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Agenda At a Glance

Preconference Events

Thursday, August 20

9:00 am — 12:00pm

Concurrent Sessions

Session A

Build-A-Broker

Presented By

Tyna-Minet Anderson

Join us for a special pre-conference event designed to help originators who want to open their own broker business, or for brokers who want to find better ways to run their company. This program is designed to show you the basics of setting up your business -- from how to rent space, to what accounting programs are recommended -- and will also cover topics including choosing your loan origination systems, how to pick a CRM system, and more. This pre-conference workshop is free, but seating is limited and pre-registration is required.

Presented by Tyna-Minet Anderson of Mortgage Educators & Compliance

9:00 am
Brokerage 101

Brokerage 101 focuses on the foundation for establishing your business, presented by experienced mentors. This course includes topics such as:

  • LO Compensation Basics
  • Choosing an accounting program and payroll provider
  • What is the right corporate form for you? (LLC vs. Corp.)
  • How to determine if your workers are employees or independent contractors.
  • LO Compensation Basics
10:00 am
Establish A Competitive Advantage With A Varied Product Lineup

Few brokerages can fully grow without offering more than the standard-vanilla residential home mortgage. We're bringing in product experts and broker practitioners to discuss a bevy of diverse products that you can add to your lineup as you create your broker shop. We'll discuss the pros and cons of Non-QM loans, Reverse Mortgages, Fix-and-Flip loans and more.

11:00 am
Brokerage 102

Brokerage 102 focuses on the additional foundational issues for establishing your business, with topics such as:

  • Policy & Procedures that every company needs, including BSA/AML, Sexual Harassment, and more
  • Marketing & Compliance — under RESPA, TILA, Reg. N, the CFPB, getting leads, co-marketing with Realtors, and more.
  • Compliance training, auditing, and testing.

Presented by Tyna-Minet Anderson of Mortgage Educators & Compliance

Quicken Loans Main Stage at the Roman Ballroom

Session b

Presented By

Session C

Presented By

9:00 am — 12:00pm

Concurrent Sessions

Session A

Keynote Session

Build-A-Broker

Join us for a special pre-conference event designed to help originators who want to open their own broker business, or for brokers who want to find better ways to run their company. This program is designed to show you the basics of setting up your business -- from how to rent space, to what accounting programs are recommended -- and will also cover topics including choosing your loan origination systems, how to pick a CRM system, and more. This pre-conference workshop is free, but seating is limited and pre-registration is required.

Presented by Tyna-Minet Anderson of Mortgage Educators & Compliance

9:00 am
Brokerage 101

Brokerage 101 focuses on the foundation for establishing your business, presented by experienced mentors. This course includes topics such as:

  • LO Compensation Basics
  • Choosing an accounting program and payroll provider
  • What is the right corporate form for you? (LLC vs. Corp.)
  • How to determine if your workers are employees or independent contractors.
  • LO Compensation Basics
10:00 am
Establish A Competitive Advantage With A Varied Product Lineup

Few brokerages can fully grow without offering more than the standard-vanilla residential home mortgage. We're bringing in product experts and broker practitioners to discuss a bevy of diverse products that you can add to your lineup as you create your broker shop. We'll discuss the pros and cons of Non-QM loans, Reverse Mortgages, Fix-and-Flip loans and more.

11:00 am
Brokerage 102

Brokerage 102 focuses on the additional foundational issues for establishing your business, with topics such as:

  • Policy & Procedures that every company needs, including BSA/AML, Sexual Harassment, and more
  • Marketing & Compliance — under RESPA, TILA, Reg. N, the CFPB, getting leads, co-marketing with Realtors, and more.
  • Compliance training, auditing, and testing.

Presented by Tyna-Minet Anderson of Mortgage Educators & Compliance

Quicken Loans Main Stage at the Roman Ballroom
1:45 pm — 5:00 pm

Concurrent Sessions

Session A

Your First Million Dollars

Presented By

Becoming an LO can become a lucrative career, if you know how to set yourself apart. Your First Million Dollars is a unique program designed to connect you to the story of your success - and your wealth. This program features lightning sessions with some of the nation’s most accomplished mortgage lending coaches. This pre-conference workshop is free, but seating is limited and pre-registration is required. No one will be admitted after 2 p.m.

Attendees will spend 15 minutes with each coach, then advance to the next coach. Coaches will have available follow-up programs for all attendees, and special offerings for everyone.

1:45 pm — Welcome and Instructions


2:00 pm — 2:15 pm: Session 1
     Five Minute Break
2:20 pm — 2:35 pm: Session 2
     
Five Minute Break
2:40 pm — 2:55 pm: Session 3
     Five Minute Break


3:00 pm — 3:15 pm: Session 4
     Five Minute Break
3:20 pm — 3:35 pm: Session 5
     Five Minute Break
3:40 pm — 3:55 pm: Session 6
     Five Minute Break


4:00 pm — 4:15 pm: Session 7
     Five Minute Break
4:20 pm — 4:35 pm: Session 8
     Five Minute Break
4:40 pm — 4:55 pm: Session 9

Your First Million Dollars Wrap Up

Our amazing panel of coaches and mentors includes:

Ralph Lovuolo Sr.

Also known as the Mortgage Godfather, Ralph LoVuolo Sr. is a coach/trainer/visionary to mortgage professionals at all levels. He shares over 50 years of experience in mortgages through many sources: his hundreds of posts on Linked In, his dozens of videos found on his FB Mortgage Godfather, his regular weekly webinars, his book on Amazon -- “1% More Every Day” -- and his personal coaching. Ralph’s vast experience in the mortgage industry is demonstrated by having been involved in billions of dollars of mortgage production. He is a master educator who has the unique knack of being able to make complicated subjects appear simple. Additionally, he is exceptionally capable of helping salespeople achieve their true potential through the means of organizational thinking and unique activity. His Mortgage Godfather videos have become a staple of the daily lives of mortgage originators nationwide, being watched by thousands.

Khai McBride

Known as the entrepreneur’s systems coach, Khai McBride's business acumen and coaching skills are widely recognized by top mortgage companies nationwide.  An expert in systems, database management, and mindset, he thrives in helping mortgage professionals get unstuck by improving their business models. With a background in technology and project management, Khai used his knowledge of database management to build a thriving mortgage business that funded over $500 million in 10 short years. Today, he coaches loan officers, managers, and owners to achieve their business and personal goals, with more than half of his roster doubling their production within 6 months, and a third reaching the list of Top 1% of Mortgage Originators nationwide.

Shane Kidwell

As a coach and business partner at Next Level Loan Officers, Shane is a critical part of a group of mortgage professionals who operate at the highest level every day. They've built multi-million dollar businesses and want to show you how to do the same. Next Level Loan Officers takes a holistic approach to coaching and consulting - focusing their attention on the life of the Originator, not only their business. Being a Loan Originator in today's world is hard - they know that because they actively originate and close loans every day. However, when you can surround yourself with a community of like-minded professionals, this job becomes a little easier.

