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13
Jul
2021
Charlotte
NC
Charlotte
Charlotte

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.

13
Jul
Conference & Sessions
14
Jul
NMLS Renewal Course
Preconference events
13
July
Conference & Sessions
14
July
NMLS Renewal Course
13
Jul
Conference & Sessions
14
Jul
NMLS Renewal Course
Presenting Sponsor
Official Non-QM Sponsor
Official Reverse Sponsor

Charlotte

NC

Embassy Suites by Hilton Charlotte

4800 South Tryon Street
Charlotte, NC 28217

Staying the night?

Speakers

Mark Burch
Business Development Manager
Temple View
Jamie Bellingham
Vice-President of Sales
Angel Oak Mortgage Solutions
Andrew Connor
Instructor
Mortgage Educators & Compliance
Chris Munson
VP of US Sales
Moneyhouse

Speakers

No items found.
Mark Burch
Business Development Manager
Temple View
Jamie Bellingham
Vice-President of Sales
Angel Oak Mortgage Solutions
Andrew Connor
Instructor
Mortgage Educators & Compliance
Chris Munson
VP of US Sales
Moneyhouse

Agenda

Agenda subject to change.
No items found.
13
July
Jul
Conference & Sessions
8:00 am

Registration Opens

Presented by

Registration opens.

Concurrent sessions
Session A

Registration Opens

Presented by

Registration opens.

Session B

Presented by

9:00 am — 9:45 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

9:45 am — 10:30 am

Finding Opportunity in Reverse

Presented by

Chris Munson

Are you prepared for one of the fastest growing origination opportunities? Loan origination activities for 2021 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 2021 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

10:30 am — 11:15 am

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, Vice-President of Sales 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, Vice-President of Sales 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

11:15 am — 12:30 pm

Exhibit Hall Opens

Presented by

Exhibit hall opens, break with exhibitors and lunch is served in the exhibit hall. Raffle prizes announced.

Concurrent sessions
Session A

Exhibit Hall Opens

Presented by

Exhibit hall opens, break with exhibitors and lunch is served in the exhibit hall. Raffle prizes announced.

Session B

Presented by

14
July
Jul
NMLS Renewal Course
9:00 am — 5:00 pm

8-Hour NMLS Renewal Course

Andrew Connor
Presented by

Andrew Connor

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.
Jul

Presenting Sponsor

Sponsors

Angel Oak Mortgage Solutions
Mortgage Educators & Compliance
Alpha Funding Partners
Sharestates
Symmetry Lending
KDM Financial
Windsor Mortgage Solutions

Exhibitors

Arivs
Moneyhouse
PennyMac Broker Direct
ARC Home
Sprout Mortgage
Deephaven Mortgage
Appraisal Nation, LLC
AD Mortgage
Temple View
NMP
Apex Mortgage Corp
Global DMS
loanDepot Wholesale
UWM
Guaranty Home Mortgage
RealFi Home Funding

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
July 13, 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

Want free registration?

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 or 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.

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
July 13, 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
July 13, 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?

Attend the expo at these other locations:

FAQ

COVID-19 Precautions

We take great care in creating a safe environment for mortgage professionals to meet in person. Safety is our top priority, and we are proud to have successfully hosted many safe, in-person gatherings during 2020 with a 100% attendee satisfaction rating for safety.

To see some of the steps we are taking to ensure attendee safety, click here.

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.

Thank you! Your submission has been received!
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American Business Media, LLC
+1 (860) 719-1991info@ambizmedia.com
Carolinas Connect Mortgage Expo
July 13, 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.

Welcome! Check your email for something special
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Carolinas Connect Mortgage Expo

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Special Event Workshops:
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Cant make it?

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

See the full event line up
Carolinas Connect Mortgage Expo
Charlotte
 | 
July 13, 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?