Part of The Originator Connect Network
Educate. Innovate. Motivate.
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.
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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:
Add To Your Portfolio
We have a panel of lenders to discuss innovative products you can use to set your brokerage up for success, such as:
Establishing a Competitive Advantage
Few brokerages can fully grow without offering more than the standard-vanilla residential home mortgage. We bring in product experts to discuss an array of diverse products such as:
Brokerage 102
Brokerage 102 focuses on the additional foundational issues for establishing your business, with topics such as:
What drives real estate investors? How and where to they find potential investment properties? What resources do they use to make investment decisions? What do they expect from mortgage brokers and finance companies?
If you’re a mortgage broker seeking to grow your business by offering financing for residential investment properties and small commercial buildings, knowing the answers to these questions is vital to your success.
Be sure to attend this informative session and learn how to address the unique needs of independent real estate investors and small business owners based on the results of our quantitative research study and face-to-face interviews with investors.
Irvine Ballroom
See three funding scenarios for three different types of properties (for example, 4-unit apartment building, a condotel, a fix-and-flip). We'll present these as "case studies," going through each one with the audience and let them interact on the various issues involved in each scenario. Each can take 10 minutes, with 15 minutes reserved for general Q&A and an intro that hard money loans can bring them in additional business (but that's just 5 minutes). See how these deals ACTUALLY work with real case studies. Presented by Yanni Raz, CEO of HML Investments
Irvine Ballroom
Purchase season is upon us! How can you find more customers and close more deals? Join Newfi Wholesale as we discuss actionable ways to source more leads in today’s market that can increase your revenue. Take your business to the next level and stand out among your competition with these 4 unique strategies for growth.
Monarch Ballroom
Are you prepared for one of the fastest growing origination opportunities? Loan origination activities for 2023 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.
Irvine Ballroom
The mortgage market is going through a transition making business growth challenging for 2023. Agency business is shrinking, refinance volume has declined, and rates are still high. What can help replace the lost business? Non-QM.
Non-QM provides you additional financing for underserved markets, options your competitors may not offer, and allows you to retain loans that you normally would not make. Let us demonstrate the benefits of adding non-QM options to your product mix.
Angel Oak Mortgage Solutions presentation, will cover:
Monarch Ballroom
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 2023. 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:
Maximize your success in 2023 and don’t miss this informative session!
Irvine Ballroom
Discussing the proven tactics and strategies that make loan officers most effective with their time. How to replicate an efficient day 5 times to get the most out of your week. Hear what top producers focus on to drive high dollar per hour activity and see tangible results. Next Level will also lay out their proprietary Actions that Matter™ process so that you can focus on the things that matter most to your business for your customers in your community.
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Learn how to divorce your processor and then invest that time and money you save into doubling your business.
The technology is here today. A productive Originator should spend 100% of his time marketing, sourcing, and harvesting new relationships. Unfortunately, Originators burn 80% of their time on unproductive work - babysitting their loan or they spend a lot of money hiring "processors" to do the babysitting. With Sun West's exclusive Morgan (tm) and Instant Underwriting (tm) technologies, the drudgery of the loan origination business is gone: following up with customers, reviewing conditions, interpreting the DU/LP, understanding and applying a myriad of guidelines and regulations. Free up 80% of your time and double your business!
Don't miss this opportunity to gain valuable knowledge from Thuan Nguyen, a highly successful loan officer who has closed an impressive 11,000 loans in 2020 and 2021. In this session, Thuan will share his valuable insights on how he adapted to the market downturn by shifting his focus from 95% refinance to 70% purchase, and how he managed to increase his production by over 50% from February 2023 to March 2023. You'll learn from a master in the industry and gain valuable strategies for maximizing loan production and navigating market changes. Join us and take your origination skills to the next level!
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. Continuing Education course provided by Mortgage Educators & Compliance.
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.
We've partnered with Mortgage Educators & Compliance to provide free CE courses at our events. To qualify to attend, you must fulfill these requirements:
Get a first look at the vendors you can expect to meet at the expo.
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Discounted room rates are limited and are available first-come, first-serve — please reserve early.
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.
Subscribe to the Originator Connect Network below to receive your welcome code to register for this, or any other OCN event, for free.*
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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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