Kellen Vaughan

As a coach and business partner at Next Level Loan Officers, Kellen is a critical part of a group of mortgage professionals who operate at the highest level every day. They've built multi-million dollar businesses and want to show you how to do the same. Next Level Loan Officers takes a holistic approach to coaching and consulting - focusing their attention on the life of the Originator, not only their business. Being a Loan Originator in today's world is hard - they know that because they actively originate and close loans every day. However, when you can surround yourself with a community of like-minded professionals, this job becomes a little easier.


Adam Smith

Adam P. Smith is the President and founder of The Colorado Real Estate Finance Group, Inc., a commercial and residential real estate finance firm.  He started the company in 2005.  During his career he has helped thousands of clients, both individuals and corporations, in their goals regarding real estate finance as well as both personal and corporate finance and has personally written billions of dollars in mortgage and finance deals.

Adam is the author of the best-selling sales book, “Just The Tips,” and has been published in numerous trade publications including Kiplinger, AAA Magazine, BankRate, National Mortgage Professional Magazine, the Colorado Mortgage Professional Magazine, Fit Small Business, Zing!, MortgageLoan.com, and Broker/Banker Magazine. Adam lectures regularly, and coaches colleagues on lead generation through his Zero Cost Marketing for a Repeat and Referral Business and Secret Sauce programs to the real estate, mortgage, insurance and financial fields.  He has taught classes for several of the country’s largest real estate companies, countless title companies, and many real estate boards.  Adam has been a speaker for the Mortgage Banking and Finance Association, Power Originator, The Mortgage News Network, The Association of Independent Mortgage Experts and at Mortgage Revolution on several occasions.

Jennifer Du Plessis

Jen Du Plessis, America’s Mortgage Mastery Mentor, helps mortgage loan officers and real estate agents who are overwhelmed, stressed out, and sabotaging their personal lives for the sake of their business to multiply results in record time and have the courage to say yes to their personal lives (which sometimes means saying no to clients).

During 15 of her 37-year career in the mortgage industry, Jen has been listed in the top 1% of loan officers nationwide; spending 3 years in the top 200 of nationally ranked originators and has funded over $1 Billion in mortgage loans. She is recognized as an Influencer in her industry as the best-selling author of “LAUNCH - How to Take Your Business to New Heights,” top podcast host of Mortgage Lending Mastery, and highly sought out and charismatic speaker; speaking on stages with such icons as Daryl Hardy, Tony Robins and Les Brown.

Today Jen is passionate about empowering mortgage loan officers to achieve professional and personal breakthroughs so that they stop the daily chaos by identifying their priorities to gain calm to take back control of their business and life. She is guiding her coaching students to attract clients rather than chasing them. And lastly, she is devoted to helping each student’s business grow exponentially rather than hitting the reset button to have the same results year-after-year.

Nick Carpenter

Nick Carpenter is the founder of The Legion of Loan Officers, and one of the most sought after thought leaders and marketers in the mortgage industry. He is a “Realtor Attraction” expert, known for helping loan officers add 10 great referral partners within 90 days. Nick is an Eagle Scout and U.S. Air Force veteran, having served in Iraq.

Bill Hillestad

Throughout his 25-year career in real estate, financial services and mortgage industries, Bill Hillestad has conceived, started, marketed, nurtured and grown over a dozen companies with combined revenues north of $1B. Bill is a “master of strategic possibilities” which is hard to explain but it is right at the heart of his true passion. He looks at the challenges facing the real estate and mortgage industry today and sees the art of the possible. Bill channels his intellectual curiosity and his passion for marketing into creative strategies and effective methods to help agents and loan officers succeed in an ever-demanding, increasingly complicated digital landscape. When implemented, Bill’s social media, video and digital marketing approach drives new business opportunities with almost unreasonable speed and consistency. As a business catalyst, Bill coaches mortgage originators and real estate agents to identify and build profitable sales and marketing strategies that can generate sustainable, measurable results.  

Geoff Zimper

Geoff Zimpfer is a National Sales Trainer and Coach with Movement Mortgage, helping mortgage originators and real estate agents leverage the power of social media and digital marketing to create a compelling personal brand that gets noticed and gets you clients. He is also the host of the top-rated Mortgage Marketing Radio Podcast with over 250,000 downloads and growing.

Tyler Carlston

As CEO of Rockford, Ill.-based Mortgage Accelerated, Tyler Carlston leads a sales team that knows its way around working long term leads. In addition to coaching and mentoring new originators, Tyler is also the host of the popular Mortgage Accelerated podcast.

Quicken Loans Main Stage at the Roman Ballroom

Session b

Presented By

Session C

Presented By

1:45 pm — 5:00 pm

Concurrent Sessions

Session A

Keynote Session

Your First Million Dollars

Becoming an LO can become a lucrative career, if you know how to set yourself apart. Your First Million Dollars is a unique program designed to connect you to the story of your success - and your wealth. This program features lightning sessions with some of the nation’s most accomplished mortgage lending coaches. This pre-conference workshop is free, but seating is limited and pre-registration is required. No one will be admitted after 2 p.m.

Attendees will spend 15 minutes with each coach, then advance to the next coach. Coaches will have available follow-up programs for all attendees, and special offerings for everyone.

1:45 pm — Welcome and Instructions


2:00 pm — 2:15 pm: Session 1
     Five Minute Break
2:20 pm — 2:35 pm: Session 2
     
Five Minute Break
2:40 pm — 2:55 pm: Session 3
     Five Minute Break


3:00 pm — 3:15 pm: Session 4
     Five Minute Break
3:20 pm — 3:35 pm: Session 5
     Five Minute Break
3:40 pm — 3:55 pm: Session 6
     Five Minute Break


4:00 pm — 4:15 pm: Session 7
     Five Minute Break
4:20 pm — 4:35 pm: Session 8
     Five Minute Break
4:40 pm — 4:55 pm: Session 9

Your First Million Dollars Wrap Up

Our amazing panel of coaches and mentors includes:

Ralph Lovuolo Sr.

Also known as the Mortgage Godfather, Ralph LoVuolo Sr. is a coach/trainer/visionary to mortgage professionals at all levels. He shares over 50 years of experience in mortgages through many sources: his hundreds of posts on Linked In, his dozens of videos found on his FB Mortgage Godfather, his regular weekly webinars, his book on Amazon -- “1% More Every Day” -- and his personal coaching. Ralph’s vast experience in the mortgage industry is demonstrated by having been involved in billions of dollars of mortgage production. He is a master educator who has the unique knack of being able to make complicated subjects appear simple. Additionally, he is exceptionally capable of helping salespeople achieve their true potential through the means of organizational thinking and unique activity. His Mortgage Godfather videos have become a staple of the daily lives of mortgage originators nationwide, being watched by thousands.

