texas mortgage bankers association november | december 2008 … · 2011. 6. 27. · april 15 &...

First, let me express another “Good Job” to the Seminar Committee for a tremendous program and “Thank You” to all the Seminar sponsors who made it possible.

In 2001, TMBA’s President Ray Daniel established an award designed to honor the top ten member companies who supported the TMBA through leadership/volunteerism, participation and support of our programs and the TMBPAC. We recognize these companies each year at the Seminar and congratulations go to these 2008 Pinnacle Award recipi-ents: Barrett Daffin Frappier Turner & Engel, LLP, Colonial National Mortgage, Cornerstone Mortgage Company, Countrywide Home Loans, Inc., Fannie Mae, MetLife Home Loans, Saxon Capital, Inc., ServiceLink, Stewart Lender Services, SWBC Mortgage Corporation.

On our Legislative front, Larry Temple and the Executive Committee had a very good meeting with Senator Wentworth before the Thanksgiving holidays, and Larry is gearing up for the session to start in January. Our grassroots/capital visits will be held in conjunction with the SEO & Manag-ers Conference in March. We have our work cut out for us and there has never been a time where your support and involvement is more important!

The Future Mortgage Leader’s deadline for accepting applications for the scholarship is December 15th. This prestigious program has delivered a top curriculum of leadership and business management to the industry’s most promising professionals while identifying and cultivating the next generation of leaders. The TMBA conference committees are gearing up for our spring programs, so be sure to watch the TMBA website for information and registration.

Thank you for your participation and please be sure to renew your membership for 2009!

Sincerely,

Texas Mortgage Bankers Association November | December 2008 Volume XVI Issue VI

{President’s MessageS. Van Stewart

Off icers President

S. Van Stewart, San AntonioVice President

John Watson, HoustonSecretary/Treasurer

W. Scott Norman, AustinAssociate Representative

Jay G. Beitel, San AntonioPast President

Michael D. Minnis, HoustonPast President

Benjamin E. Streusand, HoustonExecutive Vice President

Lisa Vercher, AustinGeneral Counsel Larry Temple, Austin

DirectorsBarry R. Baker, CMB, Fort WorthRosemary E. Barbour, DallasTommy Bastian, AddisonBlane L. Bauch, Coraopolis, PARichard F. Comparato, IrvingClifton A. Crabtree, HoustonKerri Crabtree, BedfordTimothy Fisher, DallasDavid E. Frase, CMB, AMP, ArlingtonDana Gompers, CMB, HoustonJ. Kevin Gugenheim, Aliquippa, PACharles E. Klein, WoodwayMarc N. Laird, HoustonMichael Lima, DallasLarry B. Litton, Jr., HoustonGil Lopez, III, HoustonRob Macioce, SpringCalvin C. Mann, Jr., HoustonRobert D. O’Reilly, HoustonMark Raskin, AddisonRon Rogers, LubbockJoy Savage, HitchcockScott R. Valby, HoustonBilly F. Vaughn, DallasThomas F. Vetters, II, AustinRobert H. Wagnon, HoustonLance P. Welch, BoerneRob G. Wiggins, HoustonIan Wright, Dallas

http://www.texasmba.org/advertise.asp

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TMBA Mortgage Roundup November | December 2008 Volume XVI Issue VI

Upcoming TMBA Meetings & Conferences

Winter Directors MeetingJanuary 25 & 26, 2009Hotel ContessaSan Antonio, Texas

Southwest Secondary Marketing ConferenceFebruary 11 & 12, 2009Four Seasons Las ColinasIvring, Texas

Senior Executive Officers & Managers ConferenceMarch 15 - 17, 2009Four Seasons Hotel Austin, Texas

5th Annual Loan Servicing ConferenceApril 15 & 16, 2009Embassy Suites Frisco, Texas

93rd Annual ConventionMay 3 - 5, 2009Hyatt Lost Pines Bastrop, Texas

Summer Directors MeetingAugust 9 - 11, 2009Vail Cascade Resort

El PasoMortgage BankersAssociation

{

Texas Mortgage Lending Law & Practices Deskbook& SupplementSecond Edition

The Deskbook and the updated 2008 Supplement (coming soon) is an essential reference tool for the residential mortgage lending industry.

