MSR Transaction Management: Current Hot Buttons, Best Practices and Lessons Learned
2026 IMN Mortgage Servicing Rights Fall Forum
New York, New York 10019
Financial Services attorney John Marchisello will participate in a panel at IMN's Mortgage Servicing Rights (MSR) Fall Forum titled "MSR Transaction Management: Current Hot Buttons, Best Practices and Lessons Learned." This panel will explore the key challenges and opportunities shaping today's MSR transaction market. John will discuss the most pressing issues facing buyers, sellers and financing providers, including evolving due diligence expectations related to servicing performance, data integrity, compliance, recapture strategies, operational controls and portfolio analytics. He will share insights and lessons learned from recent bulk and flow transactions, financing structures, subservicing transfers and onboarding efforts, highlighting where transaction delays, valuation disagreements, operational breakdowns and post-transfer challenges most commonly arise. The discussion will also examine best practices for mitigating execution risk and improving outcomes through stronger coordination across legal, capital markets, servicing, compliance, technology, and operations teams as transaction activity and market complexity continue to grow.
Click here for more information about our sponsorship and attendance at IMN's MSR Fall Forum.