Agenda

Enjoy a rich lineup of engaging sessions and product showcases.
Jump To Day

Thursday, August 18, 2022

8:00 am

 — 

5:00 pm

Concurrent Sessions
Session A
Maximum Acceleration Conference
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Pre-registration required

Put Your Career In High Gear

Mortgage originators face a vastly different market today than just a few months ago. But the being an elite performer means fine tuning your skills to the need of the day. It means knowing that you need to rev your engines and take the curves on the inside. It means recognizing that you may need to shift to different tactics and techniques.

It means doing everything possible to put your career into high gear. And that’s why you need to be at the Maximum Acceleration conference. In one day, you’ll get inside advice from the nation’s most accomplished mortgage pros. And we’re turbocharging the day by adding in amazing elite performers to show you what it takes to be your best.

Maximum Acceleration requires a separate registration. Click here for more information and to register for this conference.

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Presented By
Session B
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Presented By
Session C
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Pre-registration required
Presented By

8:00 am

 — 

5:00 pm

Concurrent Sessions

8:00 am

 — 

5:00 pm

Keynote
Session A
Keynote Session
Maximum Acceleration Conference
Map Pin Icon
Pre-registration required

Put Your Career In High Gear

Mortgage originators face a vastly different market today than just a few months ago. But the being an elite performer means fine tuning your skills to the need of the day. It means knowing that you need to rev your engines and take the curves on the inside. It means recognizing that you may need to shift to different tactics and techniques.

It means doing everything possible to put your career into high gear. And that’s why you need to be at the Maximum Acceleration conference. In one day, you’ll get inside advice from the nation’s most accomplished mortgage pros. And we’re turbocharging the day by adding in amazing elite performers to show you what it takes to be your best.

Maximum Acceleration requires a separate registration. Click here for more information and to register for this conference.

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Presented By

8:45 am

 — 

12:00 pm

Concurrent Sessions
Session A
Build-A-Broker
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Pre-registration required

Build-A-Broker is an in-person training event designed to help you establish the solid foundations of your business. 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.

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.

Add To Your Portfolio

We have a panel of lenders to discuss innovative products you can use to set your brokerage up for success, such as:

  • Non-QM
  • Private Lending
  • Reverse Mortgages

Establishing a Competitive Advantage

Few brokerages can fully grow without offering more than the standard-vanilla residential home mortgage. We bring in product experts to discuss an array of diverse products such as:

  • Non-QM loans, and the pros and cons
  • Reverse Mortgages
  • Fix & Flip mortgages
  • and more

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.
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Tyna-Minet Anderson
Presented By
Tyna-Minet Anderson
Mortgage Educators & Compliance
Session B
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Pre-registration required
Presented By
Session C
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Pre-registration required
Presented By

8:45 am

 — 

12:00 pm

Concurrent Sessions

8:45 am

 — 

12:00 pm

Keynote
Session A
Keynote Session
Build-A-Broker
Map Pin Icon
Pre-registration required

Build-A-Broker is an in-person training event designed to help you establish the solid foundations of your business. 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.

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.

Add To Your Portfolio

We have a panel of lenders to discuss innovative products you can use to set your brokerage up for success, such as:

  • Non-QM
  • Private Lending
  • Reverse Mortgages

Establishing a Competitive Advantage

Few brokerages can fully grow without offering more than the standard-vanilla residential home mortgage. We bring in product experts to discuss an array of diverse products such as:

  • Non-QM loans, and the pros and cons
  • Reverse Mortgages
  • Fix & Flip mortgages
  • and more

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.
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Show less
Tyna-Minet Anderson
Presented By
Tyna-Minet Anderson
Mortgage Educators & Compliance

1:00 pm

 — 

5:00 pm

Concurrent Sessions
Session A
Private Lender Forum
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Pre-registration required

Master private lending. The Private Lender Forum is a half-day event for mortgage brokers and originators to hear from Private Lenders. View the Private Lender Forum Agenda here.

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Presented By
Session B
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Presented By
Session C
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Presented By

1:00 pm

 — 

5:00 pm

Concurrent Sessions

1:00 pm

 — 

5:00 pm

Keynote
Session A
Keynote Session
Private Lender Forum
Map Pin Icon
Pre-registration required

Master private lending. The Private Lender Forum is a half-day event for mortgage brokers and originators to hear from Private Lenders. View the Private Lender Forum Agenda here.

