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Originator Connect
Presenting Sponsor
Planet Hollywood
Las Vegas, NV
August 16-18, 2019

Be a part of this incredible lineup of informative and exciting events, only at Originator Connect!

2019 Schedule of EventS 

Sponsored By
10:00 a.m. - 3:00 p.m.
Free, but advance registration required
To add this to your existing Originator Connect registration, click here.
10:00 a.m. - 11:00 a.m.
11:00 a.m. - 12:00 p.m.
1:00 p.m. - 2:00 p.m.
2:00 p.m. - 3:00 p.m.
Join us for a special day designed to help originators who want to open their own broker business, or for brokers who want to find better ways to run their company. This day is designed to show you the basics of setting up your business -- from how to rent space, to what accounting programs are recommended -- and will also cover topics including choosing your loan origination systems, how to pick a CRM system, and more. This pre-conference workshop is free, but seating is limited and pre-registration is required.
Sponsored By
Brokerage 101

This roundtable discussion will focus on the foundation for establishing your business, including experienced mentors on:

  • How to lease office space that will grow with you, but not break the bank

  • Choosing an accounting program and payroll provider

  • How to determine whether your workers are employees or independent contractors

  • How to furnish your space on a budget

  • What's the right corporate form (LLC v. Corp.) for you

  • State Licensing Support

Melrose 3 & 4

Getting The Tech Advantage

We're gathering a panel of technology providers to discuss innovative tech tools you can use to set your brokerage up for success. You'll learn about marketing automation, finding better LOS systems, tracking and mobile tools that will dramatically increase your brokerage's effectiveness, reduce your administrative burden, and help attract the best talent.

Melrose 3 & 4

Establish A Competitive Advantage With A Varied Product Lineup

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

Melrose 3 & 4

Brokerage 102

This roundtable discussion will focus on additional foundational issues for establishing your business, including experienced mentors on:

  • Policy and Procedures that a company should have - including BSA/AML, Sexual harassment, 

  • Marketing and Compliance - under RESPA, TILA, Reg. N, the CFPB, getting leads, co-marketing with Realtors etc.

  • Compliance training, audit and testing

Presented by Tyna-Minet Anderson of Mortgage Educators & Compliance

Melrose 3 & 4

FRIday, August 16
THURSday, August 15
Sponsored By
Sponsored By
11:00 a.m. - 3:00 p.m.
Free, but advance registration required
To add this to your existing Originator Connect registration, click here.
Success Track: Get Your LOs and Processors Trained,
Focused And Ready To Take Production To The Next Level

Here's a solution to one of the biggest problems in our industry: getting new originators and processors up to speed quickly, efficiently and comprehensively. When you're already busy meeting your origination goals, finding the time and resources to train is often difficult.

That's why Originator Connect has teamed up with United Wholesale Mortgage to bring UWM's innovative Success Track program to Planet Hollywood. This special immersive experience will give new mortgage professionals an in-depth crash course in what they need to know to jump start their careers, and to get them quickly adding to the production pipeline. Click here for a syllabus of what will be covered. And then be sure to sign up for this complimentary pre-conference training event when you register for the show. It's sure to be one of the most valuable elements of the Originator Connect experience!

Melrose 3 & 4

Sponsored By
9:00 a.m. - 5:00 p.m.
Just $89, advance registration required
To add this to your existing Originator Connect registration, click here.
NMLS License Renewal Class



Mortgage Educators and Compliance

Wilshire Ballroom

Sponsored By
3:15 - 4:00 p.m.
Understanding & Dealing With New Transitional Licensing Rules


Congress passed the Transitional License rule that will allow originators to make an application for doing loans out of your current license state (your company has to be licensed in the additional state already) and to do business there while your license is being approved, for a period of 120 days.  This goes into effect on November 24th of this year.  Join us at this session that will include experts in this field who will discuss the who, what, where, when and hows of this new rule and what it means for you and your company.  Moderated by Originator Connect Network Chairman Don Frommeyer, panelists include Kelly O’Sullivan, Deputy Commissioner & Legal Counsel for Montana Banking & Financial Institutions and NMLS Policy Committee Chair; Bill Young, Vice President of the Conference of State Bank Supervisors; and Bob Niemi, CMB, Senior Advisor – Bradley, and former Ohio Regulator and NMLS Ombudsman.

