Part of The Originator Connect Network
Educate. Innovate. Motivate.

California's top gathering for mortgage pros.

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August 7, 2025
|
San Diego
CA

California's top gathering for mortgage pros.

Sponsor or exhibit
External Link

Do you have what it takes to be the best?

The mortgage industry is going through a significant change. For mortgage origination professionals, it's a struggle to keep on top of all the changes, and to keep your sales strategies and marketing initiatives at their peak. You need to keep your pipeline filled, and you need the tools and directions to stay profitable, efficient, and effective. We've brought together the best in the business to create a top tier event specifically designed for mortgage origination pros.

OCN Launches “CE Fest” with MaxClass

Free NMLS-approved continuing education, plus an exhibitor showcase — all in one compact, jam-packed day
Read more

Agenda

Agenda subject to change.
Aug
09
Pre-conference Events
00:00 am
 — 
00:00 am
Aug
07
Conference & Sessions
00:00 am
 — 
00:00 am
Aug
08
NMLS-Approved Continuing Education Class
00:00 am
 — 
00:00 am

Wednesday, August 9, 2023

Pre-conference Events
Agenda coming soon.

Thursday, August 7, 2025

Conference & Sessions

7:15 am

Session A

Registration Opens

Session B

Presented By
Presented By

8:00 am — 8:40 am

Session A

The Economy, Interest Rates & The Non-Agency Borrowers

Knowledge is power! Borrowers want an industry-expert they trust to help the understand the best time to buy. Successfully generating and growing your business means understanding the economy. In this 30-minutes session, we’ll uncover the story of the U.S. economy, discover the ways Non-Agency solutions can help borrowers purchase or refinance property in 2025.  

John Wise
John Wise
John Wise
Newfi
Session B

Presented By
Presented By

8:40 am — 9:20 am

Session A

Unlocking Success With Private Lending: Case Studies For Residential Mortgage Brokers

Private lending has emerged as one of the fastest-growing and most lucrative opportunities in the mortgage industry, especially for mortgage brokers. In this session, we’ll dive deep into real-world case studies showing how brokers have leveraged private lending options like fix and flip loans and DSCR loans to allow their clients to tackle diverse projects. Learn proven tactics to increase your profitability, build stronger client relationships, and position yourself as a trusted expert in this lucrative niche. Gain the confidence to turn private lending into a competitive edge!

Nathan Zielinski
Nathan Zielinski
Nathan Zielinski
RCN Capital
Session B

Presented By
Presented By

9:20 am — 10:00 am

Session A

The Rise of AI — The Future of Mortgage

Everyone in the mortgage industry is wondering: what will the rise of Artificial Intelligence mean? There's no need to guess, since there's already one company that's been running on AI-powered systems since 2018. Sun West Mortgage's sister company, Celligence, created an AI underwriting and processing platform that Sun West has been using to power its company for the past five years. Underwriting is now measured in minutes, and processing tasks are primarily automated. This has allowed Sun West to make better loan decisions, expand credit to more communities, and free originators to spend more time building business rather than babysitting files. In the past year, Sun West has opened its system -- called Angel AI -- to the origination community at large, and backs loan decisions made by its system "100%" -- meaning that if an originator gets a green light from Angel AI, Sun West will commit to closing the loan, period. Don't miss this incredible session looking inside a large mortgage lender running its operations fully on artificial intelligence. The future is already here. So now the question is: what's next?

Suresh Choudhary
Suresh Choudhary
Suresh Choudhary
Sun West Mortgage Company
Session B

Presented By
Presented By

10:00 am — 10:40am

Session A

Building Your 4EVER Broker Business

Freedom Mortgage Wholesale, a supporter of the mortgage broker community, is Historically, Currently, and 4EVER Wholesale. Freedom is presenting a panel of experienced mortgage professionals sharing their unique histories, current approaches, and strategic perspectives on achieving future success. Moderated by Allen Middleman, Executive Director at Freedom Mortgage, this discussion will explore how lasting businesses come to be. Get ready for interesting conversations with actionable insights to help you build a thriving 4EVER broker business. Let’s get building!

Allen Middleman
Allen Middleman
Allen Middleman
Freedom Mortgage Wholesale
Session B

Presented By
Presented By

10:40 am — 11:20 am

Session A

Learn from the Nation’s #1 Loan Officer

Whether you're closing 1 or 20 loans a month, one thing is clear — you’re constantly running into problems that make it hard to grow. Most loan officers struggle to scale because they lack the systems, support, and strategies to overcome these obstacles.

