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18
May
2021
San Antonio
TX
San Antonio
San Antonio

Texas' top gathering for mortgage pros.

Texas Mortgage Roundup — San Antonio

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.

18
May
Conference & Sessions
19
May
NMLS Renewal Course
Preconference events
18
May
Conference & Sessions
19
May
NMLS Renewal Course
18
May
Conference & Sessions
19
May
NMLS Renewal Course
Presenting Sponsor
Official Non-QM Sponsor
Official Reverse Sponsor

San Antonio

TX

Wyndham San Antonio Riverwalk

111 E Pecan St,
San Antonio, TX 78205

Staying the night?

Speakers

David Luna
President
Mortgage Educators & Compliance
Caroline C. Jones
Commisioner
Texas Department of Savings and Mortgage Lending
Ralph Rosynek
Senior Vice President
Moneyhouse
John Jeanmonod
Regional VP of Sales
Angel Oak Mortgage Solutions
Connor Hibbs
Business Development Coordinator
RCN Capital

Speakers

No items found.
David Luna
President
Mortgage Educators & Compliance
Caroline C. Jones
Commisioner
Texas Department of Savings and Mortgage Lending
Ralph Rosynek
Senior Vice President
Moneyhouse
John Jeanmonod
Regional VP of Sales
Angel Oak Mortgage Solutions
Connor Hibbs
Business Development Coordinator
RCN Capital

Agenda

No items found.
18
May
May
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

8:00 am — 8:45 am

Texas Regulatory Outlook

Presented by

Caroline C. Jones

Join Caroline C. Jones, Commissioner of the Texas Department of Savings and Mortgage Lending, for this insightful and early look at state regulatory issues facing mortgage professionals in Texas.

Concurrent sessions
Session A

Texas Regulatory Outlook

Presented by

Caroline C. Jones

Join Caroline C. Jones, Commissioner of the Texas Department of Savings and Mortgage Lending, for this insightful and early look at state regulatory issues facing mortgage professionals in Texas.

Session B

Presented by

8:45 am — 9:30 am

Transitioning from the Refi Boom to Untapped Opportunities: Leveraging Commercial Mortgages for Residential Properties

Presented by

Connor Hibbs

While the pandemic has affected many aspects of the real estate industry and the refi boom is showing signs of slowing down, real estate investor activity and demand for single-family homes remains stronger than ever. Now is the time to expand your product offerings to cater to this segment of the market. Private lending continues to offer flexible, lucrative options for fix and flip, long-term rental and other real estate investing scenarios that don’t fit traditional guidelines.

Business Development Coordinator at RCN Capital, Connor Hibbs, will teach you how to:

  • Identify profitable solutions for some of your most commonly overlooked leads
  • Leverage fix & flip loans, long-term rental loans, and other private lending products to make more money now
  • Guide investors through the origination process so that you can develop and retain more business

Strengthen your business and set yourself up for long-term success. Don’t miss this session.

Concurrent sessions
Session A

Transitioning from the Refi Boom to Untapped Opportunities: Leveraging Commercial Mortgages for Residential Properties

Presented by

Connor Hibbs

While the pandemic has affected many aspects of the real estate industry and the refi boom is showing signs of slowing down, real estate investor activity and demand for single-family homes remains stronger than ever. Now is the time to expand your product offerings to cater to this segment of the market. Private lending continues to offer flexible, lucrative options for fix and flip, long-term rental and other real estate investing scenarios that don’t fit traditional guidelines.

Business Development Coordinator at RCN Capital, Connor Hibbs, will teach you how to:

  • Identify profitable solutions for some of your most commonly overlooked leads
  • Leverage fix & flip loans, long-term rental loans, and other private lending products to make more money now
  • Guide investors through the origination process so that you can develop and retain more business

Strengthen your business and set yourself up for long-term success. Don’t miss this session.

Session B

Presented by

9:30 am — 10:15 am

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 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 Ralph Rosynek, SVP of Moneyhouse.

Concurrent sessions
Session A

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 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 Ralph Rosynek, SVP of Moneyhouse.

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

10:45 am — 11:30 am

The New Non-QM: How It Works For You

Presented by

John Jeanmonod

Alternative lending is the fastest growing segment of the mortgage industry - come learn why. With a growth potential of upwards of $200billion, 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 John Jeanmonod, Regional VP of Sales 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

John Jeanmonod

Alternative lending is the fastest growing segment of the mortgage industry - come learn why. With a growth potential of upwards of $200billion, 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 John Jeanmonod, Regional VP of Sales 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

Presented by

11:30 am — 12:15 am

What's Beyond The Boom?

Presented by

David Luna

Despite the pandemic, the past months have been some of the best the mortgage industry has ever seen. But what’s just over the horizon? There are still many questions concerning the outlook for originations and regulation.  This interactive session will answer:

  • What can we expect for the rest of 2021?
  • What will rates do? Will they continue their roller coaster ride up and down?
  • Housing inventory: What is really the problem?
  • With the new Administration, what does this mean for the CFPB and the mortgage industry?

These and other answers will be shared with the audience in a highly informative presentation by David Luna, president of Mortgage Educators and Compliance.

Concurrent sessions
Session A

What's Beyond The Boom?

Presented by

David Luna

Despite the pandemic, the past months have been some of the best the mortgage industry has ever seen. But what’s just over the horizon? There are still many questions concerning the outlook for originations and regulation.  This interactive session will answer:

  • What can we expect for the rest of 2021?
  • What will rates do? Will they continue their roller coaster ride up and down?
  • Housing inventory: What is really the problem?
  • With the new Administration, what does this mean for the CFPB and the mortgage industry?

These and other answers will be shared with the audience in a highly informative presentation by David Luna, president of Mortgage Educators and Compliance.

Session B

Presented by

12:15 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

19
May
May
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.
May

Presenting Sponsor

Sponsors

NMP
Angel Oak Mortgage Solutions
Moneyhouse
Mortgage Educators & Compliance
RCN Capital

Exhibitors

Temple View
RealFi Home Funding
Guaranty Home Mortgage
Appraisal Nation, LLC
Global Integrity Finance
IMPAC Mortgage Corp
Global DMS
Civic
ARC Home
UWM
United Farm Mortgage

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.

Wyndham San Antonio Riverwalk

111 E Pecan St,
San Antonio, TX 78205

Reserve your room
Booking link available soon
Texas Mortgage Roundup — San Antonio
May 18, 2021
San Antonio
TX
Wyndham San Antonio Riverwalk

111 E Pecan St,
San Antonio, TX 78205

$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
Texas Mortgage Roundup — San Antonio
May 18, 2021
San Antonio
Wyndham San Antonio Riverwalk

111 E Pecan St,
San Antonio, TX 78205

$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.

Texas Mortgage Roundup — San Antonio
May 18, 2021
San Antonio
Wyndham San Antonio Riverwalk

111 E Pecan St,
San Antonio, TX 78205

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
Texas Mortgage Roundup — San Antonio
May 18, 2021
San Antonio
Wyndham San Antonio Riverwalk

111 E Pecan St,
San Antonio, TX 78205

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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Texas Mortgage Roundup — San Antonio

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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
Texas Mortgage Roundup — San Antonio
San Antonio
 | 
May 18, 2021
Join your community of mortgage professionals at the Lone Star State’s largest mortgage event, The Texas Mortgage Roundup. 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 San Antonio.
Featured programs:
Interested in sponsoring or exhibiting at this event?