Agenda

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

Thursday, August 17, 2023

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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Presented By
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
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

8:00 am

 — 

5:00 pm

Concurrent Sessions
Session A
Maximum Acceleration Conference
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Celebrity 5
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Pre-registration required

A Winning Conversation In A Tumultuous Environment

As a seasoned leader, you understand the importance of keeping your foot on the accelerator while maintaining a sharp focus on the road ahead in order to ensure your company's success. In today's dynamic mortgage industry, with razor-thin margins, ever-evolving capital market conditions, and a pressing need to enhance the borrower experience, leading your organization effectively can be a daunting task.

That's where Maximum Acceleration - Leadership comes in, the foremost event for mortgage industry leaders seeking to learn from the industry's top performers. Our event boasts an impressive lineup of speakers, including high-powered executives from some of the largest and most respected lenders in the game such as Movement Mortgage, Academy Mortgage, The Loan Store, and more. These industry trailblazers will share their invaluable insights on how to skillfully navigate the challenges and capitalize on opportunities, and how to effectively lead your team to victory on a challenging track.

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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Pre-registration required
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
Celebrity 5
Pre-registration required

A Winning Conversation In A Tumultuous Environment

As a seasoned leader, you understand the importance of keeping your foot on the accelerator while maintaining a sharp focus on the road ahead in order to ensure your company's success. In today's dynamic mortgage industry, with razor-thin margins, ever-evolving capital market conditions, and a pressing need to enhance the borrower experience, leading your organization effectively can be a daunting task.

That's where Maximum Acceleration - Leadership comes in, the foremost event for mortgage industry leaders seeking to learn from the industry's top performers. Our event boasts an impressive lineup of speakers, including high-powered executives from some of the largest and most respected lenders in the game such as Movement Mortgage, Academy Mortgage, The Loan Store, and more. These industry trailblazers will share their invaluable insights on how to skillfully navigate the challenges and capitalize on opportunities, and how to effectively lead your team to victory on a challenging track.

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

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Presented By

1:00 pm

 — 

5:00 pm

Concurrent Sessions
Session A
Private Lender Forum
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Melrose 3&4
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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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Pre-registration required
Presented By
Session C
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Pre-registration required
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
Melrose 3&4
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 18, 2023

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.

Show more
Show less
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.

Show more
Show less
Presented By

1:00 pm

 — 

Concurrent Sessions
Session A
The Future of Loan Origination Systems: Making Originators TICK
Heading
Rocket Pro TPO Main Stage
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Pre-registration required

Mortgage originations are accelerating to a digitized landscape, driven by technology's promise of speed and efficiency. But even with the remarkable growth of the wholesale channel and the rise of independent loan originator, too many LOs are still wrestling with fragmented tech stacks and spiraling costs.

It's time for the dawn of a new era in loan origination technology, designed to fuel future originators and make them TICK, bringing together Technology, Independence, Collaboration, and Knowledge. Picture a future where the origination technology platform is boundary-less and intuitive; it empowers independence and effortlessly morphs into dynamic engagement hubs, fostering deeper relationships with lenders, service providers, clients and referral partners. Open community-driven development models will spark the evolution of these intelligent and customizable platforms, reshaping the mortgage lending landscape and amplifying the power of originators. Using the experiences in building ARIVE, which in a brief span of just over two years has become a formidable loan origination system supporting over 17,000 independent loan originators and processors, attendees will get actionable insights into these shifts and explore how they can not only adapt but excel in this rapidly changing technological landscape.

Show more
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Harish Tejwani
Presented By
Session B
Pre-registration required
Presented By
Session C
Pre-registration required
Presented By

1:00 pm

 — 

Concurrent Sessions

1:00 pm

 — 

Keynote
Session A
Keynote Session
The Future of Loan Origination Systems: Making Originators TICK
Map Pin Icon
Rocket Pro TPO Main Stage
Pre-registration required

Mortgage originations are accelerating to a digitized landscape, driven by technology's promise of speed and efficiency. But even with the remarkable growth of the wholesale channel and the rise of independent loan originator, too many LOs are still wrestling with fragmented tech stacks and spiraling costs.

