All-New Foundational Training for Default Servicing Professionals
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Explore the All-New Learning Lab Curriculum
Fourteen on-demand modules designed to build foundational knowledge and practical understanding across the default servicing lifecycle.

101 Core Foundations
Introduces core concepts, terminology, timelines, stakeholders, and processes shaping the default servicing lifecycle.

Session 1

INTRODUCTION TO DEFAULT SERVICING

Participants are introduced to the default servicing lifecycle, from loan origination through default resolution. This session explores common default triggers, loss mitigation, foreclosure, key stakeholders, and foundational concepts that provide context for the Learning Lab curriculum.
Speakers
Kenya Bates, McCabe
Lisa Lee, McCalla Raymer Leibert Pierce, LLP

Session 2

ORIGINATION, NOTES & ENDORSEMENTS

Gain an understanding of how mortgage loans are originated, documented, and transferred. This session explores promissory notes, endorsements, assignments, allonges, and key loan terms while providing practical insight into the critical role documentation plays in default servicing and foreclosure actions.
Speakers
Tiffany Au, McCalla Raymer Leibert Pierce, LLP
Alex Schulz, The Mortgage Law Firm, PC

Session 3

FORECLOSURE 101 (JUDICIAL & NON-JUDICIAL)

Explore the key differences between judicial and non-judicial foreclosure processes and the milestones that shape each. This session examines required documentation, borrower notice requirements, first legal, and post-first legal activity while providing insight into how state-specific procedures impact timelines and responsibilities.
Speakers
Jeanette O'Donnell, Powers Kirn, LLC
Josh Hopkins, Rubin Lublin, LLC

Session 4

TITLE BASICS & LIEN PRIORITY

Develop a working understanding of title searches, title reports, and lien priority in the foreclosure process. This session explores common title impediments, super-priority and tax liens, and documentation defects that can delay or derail proceedings, while providing insight into the role of title insurance and its importance in mitigating risk.
Speakers
Brett Beehler, Rosenberg & Associates, LLC
Heather Griffiths, Orlans Law Group PLLC

Session 5

DEFAULT, LOSS MITIGATION & NON-FORECLOSURE OPTIONS & PAYOFFS, REINSTATEMENTS & COMMUNICATION

Explore loss mitigation and other alternatives to foreclosure through both conventional and reverse mortgage perspectives. This session examines available resolution options, reinstatements, payoff quotes, and borrower communications while highlighting the importance of coordination, accuracy, and compliance.
Speakers
Jose Hasbun, McCabe
Brian Goldberg, Gross Polowy LLC

Session 6

BANKRUPTCY ESSENTIALS

Gain an introduction to bankruptcy and how it intersects with default servicing and foreclosure. This session explores the automatic stay, key bankruptcy chapters, proofs of claim, motions for relief, and adversary proceedings while providing insight into important timelines, restrictions, and procedural requirements.
Speakers
Melissa DiCerbo, McCabe
Patrick Hruby, Brock & Scott, PLLC

Session 7

ALPHABET SOUP: SCRA, FDCPA, CFPB & MORE

Develop a foundational understanding of the federal laws and regulatory agencies that shape default servicing compliance. This session explores the SCRA, FDCPA, RESPA, CFPB, and other key requirements and provides insight into how borrower status, timelines, and regulatory obligations affect servicing activities.
Speakers
James Clarke, Orlans Law Group PLLC
Sally Garrison, The Mortgage Law Firm, PC
Mai Le, Schneiderman & Sherman, P.C.
Ready for the Next Level? View the 102 Curriculum

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