The 2008 Supplement includes all updated legislative changes from the 2007 legislative session. If you don’t have the second edition of the Texas Mortgage Lending Law & Practice Deskbook, be sure to order the package and save!

{LOCAL MBAUPDATES

The El Paso Mortgage Bankers Association is glad to announce its 2009 President and Board of Directors. Please join us in our upcoming 2009 Installation on Tuesday, December 16th, 2008, as we install the new board and Ms. Yolie Melendez-Estrada (Teachers FCU) as the 2009 EPMBA President. The new board of directors is as follows:

OfficersPresident ....................................................................... Yolie Melendez-Estrada Vice President .........................................................................Monica GonzalezSecretary ....................................................................................Myrna L. LopezTreasurer .........................................................................................Myrna Tovar

Thanks for your support during 2008.

Thanks,Isabel A Meza2008 EPMBA President

Board Members3 Year Active Board MembersKathy FrazierTerry Munoz

2 Year Active Board MemberRigo Flores

1 Year Active Board MembersConnie DiazRita Gutierrez

3 Year Associate Board MembersSandie Sanchez Lourdes “Lulu” Favela

2 Year Associate Board MembersJoe Bernal Sergio Soto

1 Year Associate Board MembersMike AbeytaPam Ashworth

Builder RepresentativeRigoberto Mendez

Realtor RepresentativeJennifer Stroh











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newTMBAMEMBERS

Mortgage Builder Software

Potestivo & Associates, PC

TAXease

Treaty Oak Mortgage

{Other Upcoming Local Meetings &

Conferences

Austin Mortgage Bankers Association

Monthly LuncheonJanuary 7, 2009 | 11:30 am

The Austin Country Club www.austinmba.org

Fort Worth Mortgage Bankers Monthly Luncheon

January 21, 2009 | 11:30 amPetroleum Club of Fort Worth

www.fortworthmba.org

Houston Mortgage Bankers Monthly Luncheon

February 11, 2009 | 11:30 amwww.houston-mba.com

{SEMINAR ‘08PICTURES


http://www.fortworthmba.org

http://www.fortworthmba.org

http://www.houston-mba.com






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second edition | Texas Mortgage Lending Law & Practices Deskbook

The Deskbook and the updated 2008 Supplement (coming soon) is an essential reference tool for any residential mortgage lenders, mortgage brokers, legal counsel, regulatory compliance officers, and members of other professions and trades that provide services to the residential mortgage lending industry.

The 2008 Supplement (coming soon) includes all updated legislative changes from the 2007 legislative session. If you don’t have the second edition of the Texas Mortgage Lending Law & Practice Deskbook, be sure to order the package and save!

Deskbook rates

Item description Member Non-member Quantity Item total 2008 Supplement (pre-order) 85.00 105.00 previous 2nd Edition purchasers

Deskbook & 2008 Supplement 225.00 245.00 includes access to online version

online version only 165.00 185.00

order total:

shipping & handling (hardcopy only): 12.50

subtotal:

sales tax (8.25%):

total due:

Payment Information (complete this section and send to TMBA)

Co

nta

ct firm contact name

address city state zip

phone email

Pa

ym

en

t

Check Visa MasterCard AMEX total due:

CC # expiration date CCV2#

card holder name signature

billing address (if different from above) city state zip

Send order and payment to: Texas Mortgage Bankers Association

823 Congress Ave, Ste 220 Austin, Texas 78701

or fax 512.480.8621





5823 Congress Ave, Ste 220 | Austin, Texas 78701 | p 512.480.8622 | f 512.480.8621 | www.texasmba.org

Michael P. LauPhoenix Capital Inc., Executive Vice President

Michael P. Lau, Executive Vice President, has 18 years in the mort-gage banking industry and has been with Phoenix for over six years.