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Presented By

Friday, August 19, 2022

8:30 am

 — 

12:00 pm

Concurrent Sessions
Session A
Non-QM Summit
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Pre-registration required

Non-QM is here to stay. Learn from the pros working with Non-QM loans every day to understand why non-qualified mortgages are critical to achieving a competitive advantage, how they allow you to serve more borrowers, how to market to your real estate contacts, and so much more.View the full Non-QM Summit agenda here.

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Presented By
Session B
Pre-registration required
Presented By
Session C
Pre-registration required
Presented By

8:30 am

 — 

12:00 pm

Concurrent Sessions

8:30 am

 — 

12:00 pm

Keynote
Session A
Keynote Session
Non-QM Summit
Map Pin Icon
Pre-registration required

Non-QM is here to stay. Learn from the pros working with Non-QM loans every day to understand why non-qualified mortgages are critical to achieving a competitive advantage, how they allow you to serve more borrowers, how to market to your real estate contacts, and so much more.View the full Non-QM Summit agenda here.

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Presented By

12:15 pm

 — 

Concurrent Sessions
Session A
Greatness Talks: Best-Of-Breed Tips From Top Brokers
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Melrose 3&4
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Pre-registration required

What is it that sets top originators apart from everyone else? Top personnel from Pennymac will be joined by several of the best brokers in the region to share the secrets for overwhelming success.

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Daniel Kae
Presented By
Daniel Kae
Pennymac TPO
Session B
Turning The Corner: The Good News For Mortgage Originations
Celebrity 5
Pre-registration required

How to change and meet needs of brokers, borrowers, and the housing community. What do lenders and brokers have in common? The necessity to change to succeed on the market today.

  1. A Win-Win Strategy - Lenders and Brokers Working Together to Meet Borrowers' Needs
  2. Market Supply and Demand Beyond COVID – What We Learned and Where We Are Going
  3. Lender Agility to Remain Competitive and Relevant
  4. Emerging Market Trends
  5. What Securitization Means for Our Partners
  6. How lender paid compensation to brokers

Presented by A&D Mortgage

Max Slyusarchuk
Presented By
Max Slyusarchuk
AD Mortgage
Session C
Pre-registration required
Presented By

12:15 pm

 — 

Concurrent Sessions

12:15 pm

 — 

Keynote
Session A
Keynote Session
Greatness Talks: Best-Of-Breed Tips From Top Brokers
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Melrose 3&4
Pre-registration required

What is it that sets top originators apart from everyone else? Top personnel from Pennymac will be joined by several of the best brokers in the region to share the secrets for overwhelming success.

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Daniel Kae
Presented By
Daniel Kae
Pennymac TPO

1:00 pm

 — 

Concurrent Sessions
Session A
Growing Purchase Originations In The Multicultural Market
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Melrose 3&4
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Pre-registration required

It's no secret today, one of the largest opportunities of purchase originations over the next five years will be in the multicultural market where Latinos, Asians and African Americans will make up a large portion of the first time homebuyer market. Join Tony Thompson, Founder/CEO of NAMMBA, where he will share how you can grow your business in these high growth markets.

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Tony Thompson
Presented By
Session B
Finding a Strategy for Business Growth
Celebrity 5
Pre-registration required

Who are your customers? What drives them? How do they make decisions? What do borrowers expect from mortgage brokers and finance companies, and what value do you provide them? If you can’t answer these basic questions, growing your mortgage business will be difficult.

Most people only see the results of marketing, but rarely the research and strategy that drive its success. If you want to grow your business around a solid marketing strategy, join us as we dive into the world of marketing for mortgage brokers. Learn how to find new clients and build a messaging and media approach to attract them while positioning your company for continued growth even in a changing market.

Michael Oddi
Presented By
Michael Oddi
Velocity Mortgage Capital
Session C
Pre-registration required


Presented By

1:00 pm

 — 

Concurrent Sessions

1:00 pm

 — 

Keynote
Session A
Keynote Session
Growing Purchase Originations In The Multicultural Market
Map Pin Icon
Melrose 3&4
Pre-registration required

It's no secret today, one of the largest opportunities of purchase originations over the next five years will be in the multicultural market where Latinos, Asians and African Americans will make up a large portion of the first time homebuyer market. Join Tony Thompson, Founder/CEO of NAMMBA, where he will share how you can grow your business in these high growth markets.

