IMN MSR Texas Forum

Financial Services attorneys Paul Libretta and Taylor Speers will be moderating panels at the 2025 IMN MSR Texas Forum hosted by Informa Connect in Dallas. The conference brings together players in the mortgage servicing rights (MSR) market for presentations on transaction opportunities, management strategies and more.

Session Times and Topics

Servicing Outlook: Recapture, Excess & In-House vs. Sub-Servicing
May 1, 2025 | 9:45 – 10:30 a.m. CT

Mr. Libretta will be moderating a panel focused on key topics in servicing, including how to evaluate the costs of servicing in-house versus outsourcing, fee considerations when selling MSRs compared to using a sub-servicer and strategies for risk management. The discussion will also cover regulatory changes that servicers are closely monitoring, common client requests and how they compare to last year, best practices for servicing transfers and shifts in servicing dynamics. Additional topics will include types of collateral that should not be self-serviced, the significance of cross-selling when selecting a sub-servicer and current trends in the excess servicing rights market.

Evolution of MSR Financing & Securitization
May 1, 2025 | 12:00 – 12:45 p.m. CT

Mr. Speers will be the moderator for a panel exploring innovative strategies that servicers, investors and other industry participants are using to finance transactions and investments in MSRs. The discussion will address how to maintain liquidity while agencies continue to oversee loan servicing and collateral, compare warehouse lines for MSRs to agency and non-agency originations and examine recent changes in warehouse line terms, including what can be negotiated and what must be accepted. Panelists will also cover the most appealing short-term financing options, along with current trends in the excess servicing and servicing advance markets.