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.
8:45 am

Concurrent Sessions

Session A

Welcoming Remarks

Presented By

Session b

Presented By

Session C

Presented By

8:45 am

Concurrent Sessions

Session A

Keynote Session

Welcoming Remarks

9:00 am

Concurrent Sessions

Session A

The State of Non-QM

Presented By

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

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.

9:30 am

Concurrent Sessions

Session A

Today's Options

Presented By

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)

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)

10:00 am

Concurrent Sessions

Session A

Collecting Clients

Presented By

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

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
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

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

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
11:30 am

Concurrent Sessions

Session A

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

Presented By

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

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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