Jeffrey M. LevineMilestone Advisors, Managing Director

Jeffrey M. Levine is a Managing Director and Principal of Milestone Advisors. Mr. Levine has completed over 50 mortgage banking cor-porate transactions in his career for clients including Royal Bank of Canada, Washington Mutual, Chase Manhattan, Wells Fargo, ABN Amro, Lennar Homes and Independence Community Bancorp.

Gary ManfrediExMor Capital Corp, Principal

Gary Manfredi has 24 years in the mortgage banking industry and is a co-founder of ExMor Capital. Gary’s experience ranges from mortgage origination sales and sales management to operations, secondary and production management.

Tom MillonCapital Markets Cooperative (CMC), President and Founder

Tom Millon is one of the top secondary marketing executives in the U.S. mortgage business, with over fifteen years of mortgage experi-ence and extensive relationships throughout the industry.

Renee Schultz Fannie Mae, Vice President for Capital Markets – Lender Channel

Renee Schultz is Fannie Mae’s vice president for Capital Markets – Lender Channel. She reports directly to the senior vice president – Capital Markets. Schultz is responsible for oversight of Mortgage-Backed Securites (MBS) and whole loan trading relationships with single-family lenders as well as oversight of early funding.

Join your peers at this conference to exchange ideas and strategies, and benefit from opportunities and information critical to mortgage lending. Hear perspectives from industry leaders on changes and trends affecting the real estate finance industry and learn how other lenders are strategizing to create market demand. In no other venue can you network and meet with the regions real estate finance industry’s secondary market decision makers.

��

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�� 1:00 pm .........Registration 2:00 – 6:00 pm ........Session(s) 6:00 pm .........Reception Special Event - tbd�� 8:00 – 9:00 am .........Registration & Breakfast 8:50 – 9:00 am .........Welcome 9:00 – 10:00 am .........Keynote 10:00 – 11:00 am .........Session 11:00 – 11:15 am .........Refreshment Break 11:15 - Noon .........Session Noon – 2:00 pm .........Lunch & Keynote 2:00 – 3:00 pm .........Session 3:00 – 3:15 pm .........Refreshment Break 3:15 – 4:15 pm .........Session Special Event - tbd��9:00 – 10:00 am .........Session

��

visit www.texasmba.org/secondary for updates and information.




http://www.texasmba.org/secondary/

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mail registration form to TMBA, 823 Congress Ave, Ste 220, Austin, Texas 78701or fax registration form to 512.480.8621

register online www.texasmba.org/secondary

��

Please copy and use one registration form per attendee.

first name last name middle initial

company title

mailing address

city state zip email

phone fax Are you a first time attendee? Yes No

TMBA | Southwest Secondary Marketing ConferenceFebruary 11 - 13, 2009 | Four Seasons Las Colinas | Irving, Texas

��Please use one registration form per attendee member $259 non-member $309 Red Cross Donation $5**Please add my $5 donation to American Red Cross to help them “Navigate Through the Storm” and TMBA will match this donation.

��

CC number expiration date CVV2#

card holder first name last name signature

billing address (if different from above)

city state zip Total amount paid:

Check enclosed (payable to TMBA) AMEX MC Visa Total amount due:

Texas Mortgage Bankers Association | 823 Congress Ave, Ste 220, Austin, Texas 78701 | 512.480.8622 p | 512.480.8621 f

��

��Four Seasons Las Colinas located at 4150 North MacArthur Blvd, Irving, Texas 75038. Surrounded by 400 rolling acres of North Texas hills, minutes from downtown Dallas, Four Seasons offers polished interiors, a TPC golf course, the finest sports club and spa in the Dallas area and superb function space.

Call 972.717.0700 to reserve your room.

Do you have any special needs addressed by the American Disabilities Act? Yes No – if yes, please attach a statement regarding any particular needs you may have and someone from our office will contact you.

