December 9, 2021
|
Irvine
CA

California's top gathering for mortgage pros.

Sponsor or exhibit
External Link

Innovate. Educate. 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.

The Originator Connect Network supports more than 120,000 mortgage pros across the nation. We’re proud to be bringing this show to you. And we're inviting you to be part of this important conference designed to make you a better mortgage originator.

Renew your NMLS — for free.

Earn your federally-required continuing education credits for free when you attend this event.

Agenda

Agenda subject to change.

Wednesday, December 8, 2021

Pre-Conference Events

1:00 pm — 5:00 pm

Concurrent Sessions
Session A
Build-A-Broker

Pre-Conference Event. Must pre-register.

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.

Getting the Tech Advantage

We have a panel of technology providers to discuss innovative tech tools you can use to set your brokerage up for success, such as:

  • Marketing automation
  • Finding better LOS systems
  • Tracking & mobile tools to dramatically increase your brokerage's effectiveness

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:

  • Non-QM loans, and the pros and cons
  • Reverse Mortgages
  • Fix & Flip mortgages
  • and more

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.
Kerry Blackburn
Presented By
Kerry Blackburn
Mortgage Educators & Compliance
Session B
Presented By
Main Event

Thursday, December 9, 2021

Exhibit Hall & Sessions

8:00 am

Concurrent Sessions
Session A
Registration Opens

Registration opens.

Presented By
Session B
Presented By

8:00 am — 8:45 am

Concurrent Sessions
Session A
How To Make More With Government Lending

Don’t miss this opening session from Carrington Mortgage Services.

Presented By
Session B
Presented By

8:45 am — 9:30 am

Concurrent Sessions
Session A
Boost Your Business With Fix-And-Flip Loans And Private Lending

With home flipping in the U.S. at a 10-year high, there has never been a better time to expand your product offerings. Private lending offers lucrative options for fix & flip deals and other real estate investing scenarios that don’t fit traditional guidelines. In this session, you will learn how to:

  • Identify profitable solutions for some of your most commonly overlooked leads
  • Leverage fix & flip loans and other private lending products to make more money now
  • Best present yourself and your borrower to a private lender

​Interested in tapping into a wealth of new business? Don’t miss this break-out session.

Presented By
Session B
Finding Opportunity in Reverse

Are you prepared for one of the fastest growing origination opportunities? Loan origination activities for 2019 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 olderAmericans 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.

Ralph Rosynek
Presented By
Ralph Rosynek
Moneyhouse

9:30 am — 10:15 am

Concurrent Sessions
Session A
Harnessing Your Superpower

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. Paul Yatooma, Vice President 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.

Paul Yatooma
Presented By
Paul Yatooma
Rocket Pro TPO
Session B
Presented By

10:15 am

Concurrent Sessions
Session A
Exhibit Hall Opens

Exhibit hall opens, break with exhibitors.

Presented By
Session B
Presented By

11:15 am — 12:00 pm

Concurrent Sessions
Session A
The New Non-QM: How It Works For You

Alternative lending is the fastest growing segment of the mortgage industry - come learn why. With a growth potential of upwards of $200 billion, it’s imperative to get involved today. By offering non-agency/non-QM products, lenders can break into an untapped market, increase their reach and help millions of underserved American homebuyers find a mortgage that fits their needs – ultimately growing their business. Presented by Eric Morgenson, Vice President Of Business Development at Angel Oak Mortgage Solutions.

Learning Objectives include understanding:

  • What exactly is non-QM
  • Common misconceptions regarding non-QM
  • What programs are available to help challenging borrowers
  • How technology is helping make non-QM even easier to close
  • How to identify and reach potential non-QM borrowers
  • How to qualify and actively market to add volume
  • What to look for in a non-QM investor
Eric Morgenson
Presented By
Eric Morgenson
Angel Oak Mortgage Solutions
Session B
Build Your Business on Real Insights – What Investors Need

Are you a mortgage broker seeking to grow your business by offering financing for residential investment properties or small commercial buildings? If so, learn how to find and meet the needs of independent real estate investors and small business owners in this presentation based on a real-world research survey. You’ll learn:

  • What  drives real estate investors
  • How and where investors find potential investment properties
  • What resources investors use to make investment decisions
  • What investors expect from mortgage brokers and finance companies
  • And more…

Knowing the answers to these questions is paramount to your success.

Presented by Jason Haye, National Sales Director, Velocity Mortgage Capital

Jason Haye
Presented By
Jason Haye

12:00 pm

Concurrent Sessions
Session A
Lunch with Exhibitors

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

Presented By
Session B
Presented By

1:00 pm — 1:45pm

Concurrent Sessions
Session A
Untapped Opportunity — Rental Loans

Why it’s smart to shift your focus to serving real estate investors using commercial loans and how to underwrite their deals. If you’re like most originators, you may be wondering how you can stay afloat while refinances and overall originations continue to sink. The good news is you can make a shift that may not only keep your head above water, but help you make MORE money than you did in the retail market. Presented by James Webb of Visio Lending, objectives include learning:

  • How commercial loans can save you time and stress and make you more money
  • Why you should work with investor borrowers and how to find them
  • How to underwrite commercial loans for investor borrowers
James Webb
Presented By
James Webb
Session B
Lending From The Cloud

Would you like to

  • Enjoy the freedom of originate, process and close a loan from the cloud – work anywhere on any device with an internet connection?
  • Focus on building valuable relationships with your clients instead of worrying about dealing with software installs and version upgrades?
  • Scale your team size and production volume effortlessly?
  • View all lenders’ pricing and eligibility with few clicks?
  • Transition to be a lender (non-delegated or fully delegated) seamlessly?
  • Collect a signature from borrower in real-time on any document without spending time to draw fields each time?
  • File your call report with one click?
  • Not to be locked out because someone else is in the file?
  • Not get stuck in the past or being disappointed by your tech vendor’s empty promises?
  • To future-proof your technology toolbox that evolves with the changing market?

