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Agenda

Planet Hollywood
Las Vegas, NV
Where
When
August 24-26, 2018

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

2017 Schedule of Events

Friday, August 18
1:00 - 5:00 p.m.
Exhibitor Set Up
9:00 a.m. - 5:00 p.m.
The Keys to Rapid Growth
Erik Janeczko, Head Coach, Maximum Acceleration
Meeting Room 3
3:00 - 4:00 p.m.
4:00 - 5:00 p.m.
5:30 - 8:00 p.m.
Opening Reception and Special Gen XX Celebration

Join us as we celebrate the origination community at this special networking reception open to all attendees.  We'll have an opportunity for everyone to gather and get ready for a weekend like no other, while taking time to recognize the mortgage profession's leading young women.  But first, in an exclusive appearance, we'll hear a special presentation from a unique voice for social media justice, Monica Lewinsky.

Said Vanity Fair magazine: "She tried public appearances. She tried being reclusive. She tried leaving the country, and she tried finding a job. But the epic humiliation of 1998, when her affair with President Bill Clinton became an all-consuming story, has followed Monica Lewinsky every day. After 10 years of self-imposed reticence, and now hoping to help victims of Internet shaming, she critiques the culture that put a 24-year-old through the wringer and calls out the feminists who joined the chorus." An emerging activist against online bullying and harassment, she has a masters degree in social psychology from the London School of Economics, and has become a national magazine columnist, contemplating issues of women's empowerment and control of their own destinies. Read her compelling story here, and then join us to meet her in person.

As so many of us turn to social media in our professional lives as well as our personal ones, Monica Lewinsky's experiences and message will have special resonance for building a better tomorrow.

Zillow Main Stage

Pre-conference Workshops
WELCOMING RECEPTION & CELEBRATION
OPEN TO ALL ATTENDEES
NMLS License Renewal Class

DAVID LUNA

President

Mortgage Educators and Compliance

Meeting Room 1

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 day-long 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!

Wilshire Ballroom

SEPARATELY TICKETED
9:00 a.m. - 5:00 p.m.
Sponsored By
Mortgage Star: Leadership & Strategy For Professional Mortgage Women

The Mortgage Star Conference is pleased to present a compelling and inspirational program of events for women leading the profession. Our schedule runs throughout the day on Friday, August 18, at Planet Hollywood . This year's gathering serves as a pre-conference event for the Originator Connect show on August 19-20 at Planet Hollywood..

Friday, August 18
1:00 - 5:00 p.m.
Exhibitor Set Up
9:00 a.m. - 5:00 p.m.
The Keys to Rapid Growth
Erik Janeczko, Head Coach, Maximum Acceleration
Meeting Room 1
3:00 - 4:00 p.m.
4:00 - 5:00 p.m.
5:30 - 8:00 p.m.
Opening Reception and Celebration

Join us as we celebrate the origination community at this special networking reception open to all attendees.  We'll have an opportunity for everyone to gather and get ready for a weekend like no other.  And, in an exclusive appearance, we'll hear a special presentation from a unique voice for social media justice, Monica Lewinsky.

Said Vanity Fair magazine: "She tried public appearances. She tried being reclusive. She tried leaving the country, and she tried finding a job. But the epic humiliation of 1998, when her affair with President Bill Clinton became an all-consuming story, has followed Monica Lewinsky every day. After 10 years of self-imposed reticence, and now hoping to help victims of Internet shaming, she critiques the culture that put a 24-year-old through the wringer and calls out the feminists who joined the chorus." An emerging activist against online bullying and harassment, she has a masters degree in social psychology from the London School of Economics, and has become a national magazine columnist, contemplating issues of women's empowerment and control of their own destinies. Read her compelling story here, and then join us to meet her in person.

As so many of us turn to social media in our professional lives as well as our personal ones, Monica Lewinsky's experiences and message will have special resonance for building a better tomorrow.