Melrose 3 & 4
3:15 - 4:00 p.m.
How To Leverage Private Money Bridge Loans To Increase Your Future Loan Volume

Private money bridge loans are an increasingly popular option for getting borrowers into a home with a short term, private money loan, setting up conventional lenders for the take out refinance. There are many scenarios where borrowers are unable to get conventional financing on a purchase. Mark Hanf, CEO or Pacific Private Money will show you how a bridge loan helps borrowers:

•             Buy before selling their departing residence (move up buyers, retirees on fixed income moving down)

•             Borrowers with short term credit or employment or funds seasoning

•             Pacific Private Money is one of only a small number of private lenders in California that makes CONSUMER, OWNER-OCCUPIED private money loans

A private money bridge loan can be a short term solution, with your conventional refinance loan being their exit, making you the hero to your borrower or Realtor.

Celebrity 5
Sponsored By
3:15 - 4:00 p.m.
Save Money, Close More Loans with FREE VOA in Point


Issue higher quality pre-qual letters, provide more value to your borrowers, and differentiate yourself in a competitive marketplace with free VOA built into Point! That’s right – free. Calyx pays the upfront fee directly to FormFree, so you don’t have to.


Join Calyx and representatives from FormFree and Freedom Mortgage to discover how to:


•Deliver an easy, seamless, digital experience, while eliminating repeated borrower provisions of docs throughout the loan process •Gain the advantages of a VOA that automatically updates throughout the process at no cost to you •Bring your borrowers closer to their dreams of homeownership while closing more loans, faster, with free VOA in Point.

Wilshire Ballroom


Rocketing To Success:
Reach For The Sky, But Stay True To Your Roots

For most consumers, mortgages are a commodity. That’s why mortgage originators and lenders need to be more than just “the best rate.” How do you adapt to technological and social change? How do you stay ahead of the curve, become more than a commodity provider, and bring real value to your borrower base? That’s what going to be critical to being the best in the business.


So come learn from someone who’s already done that, who knows how to re-define the game and how to radically adapt for success.


Quicken Loans started as a three-person brokerage. By 2018, Quicken became America’s largest residential mortgage lender. Quicken Loans' growth comes in the face of the effects of rising interest rates on the economy. And it accomplished this by staying true to its core differentiators: culture, investing in people, leading technology and customer experience.


Now, hear from Casey Hurbis, Quicken's Chief Marketing Officer, how Quicken Loans stays true to its brand, changed an industry with the first completely online and fully personalized mortgage experience – and did it all while recognizing that it needs to help its community grow if it’s also going to succeed. For originators who want to be ready for the future, this is a can’t miss keynote.

UWM Main Stage
4:15 - 5:15 p.m.


How To Be A Mortgage Rockstar

If you want to be a mortgage superstar, you don't want to miss this exciting, rollicking opening keynote that will spur you to bigger sales. If you’re serious about making a change, dedicating yourself with 100% effort, then get ready for a full immersion into changing your business. Today is all about adapting and surviving. Come to this session to learn the mental side of succeeding, awareness on what is changing, and how to add high octane to your media, marketing and lead gen. We’ll also look to see how brokerages are looking how to survive with practical application, and exactly what successful originators have done to save their careers. Learn from Ben Anderson, a superstar originator who has closed more than $3 billion in his career, and is ranked in the top 15 originators in the nation. Point by point, you’ll learn how to create a CEO mindset, and elevate your game!

UWM Main Stage
5:15 - 6:30 p.m.
7:00 - 9:00 p.m.
Saturday, August 17

9:00am QLMS Marketing Idea Lab open

9:30-9:45am Email Best Practices with Katy Morrison

10:30-10:45am Website and SEO with Chelsea Figurski

11:30-11:45am Social Media with Ashley Craig

12:30-12:45pm Email Best Practices with Katy Morrison

1:30-1:45pm Website and SEO with Chelsea Figurski

2:30-2:45pm Social Media with Ashley Craig

3:30-3:45pm Email Best Practices with Katy Morrison

4:30-4:45pm Website and SEO with Chelsea Figurski

5:30-5:45pm Social Media with Ashley Craig

6:00pm QLMS Marketing Idea Lab Close

CONCURRENT SESSIONS: 9:15 - 10:00 a.m.
9:15 - 10:00 a.m.
Death By Cliche, And Other Business Buzzwords

Don’t Build Your Business Off Of Something You Read On A Bumper Sticker! ​Join Steve "That MI Guy" Richman for a fast-paced and tactic-filled session that explores -- and explodes -- common business clichés and how they need to be changed to be relevant in today’s evolving market.  But we won’t stop simply at the exploration of these concepts and buzzwords.  We will lay out actions that you can take today to update your mortgage origination business plan, improve communications and differentiate yourself from the competition.

