03
Jun
2021
Irvine
CA
Irvine

California's top gathering for mortgage pros.

California Mortgage Expo — Irvine

Do you have what it takes
to be the best?

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.

02
Jun
Pre-conference Events
03
Jun
Conference & Sessions
04
Jun
NMLS Renewal Course
02
June
Preconference events
03
June
Conference & Sessions
04
June
NMLS Renewal Course
03
Jun
Conference & Sessions
04
Jun
NMLS Renewal Course
Presenting Sponsor

Irvine

CA

Hilton Irvine/Orange County Airport

18800 MacArthur Blvd
Irvine, CA 92612

Staying the night?

Speakers

Paul Yatooma
Vice President of Sales
Rocket Pro TPO
Ralph Rosynek
Senior Vice President
Moneyhouse
Donald Frommeyer
National Mortgage Chair
American Business Media
Eric Morgensen
Business Development Manager
Angel Oak Mortgage Solutions
Jason Haye
VP, National Sales Manager
Velocity
James Webb
Account Executive
Visio
Michael Ramin
Director of Business Development
Sharestates

Speakers

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Paul Yatooma
Vice President of Sales
Rocket Pro TPO
Ralph Rosynek
Senior Vice President
Moneyhouse
Donald Frommeyer
National Mortgage Chair
American Business Media
Eric Morgensen
Business Development Manager
Angel Oak Mortgage Solutions
Jason Haye
VP, National Sales Manager
Velocity
James Webb
Account Executive
Visio
Michael Ramin
Director of Business Development
Sharestates

Agenda

02
June
Jun
Pre-conference Events
1:00 pm — 5:00 pm

Build-A-Broker

Presented by

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.
03
June
Jun
Conference & Sessions
7:30 am

Registration Opens

Presented by

Registration opens. First education session begins at 8:00 am, exhibit hall opens at 10:15 am.

Concurrent sessions
Session A

Registration Opens

Presented by

Registration opens. First education session begins at 8:00 am, exhibit hall opens at 10:15 am.

Session B

Presented by

8:00 am — 8:45 am

How To Make More With Government Lending

Presented by

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

Concurrent sessions
Session A

How To Make More With Government Lending

Presented by

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

Session B

Presented by

8:45 am — 9:30 am

Boost Your Business With Fix-And-Flip Loans And Private Lending

Presented by

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.

Concurrent sessions
Session A

Boost Your Business With Fix-And-Flip Loans And Private Lending

Presented by

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.

Session B

Finding Opportunity in Reverse

Presented by

Ralph Rosynek

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.

9:30 am — 10:15 am

Harnessing Your Superpower

Presented by

Paul Yatooma

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 Quicken Loans, 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.

Concurrent sessions
Session A

Harnessing Your Superpower

Presented by

Paul Yatooma

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 Quicken Loans, 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.

Session B

Presented by

10:15 am

Exhibit Hall Opens

Presented by

Exhibit hall opens, break with exhibitors.

Concurrent sessions
Session A

Exhibit Hall Opens

Presented by

Exhibit hall opens, break with exhibitors.

Session B

Presented by

11:15 am — 12:00 pm

The New Non-QM: How It Works For You

Presented by

Eric Morgensen

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, Account Executive 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
Concurrent sessions
Session A

The New Non-QM: How It Works For You

Presented by

Eric Morgensen

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, Account Executive 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
Session B

Build Your Business on Real Insights – What Investors Need

Presented by

Jason Haye

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

12:00 pm

Lunch with Exhibitors

Presented by

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

Concurrent sessions
Session A

Lunch with Exhibitors

Presented by

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

Session B

Presented by

1:00 pm — 1:45pm

Untapped Opportunity — Rental Loans

Presented by

James Webb

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
Concurrent sessions
Session A

Untapped Opportunity — Rental Loans

Presented by

James Webb

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
Session B

Lending From The Cloud

Presented by

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!

1:45 pm — 2:15 pm

Last Chance With Exhibitors

Presented by

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

Concurrent sessions
Session A

Last Chance With Exhibitors

Presented by

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

Session B

Presented by

2:15 pm — 3:00 pm

Private Lending Trends To Watch In 2020

Presented by

Michael Ramin

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

Concurrent sessions
Session A

Private Lending Trends To Watch In 2020

Presented by

Michael Ramin

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

Session B

Presented by

3:00 pm — 4:00 pm

Open Bar Cocktail Reception

Presented by

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

Concurrent sessions
Session A

Open Bar Cocktail Reception

Presented by

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

Session B

Presented by

04
June
Jun
NMLS Renewal Course
9:00 am — 5:00 pm

8-Hour NMLS Renewal Course

David Luna
Presented by

David Luna

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.