Khai McBride

Known as the entrepreneur’s systems coach, Khai McBride's business acumen and coaching skills are widely recognized by top mortgage companies nationwide.  An expert in systems, database management, and mindset, he thrives in helping mortgage professionals get unstuck by improving their business models. With a background in technology and project management, Khai used his knowledge of database management to build a thriving mortgage business that funded over $500 million in 10 short years. Today, he coaches loan officers, managers, and owners to achieve their business and personal goals, with more than half of his roster doubling their production within 6 months, and a third reaching the list of Top 1% of Mortgage Originators nationwide.

Shane Kidwell

As a coach and business partner at Next Level Loan Officers, Shane is a critical part of a group of mortgage professionals who operate at the highest level every day. They've built multi-million dollar businesses and want to show you how to do the same. Next Level Loan Officers takes a holistic approach to coaching and consulting - focusing their attention on the life of the Originator, not only their business. Being a Loan Originator in today's world is hard - they know that because they actively originate and close loans every day. However, when you can surround yourself with a community of like-minded professionals, this job becomes a little easier.

Kellen Vaughan

As a coach and business partner at Next Level Loan Officers, Kellen is a critical part of a group of mortgage professionals who operate at the highest level every day. They've built multi-million dollar businesses and want to show you how to do the same. Next Level Loan Officers takes a holistic approach to coaching and consulting - focusing their attention on the life of the Originator, not only their business. Being a Loan Originator in today's world is hard - they know that because they actively originate and close loans every day. However, when you can surround yourself with a community of like-minded professionals, this job becomes a little easier.


Adam Smith

Adam P. Smith is the President and founder of The Colorado Real Estate Finance Group, Inc., a commercial and residential real estate finance firm.  He started the company in 2005.  During his career he has helped thousands of clients, both individuals and corporations, in their goals regarding real estate finance as well as both personal and corporate finance and has personally written billions of dollars in mortgage and finance deals.

Adam is the author of the best-selling sales book, “Just The Tips,” and has been published in numerous trade publications including Kiplinger, AAA Magazine, BankRate, National Mortgage Professional Magazine, the Colorado Mortgage Professional Magazine, Fit Small Business, Zing!, MortgageLoan.com, and Broker/Banker Magazine. Adam lectures regularly, and coaches colleagues on lead generation through his Zero Cost Marketing for a Repeat and Referral Business and Secret Sauce programs to the real estate, mortgage, insurance and financial fields.  He has taught classes for several of the country’s largest real estate companies, countless title companies, and many real estate boards.  Adam has been a speaker for the Mortgage Banking and Finance Association, Power Originator, The Mortgage News Network, The Association of Independent Mortgage Experts and at Mortgage Revolution on several occasions.

Jennifer Du Plessis

Jen Du Plessis, America’s Mortgage Mastery Mentor, helps mortgage loan officers and real estate agents who are overwhelmed, stressed out, and sabotaging their personal lives for the sake of their business to multiply results in record time and have the courage to say yes to their personal lives (which sometimes means saying no to clients).

During 15 of her 37-year career in the mortgage industry, Jen has been listed in the top 1% of loan officers nationwide; spending 3 years in the top 200 of nationally ranked originators and has funded over $1 Billion in mortgage loans. She is recognized as an Influencer in her industry as the best-selling author of “LAUNCH - How to Take Your Business to New Heights,” top podcast host of Mortgage Lending Mastery, and highly sought out and charismatic speaker; speaking on stages with such icons as Daryl Hardy, Tony Robins and Les Brown.

Today Jen is passionate about empowering mortgage loan officers to achieve professional and personal breakthroughs so that they stop the daily chaos by identifying their priorities to gain calm to take back control of their business and life. She is guiding her coaching students to attract clients rather than chasing them. And lastly, she is devoted to helping each student’s business grow exponentially rather than hitting the reset button to have the same results year-after-year.

Nick Carpenter

Nick Carpenter is the founder of The Legion of Loan Officers, and one of the most sought after thought leaders and marketers in the mortgage industry. He is a “Realtor Attraction” expert, known for helping loan officers add 10 great referral partners within 90 days. Nick is an Eagle Scout and U.S. Air Force veteran, having served in Iraq.

Bill Hillestad

Throughout his 25-year career in real estate, financial services and mortgage industries, Bill Hillestad has conceived, started, marketed, nurtured and grown over a dozen companies with combined revenues north of $1B. Bill is a “master of strategic possibilities” which is hard to explain but it is right at the heart of his true passion. He looks at the challenges facing the real estate and mortgage industry today and sees the art of the possible. Bill channels his intellectual curiosity and his passion for marketing into creative strategies and effective methods to help agents and loan officers succeed in an ever-demanding, increasingly complicated digital landscape. When implemented, Bill’s social media, video and digital marketing approach drives new business opportunities with almost unreasonable speed and consistency. As a business catalyst, Bill coaches mortgage originators and real estate agents to identify and build profitable sales and marketing strategies that can generate sustainable, measurable results.  

Geoff Zimper

Geoff Zimpfer is a National Sales Trainer and Coach with Movement Mortgage, helping mortgage originators and real estate agents leverage the power of social media and digital marketing to create a compelling personal brand that gets noticed and gets you clients. He is also the host of the top-rated Mortgage Marketing Radio Podcast with over 250,000 downloads and growing.

Tyler Carlston

As CEO of Rockford, Ill.-based Mortgage Accelerated, Tyler Carlston leads a sales team that knows its way around working long term leads. In addition to coaching and mentoring new originators, Tyler is also the host of the popular Mortgage Accelerated podcast.

Quicken Loans Main Stage at the Roman Ballroom

Friday, August 21

9:00 am — 12:00 pm

Concurrent Sessions

Session A

Join the Mortgage Revolution

Presented By

Battle Born during the 2009 financial crisis, Mortgage Revolution is a unique networking event where active originators are given a microphone and a few minutes on a humble stage to share the number one strategy that they’ve implemented that year. The raw delivery and rapid-fire presentation format is designed to keep the focus on providing rich content and insider tips that will inspire new ideas and networking opportunities.  

#MRev started as a grassroots movement to effect a positive change in the mortgage industry by promoting the abundance mindset and creating a culture of transparency.  As a zero profit event, Mortgage Revolution has a strong charitable component where 100% of all funds raised go to a local charity that has been impacted by the real estate industry.

Don’t miss out on this rapid-fire idea sharing program. Originator Connect is proud to host Mortgage Revolution as part of this year’s conference. Participation is free, but advance registration is required.

This course requires preregistration

Pompeiian Ballroom

Session b

Presented By

Session C

Presented By

9:00 am — 12:00 pm

Concurrent Sessions

Session A

Keynote Session

Join the Mortgage Revolution

Battle Born during the 2009 financial crisis, Mortgage Revolution is a unique networking event where active originators are given a microphone and a few minutes on a humble stage to share the number one strategy that they’ve implemented that year. The raw delivery and rapid-fire presentation format is designed to keep the focus on providing rich content and insider tips that will inspire new ideas and networking opportunities.  

