Jump To Day

Thursday, August 14, 2025

8:45 am

 — 

12:00 pm

Concurrent Sessions
Session A
Build-A-Broker
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Melrose 3&4
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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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Session B
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Presented By
Session C
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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
Melrose 3&4
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.
Show more
Show less
Presented By

1:00 pm

 — 

5:00 pm

Concurrent Sessions
Session A
OriginatorTech
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Melrose 3&4
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Pre-registration required

OriginatorTech is the half-day immersive experience of what the best lenders are offering to originators to create a perfect borrower experience. By attending this pre-Originator Connect event, you will:

  • Increasing Sales and Efficiency with AI in Mortgage Origination 
  • Get under the hood of the best tech stacks in the Battle of the Tech Stacks
  • Turbocharging your operations with AI
  • Broker Tech - How wholesale lenders are empowering brokers
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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
OriginatorTech
Map Pin Icon
Melrose 3&4
Pre-registration required

OriginatorTech is the half-day immersive experience of what the best lenders are offering to originators to create a perfect borrower experience. By attending this pre-Originator Connect event, you will:

  • Increasing Sales and Efficiency with AI in Mortgage Origination 
  • Get under the hood of the best tech stacks in the Battle of the Tech Stacks
  • Turbocharging your operations with AI
  • Broker Tech - How wholesale lenders are empowering brokers
Show more
Show less
Presented By

Friday, August 15, 2025

8:30 am

 — 

12:00 pm

Concurrent Sessions
Session A
Non-QM Summit
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Rocket Pro TPO Main Stage
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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
Rocket Pro TPO Main Stage
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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Show less
Presented By

12:45 pm

 — 

Concurrent Sessions
Session A
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Presented By
Session B
Pre-registration required
Presented By
Session C
The Circle Of Referrals - How To Grow Your Business 42% In 12 Months
Celebrity 5
Pre-registration required

With over 27 years experience in the mortgage industry, Tim Davis, has condensed what top producers are doing into one simple concept, The Circle of Referrals.

In this session, you will learn:

• The Importance of Knowing Your Numbers

• How to Work the Circle of Referrals System

• How to Grow a Team

• How to Grow Your Database

• The Six Keys of Business Growth

• The Four Pillars of Every Business

• The 48-hour rule

• 10 Must Have Videos for Your Business

Plus much more.


Tim is the host of the daily podcast, The Originators Guide and the Founder of Personal Branding Mastery™ He has been a loan officer, company owner, and national coach to loan officers. If you are looking for a simple solution to grow your business, you will find it in the lessons from this session.

Tim Davis
Presented By
Tim Davis
Canopy Mortgage

12:45 pm

 — 

Concurrent Sessions

12:45 pm

 — 

Keynote
Session A
Keynote Session
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Presented By

2:15 pm

 — 

Concurrent Sessions
Session A
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Rocket Pro TPO Main Stage
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Pre-registration required
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Presented By
Session B
Creating Your Automated Lead Machine
Melrose 3&4
Pre-registration required

The difference between struggling and thriving comes down to your ability to consistently generate and convert leads. Top producer and Acez Academy leader Ali Charafeddine has cracked the code on automated lead generation, helping originators transform their businesses through proven systems and strategies. In this session, you'll discover how to build a personal brand that attracts business 24/7, automate your entire pipeline from lead to close, and create unstoppable referral partnerships. From implementing social media that sells to deploying follow-up systems that never sleep, you'll get the exact blueprint Ali has used to generate billions in volume and help countless originators scale their businesses.

Ali Charafeddine
Presented By
Ali Charafeddine
Acez Academy
Session C
From Land to Launch: How to Finance Builder Construction Loans
Celebrity 5
Pre-registration required

Taking a project from raw land to a completed build can feel overwhelming - especially for first-time builders and investors. In this session, we’ll walk through the entire construction financing journey, focusing on what you need to know to confidently launch your first project. Learn how to find and vet reliable builders and potential investors, understand what documentation and financials are required, and discover how to position your deal for lender approval. We’ll also share insider tips on what Park Place Finance looks for in construction loan applications, how to navigate draw schedules, and common mistakes to avoid. Whether you’re building a spec home, custom build, or small development, this presentation will give you a practical, step-by-step guide to turning land into a funded, successful project.