Zillow Main Stage

Pre-conference Workshops
WELCOMING RECEPTION & CELEBRATION
OPEN TO ALL ATTENDEES
NMLS License Renewal Class

DAVID LUNA

President

Mortgage Educators and Compliance

Meeting Room 3

SEPARATELY TICKETED
Just $79, 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 day-long 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!

Wilshire Ballroom

SEPARATELY TICKETED
8:00 a.m. - 5:00 p.m.
SEPARATELY TICKETED
Free, but advance registration required
To add this to your existing Originator Connect registration, click here.
Sponsored By
Mortgage Star: Leadership & Strategy For Professional Mortgage Women

The Mortgage Star Conference is pleased to present a compelling and inspirational program of events for women leading the profession. Our schedule runs throughout the day on Friday, August 18, at Planet Hollywood . This year's gathering serves as a pre-conference event for the Originator Connect show on August 19-20 at Planet Hollywood. You can see the entire Mortgage Star agenda at www.mortgagestar.biz.

Meeting Room 2

SEPARATELY TICKETED
Free, but advance registration required
To add this to your existing Originator Connect registration, click here.
9:30 a.m. - 8:00 p.m.
 
The Power of Possibility
Breaking down your belief barriers
Meeting Room 1
Sponsored By
Sponsored By
Sponsored By
Saturday, August 19
9:30 - 10:45 a.m.
YOUNG MORTGAGE
PROS PAVILION
Young Mortgage Professionals: Refueling The Industry Through Attracting, Connecting and Educating Millennials

 

Mortgage companies on a growth path need to recognize the effects Millennials are having on their workforce. Considering the fact that in a few short years, three out of every four global workers will be a Millennial but that most mortgage employers are set up to cater to Boomer workers, how do we get Millennials to consider a career in the mortgage industry? We’ll discuss tactics on recruiting, educating and retaining Millennials. Join us to learn more about the changes your business may need to make in order to stay relevant in today’s market.

Panelists will include Mike Fontaine, Plaza Home Mortgage, Inc.; Joseph “J.D.” Cutri, Young Mortgage Professionals Association; Matt Coles, Plaza Home Mortgage, Inc.; Vanessa Rodriguez, Young Mortgage Professionals Association; and Nate Clear, First Funding. The session will be moderated by Ryan Kelly of Plaza Home Mortgage.

 
Young Mortgage Pros Pavllion
Refueling The Mortgage Industry
Join the Young Mortgage Professionals Association in their special ballroom for networking and education throughout the day. YMPA will be hosting roundtables, get-togethers and informational sessions from noon-5 p.m.
Sponsored By
 
11:00 a.m. - Noon
Greg Frost
Build Your Sales To A Billion Dollars!
Building a billion dollar team: How to go from 6 to 60+ loans a month. Get lessons from the nation's first Billion Dollar Originator.

Originator Connect opens its conference with a keynote presentation from Greg Frost – one of the mortgage industry’s most sought-after speakers and its’ first billion dollar originator. He’ll sharee 11 basic business building tactics with you.  Implement any three of them and you are guaranteed to increase your production by one extra funding per month. Get pumped, get primed, get ready to push yourself for maximum performance in your career! The mortgage industry is roaring back, and mortgage originators need to know how to plan, market and close so that they’re building the biggest portfolio they can. Get ready for a roaring start to Originator Connect!

Zillow Main Stage & Live Streamed
 
 Noon - 6:00 p.m.
1:00 - 1:45 p.m.

BRIAN STEVENS

WTF? Understanding & Adapting To A Changing Market

Brian Stevens hosts the extremely popular National Real Estate Post Daily Show, along with co-host Frank Garay.  Frank & Brian are frequently touted as some of the most influential people in Real Estate because of their wry, but on-point, observations and advice, and their large following.  Their mortgage and real estate commentary video blog has had tens of millions of views.

Now you can join Brian in person as he brings his trademark wit and advice to Originator Connect, shedding a little light on best practices and new ideas to keep you at the top of your origination game, even as the market keeps shifting around us.

Zillow Main Stage & live streamed
Exhibit Hall Opens
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.