Topics include:

  • BYOB – Build Your Originations Business Plan

  • 4 Characteristics every successful LO has and how to master them if you don’t have them

  • 7 Elements of effective sales communication for LOs to grow your business and reduce anxiety

  • 9 Brand New Super Cool Apps for LOs and Realtors

  • 3 Immediate time management tips to make your more productive

  • 5 Rules of sales origination success – works for Realtors too

And much more

Melrose 3 & 4
9:15- 10:00 a.m.
How To Make Small Balance Loans Big Business

With a slowdown in the traditional purchase market, it’s time to start thinking about providing investment property loans for residential 1-4, multi-family, mixed-use and small balance commercial properties. By focusing more on the property’s value and revenue-generating potential rather than the borrower’s personal income and credit, asset-based investment property loans enable originators to meet the unique needs of real estate investors who are tough to qualify, including W-2 employees, self-employed entrepreneurs and small business owners. Because every borrower, even the extraordinary ones, deserves an opportunity. Presented by Jason Haye of Velocity Mortgage Capital.

Celebrity 5
9:15- 10:00 a.m.
Maximize Your Social Media Activity And Return
At The Best Rate For Your Business


Attendees will learn how to maximize their online attention using their Social Media accounts, generating new leads while eliminating credit report cost!  This is a must-see event that delivers solutions on multiple fronts…

•             Increase Sales and Marketing on line

•             Maximize and grow your Social Media following across multiple accounts with very little effort

•             Increase your website’s traffic using Social Media to generate leads and sales.

•             Lower Cost on your Marketing Budget and Credit reports

Presented by Ben Derouchie, Sr. Account Executive, Avantus and Chris Carter, President, Market Focus

Wilshire Ballroom
CONCURRENT SESSIONS:  10:15 - 11:00 a.m.
10:15 - 11:00 a.m.
Boost Your Business With Fix-and-Flip Loans
And Private Lending


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

  • Identify profitable solutions for some of your most commonly overlooked leads

  • Leverage fix & flip loans and other private lending products to make more money now

  • Best present yourself and your borrower to a private lender

Interested in tapping into a wealth of new business? Don’t miss this break-out session.

Melrose 3 & 4
10:15 - 11:00 a.m.
Will Technology Kill The Independent Mortgage Broker?


Only an open and honest exchange of ideas to improve your business should be expected!

  • Learn how you can “surpass your competition” by doing more loans with technology instead of becoming obsolete.

  • Be ready to hear the “Whole-Tale” of Wholesale Lending!


Allen Middleman is Executive Vice President at Freedom Mortgage with the Freedom Wholesale Division. Mr. Middleman has responsibilities including guiding Freedom Wholesale’s InTouch Group which provides customized experiences for the InTouch Broker within the Freedom Wholesale Environment.

Celebrity 5
10:15 - 11:00 a.m.
Making Mortgage Marketing Work


Join Tom Shaw from ElevenX Marketing on what mortgage companies and brokers need to do to insure marketing that's cost-effective, efficient and that measurably drives results.

Wilshire Ballroom
11:15 a.m. - Noon


Can The Mortgage Of The Future Be Approved In One Tap?

Over just the past few years, the mortgage industry has made significant strides in transforming lending experiences for consumers and institutions across the country. What’s clear is that mortgages are building toward a more transparent and frictionless future where lending transactions happen in one tap. So what does that future look like, especially for mortgage brokers and loan originators? What role will they continue to have in a digital future?

Joining Originator Connect is Nima Ghamsari, founder and CEO at Blend, the digital lending company headquartered in San Francisco, which just raised $130 million venture financing, bringing the company’s total funding to $310 million. The financing comes at a time of major momentum for Blend which now routinely processes nearly $2 billion in loans every day in partnership with more than 150 lender customers.

Learn how Nima and his team are working with lenders to rethink the origination process for consumers and loan teams, and how technology enables originators to focus on building relationships and providing stellar service, rather than document collection and data entry. Nima will also discuss the steps we need to take together as an industry to usher in this new era of simple, transparent transactions and move toward "one tap" approvals.

From that perspective, Mr. Ghamsari will address the evolution he sees coming, and the opportunities that loan originators will need to recognize. Don’t miss this critical keynote, only at Originator Connect.

