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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.
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:
Brokerage 102
Brokerage 102 focuses on the additional foundational issues for establishing your business, with topics such as:
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Open bar and great networking in the Hotel Monteleone’s fabled Riverview Room
Registration opens.
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 Ralph Rosynek, SVP of Moneyhouse.
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.
RCN Capital Senior Business Development Coordinator, Stephen Ballard, will teach you how to:
Strengthen your business and set yourself up for long-term success. Don’t miss this session.
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 Larry Mize, Regional VP of Sales at Angel Oak Mortgage Solutions.
Learning Objectives include understanding:
Joseph Jenkins, Podium's Director of Sales—Professional Services, will be discussing how to win clients and build loyalty while client expectations rapidly increase. Discover the impact local search rankings, reviews, and seamless digital tools have on creating a positive experience for your clientele from search to sold.
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Light lunch is served in the exhibit hall.
We will explore how this will impact Mortgage Brokers, Mortgage Bankers and most interestingly, how this will impact publicly traded mortgage banks.
In a progressively rising rate environment, inflationary pressures and an economy waking up from COVID, what will happen to rates and how will that affect mortgage origination, consumer demand and real estate Inventory? We'll look at when the next record mortgage year will be -- when we exceed $5 Trillion as an industry, but within a 4-5% rate environment. We will discuss what that will do to the mortgage broker and mortgage banking channels, the impact on publicly traded mortgage banks, and how we best position ourselves with Realtors, builders and consumers. In this presentation, you'll see the state of the mortgage market, industry forecasts, local and regional trends, emerging consumer trends -- the products you must have to sell to be successful. Presented by Dr. Rick Roque, founder of Menlo advisors, and corporate VP of Shamrock Home Loans.
Join us at the Hotel Monteleone’s incredible roof top pool for our open bar, amazing hors d’ouvres and jazz as we celebrate Mardi Gras the way it was meant to be celebrated!
Must have completed Exhibitor Passport and Federal I.D.
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.
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We've partnered with Mortgage Educators & Compliance to provide free CE courses at our events. To qualify to attend, you must fulfill these requirements:
Subscribe to the Originator Connect Network below to receive your welcome code to register for this, or any other OCN event, for free.*
Discounted room rates are limited and are available first-come, first-serve — please reserve early.
Please note: The main event date is
July 6, 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.
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.
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