Capital Markets Webinar Recordings

Latest Webinars from MCT Experts, Vendor Partners, and Industry Leaders

MCT® regularly holds industry webinars to provide insight into industry trends, market changes, and product or service updates. We invite industry experts to dive into these topics to provide multiple perspectives on what matters most. View and download our recent capital markets webinars to learn more about a variety of capital markets, mortgage pipeline hedging, and other topics great for mortgage lenders.

Improve Profitability to Counter Market Headwinds

This webinar explains how MCT leverages unique secondary marketing software and services like BAM Marketplace, bid tape AOT, and Trade Auction Manager to help clients squeeze every basis point from their best execution loan sale strategy.

Webinar Date: May 25, 2022
Panelists: Phil Rasori, COO, MCT; Andrew Rhodes, Director of Trading, MCT, Justin Grant, Director of Investor Services, MCT

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Taper Tantrum Two? Comparing 2013 to 2022 & What Lenders Can Do

Compare 2013 to 2022 in terms of the deteriorating market, market liquidity in specific coupons, loan sale execution liquidity, and investor pricing performance. Learn actionable recommendations to protect your business and pipeline.

Webinar Date: April 19, 2022
Panelists: Phil Rasori, Chief Operating Officer, MCT; Andrew Rhodes, Director, Trading, MCT; Justin Grant, Director, Investor Services, MCT

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Staying Prepared in a Changing Mortgage Market

MBA Chief Economist Mike Fratantoni joins MCT to outline the different business cycles and how lenders can set a foundation of resilience to changing markets. Additionally, the webinar gave attendees a look ahead for what we can expect for 2022.

Webinar Date: January 20, 2022
Panelists: Phil Rasori, COO MCT; Mike Fratantoni, Chief Economist, Senior VP, Research and Industry Technology, MBA

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Learning Secondary with MCT: Resources for Growing Your Profitability

With a repository of webinars, technical whitepapers, blog posts, market commentary, and a dictionary of industry terms, the Learning Center grants unparalleled education for each stage of growth in the secondary market.

Webinar Date: January 13, 2022
Panelists:Curtis Richins, President, Paul Yarbrough, Director of the Client Success Group, Ian Miller, CMO

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MCT and Fannie Mae – Approvals, Integrations, and Initiatives for 2022

In this webinar, MCT’s COO, Phil Rasori, will team up with Fannie Mae’s SVP and Head of Single-Family Products & Solutions, Steve Pawlowski, to discuss approval with Fannie Mae, moving from cash window to MBS delivery, API integrations, and initiatives for 2022.

Webinar Date: December 2, 2021
Panelists: Phil Rasori, COO, MCT; Steve Pawlowski, Senior Vice President and Head of Single-Family Products & Solutions, Fannie Mae

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MCT & TMS Webinar | Successfully Growing Into a Mortgage Banker

Making the transition into a mortgage banker business is a goal for many in the industry. Whether the catalyst is a weariness of feeling like the “middleman,” increased regulations, or the hope of more sustained profitability, we encourage you to consider the transition to banking.

Webinar Date: November 18, 2021
Panelists: Phil Rasori of MCT, Justin Grant of MCT

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5 Ways Labor Outsourcing and Automation Will Help Your Profits Increase

Join us for a Halloween-themed webinar to discuss strategies for leveraging outsourcing in all stages of the mortgage origination life cycle. Learn how the new normal of remote working is resulting in a global team with powerful results.

Webinar Date: October 28, 2021
Panelists: Chris Anderson, Chief Administrative Officer, MCT; Sam Mehta, President of Verity Global Solutions

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Impact of FHFA & Treasury Suspending Certain Portions of the 2021 PSPA

In this webinar, Phil Rasori, Andrew Rhodes, and Justin Grant review how changes to FHFA’s Preferred Stock Purchase Agreement and corresponding reactions from Fannie Mae and Freddie Mac will impact your business.

Webinar Date: September 24, 2021
Panelists: Phil Rasori, Chief Operating Officer, MCT; Andrew Rhodes, Director, Trading, MCT; Justin Grant, Director, Investor Services, MCT

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Freddie Mac & MCT Present – Selling Guarantor: Ensuring a Successful Transition

In this webinar, we’ll explore the preparation required for Guarantor pricing analysis, operations and systems readiness, and the contracting and delivery processes. Understand the steps required to be successful and profitable.

Webinar Date: August 19, 2021
Panelists: Phil Rasori, Chief Operating Officer, MCT; David Burruss, MSR Sales Director, MCT; Sophie Prasada-Rao, Client Education Services, Freddie Mac

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NAMMBA & MCT Industry Webinar – Leveraging Diversity as a Competitive Advantage

In NAMMBA’s and MCT’s “Leveraging Diversity as a Competitive Advantage” industry webinar, Tony Thompson, CMB, NAMMBA Founder and CEO, speaks on the power of diversity and inclusion in the mortgage industry.