#MRev started as a grassroots movement to effect a positive change in the mortgage industry by promoting the abundance mindset and creating a culture of transparency.  As a zero profit event, Mortgage Revolution has a strong charitable component where 100% of all funds raised go to a local charity that has been impacted by the real estate industry.

Don’t miss out on this rapid-fire idea sharing program. Originator Connect is proud to host Mortgage Revolution as part of this year’s conference. Participation is free, but advance registration is required.

This course requires preregistration

Pompeiian Ballroom
9:00 am — 12:00 pm

Concurrent Sessions

Session A

SPECIAL ENTERTAINMENT

Join the Mortgage Revolution

Battle Born during the 2009 financial crisis, Mortgage Revolution is a unique networking event where active originators are given a microphone and a few minutes on a humble stage to share the number one strategy that they’ve implemented that year. The raw delivery and rapid-fire presentation format is designed to keep the focus on providing rich content and insider tips that will inspire new ideas and networking opportunities.  

#MRev started as a grassroots movement to effect a positive change in the mortgage industry by promoting the abundance mindset and creating a culture of transparency.  As a zero profit event, Mortgage Revolution has a strong charitable component where 100% of all funds raised go to a local charity that has been impacted by the real estate industry.

Don’t miss out on this rapid-fire idea sharing program. Originator Connect is proud to host Mortgage Revolution as part of this year’s conference. Participation is free, but advance registration is required.

This course requires preregistration

Pompeiian Ballroom
9:00 am — 12:00 pm

Concurrent Sessions

Session A

Certified Military Home Specialist Course

Presented By

Beverly Frase

Set yourself apart from your competition by becoming a Certified Military Home Specialist.

Boots Across America exists to help military personnel and their families by educating housing professionals on how to work with them; by helping them and their spouses transition into suitable jobs and by finding new ways to help service members everywhere and the families who support them.

Join us for this one of a kind training class that will help you build a rapport with your military niche market and provide them with the specialized skills they deserve, whether they're seeking a VA loan or some other form of financing. Upon successful completion, you will receive your Certified Home Military Specialist certificate. Confidently move your service members toward accurate and timely closings as their "local military expert."

Some topics to be covered include:

  • Increased knowledge & confidence to better serve military clients
  • Establishing credibility specifically with this market
  • Service members Civil Relief Act guidelines & benefits to share
  • Pay & Allowance categories, which ones to use
  • Special situations, disability and retirement benefits
  • Resources to use and share

After attending you'll receive access to the Maximum Acceleration Learning Center CMHS course materials including the PowerPoint presentation, the workbook and the online exam. Upon passing the exam online you immediately receive a link to print your personalized certificate.

About The Presenter

With more than 20 years experience in real estate and finance, Beverly Ray Frase, Founder, Boots Across America, developed and instructed the first Certified Military Home Specialist Course in 2009. Continually updating the frequent industry changes, she has trained more than 10,000 graduates across the nation, even to Guam and Europe.

This course requires preregistration.

Quicken Loans Main Stage at the Roman Ballroom

Session b

Presented By

Session C

Presented By

9:00 am — 12:00 pm

Concurrent Sessions

Session A

Keynote Session

Certified Military Home Specialist Course

Set yourself apart from your competition by becoming a Certified Military Home Specialist.

Boots Across America exists to help military personnel and their families by educating housing professionals on how to work with them; by helping them and their spouses transition into suitable jobs and by finding new ways to help service members everywhere and the families who support them.

Join us for this one of a kind training class that will help you build a rapport with your military niche market and provide them with the specialized skills they deserve, whether they're seeking a VA loan or some other form of financing. Upon successful completion, you will receive your Certified Home Military Specialist certificate. Confidently move your service members toward accurate and timely closings as their "local military expert."

Some topics to be covered include:

  • Increased knowledge & confidence to better serve military clients
  • Establishing credibility specifically with this market
  • Service members Civil Relief Act guidelines & benefits to share
  • Pay & Allowance categories, which ones to use
  • Special situations, disability and retirement benefits
  • Resources to use and share

After attending you'll receive access to the Maximum Acceleration Learning Center CMHS course materials including the PowerPoint presentation, the workbook and the online exam. Upon passing the exam online you immediately receive a link to print your personalized certificate.

About The Presenter

With more than 20 years experience in real estate and finance, Beverly Ray Frase, Founder, Boots Across America, developed and instructed the first Certified Military Home Specialist Course in 2009. Continually updating the frequent industry changes, she has trained more than 10,000 graduates across the nation, even to Guam and Europe.

This course requires preregistration.

Quicken Loans Main Stage at the Roman Ballroom
9:00 am — 12:00 pm

Concurrent Sessions

Session A

SPECIAL ENTERTAINMENT

Certified Military Home Specialist Course

Set yourself apart from your competition by becoming a Certified Military Home Specialist.

Boots Across America exists to help military personnel and their families by educating housing professionals on how to work with them; by helping them and their spouses transition into suitable jobs and by finding new ways to help service members everywhere and the families who support them.

Join us for this one of a kind training class that will help you build a rapport with your military niche market and provide them with the specialized skills they deserve, whether they're seeking a VA loan or some other form of financing. Upon successful completion, you will receive your Certified Home Military Specialist certificate. Confidently move your service members toward accurate and timely closings as their "local military expert."

Some topics to be covered include:

  • Increased knowledge & confidence to better serve military clients
  • Establishing credibility specifically with this market
  • Service members Civil Relief Act guidelines & benefits to share
  • Pay & Allowance categories, which ones to use
  • Special situations, disability and retirement benefits
  • Resources to use and share

After attending you'll receive access to the Maximum Acceleration Learning Center CMHS course materials including the PowerPoint presentation, the workbook and the online exam. Upon passing the exam online you immediately receive a link to print your personalized certificate.

About The Presenter

With more than 20 years experience in real estate and finance, Beverly Ray Frase, Founder, Boots Across America, developed and instructed the first Certified Military Home Specialist Course in 2009. Continually updating the frequent industry changes, she has trained more than 10,000 graduates across the nation, even to Guam and Europe.

This course requires preregistration.