Where did you hear about the Conference? TMBA website TMBA Newsletter Email Blast Trade Magazine Ad Other :

source: website source: newsletter





SEO

200

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ScheduleSunday, March 15

morning ........ Golf?

6:30 pm ........ Reception

Monday, March 16

8:30 am ........ Continental Breakfast

9:00 ....... Welcome & Opening Remarks

9:15 ....... Session

10:15 ........ Refreshment Break

10:30 ........ Session

11:30 or Noon ........ Lunch & Keynote

1:30 ........ Session

2:30 ........ Refreshment Break

2:45 ........ Session

3:45 ........ Session

5:00 ........ Reception with Legislators

Tuesday, March 17

8:30 ........ Continental Breakfast

9:00 ........ Legislative Orientation

10:00 ........ Capitol Visits

This conference brings in top industry players who speak about issues of importance to the senior and management levels of mortgage companies and their affiliates in addition to today’s legislative issues.


7
























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Do you have any special needs addressed by the American Disabilities Act? Yes No – if yes, please attach a statement regarding any particular needs you may have and someone from our office will contact you.

Where did you hear about the SEO Conference? TMBA website TMBA Newsletter Email Blast Trade Magazine Ad Other :

��

first name last name middle initial

company title

mailing address


phone fax Are you a first time attendee? Yes No

TMBA | Senior Executive Officers & Managers ConferenceMarch 15 - 17, 2009 | Four Seasons Hotel | Austin, Texas

��Please use one registration form per attendee member $229 non-member $279

�� Check enclosed (payable to TMBA) AMEX MC Visa Total amount due:


card holder first name last name signature




www.texasmba.org/seo


��

source: newsletter

ScheduleWednesday, April 15th 5:30 pm ...........Reception Thursday, April 16th 9:00 - 9:45 am ............ Sessions 10:00 - 10:45 am ............ Sessions 11:00 - 11:45 am ............ Sessions 12:00 - 1:00 pm ................. Lunch 1:00 - 1:45 pm ............ Sessions 2:00 - 2:45 pm ............ Sessions 3:00 - 3:45 pm ............ Sessions 4:00 - 5:00 pm ... Super Session 5:00 pm ...........Reception


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postcard.indd 1 10/3/2008 9:22:13 AM

Thank you Sponsors

Barrett Daffin Frappier Turner

& Engel, LLP

Butler & Hosch

eMortgage Logic

MSI

Ruth Ruhl, PC

Michael J. Schroeder, PC

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��

fi rst name last name middle initial




��Please copy and use one registration form per attendee unless you are signing up as a group registration.

TMBA | 5th Annual Loan Servicing ConferenceApril 15 & 16, 2009 | Embassy Suites | Frisco, Texas

�� Individual $175 Group Registration (must register at least 4 additional employees) $135

*To receive the group rate, there must be at least fi ve (5) attendees from the same company registering at the same time. Use the section below to list the addtional four (4) attendees.

�� Check enclosed (payable to TMBA) AMEX MC Visa Total amount due:


card holder fi rst name last name signature





��


company title

mailing address


phone fax Are you a fi rst time attendee? Yes No

Do you have any special needs addressed by the American Disabilities Act? Yes No – if yes, please attach a statement regarding any particular needs you may have and someone from our offi ce will contact you.

Where did you hear about the 5th Annual Loan Servicing Conference? TMBA website TMBA Newsletter Email Blast Trade Magazine Ad Other :

source: newsletter


11

TMBA 2009 & 2010Membership Directory Advertising

By advertising in the TMBA Membership Directory, your organization will receive

recognition, as well as additional exposure for your products and services. The annual

directory is mailed to more than 800 TMBA members. These members use the TMBA

Membership Directory as a 24/7 resource and reference tool. In addition, the directory

is also an excellent source for networking among our members who represent the

mortgage banking industry. Save 10% by reserving your ad space now!

