Upcoming Mortgage Accounting Events

Lack of branch-level visibility creates delays, confusion, and extra work for finance teams. In this webinar, see how LV Branch Portal gives branch managers secure, self-service access to financials, budgets, and reports reducing manual requests and improving oversight across your organization.

Interim servicing tasks—producing payment request letters, posting payments, managing 1098s, and exporting investor reports—can be manual, error‑prone, and time‑consuming. Join this webinar to see how LV Interim Servicing automates and streamlines these processes between loan funding and sale, reducing work and improving accuracy.

An exclusive executive forum designed for mortgage industry leaders to gain strategic insights into driving performance, profitability, and long-term growth. Attendees will hear directly from Loan Vision’s CEO and COO on industry trends, operational challenges, and opportunities to strengthen their organizations in today’s evolving market.

Manual expense tracking, lost receipts, and slow approvals create unnecessary work and risk. Join this webinar to see how LV Expense Management simplifies expense reporting with automated receipt capture, streamlined approvals, and clear visibility all directly within Loan Vision.

A deep dive on File & Flexible Imports in Loan Vision. Our goal is for you to understand the full potential of this functionality in order to maximize its utilization.

Learn how bank-owned mortgage operations can create a competitive advantage over their competition. This session will explore how ongoing consolidation in the mortgage space can be turned into an advantage, strategies for recruiting loan officers from larger players, and the unique differentiators banks have over competitors. It will also cover how mortgage operations can contribute more than just fee income, ways smaller operations can improve profitability and compete technologically with mega lenders, common mistakes bankers make with their mortgage divisions, and what the 2026 mortgage market may look like from the perspective of a bank-owned mortgage banker.

Manual AP processes slow your team and invite errors. In this webinar, learn how LV AP Automation uses AI invoice capture and workflow automation to reduce touchpoints, cut mistakes, and accelerate payables all within your Loan Vision platform.

Learn how to build V2 reports from scratch, convert Financial Reports to V2 reports, customize V2 reports with styles, formulas and more! We’ll be diving into everything V2 report related.

Updated for 2026, our Essentials Training is designed for users who have never been formally trained on Loan Vision. These could be new employees, or existing employees new to Loan Vision, who may need formal training to acclimate to the system. Essentials Training will help make your onboarding process easier and remain available for anyone who simply needs a refresher.

Description Mortgage compensation doesn’t have to be complex. In this webinar, learn how LV Compensate streamlines commission calculations, improves visibility with an intuitive Commissions Portal, and adapts to your unique institution’s draw and debt requirements.

This engaging presentation will cover key economic and market trends to watch going into 2026. Bill Bodnar, CRO at Tabrasa, will explore topics such as the economy, federal reserve policies, interest rates, the housing market, and more. The discussion will offer clear insights and thoughtful perspective to help you understand the financial landscape ahead. Join us for a straightforward look at what's next for the markets with Bill Bodnar's guidance.

Learn how to configure Loan Vision to export certain 1098 data for use in third-party reporting and filing services. We'll cover the configuration requirements, how to update existing entries if needed, and how to export your 1098 data.

Get help for any additional questions you may have on the recent updates to 1099 reporting. Our 1099 Workshop will be an open format Q&A where you can both ask questions and also hear what others are saying.

Advanced Training is designed for existing users who are ready to take their system utilization to the next level. Our team will help you explore existing functionality you may be able to leverage further, introduce you to any recent system enhancements, and review other Microsoft tools you could use in conjunction with Loan Vision. Advanced Training will build upon content presented in Essentials Training and introduce some new topics.

The recent release of Business Central 27 included new features and functionality for 1099 reporting. We'll review these updates to ensure you're ready to fully leverage the new 1099 reporting capabilities in Loan Vision.

Come see us at MBA AFM!

Teams evolve. Essentials Training is designed for users who have never been formally trained on Loan Vision. These could be new employees, or existing employees new to Loan Vision, who may need formal training to acclimate to the system. Essentials Training will help make your onboarding process easier and remain available for anyone who simply needs a refresher.

By attending and earning Super User status, attendees will leave with the knowledge to maximize system utilization, as well as support and cross train team members.