Quicken Loans Main Stage at the Roman Ballroom
1:00 pm

Concurrent Sessions

Session A

Your Time Is Now

Presented By

Barry Habib

Never before have we seen rates at these levels, along with a very hot housing market, and abundant home equity levels.  How are you maximizing this amazing opportunity?  How are you planning for your future? Barry Habib of MBS Highway will take us through these critical issues:

  • Forecast for Real Estate and Interest Rates post COVID
  • What will be the hot segment of the market?
  • How to best market to where the action is
  • Keeping buyers engaged in a tight inventory environment
  • Showing opportunity for wealth creation
  • Properly analyze refinances
  • Uncover bigger opportunities and change your customers’ lives with debt consolidation
  • Ways to create engagement on social media
Quicken Loans Main Stage at The Roman Ballroom

Session b

Presented By

Session C

Presented By

1:00 pm

Concurrent Sessions

Session A

Keynote Session

Your Time Is Now

Never before have we seen rates at these levels, along with a very hot housing market, and abundant home equity levels.  How are you maximizing this amazing opportunity?  How are you planning for your future? Barry Habib of MBS Highway will take us through these critical issues:

  • Forecast for Real Estate and Interest Rates post COVID
  • What will be the hot segment of the market?
  • How to best market to where the action is
  • Keeping buyers engaged in a tight inventory environment
  • Showing opportunity for wealth creation
  • Properly analyze refinances
  • Uncover bigger opportunities and change your customers’ lives with debt consolidation
  • Ways to create engagement on social media
Quicken Loans Main Stage at The Roman Ballroom
1:00 pm

Concurrent Sessions

Session A

SPECIAL ENTERTAINMENT

Your Time Is Now

Never before have we seen rates at these levels, along with a very hot housing market, and abundant home equity levels.  How are you maximizing this amazing opportunity?  How are you planning for your future? Barry Habib of MBS Highway will take us through these critical issues:

  • Forecast for Real Estate and Interest Rates post COVID
  • What will be the hot segment of the market?
  • How to best market to where the action is
  • Keeping buyers engaged in a tight inventory environment
  • Showing opportunity for wealth creation
  • Properly analyze refinances
  • Uncover bigger opportunities and change your customers’ lives with debt consolidation
  • Ways to create engagement on social media
Quicken Loans Main Stage at The Roman Ballroom
2:00 pm — 2:45 pm

Concurrent Sessions

Session A

Harnessing Your Superpower

Presented By

Paul Yatooma

Discover how a 3-person brokerage firm grew, re-invented and went head-to-head with big banks to become America’s largest mortgage lender. Paul Yatooma, Vice President at Quicken Loans, shares philosophies that you can use to shape innovation, client service, marketing, technology and partnerships. Learn what top brokers are doing to grow their business and how you can leverage your superpower. Bring your questions, because this is an interactive presentation.

Quicken Loans Main Stage at the Roman Ballroom

Session b

Changing Tech: What Opportunities Exist for Mortgage Brokers

Presented By

Brad Johnson

Practical ideas for an ever changing marketplace.  How will the evolution of technology impact the Broker? Can you more efficiently do your business with the technology and tools available?

  • Low Cost Advantage of the Broker Model Defined
  • Changing Technology and Tools – Will it Kill the Broker Model?
  • People Driven Business – Build Your Business to Your Strengths
  • Structured Value Add – Maximize Referral Opportunities With a Plan

Presented by Brad Johnson, VP Regional Manager of the Intermountain Region for Freedom Mortgage in the Wholesale Division.

Florentine Ballroom

Session C

Private Lending Trends to Watch in 2020

Presented By

Michael Ramin

The mortgage market is constantly changing and the rise of private money lenders has been a big contributing factor to that change. Private lenders are more commonplace than ever. How did we get here and how will the private lending landscape change in the future? As the head of business development for Sharestates since 2014, Mike Ramin has witnessed first hand how the private loan industry has evolved over the years. Join Mike Ramin, Director, Business Development at Sharestates.

Pompeiian Ballroom
2:00 pm — 2:45 pm

Concurrent Sessions

Session A

Keynote Session

Harnessing Your Superpower

Discover how a 3-person brokerage firm grew, re-invented and went head-to-head with big banks to become America’s largest mortgage lender. Paul Yatooma, Vice President at Quicken Loans, shares philosophies that you can use to shape innovation, client service, marketing, technology and partnerships. Learn what top brokers are doing to grow their business and how you can leverage your superpower. Bring your questions, because this is an interactive presentation.

Quicken Loans Main Stage at the Roman Ballroom
2:00 pm — 2:45 pm

Concurrent Sessions

Session A

SPECIAL ENTERTAINMENT

Harnessing Your Superpower

Discover how a 3-person brokerage firm grew, re-invented and went head-to-head with big banks to become America’s largest mortgage lender. Paul Yatooma, Vice President at Quicken Loans, shares philosophies that you can use to shape innovation, client service, marketing, technology and partnerships. Learn what top brokers are doing to grow their business and how you can leverage your superpower. Bring your questions, because this is an interactive presentation.

Quicken Loans Main Stage at the Roman Ballroom
3:00 pm — 4:30 pm

Concurrent Sessions

Session A

The New Mortgage World, And Your Place In It

Presented By

David Luna, Rob Chrisman, David Stevens CMB, Barry Habib

Join an amazing power panel of some of the industry’s most sought-after seers. This will be a wide-ranging conversation – including substantial audience Q-&-A participation – among some of the mortgage world’s top insiders. Please join David Stevens, CEO of Mountain Lake Consulting and former CEO of the Mortgage Bankers Association; Barry Habib, founder of MBS Highway; David Luna, president of Mortgage Educators & Compliance; and Rob Chrisman, Capital Markets Consultant at Chrisman Inc., as they take on changing regulations, marketplace and economic forces reshaping the mortgage market in a Covid-19 world.

Quicken Loans Main Stage at the Roman Ballroom

Session b

Presented By

Session C

Presented By

3:00 pm — 4:30 pm

Concurrent Sessions

Session A

Keynote Session

The New Mortgage World, And Your Place In It

Join an amazing power panel of some of the industry’s most sought-after seers. This will be a wide-ranging conversation – including substantial audience Q-&-A participation – among some of the mortgage world’s top insiders. Please join David Stevens, CEO of Mountain Lake Consulting and former CEO of the Mortgage Bankers Association; Barry Habib, founder of MBS Highway; David Luna, president of Mortgage Educators & Compliance; and Rob Chrisman, Capital Markets Consultant at Chrisman Inc., as they take on changing regulations, marketplace and economic forces reshaping the mortgage market in a Covid-19 world.

Quicken Loans Main Stage at the Roman Ballroom
3:00 pm — 4:30 pm

Concurrent Sessions

Session A

SPECIAL ENTERTAINMENT

The New Mortgage World, And Your Place In It

Join an amazing power panel of some of the industry’s most sought-after seers. This will be a wide-ranging conversation – including substantial audience Q-&-A participation – among some of the mortgage world’s top insiders. Please join David Stevens, CEO of Mountain Lake Consulting and former CEO of the Mortgage Bankers Association; Barry Habib, founder of MBS Highway; David Luna, president of Mortgage Educators & Compliance; and Rob Chrisman, Capital Markets Consultant at Chrisman Inc., as they take on changing regulations, marketplace and economic forces reshaping the mortgage market in a Covid-19 world.

Quicken Loans Main Stage at the Roman Ballroom
4:30 pm — 6:15 pm

Concurrent Sessions

Session A

Cocktail Reception with Exhibitors

Presented By

Celebrate the first day of Originator Connect 2020 with our welcome cocktail reception with exhibitors.

Due to social distancing requirements, the number of attendees in the exhibit hall at any one time may not exceed 250 people. Attendees will be admitted as space permits, so we suggest arriving early.

