implementation Date, April 19, 2018

Feb 15, 2018 03:00pm -
Feb 15, 2018 04:30pm
As we transition to a new online membership platform, CBAO will not be processing online orders from September 21-30. Please call our office at (614) 846.8124 to register for a webinar or an event. Thank you!

A list of upcoming events is presented below:

Event Description

The CFPB’s April 19, 2018, mortgage servicing requirements are complex and require significant changes to existing procedures and disclosures.  All servicers must ensure they have comprehensive practices for responding to potential successors in interest and for confirming and communicating with them.  Additionally, servicers will need to determine which of the CFPB’s three options to adopt for communicating with confirmed successors in interest, in a manner that ensures clarity and does not indicate an obligation to repay a mortgage.  The CFPB also removed the blanket exemption from the periodic statement requirement for borrowers in bankruptcy, making it necessary to provide modified periodic statements – which will require significant system configurations and testing to ensure the new requirements are met.

This webinar will also analyze the “small servicer” exemption and confirm which provisions of the April 19, 2018, amendments require compliance by all servicers – including those who meet the small servicer exemption.


  • Understanding which individuals can qualify as successors in interest
  • Rights of confirmed successors in interest
  • Three options for communicating with successors in interest
  • Requirement for modified periodic statements for borrowers in bankruptcy
  • Analysis of the two-part test for exemption from periodic statement for certain borrowers in bankruptcy
  • Impact of the small servicer exemption

Take-Away Toolkit:

  • Summary of the changes effective April 19, 2018
  • Employee training log
  • Quiz you can administer to measure staff learning and a separate answer key


Attendance verification for CE credits provided upon request.

Who Should Attend?

This informative session is directed to mortgage servicing staff, loss mitigation personnel, and compliance and audit teams.

Registration Options:

If you are having issues with registering online, please contact CBAO's Education & Training Coordinator, Lianne Simeone, (614) 610-1877.

Event Type:Webinar &/or On-Demand Link/CD
Early registration ends on Jan 10, 2018.
Regular registration starts on Jan 11, 2018 and ends on Feb 15, 2018.
Late registration starts on Feb 16, 2018.
(GMT-05:00) Eastern Time (US & Canada)


Registration Fees
Fee TypeEarlyRegularLate
 Live Webinar
Member Fee: $265.00$265.00$290.00
Non-Member Fee: $400.00$400.00$425.00
 Additional Hookups
Member Fee: $175.00$175.00$175.00
Non-Member Fee: $260.00$260.00$260.00
 Recorded Webinar + Free Digital Download
Member Fee: $345.00$345.00$345.00
Non-Member Fee: $490.00$490.00$490.00
 Both Live Webinar and Recorded Webinar + Free Digital Download
Member Fee: $395.00$395.00$420.00
Non-Member Fee: $600.00$600.00$625.00