 
Breakout Room 3
Internet Mortgage Marketing Mind Shift:
Why The Gurus Got It Wrong, And How You Can Beat Them!

 

The internet marketing gold rush isn’t over! In fact, understanding these recently revealed secrets will give you an unfair advantage against those big companies and their massive marketing budgets.

 

Join Mikel Erdman, President of MySMARTblog.com and the industry’s largest mortgage blog content producer, as he shares proven online marketing strategies to drive dramatically more repeat and referral business directly into your pipeline.

 

In this exciting presentation you’re going to:

 

  • Learn how to build the Ultimate Online Image - what you need, where you need it, and how to get it done.

  • Discover exactly how to attract your ideal client and the automated systems that will convince and convert them to deals in your pipeline.

  • Find out the magic to be everywhere, all the time to deepen relationships and make you look like the local mortgage rock star that you are!

Breakout Room 1
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.

Breakout Room 2
CONCURRENT SESSIONS
2:00 - 3:00 p.m.
Rene Rodriguez
Secrets Revealed:
Persuasion, Influence And Sales Success

Imagine giving a great presentation or pitch, and the audience you’re wooing is smiling, agreeing with you – giving you all the signals that you’ve won them over. Now imagine that afterward, no one acts on your ideas, no one changes their behavior, no one did anything different and everything went back to exactly how it was before. Would you say that the pitch was a success? The bottom line is that everyone sells: whether it’s a mortgage product, an idea, or that people should follow your lead and advice. It’s all about influencing behavior.  And to do that, you need high-level skills in the art and science of influence.

 

That’s what Rene Rodriguez, CEO of Volentum and Chief Learning Officer of Alterra Home Loans, brings to this energetic and riveting keynote session. Rene is one of the mortgage industry’s most sought-after instructors, because his sessions are fun, fast and full of actionable advice. You’ll leave this session learning:

 

•         The hidden secrets to influence

•         Proven strategies to build rapport quickly

•         What really motivates us after the emotion wears off

•         How to apply recent brain research to close more deals

•         How to apply influence to dramatically increase your conversion ratios


Zillow Main Stage & Live Streamed
 
The Secret Weapon All Loan Originators Need to Know!

In this highly competitive mortgage environment with limited inventory, renovation loans can create numerous opportunities in expanding your business growth. You will learn how to utilize this “secret weapon” of the finance world - as we discuss Borrower, Realtor and Loan Officer benefits while exploring fresh new marketing techniques to help set you apart. In this engaging session, led by Renovation Specialist Tricia Rutledge of Plaza Home Mortgage, you will learn how to:

 

  *   Identify the advantages and unique benefits of renovation loan programs

  *   Develop new tactics on marketing techniques for renovation loans

  *   Gain momentum with Realtor Buy-In and keep you relevant in this market

  *   Discover target markets as we explore real-life examples of renovation scenarios

Breakout Room 3
CONCURRENT SESSIONS
Reverse Mortgages -- ¿Qúe es una Hipoteca Revertida?
Reverse Basics and Retirement Strategy Components

Ralph Rosynek is a seasoned HECM DE Underwriter and SVP of the US Division for The Money House, Inc. Moneyhouse is a Ginnie Mae HMBS issuer of reverse mortgages and full service direct lender. He will be joined by Eric Haddock, SVP of Marketing and Sales for Moneyhouse-Puerto Rico, in a lively dual bi-lingual presentation of reverse mortgage basics and HECM program access as a retirement strategy component. With only an approximate 3% marketshare of eligible senior’s who could access this product, today’s reverse mortgage represents a new and exciting addition to your customer product options available and in most cases will set you apart from your competition.

 

Are you missing a market opportunity?

  • Learn the basics of the HUD/FHA insured reverse mortgage program.

  • Increase your network of realtors and financial planners by understanding the purchase and retirement strategy power of today’s HECM.

  • Over 8000+ seniors become eligible per day to access the HECM program

  • Learn about underserved markets and “baby boomer” senior needs for more Loan Originators to offer access to the product!