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Tony Thompson
Presented By
Tony Thompson
NAMMBA

2:00 pm

 — 

Concurrent Sessions
Session A
Burying The Mobile App: Why AI Systems Will Dominate Originations
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Rocket Pro TPO Main Stage
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Pre-registration required

So many mortgage lenders are using mobile apps to guide potential borrowers in their loan quest. But most mobile apps have awkward and limited functionality plugged into a clumsy user interface. Like music CDs, mobile apps are fast fading away. Now, the mortgage process is coming into the age of artificial intelligence. Borrowers will be turning to companies who offer a natural language interface. But that means lenders and brokers have to be able to offer new easy-to-understand and simple-to-implement systems. What does that future look like? How quickly will these systems take over?

Pavan Agarwal, CEO of Sun West Mortgage Co., will discuss how his company took on this challenge and created its own AI system called Morgan – tech designed to tame the stress, anxiety, uncertainty, and risk of the home buying process even for those with challenging credit and employment history, making it easier for everyone involved. Don’t miss this case study of how this is driving originations and easing production stress.

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Pavan Agarwal
Presented By
Pavan Agarwal
Sunwest Mortgage Company
Session B
Pre-registration required
Presented By
Session C
Pre-registration required
Presented By

2:00 pm

 — 

Concurrent Sessions

2:00 pm

 — 

Keynote
Session A
Keynote Session
Burying The Mobile App: Why AI Systems Will Dominate Originations
Map Pin Icon
Rocket Pro TPO Main Stage
Pre-registration required

So many mortgage lenders are using mobile apps to guide potential borrowers in their loan quest. But most mobile apps have awkward and limited functionality plugged into a clumsy user interface. Like music CDs, mobile apps are fast fading away. Now, the mortgage process is coming into the age of artificial intelligence. Borrowers will be turning to companies who offer a natural language interface. But that means lenders and brokers have to be able to offer new easy-to-understand and simple-to-implement systems. What does that future look like? How quickly will these systems take over?

Pavan Agarwal, CEO of Sun West Mortgage Co., will discuss how his company took on this challenge and created its own AI system called Morgan – tech designed to tame the stress, anxiety, uncertainty, and risk of the home buying process even for those with challenging credit and employment history, making it easier for everyone involved. Don’t miss this case study of how this is driving originations and easing production stress.

Show more
Show less
Pavan Agarwal
Presented By
Pavan Agarwal
Sunwest Mortgage Company

3:00 pm

 — 

Concurrent Sessions
Session A
Tech That Dominates
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Pre-registration required

Join leaders from the top broker shops across the country as they discuss the industry technology that propels their originations, what the obstacles are to adoption and integration, and how the changing market is forcing a greater reliance on tech tools.

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Mike Fawaz
Presented By
Mike Fawaz
Rocket Pro TPO
Session B
Top Best Practices To Earn A Realtor's Business
Melrose 3&4
Pre-registration required

Looking to grow your relationships with realtors? Join this session where Michael Cullen, VP of TPO Sales at Pennymac, discusses what's important to relators throughout the purchase transaction and useful tips on how to communicate and gain their business

Michael Cullen
Presented By
Michael Cullen
Pennymac TPO
Session C
Transitioning from the Refi Boom to Untapped Opportunities: Leveraging Commercial Mortgages for Residential Properties
Celebrity 5
Pre-registration required

While the pandemic has affected many aspects of the real estate industry and the refi boom is showing signs of slowing down, real estate investor activity and demand for single-family homes remains stronger than ever. Now is the time to expand your product offerings to cater to this segment of the market. Private lending continues to offer flexible, lucrative options for fix and flip, long-term rental and other real estate investing scenarios that don’t fit traditional guidelines.

RCN Capital will teach you how to:

  • Identify profitable solutions for some of your most commonly overlooked leads
  • Leverage fix & flip loans, long-term rental loans, and other private lending products to make more money now
  • Guide investors through the origination process so that you can develop and retain more business

Strengthen your business and set yourself up for long-term success. Don’t miss this session.

Jeffrey Tesch
Presented By
Jeffrey Tesch
RCN Capital

3:00 pm

 — 

Concurrent Sessions

3:00 pm

 — 

Keynote
Session A
Keynote Session
Tech That Dominates
Map Pin Icon
Rocket Pro TPO Main Stage
Pre-registration required

Join leaders from the top broker shops across the country as they discuss the industry technology that propels their originations, what the obstacles are to adoption and integration, and how the changing market is forcing a greater reliance on tech tools.

