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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.
Registration opens.
Queen Anne Ballroom Foyer
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:
Queen Anne B
Cap off the Mortgage Star Conference and celebrate the start of the Ultimate Mortgage Expo at our opening cocktail reception Wednesday evening.
Queen Anne Ballroom Foyer
Consumers are changing—new expectations and demands aren’t just a future state—they’re here today. In fact, recent studies show today’s consumers now prefer texting over all other communication channels. It’s time for lenders to rethink old marketing strategies and deliver the experience modern consumers expect.
Join this presentation as industry experts uncover five local marketing strategies to beat your competition and grow your financial institution. You’ll hear real-life case studies and walk away with text marketing best practices.
In this session, you’ll learn:
In this rising rate environment, learn why real estate investor loan origination is likely to remain robust even while the consumer mortgage industry softens. Don't assume that rising rates mean tough times ahead. Join Roc Capital, one of the nation's largest capital providers in the business purpose loan industry, as we show you how you can pivot and thrive. This session can change the path of your career; be ready to ask questions.
Some originators make a living, and some make a killing. What is it that sets top originators apart from everyone else? Top personnel from PennyMac will be joined by several of the best brokers in the region to share the secrets for overwhelming success.
Rocket Pro TPO Main Stage
Are you prepared for one of the fastest growing origination opportunities? Loan origination activities for 2022 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.
Meeting Room 2
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:
These and other answers will be shared with the audience in a highly informative presentation by David Luna, president of Mortgage Educators and Compliance.
Rocket Pro TPO Main Stage
The mortgage market is going through a transition that could make business growth more difficult in 2022. Agency business is shrinking, refinance volume is declining and rates are on the rise. What can help replace the lost business? Non-QM.
The forecast for non-QM is upwards of $80 billion in 2022 – serving underserved markets like this will help you continue to grow your business and increase your volume. Get up to speed and learn as you close non-QM volume now. This presentation explains how!
Presented by Angel Oak Mortgage Solutions, you will learn:
Angel Oak Mortgage Solutions is the leader in non-QM, educating originators since 2014.
Increase Your Volume With The Power Of Angel Oak!
Meeting Room 2
Join Mark Hammond, host of loanDepot Wholesale’s Renovation Radio podcast, as he discusses the ins-and-outs of renovation loans. Learn how to use reno loans to help agents get to closing faster, help home buyers create instant equity, and help loan originators build new referral loops that will last their entire career.
Rocket Pro TPO Main Stage
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 will teach you how to:
Strengthen your business and set yourself up for long-term success. Don’t miss this session.
Meeting Room 2
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 Rocket Pro TPO, 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.
Rocket Pro TPO Main Stage
Exhibit hall opens. Luncheon and beverages are served with the exhibitors.
It's no secret today, one of the largest opportunities of purchase originations over the next five years will be in the multicultural market where Latinos, Asians and African Americans will make up a large portion of the first time homebuyer market. Join Tony Thompson, Founder/CEO of NAMMBA, where he will share how you can grow your business in these high growth markets.
Wait, did we say speakeasy? Er, we meant book club...There's definitely no speakeasy here. Nope, nothing to see.
Must have completed Exhibitor Passport and Federal I.D.
Queen Anne Ballroom Foyer
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 7, 2022
. Exhibit hall will be open on this date ONLY. Attendees must visit the exhibit hall to qualify for the NMLS renewal class, if available. 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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