Documenting for Success: From Referral to Resolution
Webinars
Date & Time:
5 November 2026/ 11:00 AM - 12:00 PM ET
Join Weltman for a practical discussion focused on one of the most important aspects of successful credit union collections: documentation. Cleveland Shareholder and Credit Union Representation Group Chair Matt Young will be joined by Cleveland Attorneys Alex Weinberg and Ryan Mudra for a roundtable-style conversation about the documents, processes, and common issues that can make a difference when a file moves through the collections and litigation process.
The panel will walk through key documentation, including statements, applications, contracts, and referral forms, with a focus on what credit unions should provide and why completeness matters. The discussion will also provide an overview of common servicing and documentation systems, including what information can be handled by CSS and where different documents and information should be directed. Panelists will address questions surrounding third-party servicing providers, how statements and other documents are generated, and how to navigate documentation when systems or processes vary.
Most importantly, the panel will explore why thorough documentation matters and how courts evaluate the records presented in a collection or litigation matter. Attendees will leave with practical insight into strengthening documentation practices, identifying potential issues early, and helping ensure the right information is available when it is needed.
Key Topics Covered:
- Understanding the importance of statements, applications, contracts, and other supporting documentation
- Completing referral forms accurately and providing all necessary information
- Why complete documentation matters and how courts evaluate documentation in collection and litigation matters
About the Series: Weltman’s Webinar Series delivers year-round educational content, specific to creditors' rights throughout numerous focus areas. Join our key business leaders for these webinars to stay ahead of trends, changes, and updates throughout the world of collections.