This 8-Hour NMLS Renewal Course is free with pre-registration. In addition, attendees must complete their Exhibit Hall Passports to earn eligibility.

Learn more about free NMLS renewal.
Jun

Presenting Sponsor

Sponsors

Visio
Sharestates
RCN
Mortgage Educators & Compliance
IMPAC Mortgage Corp
AD Mortgage
Moneyhouse
Angel Oak Mortgage Solutions
Citadel
5th Street Capital

Exhibitors

Temple View
UWM
Franklin American
Western Mutual
Sprout Mortgage
American Ag Finance
Greenbox Loans
KDM Financial
FundLoans
Bridge Loan Network
Reverse Mortgage Funding
MCM Holdings
ARC Home
Global Integrity Finance
Patch of Land
Calyx Software
Carrington Mortgage Services
Lender411
PCF Wholesale
Appraisal Nation, LLC
JCAP Private Lending

Interested in becoming a sponsor or exhibiting at the show?

Join the list of companies above to showcase your solutions, while networking with hundreds of mortgage industry leaders, brokers and lenders.

Staying the night?

Enjoy discounted room rates when you book your stay through us. Use our link below to reserve your room nights for the expo.

Hilton Irvine/Orange County Airport

18800 MacArthur Blvd
Irvine, CA 92612

Reserve your room
Booking link available soon
California Mortgage Expo — Irvine
June 3, 2021
Irvine
CA
Hilton Irvine/Orange County Airport

18800 MacArthur Blvd
Irvine, CA 92612

$125

Originator Registration

Access to exhibit hall
Access to education sessions
Free NMLS preregistration
Your First Million Dollars preregistration
Build-A-Broker preregistration

Members attend free.

Attend any OCN event for free when you join the network, plus be the first to know about upcoming events and education opportunities.

Join today for your welcome code for free registration. Membership is always free.

Trouble registering above?

 Click here to register directly.

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.

Questions about registering?
 Click here
Register as a Non-Exhibiting Vendor
California Mortgage Expo — Irvine
June 3, 2021
Irvine
Hilton Irvine/Orange County Airport

18800 MacArthur Blvd
Irvine, CA 92612

$125

Originator Registration

Access to exhibit hall
Access to education sessions
Free NMLS preregistration
Your First Million Dollars preregistration
Build-A-Broker preregistration

Join us next year.

It's too late to attend this year's event, but keep an eye out for next year's date.

Meanwhile, check out the full event line up, we might have another event close to you.

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. For non-exhibiting vendors, please click here. Questions about registering? Click here.

California Mortgage Expo — Irvine
June 3, 2021
Irvine
Hilton Irvine/Orange County Airport

18800 MacArthur Blvd
Irvine, CA 92612

Members attend for free.

Join the Originator Connect Network for your code to attend our events for free. Did we mention membership is always free, too?

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. For non-exhibiting vendors, please click here.
Questions about registering? Click here.

Can't make it?

Take a look at these similar events in your area.

Can't make it?

Attend the expo at these other locations:

FAQ

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.

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 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.

Register as a Non-Exhibiting Vendor

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.

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.

I am a sponsor or exhibitor, where can I find the toolkit and exhibiting information?

The exhibitor information is emailed 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.

Still have questions?

Let's get in touch.

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American Business Media, LLC
+1 (860) 719-1991info@ambizmedia.com
California Mortgage Expo — Irvine
June 3, 2021
Irvine
Hilton Irvine/Orange County Airport

18800 MacArthur Blvd
Irvine, CA 92612

Members attend free.

Join for a welcome code to attend this or any other event for free.

Oh, and membership is always free, too.

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California Mortgage Expo — Irvine

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Special Event Workshops:

Build-A-Broker

Opening your brokerage doesn't need to be daunting. Take this 4 hour crash course covering everything you need to know to open your brokerage or streamline your existing one.

Learn more about this

Cant make it?

We have events across the nation, with more being added every year.

See the full event line up
California Mortgage Expo — Irvine
Irvine
 | 
June 3, 2021
The California Mortgage Expo is California’s largest mortgage events for loan origination professionals, bringing together hundreds of mortgage brokers, loan originators and bank and credit union lending officers from throughout the region for an event full of education, networking and fun. The event will include a broad array of event partners from throughout the mortgage community, multiple educational sessions and top speakers. You’ll be growing your business and your contacts in a setting packed with passion, professionalism and fun.
Featured programs:
Interested in sponsoring or exhibiting at this event?