MSR Transfers: Balancing Risk, Customer Experience and Efficiency June 15

With anticipated sector consolidation and associated MSR transfer activity, servicers will be required to balance customer experience and regulatory scrutiny with efficiency. The process of transferring MSRs from one entity to another is complex and impacts all segments of performing and nonperforming servicing, accounting, investor reporting and data reconciliation.

Join MBA Education and industry professionals on Thursday, June 15 from 2:00 PM – 3:00 PM ET to establish a playbook, enhanced by effective serving transfer project management and transfer event process automation. This discussion will cover how to improve the servicing transfer process for the buyer, seller as well as the borrowers.


Discuss current industry challenges and opportunities

Analyze leading practices in transfer governance and risk management

Examine automation and the impacts it can have on the customer and client experiences

Who Should Attend?

Capital markets leadership

Performing and non performing servicing leadership

Collateral management and document management leadership

Customer correspondence and call center leaders

Regulatory compliance leaders (thinking about the CFPB guidance here)

Experience Level:



Joe Sennett, Senior Manager, PwC

Jacob Garrett, Senior Manager, PwC

Jessica Pejka, VP, Transaction Management, Incenter Mortgage Advisors, LLC Joey Prince, SVP, Servicing Operations & Advance Management, Shellpoint