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Evolving Realtor Relationships 2025 webinar

Complimentary Webinar

Original Air Date: March 18, 2025

Watch two of the top real estate agents in the country for an engaging and educational webinar designed to help you elevate your real estate transactions to foster lasting connections with your Realtor clients.

Viewers will hear how to implement defined systems and processes to streamline workflow, enhance client interactions, and keep funds and data safe, including the following:

  • Effective communication strategies – Ensure smoother transactions from start to finish
  • Client care & relationship building – Work with your partners to provide a cohesive team to exceed client expectations
  • Staying educated and adding value – Techniques to provide a better experience throughout the transaction

Thank you to Qualia for sponsoring this complimentary webinar.

 

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Please do not share my information (name, company, phone, state, country) with sponsors. Emails are never shared.

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Featured Speakers Moderator

Lutalo McGee

Owner/Designated Managing Broker
Ani Real Estate

Lutalo McGee is the Owner of Ani World LLC, an umbrella company for Ani Real Estate, Ani Appraisal Management, Ani Title, the Black Male Real Estate Expo and Ani Empowerment Group (NP).

As a real estate practitioner, Lutalo has been a member of the Chicago Association of Realtors (CAR), the Illinois Realtors and the National Association of Realtors for 18 years, and was recognized as a Top Producer for CAR in 2014, 2016, 2017, 2018, 2019, 2020 and 2021. In recent years he was recognized and awarded the Chicago Association of Realtors 2019 Managing Broker of the Year Award, and the 2020 Chicago Association of Realtors Community Service Award.

Lutalo currently sits as the President-Elect of the Chicago Association of Realtors, the Real Property Valuation Committee for the National Association of Realtors, the board for the National Association of Realtors and is a member of the Care Committee for the Appraisal Foundation.

He also is the Project Manager for the Housing Committee/Appraisal Task Force for the Chicago Urban League and a member of the Housing Committee for Operation PUSH.

Long Doan

Founder and CEO
Realty Group

Named as one of the most admired CEOs by Minneapolis/St. Paul Business Journal, Long Doan, Founder and CEO of Realty Group, operates the largest independently owned brokerage in Minnesota and the 3rd fastest growing firm in America with over 700 Real Estate Professionals in multiple states and growing.

With over 32 years in the industry, Long has been a Top 1% Agent in the country, a highly coveted real estate coach, and a national speaker. He has also served on the board for MNAR, AREAA, LGBTQ+ Real Estate Alliance, Spare Key, and many other organizations.

The desire to go out of his way for clients and other agents has been the secret to his success. “What you give out into the universe, you seem to get back.”

With a Mission Statement to “Revolutionize the Client experience by inspiring Real Estate Professionals to be great”, he and his business partner Mike Bernier have re-imagined the agent-broker relationship.

Alex Brown

Senior Director of Professional Services
Qualia

Alex Brown is an attorney with a background in litigation and real estate transactions. At Qualia, Alex manages the Strategic Onboarding, and Professional Services teams as well as Document & API project management SMEs. His team consults with title companies of all sizes, models, and geographical regions in the United States on efficiency and expansion-related projects.

Before Qualia, Alex managed Mortgage Connect’s Private Wealth Division, a national title and escrow services provider delivering white glove settlement services to high net-worth borrowers. He also helped launch Opendoor’s joint-venture national title companies by developing their title operation from a single state/single market in 2017 to their 2020 multi-state coverage area processing nearly 15,000 purchase transactions.


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12 USC Section 2605 or Section 6 is titled Servicing of mortgage loans and administration of escrow accounts. It pertains to qualified written requests, notices of transfer of servicing and the administration of escrow accounts.
An arrangement that involves a person who is in a position to refer business as part of a real estate settlement service and who has an interest in a settlement services provider.

In the arrangement, the person, who has either an affiliate relationship with or a direct or beneficial ownership interest of more than one percent in a settlement services provider, directly or indirectly refers business to that provider or influences a consumer to select that provider.
An arrangement that involves a person who is in a position to refer business as part of a real estate settlement service and who has an interest in a settlement services provider.

In the arrangement, the person, who has either an affiliate relationship with or a direct or beneficial ownership interest of more than one percent in a settlement services provider, directly or indirectly refers business to that provider or influences a consumer to select that provider.
A mortgage disclosure that lists all estimated charges and fees associated with your loan. In addition to fees and charges, it will list your loan amount, mortgage rate, loan term and estimated monthly payment. Your escrows due at closing for insurance and taxes will also be outlined. Mortgage lenders are legally required to provide a GFE within three days of receiving your application.
A mortgage disclosure that lists all estimated charges and fees associated with your loan. In addition to fees and charges, it will list your loan amount, mortgage rate, loan term and estimated monthly payment. Your escrows due at closing for insurance and taxes will also be outlined. Mortgage lenders are legally required to provide a GFE within three days of receiving your application.
Under RESPA Section 2605(e)(1)(B), a qualified written request is a written correspondence that includes: 1) the name and account of the borrower, or has enough information to allow the servicer identify that information; and 2) a statement of the reasons for the belief of the borrower that the account is in error or provides sufficient detail to the servicer regarding other information sought by the borrower.

A QWR cannot be written on a payment coupon or other payment medium supplied by the servicer.
Under RESPA Section 2605(e)(1)(B), a qualified written request is a written correspondence that includes: 1) the name and account of the borrower, or has enough information to allow the servicer identify that information; and 2) a statement of the reasons for the belief of the borrower that the account is in error or provides sufficient detail to the servicer regarding other information sought by the borrower.

A QWR cannot be written on a payment coupon or other payment medium supplied by the servicer.
12 USC Section 2609 or Section 10 is titled Limitation on requirement of advance deposits in escrow accounts. It governs escrow accounts including notifications and statements to borrowers. Section 10 also sets out penalties for those who violate the section.
RESPA Section 3 provides that a thing of value includes any payment, advance, funds, loan, service or other consideration

Regulation X says thing of value includes: monies, things, discounts, salaries, commissions, fees, duplicate payments of a charge, stock, dividends, distributions of partnership profits, franchise royalties, credits representing monies that may be paid at a future date, the opportunity to participate in a money-making program, retained or increased earnings, increased equity in a parent or subsidiary entity, special bank deposits or accounts, special or unusual banking terms, services of all types at special or free rates, sales or rentals at special prices or rates, lease or rental payments based in whole or in part on the amount of business referred, trips and payment of another person’s expenses or reduction in credit against an existing obligation.
A form used by a settlement or closing agent itemizing all charges imposed on a borrower and seller in a real estate transaction. This form represents the closing transaction and provides each party with a complete list of incoming and outgoing funds. RESPA requires the HUD-1 to be used as the standard real estate settlement form in all transactions in the U.S. involving federally related mortgage loans.
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