Justin Hubbert
Presented By
Justin Hubbert
Park Place Finance

2:15 pm

 — 

Concurrent Sessions

2:15 pm

 — 

Keynote
Session A
Keynote Session
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Rocket Pro TPO Main Stage
Pre-registration required
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Presented By

3:00 pm

 — 

Concurrent Sessions
Session A
Learn from the Nation’s #1 Loan Officer
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Rocket Pro TPO Main Stage
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Pre-registration required

Whether you’re a new loan officer, an experienced professional, or a mortgage broker, this is your opportunity to learn directly from Thuan Nguyen, the #1 loan officer in the country for 2020 and 2021. Over the course of just two years, Thuan closed more than 11,600 loans totaling $4.4 billion. As the founder and CEO of Loan Factory, the fastest-growing mortgage brokerage in the U.S. and the third-largest by loan officer count, Thuan has unmatched insights into what it takes to succeed.

In this exclusive session, Thuan will share the strategies, mindset, and methods that have propelled him to the top. He’ll reveal why many loan officers struggle, often due to the lack of a clear business plan, inadequate support from their companies, and focusing on the wrong priorities. Thuan will highlight the critical factors that separate the most successful loan officers from the rest.

If you’re serious about growing your business and achieving your goals, this is a session you cannot afford to miss.

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Thuan Nguyen
Presented By
Thuan Nguyen
Loan Factory, Inc
Session B
The Economy, Interest Rates & The Non-Agency Borrowers
Melrose 3&4
Pre-registration required

Knowledge is power! Borrowers want an industry-expert they trust to help the understand the best time to buy. Successfully generating and growing your business means understanding the economy. In this 30-minutes session, we’ll uncover the story of the U.S. economy, discover the ways Non-Agency solutions can help borrowers purchase or refinance property in 2025.

John Wise
Presented By
John Wise
NewFi Wholesale
Session C
AI-Lite: Sales and Marketing Technology (Grow Your Existing Market Using AI)
Celebrity 5
Pre-registration required

This is a competitive market, and staying in touch with existing contacts isn’t enough. You need a way to expand your reach and connect with new realtors, referral partners, and borrowers. That’s where GMCC’s AI-Lite technology steps in.

We’ll show you a new way to market by leveraging our cutting-edge AI technology. AI Lite matches “Active Listings” tailored to your desired area and filtered specifications, with GMCC's robust (non-government) Community Lending Grants, Programs, Special Pricing, as well as our hard-to-find GMCC Specialty Programs. This means you’re not just marketing—you’re offering real, lasting value that immediately connects with your audience.

Find out how this powerful tool can help you grow your market, increase your volume, and open doors to new opportunities. We’ve got the success stories to back it up!

James Jin
Presented By
James Jin
General Mortgage Capital Corporation

3:00 pm

 — 

Concurrent Sessions

3:00 pm

 — 

Keynote
Session A
Keynote Session
Learn from the Nation’s #1 Loan Officer
Map Pin Icon
Rocket Pro TPO Main Stage
Pre-registration required

Whether you’re a new loan officer, an experienced professional, or a mortgage broker, this is your opportunity to learn directly from Thuan Nguyen, the #1 loan officer in the country for 2020 and 2021. Over the course of just two years, Thuan closed more than 11,600 loans totaling $4.4 billion. As the founder and CEO of Loan Factory, the fastest-growing mortgage brokerage in the U.S. and the third-largest by loan officer count, Thuan has unmatched insights into what it takes to succeed.

In this exclusive session, Thuan will share the strategies, mindset, and methods that have propelled him to the top. He’ll reveal why many loan officers struggle, often due to the lack of a clear business plan, inadequate support from their companies, and focusing on the wrong priorities. Thuan will highlight the critical factors that separate the most successful loan officers from the rest.

If you’re serious about growing your business and achieving your goals, this is a session you cannot afford to miss.

Show more
Show less
Thuan Nguyen
Presented By
Thuan Nguyen
Loan Factory, Inc

5:00 pm

 — 

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

🔥 Hot Loans: Las Vegas Edition 🔥
It’s back, and it’s bringing the heat to the desert.

Hot Loans, the industry’s spiciest live event inspired by the hit YouTube series Hot Ones, returns to turn up the temperature in Las Vegas. This time, executives from some of the most talked-about brokerages in the country are stepping into the hot seat—literally.

