Recorded March 4, 2021
Law Firm Policies and Procedures
Law firms are successful at growing their business by implementing streamlined processes to effectively deliver high-quality work to their clients. This discussion addresses the importance of standardizing procedures so attorneys can best adapt to changing market conditions that impact operations.
The jurisdictions below have approved court programs for mortgage modifications. Stretto’s Mortgage Modification Council is committed to actively pursuing additional court districts to expand this vital program. Links to district-specific training will be added as they becomes available.
Arizona
California – Northern
Florida – Middle
Florida – Northern
Florida – Southern
New Jersey
North Carolina – Eastern
North Carolina – Middle
North Carolina – Western
Ohio – Southern
Pennsylvania – Middle
Pennsylvania – Western
South Carolina
Texas – Northern
Texas – Western
Wisconsin – Eastern
Wisconsin – Western
Recorded July 13, 2021
How to Market and Deliver Mortgage Modification Services to Bankruptcy Clients
As the national mortgage moratorium instituted during the pandemic has once again been extended, law firms have an opportunity to provide relief to overwhelmed homeowners. In this session, attendees will glean insight into marketing and delivering mortgage modification services to clients while maintaining compliance with bar association rules of advertising and following court-approved mortgage modification program guidelines in their local jurisdiction.
Key takeaways:
– Discover how to market mortgage modification to attract new debtors and reconnect with previous clients to generate referrals
– Understand the process for filing a mortgage modification in accordance with your local bankruptcy court’s approved program
– Learn how to train staff on identifying opportunities to assist clients in default or facing foreclosure
Download webinar materials:
– Presentation PDF
– Marketing campaign template
Access DMM resources:
– Create a DMM account
– Mortgage modification fees
– List of approved program districts, rules and procedures
Recorded September 22, 2021
How to Build a Student Loan Management Offering
Student loan debt continues to make national headlines with a reform bill under consideration. However, there are student loan repayment solutions available to consumers now. This session will provide an overview of the nine federally-approved student loan programs and qualification factors.
Learn why leading bankruptcy firms are implementing student loan management service offerings and how to identify clients with an immediate need. The session will explain the difference between legal service delivery for clients inside an active bankruptcy and those who may not require filing.
Key takeaways:
• Understand federal student loan programs available to consumers
• View a demonstration of generating a qualification report and completing an application
• Leverage a recommended fee schedule and marketing materials
Download webinar materials:
– Presentation PDF
– Marketing resources and campaign template
Access DMM resources:
– Create a DMM account
Recorded May 20, 2020
Remote client intake with MyCaseInfo®, a secure web-based questionnaire
Learn how to:
- Execute the client-intake process online, eliminating an in-office meeting
- Customize an online questionnaire and invite clients to submit information
- Preview and import client-entered data into Best Case by Stretto
- Prompt prospective clients to initiate the bankruptcy process with a form on your website
Recorded July 22, 2020
Additional Documents Library: Create custom documents
Learn how to:
• Utilize the merge feature to populate data from the petition
• Generate mailing labels, envelopes and letters
• Create custom letters motions and orders
Recorded April 22nd, 2020
Data Integration – Streamline the data entry process with integrated workflow tools
Learn how to:
• Order Credit and Financial Reports, bankruptcy courses, tax transcripts and more
• Import report data into creditor and asset schedules
• Collect data from the debtor with an online questionnaire
Recorded February 26, 2020
Draft petitions with speed and accuracy
Discover tips for setting up your team and files and optimize drafting order to maximize efficiency
- Incorporate Best Case features into the petition-drafting process
- Utilize integrated tools to expedite drafting without sacrificing quality
- Follow a framework for preparing a petition in thirty minutes
Recorded August 21, 2019
Ditch the Notepads: Consolidate Case Notes and Create Custom Reports
Explore features that organize client and case information in a centralized location. Conveniently access notes and reports without all the paper.
Learn how to:
- Consolidate client and case notes for easy viewing
- Create user defined fields to collect custom data
- Run reports to view a summary of your client list
Recorded September 25, 2019
Maximize Your Investment: 5 things included in your license you can use today
Explore five ways you can maximize your Best Case investment with integrated features that simplify your workflow and increase revenue. Also, learn how expert training and support can help you get the most out of your software.
Learn about:
- Court Notices and Calendar
- Bankruptcy Course Manager
- Student Loan Analyzer
- OneTouch Electronic Filing
- Technical Support and Training