Part of The Originator Connect Network
Educate. Innovate. Motivate.
July 18, 2024
|
Phoenix
AZ

Arizona's top gathering for mortgage pros.

Sponsor or exhibit
External Link

Do you have what it takes to be the best?

The Arizona Mortgage Expo is an extraordinary event, celebrating, advancing and supporting the men and women who finance residential and commercial real estate property in Arizona. Produced by the Originator Connect Network, with top speakers, great hands-on sessions and a wealth of opportunities from exhibitors and sponsors, it’s Arizona’s largest gathering of originators, and a can’t-miss day for hundreds of mortgage professionals.

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Agenda

Agenda subject to change.
00:00 am
 — 
00:00 am
Jul
18
Conference & Sessions
00:00 am
 — 
00:00 am
Jul
19
NMLS Renewal Course
00:00 am
 — 
00:00 am

Agenda coming soon.

Thursday, July 18, 2024

Conference & Sessions

7:30 am

Session A

Registration Opens

Registration opens.

Session B

Presented By
Presented By

8:00 am — 8:45 am

Session A

The Art of Connection: Building Powerful Referral Networks

Discover innovative strategies for building impactful referral networks, directly boosting business growth & driving revenue through relationships.

Dan Bayer
Dan Bayer
Dan Bayer
NewFi Wholesale
Session B

Presented By
Presented By

8:45 am — 9:30 am

Session A

Navigating Volatility: Originator Challenges for Turbulent Times

Discover the solutions to the challenges facing brokers in today's ever-changing mortgage market at our educational session, "Navigating Volatility: Originator Challenges for Turbulent Times." Join us to gain valuable insights and tools to help you confidently navigate uncertainty and provide exceptional service to your clients.

Michael Pearson
Michael Pearson
Michael Pearson
A&D Mortgage
Edward Webb
Edward Webb
Edward Webb
A&D Mortgage
Session B

Presented By
Presented By

9:30 am — 10:15 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?

Angel Elliott
Angel Elliott
Angel Elliott
Sun West Mortgage Company
Session B

Presented By
Presented By

10:15 am — 11:00 am

Session A

Grow Your Business in a Changing Market with Fix & Flip and DSCR Loans

With the consumer mortgage industry continuing to experience declining volume and rising rates, brokers and originators may be wondering how they can grow their businesses in 2024. Now is the time to diversify product offerings and learn how to thrive by leveraging loan programs for real estate investors like fix and flip and DSCR loans. 

In this session presented by RCN Capital, you will learn:

  • What opportunities exist right now in the real estate investment space
  • How to make more money by leveraging fix and flip loans, DSCR loans, and other private lending products 
  • How to identify potential investor clients, accommodate their needs and retain more business
  • Common scenarios and how to present the best financing options 

Maximize your success in 2024 and don’t miss this informative session!

Andy Bates
Andy Bates
Andy Bates
RCN Capital
Session B

Presented By
Presented By

11:00 AM — 11:45 AM

Session A

Innovate to Elevate: Non-QM Market Trends in 2024

"Innovate to Elevate: Non-QM Market Trends in 2024" 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 2024 and beyond
  • Deep dive into Non-QM Programs
  • Typical Scenarios and Frequently Asked Questions

Mike Haslett
Mike Haslett
Mike Haslett
Angel Oak Mortgage Solutions
Session B

Presented By
Presented By

11:45 am — 12:30 pm

Session A

Find The Fighter Within

Mike Kortas, CEO & Co Founder of NEXA Mortgage, LLC, will delve into the power of determination, perseverance, and hard work. Join us as he shares the inspiring story of how he overcame challenges and achieved remarkable success through his relentless commitment and unwavering effort. Through personal anecdotes and insightful discussion, his aim is to ignite a spark of motivation and resilience within each of you, empowering you to continue to navigate the complexities of the lending landscape with confidence and drive.

Mike Kortas
Mike Kortas
Mike Kortas
NEXA Mortgage, LLC
Session B

Presented By
Presented By

12:30 pm — 2:30 pm

Session A

Exhibit Hall Opens

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

Session B

Presented By
Presented By

2:15 pm — 3:00 pm

Session A

Mortgage Tech: Delivering The Best For Borrowers

To be the best in brokerage, LOs need to understand how all the tech pieces work. In this session, we'll look at pricing engines, portals, income calculation software for agency and non-QM. We'll discuss how they fit together and what you need to know to deliver the best experience for the borrower.

In this session we will explore different pieces of the puzzle:

  • Pricing engines
    • Lender direct Vs. Independent
    • What you should expect and accuracy
  • Income Calculation software/service
    • What are they looking for, what do they need
    • What lenders provide back to you and how to interpret the results
  • What you should expect from a lender’s technology stack
    • Integrated tools and vendors
  • Safety protocols
  • And more

Presented by William Fisher and Delfino Aguilar of Kind Lending.

William Fisher
William Fisher
William Fisher
Kind Lending
Delfino Aguilar
Delfino Aguilar
Delfino Aguilar
Kind Lending
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, July 19, 2024

NMLS Renewal Course

8:15 am — 9:00 am

Session A

NMLS Class Registration Opens

Must have completed Exhibitor Passport and Federal I.D.

Presented By
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.

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.

Presented By
Session B

Presented By
This NMLS Renewal 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 renewal.
Agenda subject to change.
Exhibit Hall Passport

Continuing Education

Renew your NMLS license for free.

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

1

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.

Attend the event and visit with each exhibitor to have them stamp your passport. We'll provide your passport when you arrive.
3

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 Renewal Course 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 NMLS class.

Your Speakers

Vincent Valvo

Vincent Valvo

Vincent Valvo

Publisher, Editor in Chief
American Business Media
Mike Haslett

Mike Haslett

Mike Haslett

Account Executive
Angel Oak Mortgage Solutions
Andy Bates

Andy Bates

Andy Bates

Jr. Business Development Coordinator
RCN Capital
Angel Elliott

Angel Elliott

Angel Elliott

Managing Director of Organizational Development
Sun West Mortgage Company
Mike Kortas

Mike Kortas

Mike Kortas

Chief Executive Officer
NEXA Mortgage
William Fisher

William Fisher

William Fisher

Executive VP
Kind Lending
Delfino Aguilar

Delfino Aguilar

Delfino Aguilar

Chief Production Officer - TPO
Kind Lending
Dan Bayer

Dan Bayer

Dan Bayer

SVP, Non-QM Strategy & Development
Newfi Wholesale
Edward Webb

Edward Webb

Edward Webb

Account Executive
AD Mortgage
Michael Pearson

Michael Pearson

Michael Pearson

SVP Business Development
AD Mortgage

Sponsors & Exhibitors

Meet your future partners.

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

Sponsors

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Interested in sponsoring or exhibiting?

See available options

Exhibitors

Interested in sponsoring or exhibiting?

See available options

Wild Horse Pass Resort & Casino

5040 Wild Horse Pass Boulevard
Chandler
AZ
 
85226
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 Arizona Mortgage Expo is an extraordinary event, celebrating, advancing and supporting the men and women who finance residential and commercial real estate property in Arizona. Produced by the Originator Connect Network, with top speakers, great hands-on sessions and a wealth of opportunities from exhibitors and sponsors, it’s Arizona’s largest gathering of originators, and a can’t-miss day for hundreds of mortgage professionals.

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

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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
Arizona Mortgage Expo
 | 
July 18, 2024
Jul 18
 —
Access to exhibit hall
Access to education sessions
Preregistration option for NMLS Renewal
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.
The
Arizona Mortgage Expo
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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