  • Increase your market share, monthly volume and profitability by taking a new and fresh look at today’s reverse mortgage – it’s changed.

  • How many times have you said “I’m, sorry, we don’t offer the reverse mortgage product”?


Breakout Room 2
How To Take More Market Share Over The Next 12 Months
 

Allen Beydoun, Executive Vice President of United Wholesale Mortgage, will be sharing exclusive strategies for obtaining and retaining purchase business.  This session is packed with hard-hitting relevant tips and techniques to keep you top of mind with Real Estate Agents, your clients and referrals.

Breakout Room 1
3:15 - 4:00 p.m.
The Online Future For Connecting With Mortgage Clients

Join Erin Lantz, Vice President and General Manager of Mortgages for Zillow Group, for this insightful look at the evolving connection between homebuyers, refinance prospects, and online marketplaces that can dramatically change the way business and prospects come to you.

Zillow Main Stage & live streamed

ERIN LANTZ

4:15 - 5:15 p.m.
Don Mann
Author, Former SEAL Team Six Commando
Reach Your Mortgage Goals Like You're SEAL Team Six
When it comes to Navy SEALS, Don Mann is the top gun.  As a member of SEAL Team Six for over eight years and a SEAL for more than 17 years, he worked in countless covert operations, operating from land, sea, and air, and facing shootings, decapitations, and stabbings. He was captured by the enemy and lived to tell the tale, and he participated in highly classified missions all over the globe, including Somalia, Panama, El Salvador, Colombia, Afghanistan, and Iraq.

Moreover, Mann is a high endurance athlete, who has been in more than 1,000 races (mostly extreme runs that make marathons look like a walk in the park).  At one time, he was the 38th highest ranked triathlete in the world. In 2016, he scaled Mt. Everest.

Mann is the author of the autobiography Inside SEAL Team Six: My Life and Missions with America’s Elite Warriors. When Osama bin Laden was assassinated, the entire world was fascinated by the men who had completed the seemingly impossible mission that had dogged the U.S. government for more than a decade. SEAL Team 6 became synonymous with heroism, duty, and justice. Only a handful of the elite men who make up the SEALs, the US Navy’s best and bravest, survive the legendary and grueling selection process that leads to Team 6, a group so classified it technically does not even exist. There are no better warriors on Earth.

Now, Don Mann – who holds a Masters in Management from Troy State University – will be a special keynote presenter at Originator Connect. He’ll talk about goal setting, achieving against impossible odds, and building the fortitude it takes to succeed when it seems like everything is against you.


Zillow Main Stage & Live Streamed
 
5:00 - 6:00 p.m.
Cocktails & Connections Reception
Drinks and networking on the Exhibit Floor.
Sponsored by

Dr. Kerry Johnson

Dr. Kerry Johnson

40 Under 40 Breakfast
We’re gathering the industry's 40 Under 40 for this awards breakfast, recognizing the industry’s rising stars. Don’t miss out on this opportunity to network with the mortgage industry’s emerging leadership.
9:30 - 10:45 a.m.
SEPARATELY TICKETED
Exhibit Hall Opens
 Noon - 5:30 p.m.

How To Increase Your Originations 80% In 8 Weeks

Top mortgage sales producers today are challenged with high rates and clients who want to wait. Yet you now need to improve your sales skills to steadily increase your income. The mortgage business is now about relationships, rapport and trust. According to the MBA, only 17% of the loans closed this year were with the last lender. To survive in any market, you have to develop relationships with your best clients and leverage them to new originations.

 

​This program is focused on giving you techniques you can use today to significantly increase your sales production by learning how your clients think and how to stay in contact to gain referrals forever. You will walk out of this program with a greater understanding of what your clients want from you and how you can deliver results to them in the way that they will buy it.


Some of the transferable techniques you will gain as a result of hearing this program are:

  • How to increase your closing rate from 65% to 90% in 3 minutes.

  • How to get clients to retain 300% more of what you say in ½ the time.

