April 16, 2026

Westlake, Texas

Exclusive Networking Exchange

One Day Summit for the Future of Housing Finance

The Housing Exchange's inaugural Spring Summit unites leaders from across housing finance—attorneys, investors, servicers, and brokers—for a high-impact, exclusive day of candid dialogue, expert insights, and truly meaningful connections.

Designed exclusively for members and invited capital market and servicing partners.

Register for the Spring Summit
See the Agenda

LEADING PARTICIPANTS

A Unified Day of Critical Insights

Expertise that Impacts, on Topics that Actually Matter.

ALL LEGALX & JOINT SESSIONS BELOW


Content currently under development. Sessions and times subject to change.

9:30 – 10:00 a.m.

Joint Networking

Collaborative Coffee Connect

An all-attendee opening networking break over coffee and light breakfast pastries, as an interconnected preamble to the day’s heady dialogue.

10:00 –10:35 a.m.

Joint Session

From Default to Disposition: New Legal Realities

Policy volatility, rate-suppressed demand, AI disruption, and surging distressed inventory are converging at once. This opening keynote frames the macro forces bearing down on every sector in the room and sets the strategic lens for the day.

Robert Sambursky, Esq., Stein Wiener & Roth, LLP

10:40 a.m. – 12:25 p.m.

LegalX Session

LegalX Founders Roundtable: Strategy, Risk & Scaling in Today’s Market

This intimate, closed-door gathering will serve as the first-ever assembly of LegalX members, helping to lay the groundwork for the year ahead in LegalX, providing a prime platform to consider key questions, including:

  • What are the biggest challenges you're facing in scaling your business right now?
    • How would you like to see LegalX support you those areas?
  • Where are you seeing the biggest opportunities in today's market environment?
    • Which partnerships are most valuable to your current growth strategy?
  • How are you differentiating your firm in an increasingly competitive space?
    • What operational or technology investments are you prioritizing this year?
  • How are you balancing growth with increasing legal, compliance, and regulatory requirements, particularly around evolving CFPB expectations?
  • Where are you seeing the greatest operational bottlenecks, and how are you addressing them?

Andi Holmes, President, LegalX
Robert R. Hoose
, Clunk Hoose Co., LPA
Robert Sambursky
, Stein Wiener & Roth, LLP
Brian Vaughn
, McCalla Raymer Leibert Pierce, LLP
& Invited Industry Partners & Guests

12:30 – 1:00 p.m.

JOINT STRATEGIC NETWORKING LUNCH

A chef-curated plated lunch for all Summit attendees.

1:00 – 1:30 p.m.

Joint Networking Lunch

Keynote: An Essential Economic Outlook

A hard-hitting look at the market in the back half of 2026 and beyond, varying factors at play, and how we can all prepare for the economic storm ahead.

Nolan Turner, Executive, Carrington Mortgage Services

1:35 – 2:45 p.m.

LegalX Session

The Servicing Gauntlet Roundtable: Compliance, Performance & Market Alignment

LegalX Founding Firms and leading servicers engage in a candid and practical conversation on the present and future of servicing regulations, compliance, and more, including:

  • What are your top priorities when selecting and evaluating agents, brokers, and vendors?
  • Where are you seeing the biggest performance gaps in today's REO and vendor ecosystem?
  • What does a best-in-class partner look like to you today?
  • How are market conditions impacting your strategies around disposition, pricing, and timelines?
  • Where are you seeing the greatest exposure around UDAAP risk, foreclosure communications, or fee practices?
  • How are litigation trends—standing challenges, statutes of limitations, and evidentiary standards—impacting your strategies?
  • How are investor and insurer requirements from Fannie Mae, Freddie Mac, FHA/HUD, VA, and USDA shaping your workflows?
  • What are the biggest risks around claim denials, curtailments, or conveyance timelines, and how are you mitigating them?

Christian Etienne, Principal Consultant, XIIX National
Laura
Hall, SVP, Selene Finance
Nolan Turner, Managing Director, Carrington Mortgage Services
& LegalX Founding Firms & Invited Guests

2:45 – 3:00 p.m.

Networking Break

3:00 – 3:45 p.m.

Joint Session

The Freddie Mac Fireside Chat

this can't-miss fireside between Eric Will and Sharon Bartlett offers a direct and candid update on 2026 compliance benchmarks, conservatorship dynamics, performance standards, and addresses some of the most burning questions in the industry today.

Eric Will, Senior Director, Freddie Mac
Sharon Bartlett, Executive Director, REO Alliance

3:50 – 4:45 p.m.

LegalX Session

LegalX Founders Roundtable II

A continued conversation between LegalX Founding Firms and invited industry partners, on avenues and initiatives to integrate capital stacks with housing finance law firms through leveraged, industry-leading LegalX relationships, as well as other new roles and opportunities in the marketplace.

Andi Holmes, President, LegalX
Robert R. Hoose, Clunk Hoose Co., LPA
Robert Sambursky, Stein Wiener & Roth, LLP
Brian Vaughn, McCalla Raymer Leibert Pierce, LLP
& Invited Industry Partners & Guests

4:50 – 6:30 p.m.

Joint Networking Event

CLOSING COCKTAIL RECEPTION

Close out the high-impact day of dialogue as you unwind over elevated barcraft and hors d'oeuvres alongside peers, colleagues, clients, and experts, while making final, critical business connections.


Secure your Seat at the Spring Summit

The Housing Exchange Family of Brands