Thuan Nguyen, one of the top-producing loan officers in the country for over 8 years, will share how he built the technology, marketing, branding, and processes that helped him close over 11,600 loans — all while spending 95% of his time building Loan Factory, the fastest-growing mortgage company in the world.

Thuan relentlessly improves every aspect of his business and openly challenges any loan officer or company to compare what they offer. His slogan says it all: “We Dare You To Compare.”

Join this session to learn what actually works, ask Thuan your questions live, and walk away with real strategies you can use to grow right now.

Thuan Nguyen
Thuan Nguyen
Thuan Nguyen
Loan Factory
Session B

Presented By
Presented By

11:20 am — 12:00 pm

Session A

Future-Proofing Your Business: Non-QM Insights for 2025

This presentation aims to empower mortgage industry professionals with the knowledge and foresight needed to navigate the evolving landscape of the market. By exploring innovative strategies, technological advancements, and market predictions, participants will be equipped to elevate their practices and stay ahead in this dynamic and competitive market.

Learning Objectives:

  • Setting yourself apart in the Non-QM marketplace
  • Non-QM market opportunity in 2025 and beyond
  • Deep dive into Non-QM Programs
  • Typical Scenarios and Frequently Asked Questions
Larry Mize
Larry Mize
Larry Mize
Angel Oak Mortgage Solutions, LLC
Session B

Presented By
Presented By

12:00 pm — 12:40 pm

Session A

Non-QM Deep Dives

Following our informative overview session on the Non-QM Market, don't miss this panel of Non QM lenders and experts who are ready to take your deal scenario questions. These Q-and-A opportunities to ask about, and learn from others, how real-world scenarios are handled.

Moderated by Larry Mize, Regional VP of Sales, Angel Oak Mortgage Solutions, LLC
Speakers include Bill Ashmore, CEO, Vista Point Mortgage / Brokers Advantage Mortgage; Amy Marsh, Western Regional Sales Manager, Carrington Mortgage Services, LLC

Session B

Presented By
Presented By

12:40 pm — 1:20 pm

Session A

Don’t Just Survive At Being a Loan Officer—Thrive At Being You

Join Pablo Martinez, CEO of Equity Smart Home Loans, and Serafin Rodarte, Operations Director, for a session packed with strategies loan officers can immediately apply. Learn how to structure your day for maximum productivity, reduce inefficiencies, and leverage tools and partnerships to close more loans. Pablo will share insights on utilizing technology and wholesale relationships, while Serafin will break down proven methods for managing growth and improving operations. Walk away with actionable techniques to close more loans, improve client satisfaction, and create long-term career stability in a competitive market.

Pablo Martinez
Pablo Martinez
Pablo Martinez
Equity Smart Home Loans
Serafin Rodarte
Serafin Rodarte
Serafin Rodarte
Equity Smart Home Loans
Session B

Presented By
Presented By

1:20 pm — 3:30 pm

Session A

Exhibit Hall Opens

Exhibit hall opens, break with exhibitors and lunch is served in the exhibit hall.

Session B

Presented By
Presented By
Please note: Registration & event check-in will close approximately 1 hour before the conclusion of the event. Late arrivals may not be permitted to attend.

Friday, August 8, 2025

NMLS-Approved Continuing Education Class

8:15 am — 9:00 am

Session A

NMLS Class Registration Opens

Must have completed Exhibitor Passport and Federal I.D.

Session B

Presented By

9:00 am — 5:00 pm

Session A

8-Hour NMLS Renewal Course

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.

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

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.

Alex Berberian
Alex Berberian
Alex Berberian
MaxClass
LaDonna Lockard
LaDonna Lockard
Alex Berberian
MaxClass
Session B

Presented By
This NMLS-approved CE Course is free with pre-registration. In addition, attendees must attend the main event and complete their Exhibit Hall Passports to earn eligibility. Attendees may not purchase entry to NMLS class. Learn more about free NMLS-Approved Continuing Education Courses.
Agenda subject to change.
Exhibit Hall Passport

Continuing Education

Complete your NMLS-approved CE for free.