Webinar Date: July 27, 2021
Panelists: Tony Thompson, CMB, NAMMBA Founder & CEO

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Introducing BAM Marketplace™

Watch the public launch of BAM Marketplace, why this platform was created, how it’s connecting sellers with buyers regardless of approval status, and providing additional loan sale pickup for key loan characteristics.

Webinar Date: June 9, 2021
Panelists: Phil Rasori of MCT, Justin Grant of MCT

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HousingWire Webinar: Unlocking Profitability

In this webinar, we review several features and benefits of BAM Marketplace, including bidding regardless of approval status, mitigating risk, and increasing profitability.

Webinar Date: June 2, 2021
Panelists: Phil Rasori of MCT, Justin Grant of MCT, Angela Wooldridge of OnQ Financial, Genesis Collins of Alpha Mortgage

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Strategies for MSR Management in 2021

In this webinar, MCT’s Phil Laren, David Burruss and several mortgage lenders reviewed current MSR market trends and strategies to optimize your portfolio.

Webinar Date: March 18, 2021
Panelists: Phil Laren of MCT, David Burress of MCT, Matt Danilowicz of Doorway Home Loans, John Davis of Envoy Mortgage

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Moving to Mandatory Loan Sale Delivery

In this webinar, MCT will discuss how lenders are leveraging mandatory loan sale delivery to improve profitability and manage risk with pipeline hedging. MCT will also review operational changes needed to move from best efforts to mandatory loan sales.

Webinar Date: March 10, 2021
Panelists: Anthony Ianni, Regional Sales Director, Northwest, MCT

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New Agency Delivery Limits – Analysis & Recommendations

Review our analysis on new limits on Agency cash window deliveries, the impact of these limits, guidance from our Agency partners, and recommendations for lenders to navigate the changes.

Webinar Date: February 19, 2021
Panelists:Phil Rasori, MCT, Andrew Rhodes, MCT, Ben Itkin, MCT

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Fannie Mae Approval: the Process, Timing, & Advantages

Learn the ins and outs of becoming approved to work with Fannie Mae to be better equipped to manage risk and improve liquidity. Tammy Trefny from Fannie Mae and Jennifer Whip from Cambridge One, LLC. join Joel and outline the processes, timing, and advantages of having Fannie Mae approval for your loans.

Webinar Date: January 22, 2021
Panelists: Joel Dulmage, MCT, Tammy J. Trefny, Fannie Mae, Jennifer R. Whip, Cambridge One, LLC

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Election Volatility Preparedness: Part 2

In this webinar, MCT experts discussed the upcoming election volatility. With less than 20 days until election day, there are clear signs that this could possibly be the most-contentious U.S. presidential elections in decades.

Webinar Date: October 22nd, 2020
Panelists: Phil Rasori, MCT, Andrew Rhodes, MCT, Ben Itkin, MCT

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Introducing Business Intelligence Platform

In this webinar, MCT’s Business Intelligence Analysts explained the benefits and functionalities of the new powerful web-based analytics Business Intelligence platform including reports of market trends, pricing comparisons, Best Effort to Mandatory spreads, tools to locate new business opportunities and more!

Webinar Date: October 15, 2020
Panelists: Phil Rasori, MCT

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Power Up Your Workforce with Global Operations (Featuring Verity, Victorian & Homestar)

In this webinar, our team of MCT community experts discussed strategies for leveraging outsourcing in all stages of the mortgage origination life cycle. This webinar gives insight on why outsourcing is a successful tool of the largest mortgage companies and aggregators.

Webinar Date: August 6, 2020
Panelists: Wes Hunt, Homestar Financial Corp., Sonny Bringol, Victorian Financial LLC, Sam Mehta, Verity Global Solutions, Bill Petersohn, MCT

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Advanced Hedging Strategies

Ever heard the saying “Give a man a fish and he’ll eat for a day, but teach a man advanced hedging strategies and he’ll eat for a lifetime?” In this webinar, MCT’s Director of Analytics, Bill Berliner, discussed the use of human intuition as a hedging model, the implications of current securitization practices on hedging/trading, and how to address current market quandaries.

Webinar Date: July 16th, 2020
Panelists: Bill Berliner, MCT

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Power of Bid Tape AOT ft. Wells Fargo

Offering a bid tape assignment-of-trade (AOT) loan sale delivery option has become a priority for leading correspondent investors. This execution combines the granularity of price available via bid tape with the cash benefits of assigning the trade, which have historically been mutually exclusive. In this webinar, MCT’s COO, Phil Rasori, joined forces with Wells Fargo’s SVP of Correspondent Pricing, Greg Vacura, to discuss recent AOT enhancements.

