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Thursday, August 15, 2024

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

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.

Show more
Show less
Presented By

Friday, August 16, 2024

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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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.

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Presented By

7:00 pm

 — 

9:00 pm

Concurrent Sessions
Session A
Opening Reception Party: Neon Rodeo
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Pre-registration required

Welcome to the Neon Rodeo!

Celebrate with us at the official Originator Connect 2024 Opening Networking Party! Spit-shine your boots, grab your glow sticks and get ready for a boot-scootin' boogie, Vegas-style. Enjoy food, cocktails, entertainment, and more!

*Attendees must have checked in at registration and must have their badge present to attend the reception party.

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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 Party: Neon Rodeo
Map Pin Icon
Pre-registration required

Welcome to the Neon Rodeo!

Celebrate with us at the official Originator Connect 2024 Opening Networking Party! Spit-shine your boots, grab your glow sticks and get ready for a boot-scootin' boogie, Vegas-style. Enjoy food, cocktails, entertainment, and more!

*Attendees must have checked in at registration and must have their badge present to attend the reception party.

Show more
Show less
Presented By

Saturday, August 17, 2024

Agenda Coming Soon.

Sunday, August 18, 2024

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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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

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
Presented By

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