It's time for the dawn of a new era in loan origination technology, designed to fuel future originators and make them TICK, bringing together Technology, Independence, Collaboration, and Knowledge. Picture a future where the origination technology platform is boundary-less and intuitive; it empowers independence and effortlessly morphs into dynamic engagement hubs, fostering deeper relationships with lenders, service providers, clients and referral partners. Open community-driven development models will spark the evolution of these intelligent and customizable platforms, reshaping the mortgage lending landscape and amplifying the power of originators. Using the experiences in building ARIVE, which in a brief span of just over two years has become a formidable loan origination system supporting over 17,000 independent loan originators and processors, attendees will get actionable insights into these shifts and explore how they can not only adapt but excel in this rapidly changing technological landscape.

Show more
Show less
Harish Tejwani
Presented By
Harish Tejwani
ARIVE

2:00 pm

 — 

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

What drives real estate investors? How and where to they find potential investment properties? What resources do they use to make investment decisions? What do they expect from mortgage brokers and finance companies?

If you’re a mortgage broker seeking to grow your business by offering financing for residential investment properties and small commercial buildings, knowing the answers to these questions is vital to your success.

Be sure to attend this informative session and learn how to address the unique needs of independent real estate investors and small business owners based on the results of our quantitative research study and face-to-face interviews with investors.

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Michael Oddi
Presented By
Michael Oddi
Velocity Mortgage Capital
Session B
4 Unique Ways To Close More Deals This Purchase Season
Melrose 3&4
Pre-registration required

Purchase season is upon us! How can you find more customers and close more deals? Join Newfi Wholesale as we discuss actionable ways to source more leads in today’s market that can increase your revenue. Take your business to the next level and stand out among your competition with these 4 unique strategies for growth.

  1. Attack growing Segments
  2. Go After Cash Buyers (Delayed Financing)
  3. Work With Referral Partnerships
  4. Offer Options That Increase Affordability (Buydown/GPM)

Presented by Dan Bayer & John Wise

Dan Bayer
Presented By
Dan Bayer
NewFi Wholesale
Session C
Leveraging Technology to Drive Scalability, Speed, and Success
Celebrity 5
Pre-registration required

A digital mortgage origination journey can reduce costs per loan by 10 percent, shorten the loan processing time by 15 to 40 percent, and reduce the number of touches per application by 15 to 40 percent. In this session, you'll be taken through case studies of loan originations using unique software solutions that resulted in substantial increases in efficiency and productivity. Presented by Anthony Sherman, originator and CEO of Sonar.

Anthony Sherman
Presented By

2:00 pm

 — 

Concurrent Sessions

2:00 pm

 — 

Keynote
Session A
Keynote Session
WIN With Investors
Map Pin Icon
Rocket Pro TPO Main Stage
Pre-registration required

What drives real estate investors? How and where to they find potential investment properties? What resources do they use to make investment decisions? What do they expect from mortgage brokers and finance companies?

If you’re a mortgage broker seeking to grow your business by offering financing for residential investment properties and small commercial buildings, knowing the answers to these questions is vital to your success.

Be sure to attend this informative session and learn how to address the unique needs of independent real estate investors and small business owners based on the results of our quantitative research study and face-to-face interviews with investors.

Show more
Show less
Michael Oddi
Presented By
Michael Oddi
Velocity Mortgage Capital

3:00 pm

 — 

Concurrent Sessions
Session A
Lessons from the #1 Loan Originator
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Rocket Pro TPO Main Stage
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Pre-registration required

Don't miss this opportunity to gain valuable knowledge from Thuan Nguyen, a highly successful loan officer who has closed an impressive 11,000 loans in 2020 and 2021. In this session, Thuan will share his valuable insights on how he adapted to the market downturn by shifting his focus from 95% refinance to 70% purchase, and how he managed to increase his production by over 50% from February 2023 to March 2023. You'll learn from a master in the industry and gain valuable strategies for maximizing loan production and navigating market changes. Join us and take your origination skills to the next level!

