Non-QM Summit

Friday, August 20, 2021

8:45 am — 12:00 pm

Non QM loans are a critical tool for mortgage originators, but this year there have been significant shifts in the industry caused by the ripple effects of the pandemic. Many companies are now re-starting or entering the Non QM space. But the rules for borrowers and brokers are changing. That’s why Originator Connect is pleased to present The Non QM Summit, a specialized half-day program that takes attendees inside the thinking, planning and programs of the nation’s leading Non QM providers.
Attendees must pre-register to attend.
Pre-registration option must be selected when registering to attend Originator Connect.
8:30 am

Concurrent Sessions

Session A

Non-QM Summit Opens

Presented By

Non-QM Summit opens with morning refreshments.

Session b

Presented By

Session C

Presented By

8:30 am

Concurrent Sessions

Session A

Keynote Session

Non-QM Summit Opens

Non-QM Summit opens with morning refreshments.

8:45 am

Concurrent Sessions

Session A

Welcoming Remarks

Presented By

Dennis Colon

Dennis Colon, Regional VP of Sales, Angel Oak Mortgage Solutions

Session b

Presented By

Session C

Presented By

8:45 am

Concurrent Sessions

Session A

Keynote Session

Welcoming Remarks

Dennis Colon, Regional VP of Sales, Angel Oak Mortgage Solutions

9:00 am

Concurrent Sessions

Session A

The State of Non-QM

Presented By

Steven Winokur

Join our roster of presenters who will discuss where the sector was, what happened, where we are now and what the future looks like.

Moderator: Steven Winokur, Chief Marketing Officer, Angel Oak Lending

Panelists:

Eric Morgenson, VP Business Development, Angel Oak Mortgage Solutions
Sam Bjelac, Senior Vice President, Sprout Mortgage
Max Slyusarchuk, CEO, A&D Mortgage

Session b

Presented By

Session C

Presented By

9:00 am

Concurrent Sessions

Session A

Keynote Session

The State of Non-QM

Join our roster of presenters who will discuss where the sector was, what happened, where we are now and what the future looks like.

Moderator: Steven Winokur, Chief Marketing Officer, Angel Oak Lending

Panelists:

Eric Morgenson, VP Business Development, Angel Oak Mortgage Solutions
Sam Bjelac, Senior Vice President, Sprout Mortgage
Max Slyusarchuk, CEO, A&D Mortgage

9:30 am

Concurrent Sessions

Session A

Today's Options

Presented By

Steven Winokur

What can originators expect to see available to borrowers? We’ll look at programs such as Full Doc, Bank Statement (12 & 24 month), Asset Depletion, and Debt Service Coverage Ratio (DSCR)

Chris Farruggio, Account Executive, Angel Oak Mortgage Solutions
Steve Dao, Central Region Sales Manager, Velocity Mortgage Capital
Victoria Matney, SVP, Regional Sales Manager, Acra Lending


Session b

Presented By

Session C

Presented By

9:30 am

Concurrent Sessions

Session A

Keynote Session

Today's Options

What can originators expect to see available to borrowers? We’ll look at programs such as Full Doc, Bank Statement (12 & 24 month), Asset Depletion, and Debt Service Coverage Ratio (DSCR)

Chris Farruggio, Account Executive, Angel Oak Mortgage Solutions
Steve Dao, Central Region Sales Manager, Velocity Mortgage Capital
Victoria Matney, SVP, Regional Sales Manager, Acra Lending


10:00 am

Concurrent Sessions

Session A

Collecting Clients

Presented By

Steven Winokur

What are the best practices for marketing to, targeting and finding non-agency borrowers.

  • What are you finding is your highest-yielding strategy?
  • Comparisons vs. other standard mortgage products
  • What is successful on the social media side? Digital marketing?
  • Non-traditional lead sources: Which one(s) really work
  • Why loan officers from banks and credit unions are good sources of leads
  • Your friend the real estate agenda and divorce lawyer

Chris Farruggio, Account Executive, Angel Oak Mortgage Solutions
Paul Howarth, Senior Vice President, Sprout Mortgage
Victoria Matney, SVP, Regional Sales Manager, Acra Lending


Session b

Presented By

Session C

Presented By

10:00 am

Concurrent Sessions

Session A

Keynote Session

Collecting Clients

What are the best practices for marketing to, targeting and finding non-agency borrowers.

  • What are you finding is your highest-yielding strategy?
  • Comparisons vs. other standard mortgage products
  • What is successful on the social media side? Digital marketing?
  • Non-traditional lead sources: Which one(s) really work
  • Why loan officers from banks and credit unions are good sources of leads
  • Your friend the real estate agenda and divorce lawyer

Chris Farruggio, Account Executive, Angel Oak Mortgage Solutions
Paul Howarth, Senior Vice President, Sprout Mortgage
Victoria Matney, SVP, Regional Sales Manager, Acra Lending


10:30 am

Concurrent Sessions

Session A

Break

Presented By

Session b

Presented By

Session C

Presented By

10:30 am

Concurrent Sessions

Session A

Keynote Session

Break

10:45 am

Concurrent Sessions

Session A

How To Originate Today's Non-QM Loan

Presented By

Steven Winokur

Underwriting, Pre-Qualification Procedures, Calculating Bank Statement Income & Ability to Pay

  • Evaluating at self-employed customers and gig economy participants
  • Ability vs. willingness to pay
  • What kind of scenarios do you look for when evaluating the ability to pay?
  • Assessing product suitability
  • Jumbos vs. super jumbos
  • What is the “not so secret sauce?”
  • Where is the risk?
  • Alternative methods of income validation
  • What should you look for in a non-QM underwriting system?
  • What kind of documentation do you use?
  • Managing risks of undocumented foreigners

Eric Morgenson, VP Business Development, Angel Oak Mortgage Solutions
Hanna Roslyk, Correspondent Business Development, A&D Mortgage
Steve Dao, Central Region Sales Manager, Velocity Mortgage Capital

Session b

Presented By

Session C

Presented By

10:45 am

Concurrent Sessions

Session A

Keynote Session

How To Originate Today's Non-QM Loan

Underwriting, Pre-Qualification Procedures, Calculating Bank Statement Income & Ability to Pay

  • Evaluating at self-employed customers and gig economy participants
  • Ability vs. willingness to pay
  • What kind of scenarios do you look for when evaluating the ability to pay?
  • Assessing product suitability
  • Jumbos vs. super jumbos
  • What is the “not so secret sauce?”
  • Where is the risk?
  • Alternative methods of income validation
  • What should you look for in a non-QM underwriting system?
  • What kind of documentation do you use?
  • Managing risks of undocumented foreigners

Eric Morgenson, VP Business Development, Angel Oak Mortgage Solutions
Hanna Roslyk, Correspondent Business Development, A&D Mortgage
Steve Dao, Central Region Sales Manager, Velocity Mortgage Capital

11:30 am

Concurrent Sessions

Session A

What To Look For When Partnering With A Non-QM Lender

Presented By

Eric Morgenson

Eric Morgenson, VP Business Development, Angel Oak Mortgage Solutions

Session b

Presented By

Session C

Presented By

11:30 am

Concurrent Sessions

Session A

Keynote Session

What To Look For When Partnering With A Non-QM Lender

Eric Morgenson, VP Business Development, Angel Oak Mortgage Solutions

12:00 pm

Concurrent Sessions

Session A

Non-QM Summit Adjourns

Presented By

Session b

Presented By

Session C

Presented By

12:00 pm

Concurrent Sessions

Session A

Keynote Session

Non-QM Summit Adjourns

Presenting Sponsor
Contributing Sponsors
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