ABS Conference 2019 Topic Survey Breakout Session Potential TopicsCoPilot LoansCoPilot Loans HELOC Products– Admin Setup for Fixed and Variable Rate – then going through the Live Side to see the documents Advanced Commercial Loans – Real Estate, Line of Credit, Nested Entities – This may include the topic Nested Entities, Beneficial Owners, Collateral, Purpose of the Loan, Loan Calculator (Variable Rate w/Teaser, Irregular Payments/Payment Streams) Basic Consumer Real Estate TRID Loans – Purchase and Refinance (with Right to Cancel) – Collateral, Purpose of the Loan, HMDA, Loan Calculator – Target Loan Amount, APOR Screen - Rate Lock (clarifying for banks that do not rate lock), Assigning Fees to proper section on LE, TRID Tolerance, Purchase Price vs. Appraised Value, Selecting Seller for purchase, Taxes & Insurance fields and Escrow vs. Non-Escrow, Loan Estimate & Closing Disclosure, Closing Disclosure Phase (Closing Costs, Adjustments, Seller vs. Buyer Fees, Balancing) Major Regulatory areas in CoPilot - Such as HMDA determination, Fees sections on LE and CD, TRID tolerance, TRID disclosure timing requirements, Beneficial Owners Advanced TRID Loans - Temporary Construction, Bridge Loan secured by primary to purchase new, Bridge Loan secured by primary to purchase new plus funds to remodel, Purchase plus funds to remodel, Construction of primary/own land, Construction of primary plus purchase land, Construction/Perm (one set of disclosures vs. two sets of disclosures, Land Loan) Customizing CoPilot Loans to work for you (CoAdmin – Loans) – Fee Providers, Product Admin Mode, Custom Help, Process manager, Resources – Web links to other resources CoPilot Tools & Add-Ons (Loans) – Loan Calculator & Importing Calculations, Flood Interface, Credit Bureau, Coupon Books, Official Checks CoPilot Loan Topics Not ListedUse the field below to add any additional notes on items you'd like to see. CoPilot Deposits OptionsCoPilot Deposit Operations CoAdmin - Deposits Customizing CoPilot Deposits to work for you (CoAdmin – Deposits) – Revocable Trust Accounts, Irrevocable Trust Accounts, Creating Public Funds CD, Safe deposit boxes, Enhancements (Signature Card, Certificate of Deposit, EFT, Funds Availability, Deposit Agreement) Customizing CoPilot Deposits to work for you Revocable Trust Accounts Irrevocable Trust Accounts Creating Public Funds CD Enhancements CoPilot Tools & Add-Ons (Deposits) – Deposit Calculator (what if options), Credit Bureau, Chex Systems, Starter Checks CoPilot Deposits Topics Not ListedUse the field below to add any additional notes on items you'd like to see. BankManager EliteBankManager Elite Admin Scanning and Indexing Elite DocsDirect Document Tracking BankManager AP BankManager HR BankManager Elite Topics Not Listed Use the field below to add any additional notes on items you'd like to see. ContactWe appreciate your feedback and will be using said feedback to narrow the topics covered during the conference. So we can contact you for further information if needed, please provide your Name, email address, and phone number. Thank you. Contact First Last Bank (Company Name) PhoneEmail Δ