Webinar Date: July 7, 2020
Panelists: Phil Rasori, MCT

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Deciphering GNMA Approval & Delivery

In this webinar, MCT’s Product & Pricing Manager, Brett Sinnott, joined MCT’s Director of Trading, Andrew Rhodes, to provide guidance on Ginnie Mae. Learn the challenges and benefits of Ginnie programs, prerequisites for obtaining Ginnie approval, steps of the approval application process, avoiding common mistakes in Ginnie delivery and how to use Ginnie resources for delivery.

Webinar Date: June 25, 2020
Panelists: Brett Sinnott, MCT

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MSR Management through Market Disruption

In this webinar, MCT’s Phil Laren and Bill Berliner discuss current MSR market conditions, cash management, and forbearance strategies. Together, we take a look at the impact of the current economic environment on MSR, including how that impacts on the decision to retain more servicing and MSR strategies for cash management in our new world of more retention and forbearance.

Webinar Date: May 28, 2020
Panelists: Phil Laren, MCT, Bill Berliner, MCT, David Burress, MCT

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Challenges & Solutions for Correspondent Lending in Crisis: Part 2

In this webinar, MCT’s experts provide an update on current market conditions and their effect on correspondent lending in crisis. Learn hedging and mandatory delivery strategies that minimize risk in current condition, the latest data on aggregator, agency and to-be-announced (TBA) mortgage-backed security (MBS) pricing and more!

Webinar Date: May 21, 2019
Panelists: Phil Rasori, MCT

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Challenges & Solutions for Correspondent Lending in Crisis: Pt. 1

Developments driven by the pandemic have upended correspondent lending. Learn the perspective of MCT experts regarding the correspondent lending crisis and an overview of current market conditions facing the mortgage industry.

Webinar Date: April 8, 2020
Panelists: Phil Rasori, MCT

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Quarter End Mark to Market Strategies for Market Volatility

Recent market volatility has presented challenges to execution that all lenders are experiencing, particularly with the divergence of aggregator and agency pricing.  Join us as we discuss market strategies using the information in quarter-end Mark-to-Market reporting.

Webinar Date: March 31, 2020
Panelists: Phil Rasori, MCT

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Top 5 Profitability Strategies in 2020

MCT joined forces with HousingWire and TeraVerde to discuss profitability strategies for lenders in 2020. This includes sales, technology, operations and customer satisfaction. Join us for a deeper dive into how mortgage lenders can increase returns and how these strategies will be impacted by 2020 market predictions.

Webinar Date: February 19, 2020
Panelists: Chris Anderson, MCT; James Dietch, TeraVerde; HousingWire

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Introducing the InvestorMatic Program

This webinar discusses how MCT’s new InvestorMatic Program certifies correspondent investors on their ability to improve seller profitability, efficiency and security for their loan sales. Learn more about the efficiency and technology performance indicators know to improve the client experience.

Webinar Date: November 7, 2019
Panelists: Phil Rasori, MCT; Justin Grant, MCT; Ian Miller, MCT

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Drive Leads & Increase Conversions with Borrower & Realtor Technology

In this MCT Community Webinar, LenderLogix will use Premium Mortgage to show how their technology has helped improve purchase volumes by 20%, improve pre-qualification conversions by 20%, and improved consumer self-service without removing the loan officer. 

Webinar Date: August 28, 2019
Panelists: Bill Petersohn, MCT; Patrick O’Brien, LenderLogix; Mike Donoghue, Premium Mortgage

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Controlling Healthcare Costs with Partial Self-Insuring

Learn how MCT and other companies are experiencing success after implementing a partial self-insuring strategy. The webinar is moderated by Bill Petersohn, Managing Director of Business Intelligence Brian Husowitz, CEO and Co-Founder of Andus Health Benefits.

Webinar Date: July 30, 2019
Panelists: Bill Petersohn, MCT; Brian Husowitz, Andus Health Benefits

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Outsourcing Mortgage Operations

Our MCT community webinar reviews Graystone Mortgage, an MCT client that achieved significant ROI through outsourcing strategies with Verity Global Solutions. This webinar discusses the benefits of outsourcing, the best parts of the mortgage cycle to outsource and additional information. 

Webinar Date: April 25, 2019
Panelists: Sam Mehta, Verity Global Solutions; Phil Stooksbury, Graystone Mortgage; Bill Petersohn, MCT

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Navigating the Waters of MSR Sales

Join our experts through this unique process to decide to sell your servicing asset which involves many variables including market rates, liability, asset size, note rate and more. Learn how to evaluate bids you receive, tips for negotiating a contract, and which loans will help you achieve your sales and portfolio goals.