Show more
Show less
Mike Fawaz
Presented By
Mike Fawaz
Rocket Pro TPO

4:00 pm

 — 

Concurrent Sessions
Session A
Partners in Progress: Be the Refuge of Strength
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Pre-registration required

Mortgage brokers across the nation are helping their clients achieve the American dream of homeownership and refi while they can during a challenging market in 2022. 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 Niemiec, Executive Vice President overseeing wholesale at Rocket Pro TPO, 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.

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Austin Niemiec
Presented By
Austin Niemiec
Rocket Pro TPO
Session B
Pre-registration required
Presented By
Session C
Pre-registration required
Presented By

4:00 pm

 — 

Concurrent Sessions

4:00 pm

 — 

Keynote
Session A
Keynote Session
Partners in Progress: Be the Refuge of Strength
Map Pin Icon
Rocket Pro TPO Main Stage
Pre-registration required

Mortgage brokers across the nation are helping their clients achieve the American dream of homeownership and refi while they can during a challenging market in 2022. 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 Niemiec, Executive Vice President overseeing wholesale at Rocket Pro TPO, 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.

Show more
Show less
Austin Niemiec
Presented By
Austin Niemiec
Rocket Pro TPO

5:00 pm

 — 

Concurrent Sessions
Session A
Stop At Nothing
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Pre-registration required

Legendary member of the four-time World Champion Pittsburgh Steelers, Rocky Bleier is one of America's most courageous sportsmen. Crippled by enemy fire in wartime conflict, he fought overwhelming odds and demonstrated the courage and determination to overcome his injuries, becoming one of the NFL's premier running backs.

Rocky Bleier's life story -- a gripping tale of courage on both the football fields of America and the battlefields of war -- has held audiences in rapt attention for years. Yet, the motivational message behind it, detailing how ordinary people can become extraordinary achievers, defines success in the new American century.

With the same optimism, sense of humor and steadfast determination that were his trademarks as a Pittsburgh Steelers running back, Rocky Bleier takes audiences from his early years through his professional career and talks about the lessons he learned along the way…lessons that we all can benefit from.

Not falling within the ideal of what a running back should look like, Bleier had to run harder and play smarter to be able to stand out. Despite his drive and ability to make the big play, the Pittsburgh Steelers only considered him a late round pick. But before the season ended that first year, he was drafted again -- this time by the United States Army. At the height of the Vietnam War, Bleier was thrust into combat early and was seriously wounded when his platoon ran into an ambush. Receiving wounds from both rifle fire and grenade fragments in his legs, he was barely able to walk and his professional football career seemed to have ended before it began.

For more than two years, he drove himself. Little by little he overcame obstacles and fought his way back. He not only made the Pittsburgh Steelers, but also eventually became a starting running back on a team that won four Super Bowls and became the greatest football team of the 20th century.

The hard lessons Rocky Bleier learned early in his life that helped him overcome adversity and reach his goals, have paid off after football. Some of those lessons are seen between the lines in the popular book on his life, Fighting Back, and an ABC-TV movie of the week by the same name.

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Rocky Bleier
Presented By
Rocky Bleier
Pittsburgh Steelers
Session B
Pre-registration required
Presented By
Session C
Pre-registration required
Presented By

5:00 pm

 — 

Concurrent Sessions

5:00 pm

 — 

Keynote
Session A
Keynote Session
Stop At Nothing
Map Pin Icon
Rocket Pro TPO Main Stage
Pre-registration required

Legendary member of the four-time World Champion Pittsburgh Steelers, Rocky Bleier is one of America's most courageous sportsmen. Crippled by enemy fire in wartime conflict, he fought overwhelming odds and demonstrated the courage and determination to overcome his injuries, becoming one of the NFL's premier running backs.

Rocky Bleier's life story -- a gripping tale of courage on both the football fields of America and the battlefields of war -- has held audiences in rapt attention for years. Yet, the motivational message behind it, detailing how ordinary people can become extraordinary achievers, defines success in the new American century.

With the same optimism, sense of humor and steadfast determination that were his trademarks as a Pittsburgh Steelers running back, Rocky Bleier takes audiences from his early years through his professional career and talks about the lessons he learned along the way…lessons that we all can benefit from.