We're thrilled to be able to provide free CE courses at our events. To qualify to attend, you must fulfill these requirements:

1

Complete your first half of class.

You'll complete your first half of class when you arrive, before we break for the exhibitor showcase.

Pre-register to attend the course.

You can pre-register during checkout; simply select yes on this option. Registration for the course cannot be added at the event.
2

Complete your Exhibit Hall Passport.

Visit with each exhibitor to have them stamp your passport. We'll provide your passport when you arrive.
3

Trade in your Passport for the second half of your class.

Trade in your completed passport, attend the second half of class, and earn your credits.

Trade in your Passport for entry to the class.

Bring your completed passport with you to the course, you'll hand this in to the instructors for entry.
NMLS-approved CE class is free with pre-registration. In addition, attendees must attend the exhibit hall during the main event and complete their Exhibit Hall Passports to earn eligibility. Passports must be presented the morning of the NMLS class, admission will not be granted without a completed passport. Late arrivals will not be admitted. Attendees may not purchase entry to the class. Seating is limited.
Paid registrants have full access to the class on its scheduled day. No refunds are provided for cancellations. Registration promotion codes or discounts only grant entry to the class. At midday break, students will be given the opportunity to visit sponsors and exhibitors, and to get their re-entry "passport" marked by all vendors. Students who do not present a completed "passport" when signing in for the afternoon session will not be granted entry and will forfeit any credits for the program. Students without a completed passport may be allowed to complete the class upon paying the full fee on site. Conference instructors and producers have final say.

Your Speakers

LaDonna Lockard

LaDonna Lockard

LaDonna Lockard

CEO
MaxClass
Pablo Martinez

Pablo Martinez

Pablo Martinez

CEO
Equity Smart Home Loans
Serafin Rodarte

Serafin Rodarte

Serafin Rodarte

Operations Director
Equity Smart Home Loans
John Wise

John Wise

John Wise

SVP, Sales – West Coast
Newfi Wholesale
Nathan Zielinski

Nathan Zielinski

Nathan Zielinski

Senior Partnerships Coordinator
RCN Capital
Allen Middleman

Allen Middleman

Allen Middleman

Executive Director
Freedom Mortgage
Alex Berberian

Alex Berberian

Alex Berberian

Instructor
MaxClass
Larry Mize

Larry Mize

Larry Mize

Regional VP of Sales
Angel Oak Mortgage Solutions, LLC
Suresh Choudhary

Suresh Choudhary

Suresh Choudhary

VP, National Production
Sun West Mortgage Company
Bill Ashmore

Bill Ashmore

Bill Ashmore

CEO
Vista Point Mortgage
Amy Marsh

Amy Marsh

Amy Marsh

Western Regional Sales Manager
Carrington Mortgage Services

Sponsors & Exhibitors

Meet your future partners.

Get a first look at the vendors you can expect to meet at the expo.

Sponsors

No items found.

Interested in sponsoring or exhibiting?

See available options

Exhibitors

Interested in sponsoring or exhibiting?

See available options

Marriott La Jolla

4240 La Jolla Village Drive
San Diego
CA
 
92037
The event will be held at the address listed above.
Need to stay the night? Enjoy discounted room rates when you
book through us.
Booking link coming soon
Book your stay

Discounted room rates are limited and are available first-come, first-serve — please reserve early.

Do you have what it takes to be the best?

The mortgage industry is going through a significant change. For mortgage origination professionals, it's a struggle to keep on top of all the changes, and to keep your sales strategies and marketing initiatives at their peak. You need to keep your pipeline filled, and you need the tools and directions to stay profitable, efficient, and effective. We've brought together the best in the business to create a top tier event specifically designed for mortgage origination pros.

Registration

Where

Hotel Name
000 Hotel Address Line 1
City
ST
 
06117

When

The main event day is 

Tuesday, December 8

, when we will have education sessions and time to visit the exhibit hall. 

The NMLS class will be held

Wednesday, December 9, 

but attending the main event is required to attend.

What to Know

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Need a promo code?

Subscribe to the Originator Connect Network below to receive your welcome code to register for this, or any other OCN event, for free.*

Thank you!
Use this code at checkout to zero out the cost of registration:
EVENTSFREE
Oops! Something went wrong while submitting the form.
*Free registration is open to NMLS licensees and support staff only. Final eligibility is determined by show producer.

