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.
.jpg)
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:
When markets shift, margins tighten, and the daily grind takes over, it’s easy to lose sight of why you started this in the first place. This session explores how rediscovering your personal mission can restore clarity, focus, and long-term motivation. You’ll learn how a lack of clarity stalls growth—and how reconnecting with your “why” leads to better strategy, stronger habits, and more sustainable success. We’ll also share how Equity Smart applied this mindset internally to build infrastructure that helps loan officers operate at a higher level, professionally and personally. Walk away with practical insights to realign your business with your purpose, sharpen decision-making, and build a career that doesn’t just survive the grind—but grows through it.
Join us for a powerful, informative, and motivational session designed to "elevate" your mortgage strategy, business approach, and mindset in today’s, evolving, Jumbo Market.
Learn valuable insights on how loan officers are thinking bigger and by thinking like a CEO—unlocking new levels of growth and opportunity in the Jumbo Market.
What does it take to succeed? How to Compete? What is the difference-maker when it comes to those who are funding 20+ loans per month and those who are struggling? How do you align yourself for long-term success? We’ll share example after example of how you can succeed using the right tools and programs—and much more.
Learn:
Learn how to grow your business from 1–2 loans per month to 15–38 in under 1–2 years (even in this market).
With over 27 years experience in the mortgage industry, Tim Davis, has condensed what top producers are doing into one simple concept, The Circle of Referrals.
In this session, you will learn
Tim is the host of the daily podcast, The Originators Guide and the Founder of Personal Branding Mastery™ He has been a loan officer, company owner, and national coach to loan officers. If you are looking for a simple solution to grow your business, you will find it in the lessons from this session.
The Non-QM market continues to evolve—don’t get left behind. This session provides the tools and knowledge you need to stay ahead of industry shifts and future-proof your business. Through practical examples and proven strategies, you’ll gain confidence to lead in a dynamic environment.
Learning Objectives:
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?
Non-QM loans continue to play a critical role in helping mortgage professionals serve borrowers who don’t fit traditional lending guidelines. As the market evolves, originators are seeing growing demand from self-employed borrowers, real estate investors, and others whose financial profiles require more flexible solutions.
In this panel, industry leaders from Carrington Mortgage Services, Brokers Advantage Mortgage, and Park Place Finance will share insights into how Non-QM lending is evolving and what originators need to know to succeed in today’s environment. From product innovation to underwriting considerations and borrower trends, this discussion will explore how brokers can confidently use Non-QM options to close more loans and expand their pipeline.
Whether you’re new to Non-QM or looking to deepen your expertise, this session will provide practical insights into how these programs can help you serve more clients and grow your business.
Freedom Mortgage Wholesale, a supporter of the mortgage broker community, is Historically, Currently, and 4EVER Wholesale. Freedom is presenting a panel of experienced mortgage professionals sharing their unique histories, current approaches, and strategic perspectives on achieving future success. This discussion will explore how lasting businesses come to be. Get ready for interesting conversations with actionable insights to help you build a thriving 4EVER broker business. Let’s get building!
Residential investment activity is booming, and offering the right financing solutions can be a game-changer for brokers looking to grow revenue and win more deals. In this session, you’ll learn how leading residential brokers leverage fix-and-flip loans, new construction financing and DSCR programs to help investor clients tackle ambitious projects and close faster.
In this session, you will:
Walk away with proven strategies to increase profitability, strengthen client trust, and position yourself as the go-to expert in this high-demand niche.
Join Newfi Wholesale for a session all about how to stand out in 2026! Learn how long-lasting business growth is tied to intentional, small daily actions and explore…
We can’t wait to see you there!
Join us for a powerful, fast-paced journey through two decades of transformation in the mortgage industry. From paper files and fax machines to AI-driven underwriting and instant closings, we’ll explore how far we’ve come—and what’s coming next.
What You’ll Learn:
In 2026, success belongs to brokers who run clean, efficient operations — not just busy ones. This session unveils operational rhythms powered by technology to help you scale without sacrificing client experience or sleep. We'll cover pipeline "triage" routines, delegation and role clarity in small teams, and how to prevent file-chasing and decision fatigue. Join Rocket Pro, as they reveal how Rocket Pro Navigate transforms from a tool into a strategic partner.
DSCR loans continue to open the door for real estate investors who don’t fit traditional income guidelines. For mortgage professionals, they represent one of the fastest-growing opportunities to expand their pipeline and serve a highly active borrower segment.
In this panel discussion, join leading lenders, Spring EQ and VISIO Lending as their top experts break down how DSCR loans work, what today’s investor borrowers are looking for, and how originators can confidently structure and close these deals. From underwriting considerations to common pitfalls and winning strategies, this session will provide practical insights to help you tap into the investor market and close more loans.
Senior homeowners are the fastest-growing segment of the U.S. housing market—and the most routinely declined.
Despite holding over $14 trillion in home equity, millions of homeowners aged 55+ are unable to access financing through traditional HELOCs and bank products. Why? Debt-to-income constraints, fixed retirement income, rising rates, and rigid payment structures were never designed for this borrower profile.
This session exposes the structural flaw in today’s lending model and explains why qualified senior borrowers are being declined—not because of risk, but because of outdated underwriting assumptions.
More importantly, you’ll learn how forward-thinking originators are:
What You’ll Learn:
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. Class provided by MaxClass.
Class is taught by MaxClass (provider #1405088) and will teach the 7 Hour CORE (18443) & 1 Hour California State Elective (18423).
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're thrilled to be able to provide free CE courses at our events. To qualify to attend, you must fulfill these requirements:
.svg)
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.*
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.
.svg)
.png)
.png)
.png){kind=logo}
.png){kind=logo}
.png)
.svg)