Not falling within the ideal of what a running back should look like, Bleier had to run harder and play smarter to be able to stand out. Despite his drive and ability to make the big play, the Pittsburgh Steelers only considered him a late round pick. But before the season ended that first year, he was drafted again -- this time by the United States Army. At the height of the Vietnam War, Bleier was thrust into combat early and was seriously wounded when his platoon ran into an ambush. Receiving wounds from both rifle fire and grenade fragments in his legs, he was barely able to walk and his professional football career seemed to have ended before it began.

For more than two years, he drove himself. Little by little he overcame obstacles and fought his way back. He not only made the Pittsburgh Steelers, but also eventually became a starting running back on a team that won four Super Bowls and became the greatest football team of the 20th century.

The hard lessons Rocky Bleier learned early in his life that helped him overcome adversity and reach his goals, have paid off after football. Some of those lessons are seen between the lines in the popular book on his life, Fighting Back, and an ABC-TV movie of the week by the same name.

Show more
Show less
Rocky Bleier
Presented By
Rocky Bleier
Pittsburgh Steelers

6:30 pm

 — 

9:00 pm

Concurrent Sessions
Session A
Opening Reception — Viva Las Vegas: 60s Party
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Pre-registration required

Celebrate the first day of Originator Connect 2022 at the Viva Las Vegas: 60's Party! Join us for a rockin' trip back in time to Las Vegas in the 1960s to kick off the start of Originator Connect. Enjoy food, cocktails, entertainment, and more. It's going to be outta sight!

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Presented By
Session B
Pre-registration required
Presented By
Session C
Pre-registration required
Presented By

6:30 pm

 — 

9:00 pm

Concurrent Sessions

6:30 pm

 — 

9:00 pm

Keynote
Session A
Keynote Session
Opening Reception — Viva Las Vegas: 60s Party
Map Pin Icon
Pre-registration required

Celebrate the first day of Originator Connect 2022 at the Viva Las Vegas: 60's Party! Join us for a rockin' trip back in time to Las Vegas in the 1960s to kick off the start of Originator Connect. Enjoy food, cocktails, entertainment, and more. It's going to be outta sight!

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Presented By

Saturday, August 20, 2022

8:45 am

 — 

Concurrent Sessions
Session A
How to Navigate in This Unprecedented Market
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Rocket Pro TPO Main Stage
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Pre-registration required

Join representatives from Freddie Mac as they share timely market information during these extremely challenging market conditions.

Topics discussed will be:

  • First-time homebuyer behaviors and migration trends
  • How you should market to the 2nd largest buying Demographic (hint: it’s Single Women!)
  • How leveraging the most recent AIM for Assets program could help you earn new business and increase mortgage referrals.
  • Homeownership challenges, opportunities, solutions and resources

Presented by Tom Smith, Technology Product Manager, Freddie Mac and Nora Guerra, Affordable Lending Manager, Freddie Mac

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Tom Smith
Presented By
Tom Smith
Freddie Mac
Session B
What's Beyond The Boom?
Melrose 3&4
Pre-registration required

Despite the pandemic, the past two years have been some of the best the mortgage industry has ever seen. But what’s just over the horizon? There are still many questions concerning the outlook for originations and regulation.  This interactive session will answer:

  • What can we expect for 2023?
  • What will rates do? Will they continue their roller coaster ride up and down?
  • Housing inventory: What is really the problem?
  • With the new Administration, what does this mean for the CFPB and the mortgage industry?

These and other answers will be shared with the audience in a highly informative presentation by David Luna, president of Mortgage Educators and Compliance.

David Luna
Presented By
David Luna
Mortgage Educators & Compliance
Session C
Deal Transparency - How Tech Pulls Back the Curtain
Celebrity 5
Pre-registration required

With the shift to remote working over the past two years, the need for easy 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 to keep up with the competition. During this informative session, we will discuss how mortgage brokers are utilizing technology in their process to create deal transparency, the different tech solutions to add to your broker toolbox and how to be involved in the entire lending process.

Jacob Therrien
Presented By
Jacob Therrien
Bridge Loan Network

8:45 am

 — 

Concurrent Sessions

8:45 am

 — 

Keynote
Session A
Keynote Session
How to Navigate in This Unprecedented Market
Map Pin Icon
Rocket Pro TPO Main Stage
Pre-registration required

Join representatives from Freddie Mac as they share timely market information during these extremely challenging market conditions.