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Show less
Thuan Nguyen
Presented By
Thuan Nguyen
Loan Factory, Inc
Session B
Why Rebrand Now
Celebrity 5
Pre-registration required

A 30 year conventional is a 30 year conventional, regardless of which broker or lender you go to. Who you are and how you work is what your brand is all about.  How do you unearth the soul of your brand from the inside out.  Position your company and brand for the next chapter of growth. Hear from Barbara Yolles, founder of Ludwig+ and the creator behind some of the mortgage industry's top brands about what you need to do to stand out in this unforgiving competitive environment.

Barbara Yolles
Presented By
Session C
Pre-registration required
Presented By

3:00 pm

 — 

Concurrent Sessions

3:00 pm

 — 

Keynote
Session A
Keynote Session
Lessons from the #1 Loan Originator
Map Pin Icon
Rocket Pro TPO Main Stage
Pre-registration required

Don't miss this opportunity to gain valuable knowledge from Thuan Nguyen, a highly successful loan officer who has closed an impressive 11,000 loans in 2020 and 2021. In this session, Thuan will share his valuable insights on how he adapted to the market downturn by shifting his focus from 95% refinance to 70% purchase, and how he managed to increase his production by over 50% from February 2023 to March 2023. You'll learn from a master in the industry and gain valuable strategies for maximizing loan production and navigating market changes. Join us and take your origination skills to the next level!

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

4:00 pm

 — 

Concurrent Sessions
Session A
Your Best Week Ever as an LO
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Rocket Pro TPO Main Stage
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Pre-registration required

Discussing the proven tactics and strategies that make loan officers most effective with their time. How to replicate an efficient day 5 times to get the most out of your week. Hear what top producers focus on to drive high dollar per hour activity and see tangible results.  Next Level will also lay out their proprietary Actions that Matter™ process so that you can focus on the things that matter most to your business for your customers in your community.

Presented by Kenneth Travis & Shane Kidwell

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Kenneth Travis
Presented By
Kenneth Travis
Next Level LOs
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
Your Best Week Ever as an LO
Map Pin Icon
Rocket Pro TPO Main Stage
Pre-registration required

Discussing the proven tactics and strategies that make loan officers most effective with their time. How to replicate an efficient day 5 times to get the most out of your week. Hear what top producers focus on to drive high dollar per hour activity and see tangible results.  Next Level will also lay out their proprietary Actions that Matter™ process so that you can focus on the things that matter most to your business for your customers in your community.

Presented by Kenneth Travis & Shane Kidwell

Show more
Show less
Kenneth Travis
Presented By
Kenneth Travis
Next Level LOs

5:00 pm

 — 

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

The broker community is killing it this year, gaining market share and causing retail originators to look at moving to the independent broker model. This is spurring the rise of mega-brokerages and innovative new models. We’re bringing in an array of brokerage leaders to talk about their vision, their business plans and what they’re doing to empower originators to conquer these critical times.

Mike Kortas, CEO of NEXA Mortgage
Thuan Nguyen, CEO of Loan Factory
Daniel Iskander, Co-Founder of West Capital Lending
Pablo Martinez, CEO of Equity Smart Home Loans
Joseph Shalaby, CEO of E Mortgage Capital

Show more
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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
Brokerage Brawl
Map Pin Icon
Rocket Pro TPO Main Stage
Pre-registration required

The broker community is killing it this year, gaining market share and causing retail originators to look at moving to the independent broker model. This is spurring the rise of mega-brokerages and innovative new models. We’re bringing in an array of brokerage leaders to talk about their vision, their business plans and what they’re doing to empower originators to conquer these critical times.