Advanced Training is designed for existing users who are ready to take their system utilization to the next level. Our team will help you explore existing functionality you may be able to leverage further, introduce you to any recent system enhancements, and review other Microsoft tools you could use in conjunction with Loan Vision. Advanced Training will build upon content presented in Essentials Training and introduce some new topics.

Come see us at MBA Annual!

The Loan Vision Innovation Conference (LVIC) is the premier event for mortgage banking professionals looking to drive innovation, growth, and efficiency in their organizations. Designed exclusively for IMBs, banks, consultants, and industry influencers, LVIC delivers an unparalleled experience packed with insightful sessions, expert-led discussions, and high-impact networking opportunities.

Come see us in Denver!

“Simple” isn’t a word we often use in mortgage accounting—especially when it comes to AP. But with the latest enhancement to Loan Vision’s LV-AP Automation, simple just got real. Our OCR- and AI-powered AP Automation technology already streamlines invoice capture, approvals, and processing far beyond basic PDFs. Now, with the ability to import and read .xls, .csv, and .txt files, we’re taking the hand-keying and headaches out of coding line-level information. Whether your invoice has two lines or 2,000, LV AP will automate it—freeing your team to focus on the bigger financial picture.

In today’s unpredictable economic climate, many financial institutions struggle to accurately assess loan profitability at the individual loan level. How often are you missing critical details that impact bottom-line results? Join us for an insightful session designed for banks and credit unions seeking to strengthen their financial performance. Richey May experts will share proven strategies for tracking and managing loan-level data to drive profitability, while introducing benchmarking and peer comparison to help identify key KPIs and reveal how your portfolio performs in the industry landscape.

Leadership in financial services means owning risk, not just tracking it. But today’s risk isn’t limited to compliance checklists or economic headwinds anymore. It now must be embedded in decision-making, in the bank and credit union's culture, and in plain sight. Banks and credit union leaders face pressure to act fast, lead smart, and deliver results—without losing sight of mission or member trust, while managing key risks. This webinar is a grounded, executive-level conversation about enterprise risk and more - what’s changing, what’s not, and what might be missing. We’ll explore risk, from financial, cyber, governance to regulatory change. Expect insights you can act on, frameworks that stick, and a space to think out loud with peers who’ve been there.

In today’s fast-paced environment, finance teams need to operate as strategic leaders, driving decisions with accurate, real-time data. With Jet Reports, you can build refreshable reports and perform advanced financial analysis directly in Excel—leveraging the tools you know while accessing live data connections that eliminate manual processes and stale reports.

Teams evolve. Essentials Training is designed for users who have never been formally trained on Loan Vision. These could be new employees, or existing employees new to Loan Vision, who may need formal training to acclimate to the system. Essentials Training will help make your onboarding process easier and remain available for anyone who simply needs a refresher.

Welcome to Cosmos - The first and only reporting, analytics, and data management solution that was born in the cloud and designed to work seamlessly with Loan Vision. With Cosmos, reports are easy to create, lightning fast, and the burden of on-premise system upkeep is non-existent. Cosmos was created by industry veterans with more than 45-years of experience in helping business users get the data they need, when they need it, so they can make data-driven decisions. Cosmos reports run 48x faster than other Excel-based reporting tools and don’t occupy your Excel instance while the data refreshes. This means that you can spend more time analyzing information and less time waiting for reports to update. Cosmos also offers a 2-way integration with Microsoft Power BI. This provides users with the means to effortlessly create Power BI dashboards and reports without the hassle of trying to wrangle data together with SQL or DAX code. Whether you’re a current Loan Vision customer or you’re considering the switch, this is a session you won’t want to miss.

Our monthly webinars will introduce features and functionality you may be less familiar with. This may include new Loan Vision features and enhancements or features Microsoft may have added to Business Central.

Our monthly webinars will introduce features and functionality you may be less familiar with. This may include new Loan Vision features and enhancements or features Microsoft may have added to Business Central.

Teams evolve. Essentials Training is designed for users who have never been formally trained on Loan Vision. These could be new employees, or existing employees new to Loan Vision, who may need formal training to acclimate to the system. Essentials Training will help make your onboarding process easier and remain available for anyone who simply needs a refresher.

