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From the Front Lines

From the Front Lines. John McGowan - Facilitator. Presenters. John McGowan Attorney - LCM Relo Solutions Robin Haddad Senior Client Services Manager - Cartus Lois Johnson Director – ADP Real Estate Assistance Program Mark Vento Senior Mortgage Loan Officer – Bank of America Home Loans.

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From the Front Lines

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Presentation Transcript

  1. From the Front Lines John McGowan - Facilitator

  2. Presenters • John McGowan • Attorney - LCM Relo Solutions • Robin Haddad • Senior Client Services Manager - Cartus • Lois Johnson • Director – ADP Real Estate Assistance Program • Mark Vento • Senior Mortgage Loan Officer – Bank of America Home Loans

  3. Robin Haddad • Creative Counseling - it’s how you say it and the empathy that you show that matters • Today’s Benefits - advising the client on how to assist the transferee in difficult times • Approvals and Exceptions - what the transferees believe they need • Transferee issues - setting expectations, resolving complaints, re-setting expectations

  4. Lois Johnson • Added Value Benefit for Personal Real Estate Transactions • Home Sale Challenges for Employees • Home Finding Assistance – What the Employee Really Needs • Setting the Stage for the Preferred Lender Process

  5. Mark Vento • Preparing the Transferee for Processing in 2010 • Helping Transferees Understand Loan Documentation • The Buyout Process • Closing Time Lines and Issues • What the Transferee Needs to Know About Privacy Laws

  6. Conclusion Q&A

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