Mike Kortas, CEO of NEXA Mortgage
Thuan Nguyen, CEO of Loan Factory
Daniel Iskander, Co-Founder of West Capital Lending
Pablo Martinez, CEO of Equity Smart Home Loans
Joseph Shalaby, CEO of E Mortgage Capital

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Presented By

7:00 pm

 — 

9:00 pm

Concurrent Sessions
Session A
Opening Reception — Classic Hollywood Party
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Pre-registration required

Celebrate the first day of Originator Connect 2023 at the Classic Hollywood Party! Don your finest black and/or white attire and grace the red carpet for a glamorous evening for the premier of Originator Connect. Enjoy food, cocktails, entertainment, and more. It's going to be a grand affair!

*Please note: We recommend attendees wear black and/or white attire, but be aware this event is casual attire and will be held outside on the pool deck, weather permitting.

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

7:00 pm

 — 

9:00 pm

Concurrent Sessions

7:00 pm

 — 

9:00 pm

Keynote
Session A
Keynote Session
Opening Reception — Classic Hollywood Party
Map Pin Icon
Pre-registration required

Celebrate the first day of Originator Connect 2023 at the Classic Hollywood Party! Don your finest black and/or white attire and grace the red carpet for a glamorous evening for the premier of Originator Connect. Enjoy food, cocktails, entertainment, and more. It's going to be a grand affair!

*Please note: We recommend attendees wear black and/or white attire, but be aware this event is casual attire and will be held outside on the pool deck, weather permitting.

Show more
Show less
Presented By

Saturday, August 19, 2023

8:45 am

 — 

Concurrent Sessions
Session A
How to Find Non-QM Borrowers
Heading
Celebrity 5
Map Pin Icon
This is some text inside of a div block.
Pre-registration required

The mortgage market is going through a transition making business growth challenging for 2023. Agency business is shrinking, refinance volume has declined, and rates are still high. What can help replace the lost business? Non-QM.

Non-QM provides you additional financing for underserved markets, options your competitors may not offer, and allows you to retain loans that you normally would not make.  Let us demonstrate the benefits of adding non-QM options to your product mix.  

Angel Oak Mortgage Solutions presentation, will cover:

  • 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
Show more
Show less
Eric Morgenson
Presented By
Eric Morgenson
Angel Oak Mortgage Solutions
Session B
Busting The Myths Of Reverse Mortgages
Melrose 3&4
Pre-registration required

Are you prepared for one of the fastest growing origination opportunities? Loan origination activities for 2023 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.

Ralph Rosynek
Presented By
Ralph Rosynek
Moneyhouse
Session C
Pre-registration required
Presented By

8:45 am

 — 

Concurrent Sessions

8:45 am

 — 

Keynote
Session A
Keynote Session
How to Find Non-QM Borrowers
Map Pin Icon
Celebrity 5
Pre-registration required

The mortgage market is going through a transition making business growth challenging for 2023. Agency business is shrinking, refinance volume has declined, and rates are still high. What can help replace the lost business? Non-QM.

Non-QM provides you additional financing for underserved markets, options your competitors may not offer, and allows you to retain loans that you normally would not make.  Let us demonstrate the benefits of adding non-QM options to your product mix.  

Angel Oak Mortgage Solutions presentation, will cover:

  • 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
Show more
Show less
Eric Morgenson
Presented By
Eric Morgenson
Angel Oak Mortgage Solutions

8:45 am

 — 

Concurrent Sessions
Session B
Busting The Myths Of Reverse Mortgages
Melrose 3&4
Pre-registration required

Are you prepared for one of the fastest growing origination opportunities? Loan origination activities for 2023 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.