Originator Registration

$125
$150
California Mortgage Expo — San Diego
 | 
August 7, 2025
Aug 7
 —
Marriott La Jolla
 | 
4240 La Jolla Village Drive
,
San Diego
,
CA
 
92037
Access to exhibit hall
Access to education sessions
Preregistration option for NMLS Renewal
NMLS Renewal Class
Preregistration option for Build-A-Broker
Event registration is temporarily offline, please check back later.

Valid NMLS licensed brokers, originators, and their support staff may register at the door.
*Free registration open to NMLS licensees and support staff only. Show producer reserves the right to determine eligibility to attend. NMLS Licensees, please register above. For non-licensed processors or underwriters, please use your company's NMLS number. To attend as a non-exhibiting vendor, please
register here.register here.
Walk-in registrations are exempt to all promotional codes and may be a higher rate. Ticket price subject to change.
NMLS Renewal class seating is limited. Preregistration is required, seats are first-come, first-serve and cannot be reserved.
*Registration is open to NMLS licensees only. Show producer reserves the right to determine eligibility.

Paid registrants have full access to the class on its scheduled day. No refunds are provided for cancellations. Registration promotion codes or discounts only grant entry to the class. At midday break, students will be given the opportunity to visit sponsors and exhibitors, and to get their re-entry "passport" marked by all vendors. Students who do not present a completed "passport" when signing in for the afternoon session will not be granted entry and will forfeit any credits for the program. Students without a completed passport may be allowed to complete the class upon paying the full fee on site. Conference instructors and producers have final say.
The
California Mortgage Expo — San Diego
is produced by the Originator Connect Network, connecting brokers & originators to the story of their success at events across the nation.
Learn moreExternal Link

Where

Hotel Name
000 Hotel Address Line 1
City
ST
 
06117

When

The main event day is 

Tuesday, December 8

, when we will have education sessions and time to visit the exhibit hall. 

The NMLS class will be held

Wednesday, December 9, 

but attending the main event is required to attend.

What to Know

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Where

Sheraton Memphis Downtown

000 Hotel Address Line 1
City
ST
 
06117
Need to stay the night? Enjoy discounted room rates when you book through us.

When

Dec
8

December 8, 2021

Pre-conference events

00:00 am
 — 
00:00 am
Dec
8

December 8, 2021

Exhibit Hall & Sessions

Dec
8

December 8, 2021

Pre-conference events

00:00 am
 — 
00:00 am

Please note: The main event date is 

Tuesday, December 8, 2021

. Exhibit hall will be open on this date ONLY. Attendees must visit the exhibit hall to qualify for the NMLS renewal class. Other restrictions apply.

Interested in sponsoring or exhibiting?

See available options
External Link

Can't make it?

Take a look at these similar events, or browse
all our events
External Link

FAQ

How do I apply a promo code for my tickets?

If you have a promo code, there will be an option for you to put it in on the very last page before checkout. You must hit the button that says "Apply Promotion," which will complete your reservation if you have a free code. Please DO NOT put in your credit card information.

Can I register other people?

Yes, you can register up to 10 NMLS licensed originators. Please input every registrant's individual information, as we use this information to create the name badges and check in at registration on the day of the event.

Can I visit the exhibit hall if I am not registered?

Unfortunately, no. You must register to have access to any part of the show at any point.

Can I attend even if I don't have an NMLS number?

The show is primarily designed for NMLS licensees. Processors and underwriters may use their company NMLS number. Others without an NMLS number (or non-active NMLS licensees) may attend, but have to register as a paid non-exhibiting vendor. If you don't have an NMLS number but you don't think you are a vendor, please reach out to us. Show producers have the right to determine final eligibility.

I am a sponsor or exhibitor, where can I find the toolkit and exhibiting information?

The exhibitor information is sent to the email provided during the registration or purchase of a booth or sponsorship. Please check this email for information about access to our exhibitor toolkit. If you need this information resent, please email info@ambizmedia.com for assistance.

I registered for the show but not the continuing education class, can I still take it?

Unfortunately, we cannot add or modify an existing registration. Class space is limited and you must pre-register to allow us to get an accurate head count. We are often able to accommodate requests made on the day of the show because some registrants will cancel or otherwise not participate. But only pre-registered attendees are guaranteed access to the class.

Need more help?

NOTE: This message form is for additional help, and is NOT registration. To register, please click here.
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