UWM Main Stage
 Noon - 6:00 p.m.
Exhibit Hall Opens
12:30 - 1:15 p.m.
From Search To Sold: The Modern Client Journey

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

Melrose 3&4
CONCURRENT SESSIONS:  12:30 p.m. - 1:15 PM
12:30 - 1:00 p.m.
Product Showcase: FocusIT


Join FocusIT for a brief demonstration of  how they help mortgage pros create profitable businesses with their top rated hosting and efficient pipeline management solutions, including Pulse Mortgage CRM, Hosted PointCentral and SecureShare.

Celebrity Ballroom 5


From #15 to #1 – Don’t Just Compete, Dominate

What is the obvious next step for a former Michigan State basketball walk- on, three-time Final Four attendee, assistant coach, and 2000 NCAA champion? How about growing an unknown, 12-person Michigan-based wholesale mortgage company into the #1 wholesale lender and #2 purchase lender in the country for four consecutive years with over 4,000 team members? UWM President/CEO Mat Ishbia will share how he has accepted challenges, seized opportunities and never let his competitors’ decisions influence the path for himself or his company. He will discuss how to dominate your business by thinking differently, executing with a growth-mindset, and never relaxing.

UWM Main Stage
1:30 - 2:15 p.m.
CONCURRENT SESSIONS:  2:30 p.m. - 3:15 PM
Sponsored By
2:30 - 3:15 p.m.
Systems for Success: Building the Perfect Workflow Process & High Performance, High Capacity Teams


You want your team to succeed, but for that to happen you need the right structure and processes in place so everyone can deliver their best. It’s all in the process (examples from industry giants past, present, and future). What can we learn from Ford, McDonald’s, and other large organizations who’ve implemented technology in process and changed their industry? How will machine learning and artificial intelligence shape our future? Adam Batayeh, President of Lodasoft, will help you apply this to the mortgage business as the best tips and tricks are revealed in leveraging people, process, and technology to create the perfect playbook for repeatable and sustainable business in an ever-changing market.

Celebrity Ballroom 5
2:30 - 3:15 p.m.
Grow Outside The Box Using Non QM


Times are different today and so is alternative lending. In this informative session, you’ll learn what alternative lending means now and why you shouldn’t ignore non-agency options. With the refi market drying up and overall originations expected to be lower this year, lenders are being forced to find new ways to produce volume. With growth potential of over $100 billion in annual originations, lenders who avoid the non-agency market do so at their own peril. By offering non-agency products, lenders can break into an untapped market, increase their reach and help millions of underserved American homebuyers find a mortgage that fits their needs – ultimately growing their business.

Learning Objectives, presented by Eric Morgenson, business development at Angel Oak Mortgage Solutions, include understanding:

•             How today’s non-prime/non-agency market is completely different than the sub-prime of old

•             What programs are available to help challenging borrowers

•             How to identify and reach potential non-QM borrowers

•             How to qualify and actively market to them to add volume

•             How to use alternative lending to successfully differentiate yourself

Melrose 3 & 4
2:30 - 3:15 p.m.
Untapped Opportunity -- Rental Loans


Why it’s smart to shift your focus to serving real estate investors using commercial loans and how to underwrite their deals. If you’re like most originators, you may be wondering how you can stay afloat while refinances and overall originations continue to sink. The good news is you can make a shift that may not only keep your head above water, but help you make MORE money than you did in the retail market. Presented by Matt Matza of Visio Lending, objectives include learning:

•             How commercial loans can save you time and stress and make you more money

•             Why you should work with investor borrowers and how to find them

•             How to underwrite commercial loans for investor borrowers

Wilshire Ballroom
CONCURRENT SESSIONS:  3:15 p.m. - 4:00 PM
3:15 - 4:00 p.m.
Finding Opportunity In Reverse

Are you prepared for one of the fastest growing origination opportunities? Loan origination activities for 2019 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.

Wilshire Ballroom
3:15 - 4:00 p.m.
All For Home – Expand Your Business Opportunity With Today’s Homebuyer And The Borrower Of The Future


Learn how you can drive efficiency in your loan origination workflow and meet the needs of trending borrower populations. Freddie Mac is delivering solutions that can help cut costs, save time and serve growing borrower segments. Innovative product and business solutions that leverage our insights, data and technology – developed in partnership with our clients to deliver the most value to their business.  Join Tom Smith, Loan Advisor Technology and Integration Manager and David Mendez, Affordable Lending Manager of Freddie Mac to arm yourself with critical information from a trusted partner.  All in.  All of us.  All For Home.

