Part of The Originator Connect Network
Educate. Innovate. Motivate.
March 27, 2024
|
Charlotte
NC

The Carolinas' top gathering for mortgage pros.

Sponsor or exhibit
External Link
No items found.

Agenda

Agenda subject to change.
00:00 am
 — 
00:00 am
Mar
27
Conference & Sessions
00:00 am
 — 
00:00 am
Mar
28
NMLS Renewal Course
00:00 am
 — 
00:00 am

Agenda coming soon.

Wednesday, March 27, 2024

Conference & Sessions

8:15 am — 9:00 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.

John Wise
John Wise
John Wise
NewFi
Session B

Presented By
Presented By

9:00 am — 9:45 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 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:

  • 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 2023 and don’t miss this informative session!

Mitchell Zagrodnik
Mitchell Zagrodnik
Mitchell Zagrodnik
RCN Capital
Session B

Presented By
Presented By

9:45 am — 10:30 am

Session A

Lessons from the #1 Loan Originator

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!

Thuan Nguyen
Thuan Nguyen
Thuan Nguyen
Loan Factory, Inc
Session B

Presented By
Presented By

10:30 am — 11:15 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

Jamie Bellingham
Jamie Bellingham
Jamie Bellingham
Angel Oak Mortgage Solutions
Session B

Presented By
Presented By

11:15 am — 12:00 pm

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

12:00 pm — 1:45 pm

Session A

Exhibit Hall Opens

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

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.

Thursday, March 28, 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
Angel Elliott

Angel Elliott

Angel Elliott

Managing Director of Organizational Development
Sun West Mortgage Company
John Wise

John Wise

John Wise

SVP, Sales – West Coast
Newfi Wholesale
Mitchell Zagrodnik

Mitchell Zagrodnik

Mitchell Zagrodnik

Partnerships Coordinator
RCN Capital
Jamie Bellingham

Jamie Bellingham

Jamie Bellingham

Wholesale Director
Angel Oak Mortgage Solutions

Sponsors & Exhibitors

Meet your future partners.

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

Sponsors

No items found.

Interested in sponsoring or exhibiting?

See available options

Exhibitors

Interested in sponsoring or exhibiting?

See available options

Embassy Suites by Hilton Charlotte

4800 South Tryon Street
Charlotte
NC
 
28217
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.

Educate. Innovate. Motivate.

Join your community of mortgage professionals at the Carolinas’ largest event for mortgage originators, The Carolinas Connect Mortgage Expo. Don’t miss out on our lineup of engaging events centered around networking, skill-building, and having a great time with your peers at our early year edition in Charlotte.

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
Carolinas Connect Mortgage Expo
 | 
March 27, 2024
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
Carolinas Connect 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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