Session b

Presented By

Session C

Presented By

4:30 pm — 6:15 pm

Concurrent Sessions

Session A

Keynote Session

Cocktail Reception with Exhibitors

Celebrate the first day of Originator Connect 2020 with our welcome cocktail reception with exhibitors.

Due to social distancing requirements, the number of attendees in the exhibit hall at any one time may not exceed 250 people. Attendees will be admitted as space permits, so we suggest arriving early.

4:30 pm — 6:15 pm

Concurrent Sessions

Session A

SPECIAL ENTERTAINMENT

Cocktail Reception with Exhibitors

Celebrate the first day of Originator Connect 2020 with our welcome cocktail reception with exhibitors.

Due to social distancing requirements, the number of attendees in the exhibit hall at any one time may not exceed 250 people. Attendees will be admitted as space permits, so we suggest arriving early.

6:30 pm — 8:00 pm

Concurrent Sessions

Session A

Live on Stage: Norm Macdonald

Presented By

Norm MacDonald, iconic SNL Comedian

Touted as one of the brightest and most acerbic wits to ever grace a standup stage, Norm Macdonald is an industry legend. From his years at Saturday Night Live, where he also served as anchor of the hugely popular Weekend Update segment, Macdonald has gone on to star in several TV series, launched his own podcast, and written the New York Times Bestselling Book, “Based On A True Story – Not A Memoir.”

His humor is derived from bluntly pointing out what others are unwilling to, with a disregard for social formality. This year, he was also named the champion Ultimate Stand Up Comic by USA Today’s For The Win. We’re proud to feature Norm Macdonald’s unique tell-it-like-it-is show at this year’s Originator Connect conference.

Quicken Loans Main Stage at the Roman Ballroom

Session b

Presented By

Session C

Presented By

6:30 pm — 8:00 pm

Concurrent Sessions

Session A

Keynote Session

Live on Stage: Norm Macdonald

Touted as one of the brightest and most acerbic wits to ever grace a standup stage, Norm Macdonald is an industry legend. From his years at Saturday Night Live, where he also served as anchor of the hugely popular Weekend Update segment, Macdonald has gone on to star in several TV series, launched his own podcast, and written the New York Times Bestselling Book, “Based On A True Story – Not A Memoir.”

His humor is derived from bluntly pointing out what others are unwilling to, with a disregard for social formality. This year, he was also named the champion Ultimate Stand Up Comic by USA Today’s For The Win. We’re proud to feature Norm Macdonald’s unique tell-it-like-it-is show at this year’s Originator Connect conference.

Quicken Loans Main Stage at the Roman Ballroom
6:30 pm — 8:00 pm

Concurrent Sessions

Session A

SPECIAL ENTERTAINMENT

Live on Stage: Norm Macdonald

Touted as one of the brightest and most acerbic wits to ever grace a standup stage, Norm Macdonald is an industry legend. From his years at Saturday Night Live, where he also served as anchor of the hugely popular Weekend Update segment, Macdonald has gone on to star in several TV series, launched his own podcast, and written the New York Times Bestselling Book, “Based On A True Story – Not A Memoir.”

His humor is derived from bluntly pointing out what others are unwilling to, with a disregard for social formality. This year, he was also named the champion Ultimate Stand Up Comic by USA Today’s For The Win. We’re proud to feature Norm Macdonald’s unique tell-it-like-it-is show at this year’s Originator Connect conference.

Quicken Loans Main Stage at the Roman Ballroom

Saturday, August 22

9:00 am — 9:45 am

Concurrent Sessions

Session A

Making the Most of Every Opportunity

Presented By

Laura Brandao

How do you turn a part-time job in a call center into a career? How do you grow your business when everyone else is downsizing? How do you become a C-suite leader in an industry dominated by men? Laura Brandao contends that the answer lies in making the most of every opportunity.

Brandao is the President of American Financial Resources, a wholesale firm that serves thousands of mortgage professionals and customers nationwide with their residential financing needs. Brandao was honored as one of 2018’s Most Influential Women in the Mortgage Industry, one of 2017’s Mortgage Business Hot 100, and one of the 50 Elite Women in the Mortgage Industry—three times! She has 20-plus years of experience building strong teams, consistently leading new divisions from launch to industry leadership.

Today, Brandao shares her journey from the call center to the C-suite, discussing how she survived the implosion of the mortgage industry to become president of AFR. She speaks to the importance of a strong work ethic and passion for the work you do. Brandao also reflects on her achievements in an industry dominated by men, explaining how a laser focus on making a name for AFR contributed to her success. Join us for Brandao’s insight on making the most of every opportunity and hear her advice around differentiating yourself to remain relevant in your marketplace.

Quicken Loans Main Stage at the Roman Ballroom

Session b

Presented By

Session C

Presented By

9:00 am — 9:45 am

Concurrent Sessions

Session A

Keynote Session

Making the Most of Every Opportunity

How do you turn a part-time job in a call center into a career? How do you grow your business when everyone else is downsizing? How do you become a C-suite leader in an industry dominated by men? Laura Brandao contends that the answer lies in making the most of every opportunity.

Brandao is the President of American Financial Resources, a wholesale firm that serves thousands of mortgage professionals and customers nationwide with their residential financing needs. Brandao was honored as one of 2018’s Most Influential Women in the Mortgage Industry, one of 2017’s Mortgage Business Hot 100, and one of the 50 Elite Women in the Mortgage Industry—three times! She has 20-plus years of experience building strong teams, consistently leading new divisions from launch to industry leadership.

Today, Brandao shares her journey from the call center to the C-suite, discussing how she survived the implosion of the mortgage industry to become president of AFR. She speaks to the importance of a strong work ethic and passion for the work you do. Brandao also reflects on her achievements in an industry dominated by men, explaining how a laser focus on making a name for AFR contributed to her success. Join us for Brandao’s insight on making the most of every opportunity and hear her advice around differentiating yourself to remain relevant in your marketplace.

Quicken Loans Main Stage at the Roman Ballroom
10:00 am — 10:45 am

Concurrent Sessions

Session A

Boost Your Business with Fix-And-Flip Loans and Private Lending

Presented By

Jeffrey Tesch

With home flipping in the U.S. at a 10-year high, there has never been a better time to expand your product offerings. Private lending offers lucrative options for fix & flip deals and other real estate investing scenarios that don’t fit traditional guidelines. In this session, you will learn how to:

  • Identify profitable solutions for some of your most commonly overlooked leads
  • Leverage fix & flip loans and other private lending products to make more money now
  • Best present yourself and your borrower to a private lender

​Interested in tapping into a wealth of new business? Don’t miss this compelling session with Jeffrey Tesch, RCN Capital President & Private Lending Expert.

