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Review of Case Materials
Reviews records, documents, testimony, data, and other relevant materials and consults with counsel regarding technical issues related to the matter.
Provide Expert Analysis
Applies specialized knowledge and experience to evaluate the technical or professional issues involved.
Form Expert Opinions
Develops independent, supportable opinions based on the available evidence and relevant standards.
Prepare Expert Reports
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Commercial mortgage files may contain borrower financial statements, property and collateral documentation, underwriting calculations, approval memoranda, loan agreements, closing records, payment histories, and modification documents. The expert can reconstruct how the financing was evaluated and documented and identify the records underlying disputed lending or account decisions.
Mortgage origination is the broader process of developing and completing the mortgage transaction, from application through processing, applicable disclosures, underwriting, closing documentation, and funding. Underwriting is the component of that process focused more specifically on evaluating the borrower, property, proposed loan, and applicable lending criteria. In litigation, examining the origination chronology and the underwriting analysis can clarify when particular information entered the file and what the file documents about how it factored into the lending decision.
Relevant evidence can include the mortgage agreement, closing documents, borrower eligibility records, payment or advance histories, account statements, servicing correspondence, notices, and records affecting the outstanding balance. The specific documents required depend on the disputed transaction and the questions presented in the case.
Analysis may focus on the loan application, borrower financial information, underwriting criteria, approval exceptions, loan terms, disclosures, closing documents, and subsequent account history. Comparing those records chronologically can help counsel understand how the mortgage was approved and whether disputed representations or calculations are supported by the loan file.
Insurance, +4
Insurance
Prepares clear, well-supported expert reports outlining methodology, analysis, findings, and opinions.
Provide Deposition Testimony
Explains findings and opinions under oath and responds to questioning during deposition testimony.
Testify in Court
Presents specialized findings and opinions clearly to judges, juries, arbitrators, or other decision-makers.