  • How your past borrower database will double your production this year.

  • How to gain trust with any customers in 3 minutes or less on the telephone or face to face.

  • How to get 5 referrrals every week for the rest of your career.

  • Women are and will be a huge catalyst of change in the coming years. They will also become a major source of your new business. Yet men still do not have a good idea of what women want or even how to communicate with them. You’ll learn not only how women influence your business but also how to build strong customer relationships with them in any business situation.
     

Main Stage & Live Streamed

1:00 - 1:45 p.m.

Concurrent Sessions

11:00 a.m. - Noon
Dr. lawrencE yun
Chief Economist,
National Association of Realtors
The Real Deal: Mid-Year Outlook For Where Housing Is Headed

Dr. Lawrence Yun is Chief Economist and Senior Vice President of Research at NAR – the National Association of Realtors. He directs research activity for the association and regularly provides commentary on real estate market trends for its 1 million Realtor® members – and now he’s keynoting Originator Connect. If you’re looking for clear, insightful observations about what’s affecting housing and how the market is changing, this is a must-attend session. Dr. Yun creates NAR’s forecasts and participates in many economic forecasting panels, including Blue Chip and the Harvard University Industrial Economist Council. He appears regularly on financial news outlets, is a frequent speaker at real estate conferences throughout the United States, and has testified before Congress. USA Today in 2008 listed him among the top 10 economic forecasters in the country, and he has been named among the 100 Most Influential Real Estate Leaders by Inman News.


Main Stage & Live Streamed

The Multi-Cultural Mortgage Originator: Finding New Opportunities in Underserved Markets

Breakout Room 1

Why Deals Fall Apart

An irreverent look at the pitfalls that can kill or seriously wound what should be a typical closing. Special attention will  be given to problems associated with the  collateral property. The usual cast of characters will be put under the microscope. Techniques to deal with AMCs , appraisers, review appraisers, home inspections, Realtors and underwriters will be discussed. Give and take between the audience and the speaker is intended to provide viable solutions and troubleshooting techniques to head off potential deal breakers. Pertinent audience "war stories" ( 2 minutes or less) will be encouraged to provide practical take home advice. Presented by Donato Maisano, president of Real Estate Lending Services. 

 

Breakout Room 2

Facebook. Twitter. Instagram. YouTube. SnapChat…and so on. With so many platforms available and so little time,  it’s hard to even know where to even begin, let alone how to effectively use social media for your business. Stop wasting your time! Learn how to effectively captivate and engage your borrowers on social media using our proven tips. By posting the right kind of content and staying relevant, you can improve your contact conversion and keep your pipeline full. Presented by Mary Weiss, Content Specialist, Mortgages, Zillow Group.

 

Breakout Room 3

Discover New Digital Initiatives That Tie Into
Fannie Mae's Day 1 Certainty

 

Dr. Kerry Johnson

Dr. Kerry Johnson

Sunday, August 20
9:30 - 10:45 a.m.
SUNDAY MORNING KICKOFF
Exhibit Hall Opens
 Noon - 5:30 p.m.

How To Increase Your Originations 80% In 8 Weeks

Top mortgage sales producers today are challenged with high rates and clients who want to wait. Yet you now need to improve your sales skills to steadily increase your income. The mortgage business is now about relationships, rapport and trust. According to the MBA, only 17% of the loans closed this year were with the last lender. To survive in any market, you have to develop relationships with your best clients and leverage them to new originations.

 

​This program is focused on giving you techniques you can use today to significantly increase your sales production by learning how your clients think and how to stay in contact to gain referrals forever. You will walk out of this program with a greater understanding of what your clients want from you and how you can deliver results to them in the way that they will buy it.


Some of the transferable techniques you will gain as a result of hearing this program are:

  • How to increase your closing rate from 65% to 90% in 3 minutes.

  • How to get clients to retain 300% more of what you say in ½ the time.

  • How your past borrower database will double your production this year.

  • How to gain trust with any customers in 3 minutes or less on the telephone or face to face.