Topics discussed will be:

  • First-time homebuyer behaviors and migration trends
  • How you should market to the 2nd largest buying Demographic (hint: it’s Single Women!)
  • How leveraging the most recent AIM for Assets program could help you earn new business and increase mortgage referrals.
  • Homeownership challenges, opportunities, solutions and resources

Presented by Tom Smith, Technology Product Manager, Freddie Mac and Nora Guerra, Affordable Lending Manager, Freddie Mac

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Tom Smith
Presented By
Tom Smith
Freddie Mac

9:45 am

 — 

Concurrent Sessions
Session A
Non-QM In Action
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Pre-registration required

The mortgage market is going through a transition that could make business growth more difficult in 2022. Agency business is shrinking, refinance volume is declining and rates are on the rise. What can help replace the lost business? Non-QM.

The forecast for non-QM is upwards of $80 billion in 2022 – serving underserved markets like this will help you continue to grow your business and increase your volume. Get up to speed and learn as you close non-QM volume now. This presentation explains how!

Presented by Angel Oak Mortgage Solutions, you will learn:

  • Why non-QM is in demand in today’s market
  • Details on the types of non-QM programs
  • The borrower profiles for each program
  • Common scenarios and questions
  • How to close more loans using non-QM
  • Where to find non-QM borrowers

Angel Oak Mortgage Solutions is the leader in non-QM, educating originators since 2014.

Increase Your Volume With The Power Of Angel Oak!

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Eric Morgenson
Presented By
Eric Morgenson
Angel Oak Mortgage Solutions
Session B
Finding Your Top Team
Melrose 3&4
Pre-registration required

Avoid the hiring issues with processing / underwriting.  How to hire, train, and develop your own team! After decades of experience in mortgage operations management, many have found a constant challenge trying to hire team members to fill key roles such as loan officer assistant, processor, underwriters, and auditors.  Since there is no college degree or tech schools that formally train these team members it creates quite the challenge to fill these roles with competent team members. Choose the wrong candidate and it can cost you thousands in origination errors, rate locks "busts", underwriting errors, and reputation risk in approving borrowers that cannot meet underwriting guidelines.

In this session you will be provided with the four key elements to solve this problem and how to properly execute it. With these principals you be provided with the framework to build your own "production assembly line" for these operations members and also consider our  "turn key system".  This session will benefit the loan officer hiring their first processor, the small team looking grow with scale, or the corporate trainer that need a time tested training system to decrease turn times while increasing the level of quality.

Michael Whitbeck
Presented By
Session C
Finding Opportunity in Reverse
Celebrity 5
Pre-registration required

Are you prepared for one of the fastest growing origination opportunities? Loan origination activities for 2022 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.

Ralph Rosynek
Presented By
Ralph Rosynek
Moneyhouse

9:45 am

 — 

Concurrent Sessions

9:45 am

 — 

Keynote
Session A
Keynote Session
Non-QM In Action
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Rocket Pro TPO Main Stage
Pre-registration required

The mortgage market is going through a transition that could make business growth more difficult in 2022. Agency business is shrinking, refinance volume is declining and rates are on the rise. What can help replace the lost business? Non-QM.

The forecast for non-QM is upwards of $80 billion in 2022 – serving underserved markets like this will help you continue to grow your business and increase your volume. Get up to speed and learn as you close non-QM volume now. This presentation explains how!

Presented by Angel Oak Mortgage Solutions, you will learn:

  • Why non-QM is in demand in today’s market
  • Details on the types of non-QM programs
  • The borrower profiles for each program
  • Common scenarios and questions
  • How to close more loans using non-QM
  • Where to find non-QM borrowers

Angel Oak Mortgage Solutions is the leader in non-QM, educating originators since 2014.

Increase Your Volume With The Power Of Angel Oak!

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Eric Morgenson
Presented By
Eric Morgenson
Angel Oak Mortgage Solutions

10:30 am

 — 

Concurrent Sessions
Session A
Mortgage Leadership Outlook
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Rocket Pro TPO Main Stage
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Pre-registration required

Join us for this can’t-miss keynote session with Tim Birkmeier, president and chief revenue officer of Rocket Mortgage, as he takes on the biggest issues facing the industry. How are we adapting to a quick-change marketplace? What are the strategies that winners are pursuing? What innovations in technique and technology will win the day, and how will broker relationships grow and flourish under current economic forces?

