Part of The Originator Connect Network
Educate. Innovate. Motivate.
As the mortgage industry changes, you need to more products and marketing strategies 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. And we’re inviting you to be part of this important conference designed to make you a better mortgage originator or broker.
Unlock your potential at the Keystone Mortgage Expo!
Join Newfi Wholesale for a session all about how to stand out in 2026! Learn how long-lasting business growth is tied to intentional, small daily actions and explore…
We can’t wait to see you there!
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?
Are you prepared to serve one of the fastest-growing homeowner demographics in lending?
Each day, more than 13,000 Americans turn age 62, creating new demand for retirement income, housing stability, and responsible home-equity solutions to be at the forefront of aging in place. Today’s Home Equity Conversion Mortgage (HECM) has evolved into a practical retirement planning tool component for many older homeowners—yet many originators lack the product knowledge, support, or lending partner resources to serve this market confidently until now!
Our session introduces the basics of reverse mortgages, explains where they fit within today’s lending landscape, and outlines how working with the right wholesale partner can provide education and marketing, operational support, and multiple origination pathways—without disrupting your existing business model.
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!
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:
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.
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We're thrilled to be able to provide free CE courses at our events. To qualify to attend, you must fulfill these requirements:
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Discounted room rates are limited and are available first-come, first-serve — please reserve early.
As the mortgage industry changes, you need to more products and marketing strategies 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. And we’re inviting you to be part of this important conference designed to make you a better mortgage originator or broker.
Unlock your potential at the Keystone Mortgage Expo!
Subscribe to the Originator Connect Network below to receive your welcome code to register for this, or any other OCN event, for free.*
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.
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.
Unfortunately, no. You must register to have access to any part of the show at any point.
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.
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.
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.
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