  • How to get 5 referrrals every week for the rest of your career.

  • Women are and will be a huge catalyst of change in the coming years. They will also become a major source of your new business. Yet men still do not have a good idea of what women want or even how to communicate with them. You’ll learn not only how women influence your business but also how to build strong customer relationships with them in any business situation.
     

Zillow Main Stage & Live Streamed

1:00 - 1:45 p.m.

Concurrent Sessions

11:00 a.m. - Noon
Dr. lawrencE yun
Chief Economist,
National Association of Realtors
The Real Deal: Mid-Year Outlook For Where Housing Is Headed

Dr. Lawrence Yun is Chief Economist and Senior Vice President of Research at NAR – the National Association of Realtors. He directs research activity for the association and regularly provides commentary on real estate market trends for its 1 million Realtor® members – and now he’s keynoting Originator Connect. If you’re looking for clear, insightful observations about what’s affecting housing and how the market is changing, this is a must-attend session. Dr. Yun creates NAR’s forecasts and participates in many economic forecasting panels, including Blue Chip and the Harvard University Industrial Economist Council. He appears regularly on financial news outlets, is a frequent speaker at real estate conferences throughout the United States, and has testified before Congress. USA Today in 2008 listed him among the top 10 economic forecasters in the country, and he has been named among the 100 Most Influential Real Estate Leaders by Inman News.


Zillow Main Stage & Live Streamed

Dr. Kerry Johnson

BYOB: Building Your Origination Business

Join Steve "That MI Guy" Richman for his energetic and exciting special breakfast seminar BYOB – Building Your Origination Business, a practical approach to knowing what you need to know and doing what you need to do to succeed in today’s market. Steve is one of the nation's most sought-out and energetic speakers on growing your origination pipeline. 

 

In this interactive session, you will learn:

  • The differences between being a vendor and a partner and which one works best

  • Transactional and relationship based sales, and when to use which

  • The number-one most asked question in the country and how to answer it

  • Three news sources everyone needs to know

  • Three things every customer wants from you and four things every customer wants from your company

  • Nine super cool apps for realtors and loan officers

  • And much more!

Zillow Main Stage & live streamed

STEVE RICHMAN

Sponsored by

Next Stop: Non QM

In this session, Will Fisher, SVP of Loan Origination & Marketing of Citadel Servicing Corp. will bring forward the options loan originators have to expand their business (borrower/realtor base) and product offering with Non-Prime / Non-QM lending products.  We will discuss:

  • What is the history of Non-Prime / Non-QM products?

  • What has changed since 2008?  Why and how are Non-Prime / Non-QM back?

  • Who are the best candidates for Non-Prime / Non-QM loans?  How are they different than FHA?

  • What is my liability in originating Non-Prime / Non-QM loans if any?

  • How do I adjust my marketing/leads regarding borrowers and realtors to capture this market?

  • How big is this market segment?

 

Breakout Room 1

Why Deals Fall Apart

An irreverent look at the pitfalls that can kill or seriously wound what should be a typical closing. Special attention will  be given to problems associated with the  collateral property. The usual cast of characters will be put under the microscope. Techniques to deal with AMCs , appraisers, review appraisers, home inspections, Realtors and underwriters will be discussed. Give and take between the audience and the speaker is intended to provide viable solutions and troubleshooting techniques to head off potential deal breakers. Pertinent audience "war stories" ( 2 minutes or less) will be encouraged to provide practical take home advice. Presented by Donato Maisano, president of Real Estate Lending Services. 

 

Breakout Room 2

Not Another Stuffy Post – 3 Steps to Engage Borrowers on Social Media

Facebook. Twitter. Instagram. YouTube. SnapChat…and so on. With so many platforms available and so little time,  it’s hard to even know where to even begin, let alone how to effectively use social media for your business. Stop wasting your time! Learn how to effectively captivate and engage your borrowers on social media using our proven tips. By posting the right kind of content and staying relevant, you can improve your contact conversion and keep your pipeline full. Presented by Mary Weiss, Content Specialist, Mortgages, Zillow Group.