Quicken Loans Main Stage at the Roman Ballroom

Session b

Finding Today's Opportunity in Reverse

Presented By

Ralph Rosynek

Are you prepared for one of the fastest growing origination opportunities? Loan origination activities more than ever continue to reflect the fastest growing homeowner demographic, as 10,000 or more Americans reach age 62, needing specific retirement planning and resource tools as components to a financial longevity strategy. Today’s Home Equity Conversion Mortgage will be one of those important components for many. Are you prepared to address the lending needs of older Americans with loan programs, product education, staffing and a marketing plan? Do you need to fast track this demographic to increase your potential growth and marketshare objectives? Let’s expedite the discussion and begin a pathway to this growing origination opportunity. Presented by Ralph Rosynek, SVP of Moneyhouse.

Florentine Ballroom

Session C

From Search to Sold: The Modern Client Jounrey

Presented By

Joseph Jenkins

Joseph Jenkins, Podium's Director of Sales—Professional Services, will be discussing how to win clients and build loyalty while client expectations rapidly increase. Discover the impact local search rankings, reviews, and seamless digital tools have on creating a positive experience for your clientele from search to sold.

Pompeiian Ballroom
10:00 am — 10:45 am

Concurrent Sessions

Session A

Keynote Session

Boost Your Business with Fix-And-Flip Loans and Private Lending

With home flipping in the U.S. at a 10-year high, there has never been a better time to expand your product offerings. Private lending offers lucrative options for fix & flip deals and other real estate investing scenarios that don’t fit traditional guidelines. In this session, you will learn how to:

  • Identify profitable solutions for some of your most commonly overlooked leads
  • Leverage fix & flip loans and other private lending products to make more money now
  • Best present yourself and your borrower to a private lender

​Interested in tapping into a wealth of new business? Don’t miss this compelling session with Jeffrey Tesch, RCN Capital President & Private Lending Expert.

Quicken Loans Main Stage at the Roman Ballroom
11:00 am — 12:00 pm

Concurrent Sessions

Session A

Partners in Progress: Be the Refuge of Strength

Presented By

Austin Niemec

Mortgage brokers across the nation are helping their clients achieve the American dream of homeownership and refi to historically low rates during a challenging start to 2020. By leveraging brokers’ superpowers of choice, they can weather any economic climate. During the COVID-19 crisis, LOs who were only partnered with a few lenders were hurt when the lenders slowed down their pipelines or added restrictive overlays. If brokers have many options at their disposal to turn to, they can continue closing loans as quickly and efficiently as ever.

Join Austin Niemec, Executive Vice President overseeing wholesale at Quicken Loans Mortgage Services, as he addresses ways for brokers to quickly and efficiently access the tools they need to be the go-to source for customers. Whether the market is for refis or purchases, it’s changing, and it’s critical for brokers to know they have partners who they can trust – who can be a refuge of strength.

Quicken Loans Main Stage at the Roman Ballroom

Session b

Presented By

Session C

Presented By

11:00 am — 12:00 pm

Concurrent Sessions

Session A

Keynote Session

Partners in Progress: Be the Refuge of Strength

Mortgage brokers across the nation are helping their clients achieve the American dream of homeownership and refi to historically low rates during a challenging start to 2020. By leveraging brokers’ superpowers of choice, they can weather any economic climate. During the COVID-19 crisis, LOs who were only partnered with a few lenders were hurt when the lenders slowed down their pipelines or added restrictive overlays. If brokers have many options at their disposal to turn to, they can continue closing loans as quickly and efficiently as ever.

Join Austin Niemec, Executive Vice President overseeing wholesale at Quicken Loans Mortgage Services, as he addresses ways for brokers to quickly and efficiently access the tools they need to be the go-to source for customers. Whether the market is for refis or purchases, it’s changing, and it’s critical for brokers to know they have partners who they can trust – who can be a refuge of strength.

Quicken Loans Main Stage at the Roman Ballroom
12:00 pm

Concurrent Sessions

Session A

Exhibit Hall Opens

Presented By

Due to social distancing requirements, the number of attendees in the exhibit hall at any one time may not exceed 250 people. Attendees will be admitted throughout the day as space permits.



Session b

Presented By

Session C

Presented By

12:00 pm

Concurrent Sessions

Session A

Keynote Session

Exhibit Hall Opens

Due to social distancing requirements, the number of attendees in the exhibit hall at any one time may not exceed 250 people. Attendees will be admitted throughout the day as space permits.



1:00 pm — 1:45 pm

Concurrent Sessions

Session A

The New Path to Success: Be Kind

Presented By

Glenn Stearns

The mortgage origination industry is competitive – and sometimes cutthroat. But maybe it’s time to bring in a little different approach. In the industry, and in the world, perhaps it’s time to just lead through being kind.

That’s the message of industry legend Glenn Stearns. Glenn is known for his unrivaled track record for turning his vision and passion into reality through hard work, determination and grit. As the founder and previous owner of his name sake company, Stearns Lending, LLC, a nationwide mortgage company that he established in 1989 and then sold in 2014, he knows first-hand what it takes to start a company and watch it evolve as a top lender in the country. As a serial entrepreneur, he's ready to do it all over again with a renewed energy and enthusiasm the mortgage industry is looking for. After a sabbatical where he starred in Discovery Channel’s hit TV show “Undercover Billionaire,” spent time with his family and visualized the next evolution of wholesale lending, industry leader Glenn Stearns is back and ready to unleash his inimitable vision, grit and passion on a revolutionary idea: kindness sells.

Quicken Loans Main Stage at the Roman Ballroom

Session b

Presented By

Session C

Presented By

1:00 pm — 1:45 pm

Concurrent Sessions

Session A

Keynote Session

The New Path to Success: Be Kind

The mortgage origination industry is competitive – and sometimes cutthroat. But maybe it’s time to bring in a little different approach. In the industry, and in the world, perhaps it’s time to just lead through being kind.

That’s the message of industry legend Glenn Stearns. Glenn is known for his unrivaled track record for turning his vision and passion into reality through hard work, determination and grit. As the founder and previous owner of his name sake company, Stearns Lending, LLC, a nationwide mortgage company that he established in 1989 and then sold in 2014, he knows first-hand what it takes to start a company and watch it evolve as a top lender in the country. As a serial entrepreneur, he's ready to do it all over again with a renewed energy and enthusiasm the mortgage industry is looking for. After a sabbatical where he starred in Discovery Channel’s hit TV show “Undercover Billionaire,” spent time with his family and visualized the next evolution of wholesale lending, industry leader Glenn Stearns is back and ready to unleash his inimitable vision, grit and passion on a revolutionary idea: kindness sells.

Quicken Loans Main Stage at the Roman Ballroom
2:00 pm — 2:45 pm

Concurrent Sessions

Session A

The New Non-QM: How It Works For You

Presented By

Eric Morgenson

Alternative lending is a critical, but changing, segment of the mortgage industry - come learn why. With so many potential borrowers needing to look beyond conventional products, it’s imperative to get involved today. By offering non-agency/non-QM products, lenders can break into an untapped market, increase their reach and help millions of underserved American homebuyers find a mortgage that fits their needs – ultimately growing their business. Presented by Eric Morgenson, Business Development at Angel Oak Mortgage Solutions.

