Registration opens.

Who are your customers? What drives them? How do they make decisions? What do borrowers expect from mortgage brokers and finance companies, and what value do you provide them? If you can’t answer these basic questions, growing your mortgage business will be difficult.

Most people only see the results of marketing, but rarely the research and strategy that drive its success. If you want to grow your business around a solid marketing strategy, join us as we dive into the world of marketing for mortgage brokers. Learn how to find new clients and build a messaging and media approach to attract them while positioning your company for continued growth even in a changing market.

While the pandemic has affected many aspects of the real estate industry and the refi boom is showing signs of slowing down, real estate investor activity and demand for single-family homes remains stronger than ever. Now is the time to expand your product offerings to cater to this segment of the market. Private lending continues to offer flexible, lucrative options for fix and flip, long-term rental and other real estate investing scenarios that don’t fit traditional guidelines.

RCN Capital Business Development Coordinator, Nathan Zielinski, will teach you how to:

• Identify profitable solutions for some of your most commonly overlooked leads
• Leverage fix & flip loans, long-term rental loans, and other private lending products to make more money now
• Guide investors through the origination process so that you can develop and retain more business

Strengthen your business and set yourself up for long-term success. Don’t miss this session.

What is it that sets top originators apart from everyone else? Top personnel from Pennymac will be joined by several of the best brokers in the region to share the secrets for overwhelming success.

The mortgage market is going through a transition that is making business growth more difficult in 2022. Agency business is shrinking, refinance volume is declining and rates are on the rise. What can help replace the lost business? Non-QM.

Non-QM can help you serve underserved markets to keep your pipelines full. Get up to speed and learn to close non-QM volume now. This presentation explains how!

Presented by Angel Oak Mortgage Solutions, you will learn:

• Why non-QM is in demand in today’s market
• Details on the types of non-QM programs
• The borrower profiles for each program
• Common scenarios and questions
• How to close more loans using non-QM
• Where to find non-QM borrowers

Angel Oak Mortgage Solutions is the leader in non-QM, educating originators since 2014.

Tap Into The Power Of Angel Oak!

Are you prepared for one of the fastest growing origination opportunities? Loan origination activities for 2022 continue to reflect the fastest growing homeowner demographic, as 10,000 or more Americans reach age 62, needing specific retirement planning and resource tools as components to a financial longevity strategy. Today’s Home Equity Conversion Mortgage will be one of those important components for many. Are you prepared to address the lending needs of older Americans with loan programs, product education, staffing and a marketing plan? Do you need to fast track this demographic to increase your potential growth and marketshare objectives? Let’s expedite the discussion and  begin a pathway to this growing origination opportunity. Presented by Ralph Rosynek, SVP of Moneyhouse.

Discover how a 3-person brokerage firm grew, re-invented and went head-to-head with big banks to become America’s largest mortgage lender. Chris Behrns, DVP at Rocket Pro TPO, shares philosophies that you can use to shape innovation, client service, marketing, technology and partnerships. Learn what top brokers are doing to grow their business and how you can leverage your superpower. Bring your questions, because this is an interactive presentation.

Lunch is served in the exhibit hall, lunch with exhibitors.

Build-A-Broker is an in-person training event designed to help you establish the solid foundations of your business. This program is designed to show you the basics of setting up your business — from how to rent space, to what accounting programs are recommended — and will also cover topics including choosing your loan origination systems, how to pick a CRM system, and more.

Brokerage 101

Brokerage 101 focuses on the foundation for establishing your business, presented by experienced mentors. This course includes topics such as:

• LO Compensation Basics
• Choosing an accounting program and payroll provider
• What is the right corporate form for you? (LLC vs. Corp.)
• How to determine if your workers are employees or independent contractors.

Brokerage 102

Brokerage 102 focuses on the additional foundational issues for establishing your business, with topics such as:

• Policy & Procedures that every company needs, including BSA/AML, Sexual Harassment, and more
• Marketing & Compliance — under RESPA, TILA, Reg. N, the CFPB, getting leads, co-marketing with Realtors, and more.
• Compliance training, auditing, and testing.