 

Breakout Room 3

Discover New Digital Initiatives That Tie Into
Fannie Mae's Day 1 Certainty

This fast-paced session will discuss how technology and Day 1 Certainty from Fannie Mae are swiftly changing the mortgage industry. Presented by Michael J. Royer, Managing Director of Wholesale at Stearns Lending, you'll hear directly about new initiatives that will save you time, streamline your processes and free you up to make more money.

 

Showcase Room 2

2:00 - 3:00 p.m.
eGyPT SHERROD
HGTV Host:
Flipping Virgins & Property Virgins
Building Your Personal Brand: Because Succeeding Is All About You

In today's super fast world, it can feel impossible to make your mark. We consume so much noise and messaging on a daily basis. How does one stand out? Better yet, how does one thrive? The answer: Instead of building your profile or building random followers, BUILD A BRAND & MAKE YOUR MARK! Hear from HGTV personality Egypt Sherrod – who's also a top-ranked Atlanta-based Realtor – on how to create a personal brand that puts you head and shoulders above the competition.

 

In this dynamic presentation, you’ll:

 

1. Discover what distinguishes you from the pack.

2. Learn your unique value proposition and how to focus all of your energy on sewing seeds into that one direction.

3. Find out how to create and tailor your unique brand to attract business you want.


Zillow Main Stage & Live Streamed
Sponsored by
Product Showcases
Saturday, August 19th

1:00 - 1:20 p.m.

Showcase Room 1

Mortgage Educators

Showcase Room 2

Plaza Home Mortgage

Showcase Room 3

Sunday, August 20th

1:00 - 1:20 p.m.

Showcase Room 1

Velocity Commercial Mortgage

Showcase Room 2

Stearns Lending

Showcase Room 3

RCN Capital

1:30 - 1:50 p.m.

1:30 - 1:50 p.m.

Showcase Room 1

Carrington Mortgage
Wholesale

Showcase Room 2

Avantus

Showcase Room 3

3:00 - 3:20 p.m.

Showcase Room 1

Flagstar Bank

Showcase Room 2

Franklin American

Showcase Room 3

Maxwell

3:30 - 3:50 p.m.

Showcase Room 1

Arch MI

Showcase Room 2

Freedom Mortgage

Showcase Room 3

My Smart Blog

Showcase Room 1

My Smart Blog

Showcase Room 2

Stearns Lending

Showcase Room 3

RCN Capital

3:00 - 3:20 p.m.

Showcase Room 1

Carrington Mortgage Wholesale

Showcase Room 2

United Wholesale Mortgage

Showcase Room 3

Avantus

3:30 - 3:50 p.m.

Showcase Room 1

Plaza Home Mortgage

Showcase Room 2

United Wholesale Mortgage

Showcase Room 3

 

Concurrent Sessions

3:15 - 4:00 p.m.

Take a few minutes with Geoff Zimpfer, Chief Truth Teller at the Mortgage Marketing Institute, for this important business-building session. 

Winning referrals and loyalty from Realtors® is consistently ranked among the most challenging tasks for Mortgage Loan Originators to overcome. The problem often stems from Loan Officers repeating the traditional failed patterns of approaching agents and rarely considering that your success or failure with agent prospecting is largely a function of your approach. You never get a second chance to make a good first impression.

 

Working with agents can be enjoyable and rewarding if you enter the relationship with proper positioning and balance of control. Before you can influence someone, you have to know what influences him or her. This session will inspire and equip you with a renewed mindset and a more effective strategy for quickly building profitable and win-win relationships with agents.

Breakout Room 2

The Ultimate Guide To Hosting Realtor Classes

Break away from the ordinary. Qualify more borrowers quickly through new options. Instant, free access to help you price and prequalify borrowers you thought you had to turn away due to:

  • Low FICO

  • Bankruptcy

  • Foreclosure or Short Sale

Easily access products and check your loan against guidelines from lenders without signup, commitment, or loan submission. Increase your borrowers’ options; increase your opportunity with:

  • Interest-Only Options

  • Investment Properties

  • Non-warrantable Condos

  • Section 184 Loans

Interested in closing more loans? See you in the session, presented by Calyx Software!

