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 August 8, 2023
Simplify and Manage Post-Petition Activities.
Learn how to:
• Utilize OneTouch® to create and automate post-petition filing of Form 423 and the Chapter 13 Plan
• Set up Court Notices & Calendar to reduce time-intensive and costly tasks related to processing Court emails
• Eliminate time spent printing and mailing documents with Stretto’s Legal Noticing Services
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 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.
Recorded March 18, 2021
Mortgage Modification within the Bankruptcy Court System
Stretto’s loan solution allows Chapter 7 and 13 Attorneys to offer mortgage modification services to their clients in select jurisdictions. This informative session will provide valuable details on the approved court programs, document preparation and submission process, and review how applications can easily be tracked and managed.
Recorded March 4, 2021
How to Create a Law Firm Business Plan
This informative course, designed for attorneys new to the practice of bankruptcy law or for solo practitioners, will guide Attorneys through the step-by-step business plan creation.
Consumer Bankruptcy 101
Stretto has developed this comprehensive six-week program for Attorneys interested in adding a consumer-bankruptcy offering to their law practice and those seeking to expand their current Chapter 7 or Chapter 13 practices.
Our experts will focus on two core areas: 1) Consumer bankruptcy law including marketing, client intake and retention, fee structure, and payment plans; and 2) Substantive case law and successfully delivering Chapter 7 and Chapter 13 legal services.
Recorded October 23, 2019
Let Us Do the Math – Form 122 and Schedule I Income Calculations
Learn how to:
- Use the Paycheck Calculator and Fast-Entry Paycheck Template to determine income
- Calculate Form 122 data using year-to-date income
- Perform a median income comparison without creating a client file using the online calculator
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 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