These guys are sharp, seasoned, and built for high-stakes moments. But can even they handle what’s coming?

As they take on progressively hotter wings, they’ll also face a round of increasingly brutal NMLS-related questions. It’s grit versus heat, precision versus pressure. Only the toughest will keep their cool.

Moderated by Brandon Christensen, Director of Education at Maximum Acceleration, this year’s lineup includes:
🌶 Thuan Nguyen, CEO, Loan Factory
🌶 Mike Kortas, CEO, Nexa Mortgage
🌶 Daniel Iskander, Co-Founder, West Capital Lending
🌶 Pablo Martinez, CEO, Equity Smart Home Loans

Will their industry expertise carry them through the fire? Find out at Hot Loans: Las Vegas Edition—the showdown where mortgage meets meltdown.

Show more
Show less
Presented By
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
Map Pin Icon
Rocket Pro TPO Main Stage
Pre-registration required

🔥 Hot Loans: Las Vegas Edition 🔥
It’s back, and it’s bringing the heat to the desert.

Hot Loans, the industry’s spiciest live event inspired by the hit YouTube series Hot Ones, returns to turn up the temperature in Las Vegas. This time, executives from some of the most talked-about brokerages in the country are stepping into the hot seat—literally.

These guys are sharp, seasoned, and built for high-stakes moments. But can even they handle what’s coming?

As they take on progressively hotter wings, they’ll also face a round of increasingly brutal NMLS-related questions. It’s grit versus heat, precision versus pressure. Only the toughest will keep their cool.

Moderated by Brandon Christensen, Director of Education at Maximum Acceleration, this year’s lineup includes:
🌶 Thuan Nguyen, CEO, Loan Factory
🌶 Mike Kortas, CEO, Nexa Mortgage
🌶 Daniel Iskander, Co-Founder, West Capital Lending
🌶 Pablo Martinez, CEO, Equity Smart Home Loans

Will their industry expertise carry them through the fire? Find out at Hot Loans: Las Vegas Edition—the showdown where mortgage meets meltdown.

Show more
Show less
Presented By

Saturday, August 16, 2025

9:00 am

 — 

Concurrent Sessions
Session A
Don’t Just Survive At Being a Loan Officer — Thrive At Being You
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Rocket Pro TPO Main Stage
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Pre-registration required

Join Pablo Martinez, CEO of Equity Smart Home Loans, and Serafin Rodarte, Operations Director, for a session packed with strategies loan officers can immediately apply. Learn how to structure your day for maximum productivity, reduce inefficiencies, and leverage tools and partnerships to close more loans. Pablo will share insights on utilizing technology and wholesale relationships, while Serafin will break down proven methods for managing growth and improving operations. Walk away with actionable techniques to close more loans, improve client satisfaction, and create long-term career stability in a competitive market.

Show more
Show less
Pablo Martinez
Presented By
Pablo Martinez
Equity Smart Loans
Session B
Unlocking Success With Private Lending: Case Studies For Residential Mortgage Brokers
Melrose 3&4
Pre-registration required

Private lending has emerged as one of the fastest-growing and most lucrative opportunities in the mortgage industry, especially for mortgage brokers. In this session, we’ll dive deep into real-world case studies showing how brokers have leveraged private lending options like fix and flip loans and DSCR loans to allow their clients to tackle diverse projects. Learn proven tactics to increase your profitability, build stronger client relationships, and position yourself as a trusted expert in this lucrative niche. Gain the confidence to turn private lending into a competitive edge!

Stephen Ballard
Presented By
Stephen Ballard
RCN Capital
Session C
Reverse Mortgage, Simplified
Celebrity 5
Pre-registration required

Are you prepared for one of the fastest-growing origination opportunities? In 2025, loan origination activities are booming as over 11,000 Americans turn 62 each day and need retirement planning tools. If you're interested in offering reverse mortgages but don't know where to start, join our session! We'll help you quickly and easily serve the needs of older Americans with product education, marketing support, loan disclosures, and free processing. Let's explore this growing opportunity together.