Breakout Room 3

Prequalify and Close More Loans Using Innovative Products

JENNIFER DU PLESSIS

Modern Mortgage Market:
How To Run The Table With Authenticity

Let’s face it. Our mortgage practices consist of running from one idea, strategy or task to the next; pushing ourselves way beyond our energetic limits, only to be left feeling frustrated and drained. Let’s bridge the gap between talking about dominating the market and start taking over!

Jennifer Du Plessis, CMPS, CME, CDLP is the Principal and CEO of Kinetic Spark Consulting. With over 30 years of experience in mortgage lending, she has been named in the Top 200 Loan Originators in the US over 5 times and has been featured in The Wall Street Journal and The Washington Post, and on Good Morning America, XM Radio and Federal News Radio. She is also the Founder and CEO of The Kirney Group, Inc., a commercial lending firm and Black Fox Investments, LLC a real estate management company. 

 

Join Jen as she shares practical tactics that empower you to achieve your goals and dominate your market in the modern era of personal brand awareness

Key Takeaways:
•    How to dominate your market with personal branding that is consistent and authentic 
•    How using consistent plans, strategies and systems can provide you with focus and intentional activities to be your best
•    Why being present and aware of all marketing channels leads to 10X growth 
•    Stop making sales calls and start making service calls 

Zillow Main Stage & live streamed
The 21st Century Loan Officer

Join Adam Sullivan, Manager, Mortgage Sales at Zillow Group to learn how to successfully source business from today's millennials and leverage today's online marketplace to be more competitive locally.. 

Showcase Room 3
4:15 - 5:00 p.m.

Concurrent Sessions

5:00 - 5:30 p.m.

The New Reverse – FHA’s Program Sure Has Changed

FHA has made many changes to the reverse mortgage program over the last three years. These changes were designed to protect the consumers, lenders and the MI fund within FHA. The intent was and still is, to create a program to provide housing relief for our aging population in a long-term sustainable manner.

 

This session, by Mark Reeve, VP of Plaza Home Mortgage's Reverse Mortgage Division, will provide attendees with an overview of these changes, why they are beneficial to the consumer and how the program "plays" into an overall long-term strategy for retirement. The program is no longer a bail out loan or loan of last resort. This presentation will be fast paced and extremely informative.

Showcase Room 1

Making "Competing" and "Compliance" Compatible

Obviously increasing revenue and creating life-long customers through exceeding expectations is one of the primary goals of all mortgage professionals. In this session, you will be exposed to a plethora of great ideas about how to effectively achieve that goal .

 

Bill Kidwell, the founder and president of IMPACT Mortgage Management Advocacy & Advisory Group, Inc. (IMMAAG) is going to share insights into how to retain all that hard earned revenue and protect your company and your investment from the impact of examinations gone wrong because of the absence of or inadequacy of your compliance management system.

 

Bill will focus on:

 

  • Sharing what it really takes to have a compliant – compliance management system

  • Uncovering the “myths” of compliance

  • Showing how with a “planned” effort you can actually make complying and competing work together

 

Showcase Room 2

Teams and Technology: The Keys To Immediate And Scalable Lead Response

Immediate follow up is an essential part of successful lead conversion. With the rise of the millennial home shopper, this idea doesn’t seem to be changing anytime soon.  How can Mortgage professionals capitalize on the attention span of millennial shoppers without burning out or completely sacrificing a work-life balance?  Join Dan Barr, a Sales Trainer with Zillow Group Mortgages, for a deeper look at how Mortgage professionals are using teams, broadcasting, and CRMs to maximize their follow up and conversion.  

 

Showcase Room 3

Exhibit Hall Closes
Raffle Prizes Announced
Exhibit Hall Closes
Conference Adjourns