Part of The Originator Connect Network
Educate. Innovate. Motivate.
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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.
Attendees of the Ultimate Mortgage Expo are welcome to attend the Mortgage Star Conference sessions, a specially-designed hands-on immersion event centered around superior results for women in mortgage. Click here to see the Mortgage Star agenda.
Sessions include:
Set yourself up for success with a brand new professional headshot, complimentary to you.
Simply reserve your time slot and come photo-ready!
Non-QM is here to stay. Learn from the pros working with Non-QM loans every day to understand why non-qualified mortgages are critical to achieving a competitive advantage, how they allow you to serve more borrowers, how to market to your real estate contacts, and so much more. In this deep dive session, we'll cover topics such as:
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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:
Add To Your Portfolio
We have a panel of lenders to discuss innovative products you can use to set your brokerage up for success, such as:
Establishing a Competitive Advantage
Few brokerages can fully grow without offering more than the standard-vanilla residential home mortgage. We bring in product experts to discuss an array of diverse products such as:
Brokerage 102
Brokerage 102 focuses on the additional foundational issues for establishing your business, with topics such as:
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These two originators have under 10 years of experience, but close 100 deals a year. Hear how Jonathan Fry's boots-on-the-ground approach, where he puts on a nice suit, networks like he's running for public office, compares to Daryl Lionnet's ability to do business everywhere by using tech and execution to close deals across the US.
Knowledge is power! Borrowers want an industry-expert they trust to help the understand the best time to buy. Successfully generating and growing your business means understanding the economy. In this 30-minutes session, we’ll uncover the story of the U.S. economy, discover the ways Non-Agency solutions can help borrowers purchase or refinance property in 2025.
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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?
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Set yourself up for success with a brand new professional headshot, complimentary to you.
Simply reserve your time slot and come photo-ready!
Freedom Mortgage Wholesale, a supporter of the mortgage broker community, is Historically, Currently, and 4EVER Wholesale. Freedom is presenting a panel of experienced mortgage professionals sharing their unique histories, current approaches, and strategic perspectives on achieving future success. Moderated by Allen Middleman, Executive Director at Freedom Mortgage, this discussion will explore how lasting businesses come to be. Get ready for interesting conversations with actionable insights to help you build a thriving 4EVER broker business. Let’s get building!
QUEEN ANNE BALLROOM
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This presentation 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:
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LOs and lenders are still trying to decipher the secrets that lead to top social media engagement. Our presenters come with years of experience reaching, building and influencing audiences across the social media landscape. You’ll leave with actionable plans to boost your online presence, understand how to keep abreast of the various algorithms used by the platforms, and be more successful in making your own social media efforts generate real leads and relationships.
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Whether you’re a new loan officer, an experienced professional, or a mortgage broker, this is your opportunity to learn directly from Thuan Nguyen, the #1 loan officer in the country for 2020 and 2021. Over the course of just two years, Thuan closed more than 11,600 loans totaling $4.4 billion. As the founder and CEO of Loan Factory, the fastest-growing mortgage brokerage in the U.S. and the third-largest by loan officer count, Thuan has unmatched insights into what it takes to succeed.
In this exclusive session, Thuan will share the strategies, mindset, and methods that have propelled him to the top. He’ll reveal why many loan officers struggle, often due to the lack of a clear business plan, inadequate support from their companies, and focusing on the wrong priorities. Thuan will highlight the critical factors that separate the most successful loan officers from the rest.
If you’re serious about growing your business and achieving your goals, this is a session you cannot afford to miss.
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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. Class provided by MaxClass.
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 thrilled to be able to provide free CE courses at our events. To qualify to attend, you must fulfill these requirements:
Get a first look at the vendors you can expect to meet at the expo.
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Discounted room rates are limited and are available first-come, first-serve — please reserve early.
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.
Subscribe to the Originator Connect Network below to receive your welcome code to register for this, or any other OCN event, for free.*
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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