Learning Objectives include understanding:

  • What exactly is the NEW non-QM
  • Common misconceptions regarding non-QM
  • What programs are available to help challenging borrowers
  • How technology is helping make non-QM even easier to close
  • How to identify and reach potential non-QM borrowers
  • How to qualify and actively market to add volume
  • What to look for in a non-QM investor
Quicken Loans Main Stage at the Roman Ballroom

Session b

How To Make More With Government Lending

Presented By

Don’t miss this strategic session from Carrington Mortgage Services.

Pompeiian Ballroom

Session C

Adapt to Overcome: Leveraging Technology to Grow Your Business in the New Reality

Presented By

Jacob Therrien

While the pandemic continues to affect many aspects of the industry, one area that companies continue to struggle with is how to keep their employees connected when forced to work remotely. The need for easy, remote access to documents, and client and deal information has become more important than ever before. It is imperative to embrace new technology solutions to streamline and simplify your business operations in this new reality.

During this informative session, you will learn about the only application-to-closing Loan Management System designed specifically for real estate professionals that are originating hard money loans. This program is presented by Jacob Therrien, Business Development Specialist, Bridge Loan Network

Florentine Ballroom
2:00 pm — 2:45 pm

Concurrent Sessions

Session A

Keynote Session

The New Non-QM: How It Works For You

Alternative lending is a critical, but changing, segment of the mortgage industry - come learn why. With so many potential borrowers needing to look beyond conventional products, it’s imperative to get involved today. By offering non-agency/non-QM products, lenders can break into an untapped market, increase their reach and help millions of underserved American homebuyers find a mortgage that fits their needs – ultimately growing their business. Presented by Eric Morgenson, Business Development at Angel Oak Mortgage Solutions.

Learning Objectives include understanding:

  • What exactly is the NEW non-QM
  • Common misconceptions regarding non-QM
  • What programs are available to help challenging borrowers
  • How technology is helping make non-QM even easier to close
  • How to identify and reach potential non-QM borrowers
  • How to qualify and actively market to add volume
  • What to look for in a non-QM investor
Quicken Loans Main Stage at the Roman Ballroom
3:00 pm — 3:45 pm

Concurrent Sessions

Session A

The Focused Path to Being the Best

Presented By

Shashank Shekhar

After starting his business in possibly the worst year for financial markets i.e. 2008, Shashank Shekhar has grown his company Arcus Lending by 1000%+ just in last 3 years by helping thousands of families secure better financing for their homes. This dramatic growth has been built on the pillars of legendary customer service and unrelenting focus on education. Shashank lives and breathes the mantra, “We are in the customer service and education business, we just happen to do mortgages.”

An Amazon.com #1 best-selling author and international speaker, Shashank is widely regarded as “America’s Premier Mortgage Expert.” He is the host of the TV and radio show “Mortgage Matters,” and author of widely acclaimed books – “First Time Home Buying 101”, “Real Estate Unleashed“ and his latest #1 best-seller “My First Home”.

Besides writing one of the top mortgage blogs in the country, Shashank also gets invited to blog on several of the top mortgage and real estate websites. He has been featured on Yahoo! News, FOX, Washington Post, Bankrate.com, Huffington Post and several other media for his expertise.

Quicken Loans Main Stage at the Roman Ballroom

Session b

Presented By

Session C

Presented By

3:00 pm — 3:45 pm

Concurrent Sessions

Session A

Keynote Session

The Focused Path to Being the Best

After starting his business in possibly the worst year for financial markets i.e. 2008, Shashank Shekhar has grown his company Arcus Lending by 1000%+ just in last 3 years by helping thousands of families secure better financing for their homes. This dramatic growth has been built on the pillars of legendary customer service and unrelenting focus on education. Shashank lives and breathes the mantra, “We are in the customer service and education business, we just happen to do mortgages.”

An Amazon.com #1 best-selling author and international speaker, Shashank is widely regarded as “America’s Premier Mortgage Expert.” He is the host of the TV and radio show “Mortgage Matters,” and author of widely acclaimed books – “First Time Home Buying 101”, “Real Estate Unleashed“ and his latest #1 best-seller “My First Home”.

Besides writing one of the top mortgage blogs in the country, Shashank also gets invited to blog on several of the top mortgage and real estate websites. He has been featured on Yahoo! News, FOX, Washington Post, Bankrate.com, Huffington Post and several other media for his expertise.

Quicken Loans Main Stage at the Roman Ballroom
4:00 pm — 5:00 pm

Concurrent Sessions

Session A

Closing Cocktail Reception with Exhibitors

Presented By

Celebrate the conclusion of Originator Connect 2020 with a cocktail reception with the exhibitors.

Due to social distancing requirements, the number of attendees in the exhibit hall at any one time may not exceed 250 people. Attendees will be admitted as space permits, so we suggest arriving early.



Exhibit Hall

Session b

Presented By

Session C

Presented By

4:00 pm — 5:00 pm

Concurrent Sessions

Session A

Keynote Session

Closing Cocktail Reception with Exhibitors

Celebrate the conclusion of Originator Connect 2020 with a cocktail reception with the exhibitors.

Due to social distancing requirements, the number of attendees in the exhibit hall at any one time may not exceed 250 people. Attendees will be admitted as space permits, so we suggest arriving early.



Exhibit Hall

Sunday, August 23

9:00 am — 5:00 pm

Concurrent Sessions

Session A

8 Hour NMLS Renewal Course

Presented By

Optional — Must Pre-Register

Fulfill your complete federal 8 hour continuing education requirements for your NMLS license renewal, for FREE! This is a separately-ticketed bonus offering. Make the most of your time this year by getting all your federally-required CE at the expo, in addition to a conference full of networking, education, opportunities and prizes. Continuing Education course provided by Mortgage Educators & Compliance.

Important Note: You must take the entire 8 hour class to qualify for credit. We cannot give partial credit.

IMPORTANT: In addition to pre-registration, in order to qualify for admission to the free NMLS License Renewal Class, you must have attended the expo and had your Exhibit Hall passport marked by all exhibitors. Only one Exhibit Hall passport given per person.

Quicken Loans Main Stage at the Roman Ballroom

Session b

Presented By

Session C

Presented By

9:00 am — 5:00 pm

Concurrent Sessions

Session A

Keynote Session

8 Hour NMLS Renewal Course

Optional — Must Pre-Register

Fulfill your complete federal 8 hour continuing education requirements for your NMLS license renewal, for FREE! This is a separately-ticketed bonus offering. Make the most of your time this year by getting all your federally-required CE at the expo, in addition to a conference full of networking, education, opportunities and prizes. Continuing Education course provided by Mortgage Educators & Compliance.

Important Note: You must take the entire 8 hour class to qualify for credit. We cannot give partial credit.

IMPORTANT: In addition to pre-registration, in order to qualify for admission to the free NMLS License Renewal Class, you must have attended the expo and had your Exhibit Hall passport marked by all exhibitors. Only one Exhibit Hall passport given per person.

Quicken Loans Main Stage at the Roman Ballroom