Ralph Rosynek
Presented By
Ralph Rosynek
Moneyhouse
Session C
Pre-registration required
Presented By

9:45 am

 — 

Concurrent Sessions
Session A
The Rise Of AI: The Future Of Mortgage
Heading
Rocket Pro TPO Main Stage
Map Pin Icon
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Pre-registration required

Everyone in the mortgage industry is wondering: what will the rise of Artificial Intelligence mean? There's no need to guess, since there's already one company that's been running on AI-powered systems since 2018. Sun West Mortgage's sister company, Celligence, created an AI underwriting and processing platform that Sun West has been using to power its company for the past five years. Underwriting is now measured in minutes, and processing tasks are primarily automated. This has allowed Sun West to make better loan decisions, expand credit to more communities, and free originators to spend more time building business rather than babysitting files. In the past year, Sun West has opened its system -- called Angel AI -- to the origination community at large, and backs loan decisions made by its system "100%" -- meaning that if an originator gets a green light from Angel AI, Sun West will commit to closing the loan, period. Don't miss this incredible session looking inside a large mortgage lender running its operations fully on artificial intelligence. The future is already here. So now the question is: what's next?

Show more
Show less
Pavan Agarwal
Presented By
Pavan Agarwal
Sunwest Mortgage Company
Session B
Grow Your Business in a Changing Market with Fix & Flip and DSCR Loans
Melrose 3&4
Pre-registration required

With the consumer mortgage industry continuing to experience declining volume and rising rates, brokers and originators may be wondering how they can grow their businesses in 2023. Now is the time to diversify product offerings and learn how to thrive by leveraging loan programs for real estate investors like fix and flip and DSCR loans.

In this session presented by RCN Capital, you will learn:

  • What opportunities exist right now in the real estate investment space
  • How to make more money by leveraging fix and flip loans, DSCR loans, and other private lending products
  • How to identify potential investor clients, accommodate their needs and retain more business
  • Common scenarios and how to present the best financing options

Maximize your success in 2023 and don’t miss this informative session!

Jeffrey Tesch
Presented By
Jeffrey Tesch
RCN Capital
Session C
Pre-registration required
Presented By

9:45 am

 — 

Concurrent Sessions

9:45 am

 — 

Keynote
Session A
Keynote Session
The Rise Of AI: The Future Of Mortgage
Map Pin Icon
Rocket Pro TPO Main Stage
Pre-registration required

Everyone in the mortgage industry is wondering: what will the rise of Artificial Intelligence mean? There's no need to guess, since there's already one company that's been running on AI-powered systems since 2018. Sun West Mortgage's sister company, Celligence, created an AI underwriting and processing platform that Sun West has been using to power its company for the past five years. Underwriting is now measured in minutes, and processing tasks are primarily automated. This has allowed Sun West to make better loan decisions, expand credit to more communities, and free originators to spend more time building business rather than babysitting files. In the past year, Sun West has opened its system -- called Angel AI -- to the origination community at large, and backs loan decisions made by its system "100%" -- meaning that if an originator gets a green light from Angel AI, Sun West will commit to closing the loan, period. Don't miss this incredible session looking inside a large mortgage lender running its operations fully on artificial intelligence. The future is already here. So now the question is: what's next?

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

9:45 am

 — 

Concurrent Sessions
Session B
Grow Your Business in a Changing Market with Fix & Flip and DSCR Loans
Melrose 3&4
Pre-registration required

With the consumer mortgage industry continuing to experience declining volume and rising rates, brokers and originators may be wondering how they can grow their businesses in 2023. Now is the time to diversify product offerings and learn how to thrive by leveraging loan programs for real estate investors like fix and flip and DSCR loans.

In this session presented by RCN Capital, you will learn:

  • What opportunities exist right now in the real estate investment space
  • How to make more money by leveraging fix and flip loans, DSCR loans, and other private lending products
  • How to identify potential investor clients, accommodate their needs and retain more business
  • Common scenarios and how to present the best financing options

Maximize your success in 2023 and don’t miss this informative session!

Jeffrey Tesch
Presented By
Jeffrey Tesch
RCN Capital
Session C
Pre-registration required
Presented By

10:30 am

 — 

Concurrent Sessions
Session A
The Power Of Choice
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Rocket Pro TPO Main Stage
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Pre-registration required

In a world where you are pushed in so many different directions, how do you empower your team to fight for what makes them win everyday? For brokers and originators, the key lies in one simple super-power: optionality. Everyday you get to choose who you want to be; you get to choose how to be the best for your clients. That's what lets brokers win. Learn how to create motivation, inspiration and innovation as you build success. Join Mike Fawaz, Executive Vice President of Rocket Pro TPO, as he demonstrates what can be achieved using the power of choice. Let's make the right choice together.

