15
Apr
2021
Charlotte
NC
Charlotte
Charlotte
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The Carolinas' top gathering for mortgage pros.

Carolinas Connect Mortgage Expo

Do you have what it takes to be the best?

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.

Preconference Events
15
Apr
Conference & Sessions
16
Apr
NMLS Renewal Course
Preconference events
15
April
Conference &  Sessions
16
April
NMLS Renewal Course
15
Apr
Conference & Sessions
16
Apr
NMLS Renewal Course
Presenting Sponsor

Charlotte

NC

Embassy Suites by Hilton Charlotte

4800 South Tryon Street
Charlotte, NC 28217

Staying the night?

Speakers

Donald Frommeyer
National Mortgage Chair
American Business Media
Paul Yatooma
Vice President of Sales
Quicken Loans Mortgage Services
Mark Burch
Business Development Manager
Temple View
Jamie Bellingham
Wholesale Diretor
Angel Oak Mortgage Solutions
Andrew Connor
Instructor
Mortgage Educators & Compliance
Chris Munson
VP of US Sales
Moneyhouse

Agenda

Preconference Events
No items found.
15
April
Apr
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

Buy, Rehab, Repeat. Making More With Fix-and-Flip Loans

Presented by

Mark Burch

Expand your reach to professional real estate investors as well as build better relationships with real estate agents by using fix-and-flip loans. Learn how these popular programs can boost your income and give you more product to offer your clients. Gain knowledge about our rental finance products fueled by products such as a 10-year investor-owned program that will be an outlet for your investors looking to buy or refinance rental properties. Finally, learn the power of these loans and the ability to generate wealth in real estate investing. Presented by Mark Burch of Temple View Capital.

Concurrent sessions
Session A

Buy, Rehab, Repeat. Making More With Fix-and-Flip Loans

Presented by

Mark Burch

Expand your reach to professional real estate investors as well as build better relationships with real estate agents by using fix-and-flip loans. Learn how these popular programs can boost your income and give you more product to offer your clients. Gain knowledge about our rental finance products fueled by products such as a 10-year investor-owned program that will be an outlet for your investors looking to buy or refinance rental properties. Finally, learn the power of these loans and the ability to generate wealth in real estate investing. Presented by Mark Burch of Temple View Capital.

Session B

Presented by

8:45 am — 9:30 am

Finding Opportunity in Reverse

Presented by

Chris Munson

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 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 Chris Munson, VP of Moneyhouse.

Concurrent sessions
Session A

Finding Opportunity in Reverse

Presented by

Chris Munson

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 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 Chris Munson, VP of Moneyhouse.

Session B

Presented by

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

Jamie Bellingham

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 Jamie Bellingham, Regional Sales Manager at Angel OakMortgage 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

Jamie Bellingham

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 Jamie Bellingham, Regional Sales Manager at Angel OakMortgage 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

Presented by

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

12:30 pm — 1:15 pm

How to Stay Out of Mortgage Jail

Presented by

Andrew Connor

Do you know the best practices for marketing with real estate agents, title companies, and other industry professionals?  Are you aware of current regulations that could affect your license and ability to do business? Do you want to stay out of mortgage jail?  Let's start 2020 off right!  Andrew Conner with Mortgage Educators and Compliance will be teaching us how we can market correctly within our industry, make us aware of any regulation changes we need to be aware of to keep doing business in this market, and give us a market outlook for 2020. This is information you do not want to miss!

Concurrent sessions
Session A

How to Stay Out of Mortgage Jail

Presented by

Andrew Connor

Do you know the best practices for marketing with real estate agents, title companies, and other industry professionals?  Are you aware of current regulations that could affect your license and ability to do business? Do you want to stay out of mortgage jail?  Let's start 2020 off right!  Andrew Conner with Mortgage Educators and Compliance will be teaching us how we can market correctly within our industry, make us aware of any regulation changes we need to be aware of to keep doing business in this market, and give us a market outlook for 2020. This is information you do not want to miss!

Session B

Presented by

1:15 pm — 2:00 pm

Last Chance With Exhibitors

Presented by

Last chance with exhibitors, raffle prizes announced inside the exhibit hall.

Concurrent sessions
Session A

Last Chance With Exhibitors

Presented by

Last chance with exhibitors, raffle prizes announced inside the exhibit hall.

Session B

Presented by

16
April
Apr
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.

Presenting Sponsor

Sponsors

Angel Oak Mortgage Solutions
Mortgage Educators & Compliance
Alpha Funding Partners
Sharestates

Exhibitors

Arivs
Moneyhouse
PennyMac Broker Direct
ARC Home
Sprout Mortgage
Deephaven Mortgage
Appraisal Nation, LLC
AD Mortgage
Temple View
NMP
Apex Mortgage Corp

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.

Embassy Suites by Hilton Charlotte

4800 South Tryon Street
Charlotte, NC 28217

Reserve your room
Booking link available soon
Carolinas Connect Mortgage Expo
April 15, 2021
Charlotte
NC
Embassy Suites by Hilton Charlotte

4800 South Tryon Street
Charlotte, NC 28217

$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
Carolinas Connect Mortgage Expo
April 15, 2021
Charlotte
Embassy Suites by Hilton Charlotte

4800 South Tryon Street
Charlotte, NC 28217

$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.

Carolinas Connect Mortgage Expo
April 15, 2021
Charlotte
Embassy Suites by Hilton Charlotte

4800 South Tryon Street
Charlotte, NC 28217

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?

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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
Carolinas Connect Mortgage Expo
April 15, 2021
Charlotte
Embassy Suites by Hilton Charlotte

4800 South Tryon Street
Charlotte, NC 28217

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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Carolinas Connect Mortgage Expo

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Special Event Workshops:
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See the full event line up
Carolinas Connect Mortgage Expo
Charlotte
 | 
April 15, 2021
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.
Featured programs:
Interested in sponsoring or exhibiting at this event?