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Event Date Thu Apr 21 EDT (in 5 months)
Location Webinar
Region Americas

The Mortgage Accounting Series webinar series is presented in collaboration with MBA Education and Mortgage Banking Solutions (MBS), a consulting firm servicing the residential mortgage lending industry. Join us as well delve into the fundamentals and complexities of mortgage accounting. The completion of this series will provide you with the information necessary to master this form of accounting. Anyone who desires to increase their knowledge of mortgage loan accounting will benefit from this session that is designed for business owners, executive management, accountants, and non-CPA accounting managers.

Part II:
This session presents the basics of full transaction based loan accounting that tracks all the revenue, expense, assets and liabilities associated with the closing and sale of a mortgage loan. The structure of accounting methods presented in this session is a requirement to comply with the reporting demands of the NMLS Call Report.

• Purpose of Accounting
• Measurement & Meaningful Results
• The Mortgage Road: How it Works
• Mortgage Lending Process Flow: How it Fits Together
• Performance Metrics & KPIs

Who Should Attend?
• Business Owners
• Executive Management
• Accountants
• Non-CPA Accounting Managers


2021 Speakers

Dr. Andy Schell, Ph.D., CPA, CMB
Managing Partner, Mortgage Banking Solutions

Theresa Marie
CIO & Managing Director, Strategic Technology & Operations, Mortgage Banking Solutions