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Mike Fawaz
Presented By
Mike Fawaz
Rocket Pro TPO
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
The Power Of Choice
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Rocket Pro TPO Main Stage
Pre-registration required

In a world where you are pushed in so many different directions, how do you empower your team to fight for what makes them win everyday? For brokers and originators, the key lies in one simple super-power: optionality. Everyday you get to choose who you want to be; you get to choose how to be the best for your clients. That's what lets brokers win. Learn how to create motivation, inspiration and innovation as you build success. Join Mike Fawaz, Executive Vice President of Rocket Pro TPO, as he demonstrates what can be achieved using the power of choice. Let's make the right choice together.

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Mike Fawaz
Presented By
Mike Fawaz
Rocket Pro TPO

10:30 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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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

2:30 pm

 — 

Concurrent Sessions
Session A
Where Is This Market Headed?
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Rocket Pro TPO Main Stage
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Pre-registration required

The inflation fighting tactics of the Federal Reserve have decimated the mortgage industry for the past year and a half. Interest rates have soared, and refinances have all but disappeared. Home buyers have been hobbled by high property prices and financing that presents difficult monthly payment options. But economies go in cycles. When will this one get better for the mortgage industry, and what are the factors to look for?

Lawrence Yun is the chief economist for the National Association of Realtors. There is no one more attuned to the ups and downs of the real estate market than he is. He is the leading national voice, the most insightful analyst, and the most accurate forecaster of trends that will change the real estate sales and financing outlook.

Join Dr. Yun as he presents the closing keynote exclusively at Originator Connect. Dr. Yun's insights and clear direction will give you the guidance you need to write the next story of your success.

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Lawrence Yun
Presented By
Lawrence Yun
National Association of Realtors
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
Where Is This Market Headed?
Map Pin Icon
Rocket Pro TPO Main Stage
Pre-registration required

The inflation fighting tactics of the Federal Reserve have decimated the mortgage industry for the past year and a half. Interest rates have soared, and refinances have all but disappeared. Home buyers have been hobbled by high property prices and financing that presents difficult monthly payment options. But economies go in cycles. When will this one get better for the mortgage industry, and what are the factors to look for?

Lawrence Yun is the chief economist for the National Association of Realtors. There is no one more attuned to the ups and downs of the real estate market than he is. He is the leading national voice, the most insightful analyst, and the most accurate forecaster of trends that will change the real estate sales and financing outlook.

Join Dr. Yun as he presents the closing keynote exclusively at Originator Connect. Dr. Yun's insights and clear direction will give you the guidance you need to write the next story of your success.

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Lawrence Yun
Presented By
Lawrence Yun
National Association of Realtors

2:30 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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Join us on the exhibit hall floor for a cocktail reception with the exhibitors.

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Session B
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Presented By
Session C
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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 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

9:00 pm

 — 

11:00 pm

Concurrent Sessions
Session A
Viva Más Vegas - The Originator Connect After Party
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Join RCN Capital & Appraisal Nation at the Taco Bell Catina for the Official Originator Connect After Party!

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

9:00 pm

 — 

11:00 pm

Concurrent Sessions

9:00 pm

 — 

11:00 pm

Keynote
Session A
Keynote Session
Viva Más Vegas - The Originator Connect After Party
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Pre-registration required

Join RCN Capital & Appraisal Nation at the Taco Bell Catina for the Official Originator Connect After Party!

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Presented By

9:00 pm

 — 

11:00 pm

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

Sunday, August 20, 2023

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
Mortgage Educators & Compliance
Session B
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Presented By
Session C
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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
Presented By
David Luna
Mortgage Educators & Compliance

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