Reserve for 2023:

Aug 17 - 20, 2023

Agenda

2023 agenda coming soon!

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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Pre-registration required

Build-A-Broker is an in-person training event designed to help you establish the solid foundations of your business. This program is designed to show you the basics of setting up your business — from how to rent space, to what accounting programs are recommended — and will also cover topics including choosing your loan origination systems, how to pick a CRM system, and more.

Brokerage 101

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

  • LO Compensation Basics
  • Choosing an accounting program and payroll provider
  • What is the right corporate form for you? (LLC vs. Corp.)
  • How to determine if your workers are employees or independent contractors.

Add To Your Portfolio

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

  • Non-QM
  • Private Lending
  • Reverse Mortgages

Establishing a Competitive Advantage

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

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

Brokerage 102

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

  • Policy & Procedures that every company needs, including BSA/AML, Sexual Harassment, and more
  • Marketing & Compliance — under RESPA, TILA, Reg. N, the CFPB, getting leads, co-marketing with Realtors, and more.
  • Compliance training, auditing, and testing.
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Tyna-Minet Anderson
Presented By
Tyna-Minet Anderson
Mortgage Educators & Compliance
Session B
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Pre-registration required
Presented By
Session C
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Pre-registration required
Presented By

8:45 am

 — 

12:00 pm

Concurrent Sessions

8:45 am

 — 

12:00 pm

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

Build-A-Broker is an in-person training event designed to help you establish the solid foundations of your business. This program is designed to show you the basics of setting up your business — from how to rent space, to what accounting programs are recommended — and will also cover topics including choosing your loan origination systems, how to pick a CRM system, and more.

Brokerage 101

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

  • LO Compensation Basics
  • Choosing an accounting program and payroll provider
  • What is the right corporate form for you? (LLC vs. Corp.)
  • How to determine if your workers are employees or independent contractors.

Add To Your Portfolio

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

  • Non-QM
  • Private Lending
  • Reverse Mortgages

Establishing a Competitive Advantage

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

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

Brokerage 102

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

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

8:00 am

 — 

5:00 pm

Concurrent Sessions
Session A
Maximum Acceleration Conference
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Pre-registration required

Put Your Career In High Gear

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

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

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

Show more
Show less
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
Pre-registration required

Put Your Career In High Gear

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

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

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

Show more
Show less
Presented By

1:00 pm

 — 

5:00 pm

Concurrent Sessions
Session A
Private Lender Forum
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Pre-registration required

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

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Show less
Presented By
Session B
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Pre-registration required
Presented By
Session C
Map Pin Icon
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
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.

Show more
Show less
Presented By

Friday, August 18, 2023

8:30 am

 — 

12:00 pm

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

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

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
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

6:30 pm

 — 

9:00 pm

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

Celebrate the first day of Originator Connect 2023 at the Old 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!

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

6:30 pm

 — 

9:00 pm

Concurrent Sessions

6:30 pm

 — 

9:00 pm

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

Celebrate the first day of Originator Connect 2023 at the Old 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!

Show more
Show less
Presented By

Saturday, August 19, 2023

3:30 pm

 — 

Concurrent Sessions
Session A
Cocktails & Connections
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Pre-registration required

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

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

3:30 pm

 — 

Concurrent Sessions

3:30 pm

 — 

Keynote
Session A
Keynote Session
Cocktails & Connections
Map Pin Icon
Pre-registration required

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

Show more
Show less
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.

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

9:00 am

 — 

5:00 pm

Concurrent Sessions

9:00 am

 — 

5:00 pm

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

Optional — Must Pre-Register

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

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

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

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

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

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