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Tim Birkmeier
Presented By
Tim Birkmeier
Rocket Mortgage
Session B
Pre-registration required
Presented By
Session C
Pre-registration required
Presented By

10:30 am

 — 

Concurrent Sessions

10:30 am

 — 

Keynote
Session A
Keynote Session
Mortgage Leadership Outlook
Map Pin Icon
Rocket Pro TPO Main Stage
Pre-registration required

Join us for this can’t-miss keynote session with Tim Birkmeier, president and chief revenue officer of Rocket Mortgage, as he takes on the biggest issues facing the industry. How are we adapting to a quick-change marketplace? What are the strategies that winners are pursuing? What innovations in technique and technology will win the day, and how will broker relationships grow and flourish under current economic forces?

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Tim Birkmeier
Presented By
Tim Birkmeier
Rocket Mortgage

11:30 am

 — 

5:00 pm

Concurrent Sessions
Session A
Exhibit Hall Opens
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Pre-registration required
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Presented By
Session B
Pre-registration required
Presented By
Session C
Pre-registration required
Presented By

11:30 am

 — 

5:00 pm

Concurrent Sessions

11:30 am

 — 

5:00 pm

Keynote
Session A
Keynote Session
Exhibit Hall Opens
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Pre-registration required
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Presented By

2:30 pm

 — 

Concurrent Sessions
Session A
Unleash Your Inner Shark
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Rocket Pro TPO Main Stage
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Pre-registration required

Daymond John is one of the most successful entrepreneurs in America. He is an award-winning business leader and has received over 35 honors including the Brand Week Marketer of the Year, Advertising Age Marketing 1000 Award for Outstanding Ad Campaign, Ernst & Young’s New York Entrepreneur of the Year Award and, most recently, was named #2 on LinkedIn’s Top 20 Voices, a list of the top influencers, who are using their voice to help us analyze today’s changing world of work, navigate our industries, and find balance through an unprecedented year!

His marketing strategies and ability to build successful brands has made him a highly influential consultant and motivational speaker today. His marketing firm The Shark Group offers advice on how to effectively communicate to consumers through innovative means and connects brands with the world’s top celebrities for everything from endorsements to product extensions. John is also an author of 5 best-selling books including his New York Times best-selling books, The Power of Broke (2016) and Rise and Grind (2018). In March 2020, John released his fifth book, Powershift, that walks through his tried-and-true process of how to transform any situation, close any deal and achieve any outcome through his own experience and vast network of industry leaders.

After having been diagnosed and successfully treated for thyroid cancer, John is celebrating his 12th season on ABC TV’s critically acclaimed business reality show Shark Tank, which has reinvigorated entrepreneurship around the world. Shark Tank has now gone on to win five Emmy in the US and millions of weekly viewers world-wide tune into the show as John demonstrates his marketing prowess and entrepreneurial insights.

Sponsored by Rocket Pro TPO

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Daymond John
Presented By
Daymond John
SHARK TANK ENTREPRENEUR
Session B
Pre-registration required
Presented By
Session C
Pre-registration required
Presented By

2:30 pm

 — 

Concurrent Sessions

2:30 pm

 — 

Keynote
Session A
Keynote Session
Unleash Your Inner Shark
Map Pin Icon
Rocket Pro TPO Main Stage
Pre-registration required

Daymond John is one of the most successful entrepreneurs in America. He is an award-winning business leader and has received over 35 honors including the Brand Week Marketer of the Year, Advertising Age Marketing 1000 Award for Outstanding Ad Campaign, Ernst & Young’s New York Entrepreneur of the Year Award and, most recently, was named #2 on LinkedIn’s Top 20 Voices, a list of the top influencers, who are using their voice to help us analyze today’s changing world of work, navigate our industries, and find balance through an unprecedented year!

His marketing strategies and ability to build successful brands has made him a highly influential consultant and motivational speaker today. His marketing firm The Shark Group offers advice on how to effectively communicate to consumers through innovative means and connects brands with the world’s top celebrities for everything from endorsements to product extensions. John is also an author of 5 best-selling books including his New York Times best-selling books, The Power of Broke (2016) and Rise and Grind (2018). In March 2020, John released his fifth book, Powershift, that walks through his tried-and-true process of how to transform any situation, close any deal and achieve any outcome through his own experience and vast network of industry leaders.