Melrose 3 & 4
3:15 - 4:00 p.m.
Decision-Making: Selecting Technology As A Small to Mid-size Lender


Join Bryan Traeger, Head of Partnerships at digital mortgage-provider Maxwell, and Chris Ledwidge, EVP of Retail at theLender — a SoCal-based growing lender in the space — as they discuss the intimidating process of implementing the right technology in your process today.


During the discussion, they will cover:

•  Finding and Selecting Technology

•  Vendors vs Partners: Your Choice

•  Integrations and Efficiency Gains

•  Launching and Driving Adoption

•  Calculating ROI  

Celebrity 5


Uncrapify Your Life!

The award-winning Uncrapify Your Life! keynote is a masterstroke of reverse psychology. Promising to give audiences permission rather than advice, Uncrapify Your Life! will ‘encourage’ your team to employ the MYFABMOFA plan (come to the session to find out what that means!) for a hysterical study in exactly how not to talk to others. You’ll laugh harder than you thought possible at a conference keynote before Uncrapify Your Life! brings it all home with a poignant and powerful discussion about how small changes in our communication strategies can often be the most important (and least expensive) way to strengthen relationships, push sales, increase loyalty, and create a unbreakable culture of teamwork and mutual respect.

UWM Main Stage
4:00 - 5:00 p.m.
5:00 - 6:00 p.m.
Cocktails & Connections Reception
Drinks and networking on the Exhibit Floor.
Sponsored By
8:00 p.m. - 11:00 p.m.     THE SATURDAY NIGHT AFTER PARTY

Join RCN Capital, & Appraisal Nation for:
Wagon Wheelin' & Dealin' -- the 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 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!


SUNday, August 18
 9 a.m. - 10:00 a.m.
Continental Breakfast at the UWM Main Stage.
10 a.m. - 11 a.m.
Presidential Election Strategist, Former DNC Chair
Fox News Contributor
The Election Outlook: We've Never Seen Anything Like This Before

The 2020 Presidential Election is shaping up to be a show unlike anything the nation has ever experienced. What will it look like? Will the results serve to help bring the country closer, or drive it further apart? Can politics in this nation be saved?


Tough questions, and difficult answers. But there may be few people more qualified to talk about them than Donna Brazile. She was the first woman to lead a national presidential election campaign (for Al Gore), and she has also served as chair of the Democratic National Committee during the 2016 presidential elections. Currently she is a contributor to Fox News.

Author of the best-selling memoir Cooking with Grease: Stirring the Pots in American Politics, Ms. Brazile is an adjunct professor at Georgetown University, a syndicated newspaper columnist, a columnist for Ms. Magazine, and O, the Oprah Magazine, an on-air contributor to CNN, and ABC, where she regularly appears on ABC’s This Week. Her secret passion is acting; she has recently made two cameo appearances on CBS’s The Good Wife. Ask her and she’ll tell you that acting, after all, is the key to success in politics.

UWM Main Stage
11 a.m. - Noon


Uncrapify Your Future!

If you’ve listened to anyone talk about innovation recently, you’ve probably heard something along these lines: “The world is changing at a crazy fast rate. Everything you’re doing now is about to become obsolete. If you don’t come up with some amazing, industry-changing ideas in the next 18 seconds, your business is basically going to disappear. Have a nice day.” And if that’s the kind of doomsayer message that you and your friends love hearing, then you can stop reading now.

But if you’d like to know that innovation as a simple process that literally everyone is capable of performing, then you might want to listen to Uncrapify Your Future! Filled with the trademark wit that has made Jeff Havens one of the most in-demand speakers in North America, Uncrapify Your Future! will make the process of coming up with new ideas easier and more rewarding than you ever thought possible. Because it turns out that every innovation in every industry – from automobiles to streaming music, coffee cup holders to wartime treaties – follows the same straightforward pattern.

Your mortgage business is always changing, and so you will always need people to anticipate and capitalize on those changes. If you want them to think that being innovative is a daunting task that only a few elites can handle, listen to someone else. But if you want to walk away realizing that we’re all capable of greatness, then Uncrapify Your Future! is for you.

Oh, and did we mention that it’s also hilarious? Well it is. And imagine that – a keynote that’s both educational and enjoyable. How innovative!

UWM Main Stage
Thank you to our sponsors and exhibitors
We look forward to seeing everyone return in 2020!

Dr. Kerry Johnson

Dr. Kerry Johnson