Join this LendingPad LOS sponsored session to learn more!

Presented By

1:45 pm — 2:15 pm

Concurrent Sessions
Session A
Last Chance With Exhibitors

Raffle prizes announced in the exhibit hall, last chance to visit exhibitors.

Presented By
Session B
Presented By

2:15 pm — 3:00 pm

Concurrent Sessions
Session A
Private Lending Trends To Watch In 2021

The mortgage market is constantly changing and the rise of private money lenders has been a big contributing factor to that change. Private lenders are more commonplace than ever. How did we get here and how will the private lending landscape change in the future? As the head of business development for Sharestates since 2014, Mike Ramin has witnessed first hand how the private loan industry has evolved over the years. Join Mike Ramin, Director, Business Development at Sharestates. for an interactive Q&A on the issues impacting private lending’s future: regulation, timing, and investor demand

Michael Ramin
Presented By
Michael Ramin
Session B
Presented By

3:00 pm — 4:00 pm

Concurrent Sessions
Session A
Open Bar Cocktail Reception

Cap off the day and network with your peers and enjoy our open bar networking cocktail reception.

Presented By
Session B
Presented By

Friday, December 10, 2021

NMLS Renewal Course

9:00 am — 5:00 pm

Concurrent Sessions
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. 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.

David Luna
Presented By
David Luna
Mortgage Educators & Compliance
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.
Sep
12

Wednesday, December 8

Conferences & Sessions

00:00 am — 00:00 am

Concurrent Sessions
Session A
Transitioning from the Refi Boom to Untapped Opportunities: Leveraging Commercial Mortgages for Residential Properties

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 Senior Business Development Coordinator, Stephen Ballard, 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.

David Luna
Presented By
David Luna
Mortgage Educators & Compliance
Session B
Finding Opportunity In Reverse

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

David Luna
Presented By
David Luna
Mortgage Educators & Compliance

00:00 am — 00:00 am

Concurrent Sessions
Session A
Transitioning from the Refi Boom to Untapped Opportunities: Leveraging Commercial Mortgages for Residential Properties

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 Senior Business Development Coordinator, Stephen Ballard, 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.

David Luna
Presented By
David Luna
Mortgage Educators & Compliance
Session B
Finding Opportunity In Reverse

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

David Luna
Presented By
David Luna
Mortgage Educators & Compliance

00:00 am — 00:00 am

Concurrent Sessions
Session A
Transitioning from the Refi Boom to Untapped Opportunities: Leveraging Commercial Mortgages for Residential Properties

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 Senior Business Development Coordinator, Stephen Ballard, 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.

David Luna
Presented By
David Luna
Mortgage Educators & Compliance
Session B
Finding Opportunity In Reverse

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

David Luna
Presented By
David Luna
Mortgage Educators & Compliance

Speakers

Ralph Rosynek

Ralph Rosynek

Ralph Rosynek

Senior Vice President
Moneyhouse
Eric Morgenson

Eric Morgenson

Eric Morgenson

Vice President Of Business Development
Angel Oak Mortgage Solutions
Jason Haye

Jason Haye

Jason Haye

VP, National Sales Manager
Velocity
James Webb

James Webb

James Webb

Account Executive
Visio Lending
Michael Ramin

Michael Ramin

Michael Ramin

Director of Business Development
Sharestates
Kerry Blackburn

Kerry Blackburn

Kerry Blackburn

Instructor
Mortgage Educators & Compliance
David Luna

David Luna

David Luna

President
Mortgage Educators & Compliance

Sponsors

Title Sponsor

Exhibitors

Interested in sponsoring or exhibiting?

See available options

Free NMLS Renewal

Exhibit Hall Passport

We've partnered with Mortgage Educators & Compliance 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.

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
California Mortgage Expo — Irvine
 | 
December 9, 2021
Access to exhibit hall
Access to education sessions
Preregistration option for NMLS Renewal
Preregistration option for Build-A-Broker
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.
Walk-in registrations are exempt to all promotional codes.
The
California Mortgage Expo — Irvine
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

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

Hilton Irvine/Orange County Airport

18800 MacArthur Blvd
Irvine
CA
 
92612
Need to stay the night? Enjoy discounted room rates when you book through us.
Book your stay
Booking link coming soon

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

When

Dec
08

December 8, 2021

Pre-Conference Events

00:00 am
 — 
00:00 am
Dec
09

December 9, 2021

Exhibit Hall & Sessions

Dec
10

December 10, 2021

NMLS Renewal Course

00:00 am
 — 
00:00 am

Please note: The main event date is 

December 9, 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

Can't make it to this one?

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.

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