Webinar Date: April 4, 2019
Panelists: Phil Laren, Director of MSR Services at MCT; George Christo, Executive Vice President at The Prestwick Mortgage Group

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The Single Security Initiative - Countdown to Implementation

This webinar discusses recent updates from the Single Security Initiative (SSI) Conference. Bill Berliner shares what he learned with MCT’s national audience. Watch to review the initiative, receive the update on recent developments, and learn how MCT plans to adapt to the new trading terminologies and protocols.

Webinar Date: March 28, 2019
Panelists: Bill Berliner, Director of Analytics at MCT

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5 Strategies for Improving Profitability in the Current Market

Join our webinar to learn how industry experts are tackling shrinking margins for lenders. New strategies for reducing the impact of margin compression have been included in this webinar. Hear from industry experts on their predictions of the market in 2019.

Webinar Date: February 20, 2019
Panelists: James Deitch, CEO and Co-Founder of TeraVerde; Bill Berliner, Director of Analytics at MCT; Chris Anderson, CAO at MCT

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Bid Auction Manager Webinar: Improve Loan Sale Process & Pickup

Bid Auction Manager (BAM) is a platform within MCTlive! that integrates with existing lender and investor processes to encrypt bid tapes for security and efficiency. Learn how our best execution engine retrieves the best price for your loan, how shadow bidding improves your loan sale process, and new features available!

Webinar Date: November 29, 2018
Panelists: Phil Rasori, COO & Hedge Lead at MCT; Ian Miller, CMO at MCT

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MSR Portfolio Valuation in Today's Market

MSR portfolio valuation tools have evolved dramatically. Tools like MSRlive! can now analyze bigger portfolios in a fraction of the time making it easy to review detailed and accurate analysis of ‘what-if’ scenarios on your portfolio. In this webinar, see the effects of three market scenarios on a sample portfolio.

Webinar Date: November 15, 2018
Panelists: Phil Laren, Director of MSR Services at MCT; David Ring, Marketing Manager at MCT

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Industry Webinar: Bid Tape AOT Executions Explained

The development of Bid Tape AOT loan sale delivery options by investors was a big innovation this year and has led to transformation in the loan sale process.. In this webinar recording, learn the background of bid tape AOT, why the new process is beneficial, and how it will affect loan sale best execution.

Webinar Date: October 11, 2018
Panelists: Phil Rasori, COO & Hedge Lead at MCT

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The Single Security Initiative Explained

Learn from Bill Berliner, Director of Analytics at Mortgage Capital Trading who explains the rationale behind Single Securitization Initiative (SSI). Discover the future of how the mortgage industry will change in reference to structure, pooling, trading, and delivery.

Webinar Date: September, 13, 2018
Panelists: Director of Analytics at MCT; Ian Miller, CMO at MCT

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LO Commissions: Margins & Management

In this webinar, we summarize the discussions of our panelists who explain: two drivers of margin compression in the market today, why LO commission management matters for keeping your business profitable, and how to eradicate inefficiencies in calculating LO commissions by leveraging a technology solution.

Webinar Date: July 19, 2018
Panelists: Bill Petersohn, Director of MSR Services at MCT; Mark Wilson, CWDL CPA; Michael Lewis & Aliya Nurani, ATI

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Outsourcing Mortgage Operations

This discussion began at the MCT Exchange conference Outsourcing Mortgage Operations Panel Discussion and featured MCT clients disclosing their successes and challenges related to the practice. To give breath to this important topic, together with Verity Global Solutions and Victorian Finance, this webinar was organized to explain further and answer remaining questions.

Webinar Date: December 14, 2017
Panelists: Sonny Bringol, President at Victorian Finance; Sam Mehta, Verity Global Solutions; Bill Petersohn, MCT

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What the New FINRA 4210 Mark to Market Rule Means for Lenders

In this webinar recording, you can be confident in answering the question, “What does the FINRA 4210 Mark to Market Rule mean for Lenders?” by watching this webinar presented by Glen Corso, Executive Director of the CMLA, and Phil Rasori, Chief Operating Officer of MCT.

Webinar Date: November 20, 2017
Panelists: Phil Rasori, COO & Lead Hedge Advisor at MCT; Glen Corso, Executive Director of the CMLA

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Post Election Volatility with Phil Rasori

In this national webinar from the November 21, 2016, broadcast with hedge advisory clients, MCT’s COO Phil Rasori discusses the recent post election market volatility and it’s potential effects on mortgage pipeline management.

Webinar Date: November 29, 2016
Panelists: Phil Rasori, COO & Lead Hedge Advisor

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