Peter Kulis
Presented By
Peter Kulis
Mutual of Omaha Reverse Mortgage

9:00 am

 — 

Concurrent Sessions

9:00 am

 — 

Keynote
Session A
Keynote Session
Don’t Just Survive At Being a Loan Officer — Thrive At Being You
Map Pin Icon
Rocket Pro TPO Main Stage
Pre-registration required

Join Pablo Martinez, CEO of Equity Smart Home Loans, and Serafin Rodarte, Operations Director, for a session packed with strategies loan officers can immediately apply. Learn how to structure your day for maximum productivity, reduce inefficiencies, and leverage tools and partnerships to close more loans. Pablo will share insights on utilizing technology and wholesale relationships, while Serafin will break down proven methods for managing growth and improving operations. Walk away with actionable techniques to close more loans, improve client satisfaction, and create long-term career stability in a competitive market.

Show more
Show less
Pablo Martinez
Presented By
Pablo Martinez
Equity Smart Loans

9:00 am

 — 

Concurrent Sessions
Session B
Unlocking Success With Private Lending: Case Studies For Residential Mortgage Brokers
Melrose 3&4
Pre-registration required

Private lending has emerged as one of the fastest-growing and most lucrative opportunities in the mortgage industry, especially for mortgage brokers. In this session, we’ll dive deep into real-world case studies showing how brokers have leveraged private lending options like fix and flip loans and DSCR loans to allow their clients to tackle diverse projects. Learn proven tactics to increase your profitability, build stronger client relationships, and position yourself as a trusted expert in this lucrative niche. Gain the confidence to turn private lending into a competitive edge!

Stephen Ballard
Presented By
Stephen Ballard
RCN Capital
Session C
Reverse Mortgage, Simplified
Celebrity 5
Pre-registration required

Are you prepared for one of the fastest-growing origination opportunities? In 2025, loan origination activities are booming as over 11,000 Americans turn 62 each day and need retirement planning tools. If you're interested in offering reverse mortgages but don't know where to start, join our session! We'll help you quickly and easily serve the needs of older Americans with product education, marketing support, loan disclosures, and free processing. Let's explore this growing opportunity together.

Peter Kulis
Presented By
Peter Kulis
Mutual of Omaha Reverse Mortgage

10:45 am

 — 

Concurrent Sessions
Session A
The New Future
Heading
Rocket Pro TPO Main Stage
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Pre-registration required

Join Dan Sogorka, GM of Rocket Pro, NMP CEO Andrew Berman, and Katie Sweeney, Rocket’s EVP of Strategy and Broker Advocacy, for a rousing and insightful interview session about the changing dynamics for mortgage origination. What will technology bring to the partnership channel? How will vertical integration of real estate sales, financing and servicing affect the marketplace? How can brokers and LOs thrive when the market is in flux and regulations are winking into and out of existence? Don’t miss this hard-hitting and no-holds-barred discussion, going over topics critical to broker success in the coming years and months.

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Dan Sogorka
Presented By
Daniel Sogorka
Rocket Pro
Session B
Pre-registration required
Presented By
Session C
Pre-registration required
Presented By

10:45 am

 — 

Concurrent Sessions

10:45 am

 — 

Keynote
Session A
Keynote Session
The New Future
Map Pin Icon
Rocket Pro TPO Main Stage
Pre-registration required

Join Dan Sogorka, GM of Rocket Pro, NMP CEO Andrew Berman, and Katie Sweeney, Rocket’s EVP of Strategy and Broker Advocacy, for a rousing and insightful interview session about the changing dynamics for mortgage origination. What will technology bring to the partnership channel? How will vertical integration of real estate sales, financing and servicing affect the marketplace? How can brokers and LOs thrive when the market is in flux and regulations are winking into and out of existence? Don’t miss this hard-hitting and no-holds-barred discussion, going over topics critical to broker success in the coming years and months.

Show more
Show less
Daniel Sogorka
Presented By
Daniel Sogorka
Rocket Pro

10:45 am

 — 

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

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

11:30 am

 — 

5:00 pm

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

3:30 pm

 — 

Concurrent Sessions
Session A
Cocktails & Connections
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Pre-registration required

Join us on the exhibit hall floor for a cocktail reception with the exhibitors.

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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
Map Pin Icon
Pre-registration required

Join us on the exhibit hall floor for a cocktail reception with the exhibitors.

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Presented By

3:30 pm

 — 

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

Sunday, August 17, 2025

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 Maximum Acceleration.

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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Presented By
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 Maximum Acceleration.

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
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Presented By

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