Join Loan Vision and guest Mike McAuley, Principal of Garrett, McAuley & Co., a consultant to the mortgage lending industry that focuses on “Helping lenders increase revenues, control costs, and better manage risk” for our latest webinar, "The Seven Deadly Sins of Mortgage Banking for Banks and Credit Unions”. We’ll discuss why you should fix your mortgage business instead of exiting it, why many banks struggle with mortgage banking, how to get back to profitabilty, and what the most successful bank and credit union mortgage businesses do right."

Ready to cut your workload in half? That’s probably a rhetorical question, so the real question is, how? In just 50 minutes we’ll show you how you can, on day 1, transform your accounts payable process through AI-driven automation. Want to automatically capture and save other documents like inspections and appraisals? Yep, you can do that too. But wait there’s more! We’ll also show how you can make expense entry and corporate credit card reconciliation almost fun. If you’re ready to save 11 days per month of repetitive data entry, we’ll see you on the webinar.

By attending and earning Super User status, attendees will leave with the knowledge to maximize system utilization, as well as support and cross train other team members.

Discover the power of LV Compensate as a standalone product that helps you streamline compensation with precision, visibility, and strategic impact.

Advanced Training is designed for existing users who are ready to take their system utilization to the next level. Our team will help you explore existing functionality you may be able to leverage further, introduce you to any recent system enhancements, and review other Microsoft tools you could use in conjunction with Loan Vision. Advanced Training will build upon content presented in Essentials Training and introduce some new topics.

This upcoming webinar will delve into the advantages and opportunities available to credit unions and depositories in today's evolving financial and compliance landscape. Panelists will discuss the key benefits of being a credit union or depository, particularly in terms of regulatory with federal oversight compared to lenders with multistate oversight.

Our monthly webinars will introduce features and functionality you may be less familiar with. This may include new Loan Vision features and enhancements or features Microsoft may have added to Business Central.

Our monthly webinars will introduce features and functionality you may be less familiar with. This may include new Loan Vision features and enhancements or features Microsoft may have added to Business Central.

Teams evolve. Essentials Training is designed for users who have never been formally trained on Loan Vision. And for users who simply need a refresher, Essentials training is here for you too.

In our upcoming webinar, we will walk you through a step-by-step process to update your Loan Vision environments following our new release cycle. While we have previously managed these updates on your behalf, we are now enabling you to better self-service your business by updating your own environment. IT Global Admins or Loan Vision users with Business Central Administrator roles assigned to them are encouraged to attend.

Join us for our second webinar on Budgeting in Loan Vision, where we’ll explore how to create and manage budgets, compare them to actual results, and leverage live data for more accurate financial planning. Learn how to streamline your budgeting process with built-in tools, dimension-based budgeting, and adjustment factors.

Join Loan Vision and the American Credit Union Mortgage Association (ACUMA) for an exclusive webinar on strategies to optimize mortgage operations. Industry experts Peter Benjamin, ACUMA's President, and Ali Nassirian, SVP of Secondary Sales & Lending Solutions at Lafayette Federal, will share actionable insights on reducing cost per loan and effectively measuring loan officer performance.

See our new and improved commissions management portal, LV Compensate, during this live demo!

Advanced Training is designed for existing users who are ready to take their system utilization to the next level. Our team will help you explore existing functionality you may be able to leverage further, introduce you to any recent system enhancements, and review other Microsoft tools you could use in conjunction with Loan Vision. Advanced Training will build upon content presented in Essentials Training and introduce some new topics.

Teams evolve. Essentials Training is designed for users who have never been formally trained on Loan Vision. And for users who simply need a refresher, Essentials training is here for you too.

Back by popular demand. Our monthly webinars will introduce features and functionality you may be less familiar with. This may include new Loan Vision features and enhancements or features Microsoft may have added to Business Central. Perhaps most importantly, these webinars may be driven by YOUR feedback! These are opportunities to cover areas of the system YOU want to see! A short survey will go out after each webinar event and include an opportunity for you to suggest future webinar content.

Check out Loan Vision's brand new commissions module: LV Compensate during this live demo!