After having been diagnosed and successfully treated for thyroid cancer, John is celebrating his 12th season on ABC TV’s critically acclaimed business reality show Shark Tank, which has reinvigorated entrepreneurship around the world. Shark Tank has now gone on to win five Emmy in the US and millions of weekly viewers world-wide tune into the show as John demonstrates his marketing prowess and entrepreneurial insights.

Sponsored by Rocket Pro TPO

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Daymond John
Presented By
Daymond John
SHARK TANK ENTREPRENEUR

3:30 pm

 — 

Concurrent Sessions
Session A
Cocktails & Connections
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Pre-registration required

Join us on the exhibit hall floor for an open bar reception with the exhibitors.

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Presented By
Session B
Pre-registration required
Presented By
Session C
Pre-registration required
Presented By

3:30 pm

 — 

Concurrent Sessions

3:30 pm

 — 

Keynote
Session A
Keynote Session
Cocktails & Connections
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Pre-registration required

Join us on the exhibit hall floor for an open bar reception with the exhibitors.

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Presented By

8:00 pm

 — 

11:00 pm

Concurrent Sessions
Session A
Wagon Wheelin' & Dealin' - the Originator Connect After Party
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Pre-registration required

Join RCN Capital, Appraisal Nation, & Bridge Loan Network at PBR Rock Bar & Grill for the Official Originator Connect After Party!

Mosey on down to the PBR Rock Bar & Grill at Planet Hollywood for a networking event like no other!

Enjoy complimentary drinks, small bites, and live music all while networking with attendees and exhibitors from Originator Connect. Try your luck at the mechanical bull with prizes available throughout the night for the best riders.

One thing is for sure, it's going to be a buckin' great party! We look forward to seeing you there!

Wrist bands & Invites are available at any of the host's booths:

RCN Capital is located at booth 309.
Appraisal Nation is located at booth 218.
Bridge Loan Network is located at booth 207.

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Presented By
Session B
Pre-registration required
Presented By
Session C
Pre-registration required
Presented By

8:00 pm

 — 

11:00 pm

Concurrent Sessions

8:00 pm

 — 

11:00 pm

Keynote
Session A
Keynote Session
Wagon Wheelin' & Dealin' - the Originator Connect After Party
Map Pin Icon
Pre-registration required

Join RCN Capital, Appraisal Nation, & Bridge Loan Network at PBR Rock Bar & Grill for the Official Originator Connect After Party!

Mosey on down to the PBR Rock Bar & Grill at Planet Hollywood for a networking event like no other!

Enjoy complimentary drinks, small bites, and live music all while networking with attendees and exhibitors from Originator Connect. Try your luck at the mechanical bull with prizes available throughout the night for the best riders.

One thing is for sure, it's going to be a buckin' great party! We look forward to seeing you there!

Wrist bands & Invites are available at any of the host's booths:

RCN Capital is located at booth 309.
Appraisal Nation is located at booth 218.
Bridge Loan Network is located at booth 207.

Show more
Show less
Presented By

Sunday, August 21, 2022

9:00 am

 — 

5:00 pm

Concurrent Sessions
Session A
8-Hour NMLS Renewal Course
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Pre-registration required

Optional — Must Pre-Register

Registration opens at 8 am, class beings promptly at 9 am. Anyone not already registered at 9 am will not be allowed to take the class. Partial credit cannot be offered.

Fulfill your complete 8 hour continuing education requirements for your NMLS license renewal! 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.

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David Luna
Presented By
David Luna - Standard
Mortgage Educators & Compliance
Session B
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Pre-registration required
Presented By
Session C
Map Pin Icon
Pre-registration required
Presented By

9:00 am

 — 

5:00 pm

Concurrent Sessions

9:00 am

 — 

5:00 pm

Keynote
Session A
Keynote Session
8-Hour NMLS Renewal Course
Map Pin Icon
Pre-registration required

Optional — Must Pre-Register

Registration opens at 8 am, class beings promptly at 9 am. Anyone not already registered at 9 am will not be allowed to take the class. Partial credit cannot be offered.

Fulfill your complete 8 hour continuing education requirements for your NMLS license renewal! 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.

Show more
Show less
David Luna - Standard
Presented By
David Luna - Standard
Mortgage Educators & Compliance

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