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Mortgage Brokers (Standard of Care) Expert Witnesses

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J.F. Chip Morrow
Nationwide coverage
San Antonio ALL States 78261
phone: 866-365-7212 (Toll Free)
fax: Toll free 866-869-4062
Profile: 47+ yrs experience in financial, mortgage & business institutions including 17+ President, CEO & Director & 6+ director of a mortgage company. 15+ years of leadership/ directorships in national & state trade associations. Over 500 federal & state nationwide cases i for FDIC, FannieMae, financial institutions, mortgage companies, businesses, non-banks, individuals. Services provided: consulting, depositions, reports, affidavits & court testimonies.

Expertise: Financial Institutions, Mortgage Institutions, Business, Real Estate. Residential mortgage loans,construction loans, commercial real estate loans, business loans, SBA; Operations; Fraud; Lender Liability; Policy & Procedures; Fiduciary Duties, D & O conduct, Other. Reports, depositions & court testimony in Federal, Bankruptcy & state courts.

  • 500+ nationwide cases working both for defendants and plaintiffs.

  • 20+ years of in-house, industry, and outside expert witness experience.

  • 75+ depositions taken and 35+ court appearances in both Federal and state courts.

  • Clients: FannieMae, FDIC, Freddie Mac, FHA, VA, Viacom, Wells Fargo Bank, State of CA, Bank of America, Amex, Citicorp Mortgage, Washington Mutual, Bank One, Long Beach Mortgage, EMC Mortgage, JPMorganChase Bank, PacifiCare, Beal Bank, Avnet, Fidelity Title & First American Title

  • Approximately 50% of cases are for financial institutions, 40% against financial institution and 10% are other.

  • Serving clients nationally— 40% plaintiffs and 60% defendants.

  • Resume, fee information and references provided on request.
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    Richard Payne
    57 Union Place Suite 316
    Summit NJ 07901
    phone: 908-277-0250
    fax: 908-277-3391
    Richard Payne is a Mortgage Banking Expert and Managing Partner for Payne Advisory, LLC. He has served as lead advisor for the RTC at Prudential Securities for Mortgage Securitizations and on the Regional Advisory Boards of both FNMA and Freddie Mac. Mr. Payne has also served as President and CEO of several large and small cap mortgage banking firms.

    Areas of Expertise include:
  • Expert Witness services
  • Put-Back Reviews
  • Mortgage Risk Evaluations
  • Loss Mitigation Strategies
  • Merger & Acquisition Advisory
  • Operational Overviews
  • Credit Reviews
  • Branch Reviews
  • Warehouse Evaluations
  • Board of Director Training
  • Government Relations
  • Hard Money Lending
  • Mortgage Capital Markets
  • Distressed Asset Reviews
  • Specialty Servicer Reviews

  • Payne Advisory, LLC, has thirty years of Wall Street and Main Street experience and assists Companies to proactively address mortgage crisis issues. Its consultants include Lisa Jones who specializes in all aspects of residential mortgage banking, state and federal regulatory compliance, underwriting, credit risk and loss mitigation.
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    Joffrey Long
    17045 Chatsworth Street, Suite 101
    Granada Hills CA 91344-5845
    phone: 818-366-5200
    Joffrey G. Long - Mortgage Broker/Lender/Loan Servicer since 1979, president of mortgage company, past president and current Education Chair and Director for the California Mortgage Assn. (Mortgage lending, brokerage and loan servicing Trade Assn.)

    Mortgage litigation consultation and mortgage expert witness testimony in areas of mortgage broker standard of care, broker duties, mortgage lender activities, required disclosures, fiduciary relationships, fraud, loan servicing, loan modification, foreclosure, California mortgage licensing methods, and the standard of care and disclosures regarding investment in California trust deeds. Experienced in report writing, depositions, court testimony and litigation consultation.

    Experienced and presently active as a practitioner in both institutional lending and hard money lending (private money lending) loan brokerage and loan servicing. Expert witness testimony as a California private money expert witness (also referred to as a California hard money expert witness) is provided. Also testified in matters of Usury. Expert witness testimony provided as mortgage broker expert witness. Extensive background in training and education for the mortgage industry.

    Although he regularly performs mortgage expert witness assignments, he is presently active in mortgage lending, loan brokerage, loan servicing and trust deed investments.

    CV available upon request.

    (Profile updated January 11, 2014, by Joffrey Long)