Increase your visibility within our industry and advertise with us today.

more marketing opportunities at www.texasmba.org


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ImportanceTMBPAC is extremely important to the efforts of TMBA

to foster a healthy climate and sound system for the

mortgage lending industry

in Texas. Funds from the

TMBPAC are used primarily

to support candidates for the

Texas Senate and the Texas

House of Representatives (both

Republicans and Democrats)

who support the TMBA

philosophy.

We have the ability to support

candidates who share our

industry views. We have a

responsibility to protect not

only our businesses, but an

availability of competitive

mortgage money to our clients

and the consumers.

Decisions made by the State Legislature impact not only

your livelihood, but your customer’s access to mortgage

money. In order for our voice to be effective in the

legislature, we must be successful at raising funds.

TMBPAC is the vehicle for individuals to collectively

become involved in the political process in support of

issues important to our work and lives.

Get InvolvedYour TMBPAC contribution reflects the commitment of our

industry statewide and works collectively with that of other

mortgage industry professionals to help

candidates favorable to our issues.

Help protect the mortgage industry in

Texas by making a contribution to the

TMBPAC today!

Visit www.texasmba.org/ for more

information or to donate. Contribution

forms are available onsite.

*All PAC contributions, like all other

political contributions, must be made

by individuals. Contributions can

be accepted from individuals, sole

proprietorships, partnerships and

other political action committees.

Corporation’s cannot fund TMBPAC.

Mortgage bankers who operate as

an individual or on an entrepreneur

basis can contribute in that individual capacity. All

political contributions are of public record and all PAC’s

are required to make periodic reports to the Texas

Ethic’s Commission of all contributions received and all

contributions made to candidates. A PAC can make a

contribution to another PAC unless it is precluded by its

bylaws or governing documents. Contributions made to the

TMBPAC are neither deductible as a business expense

nor as a charitable contribution. Make your contribution

online today!

We have a responsibility

to protect not only our

businesses, but an availability of competitive

mortgage money to our

clients and the consumers.





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Sponsorship, advertising and exhibit opportunities available.

www.texasmba.org/convention

Time to prepare for the next growing season...

www.texasmba.org/convention

14


Sp

ace Selectio

n: P

lease indicate your booth preference*, complete the exhibitor and

payment inform

ation and mail to T

MB

A, E

xhibitor Information, 823 C

ongress Ave, S

te 220, A

ustin, TX

78701 or fax (if paying with credit card) 512.480.8621.

Take advantage of this fantastic forum

for networking, introducing your products and

services to more than 300 key players in the m

ortgage industry. If you want a chance to

profit in today’s mortgage lending m

arket comm

it now and reserve your exhibit booth

before space runs out!

*Booths 11 &

12, 23 - 30 require displays under 1’ in height. Your booth preference

should reflect this requirement.

exhib

itor in

form

ation

contact name

company nam

e

mailing address

city state

zip

( ) phone

email address

*booth# preference: option 1 option 2

option 3

*type of display: tabletop &

promotional item

s (under 1 ft)

display board &

promotional item

s(over 1 ft tall)

exhib

itor fees

befo

re Feb

1 F

eb 1 – A

pril 1

after Ap

ril 1

Mem

ber $1250

$1350 $1450

Non-m

ember

$1450 $1550

$1650

paym

ent (en

closed

)

Check

Visa

MC

A

mex

credit card number

expiration date cw

2#


city state

zip

signature

A prelim

inary roster will be m

ailed to each exhibitor prior to the Convention. A

s the Convention

draws near, all exhibitors w

ill have access to the weekly updated attendee list posted on our

website (w

ww

.texasmba.org).

Exh

ibito

r Reservatio

n F

orm


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holiday wishes

A special thanks to all members for their continuing support of TMBA. Have a safe and enjoyable holiday season. The best to you and your family.

from the TMBA Officers, Directors, and Staff

texas mortgage bankers association november | december 2008 … · 2011. 6. 27. · april 15 &...

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