Part of The Originator Connect Network
Educate. Innovate. Motivate.
July 11, 2024
|
New Orleans
LA

The Gulf Coast's ultimate gathering for mortgage pros.

Sponsor or exhibit
External Link

The Gulf Coast's ultimate gathering for mortgage pros.

July
 
10
 — 
July 11, 2024
July 10, 2024
|
New Orleans
LA
Sponsor or exhibit
External Link

Take your place as the ultimate mortgage pro.

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.

No items found.

The Ultimate Mortgage Expo happens in conjunction with the Mortgage Star Conference for Women on July 10. Attendees are welcome to attend sessions for both of these conferences with registration. Simply opt-in to cross register when you sign up for either event.

Agenda

Agenda subject to change.
Jul
10
Mortgage Star Conference & Pre-Conference Events
00:00 am
 — 
00:00 am
Jul
11
Conference & Sessions
00:00 am
 — 
00:00 am
Jul
12
NMLS Renewal Course
00:00 am
 — 
00:00 am

Wednesday, July 10, 2024

Mortgage Star Conference & Pre-Conference Events

9:15 am — 3:45 pm

Session A

Mortgage Star Conference for Women

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:

  • Unlocking Your Superpower: Mastering the Art of Boutique Experience in the Mortgage Industry
  • Boundaries Over Balance - Keeping Perspective
  • Empower and Elevate: The Transformative Power of Mentorship for Women in the Mortgage Industry
  • Mortgage Star Awards Luncheon
  • Data-Driven Leadership: Innovating Women's Impact in Mortgage
  • "Oh, No You Don't!"
  • "Women Don't Like Me And I Don't Like Women" — Plus Other Phrases I'll Never Say Again
Mortgage Star Conference for Women
Session B

Presented By

12:00 pm — 3:45 pm

Session A

Build-A-Broker™

Pre-Conference Event. Must pre-register.

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:

  • LO Compensation Basics
  • Choosing an accounting program and payroll provider
  • What is the right corporate form for you? (LLC vs. Corp.)
  • How to determine if your workers are employees or independent contractors.

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:

  • Non-QM
  • Private Lending
  • Reverse Mortgages

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:

  • Non-QM loans, and the pros and cons
  • Reverse Mortgages
  • Fix & Flip mortgages
  • and more

Brokerage 102

Brokerage 102 focuses on the additional foundational issues for establishing your business, with topics such as:

  • Policy & Procedures that every company needs, including BSA/AML, Sexual Harassment, and more
  • Marketing & Compliance — under RESPA, TILA, Reg. N, the CFPB, getting leads, co-marketing with Realtors, and more.
  • Compliance training, auditing, and testing.

QUEEN ANNE B

Session B

Presented By

3:45 pm — 4:30 pm

Session A

Identifying New Marketing Opportunities & Leveraging Non-Traditional Referral Sources

QUEEN ANNE B

Wendy Licis
Wendy Licis
Wendy Licis
Kind Lending
Session B

Presented By

4:30 pm — 6:00 pm

Session A

Networking With Exhibitors : Party Like It's 1824!

Welcome to the Kings & Queens Party! It's time to celebrate like the mortgage royalty you are.
Join us for the opening reception party for Mortgage Star and Ultimate Mortgage Expo attendees as we throw it back to the 1800s for this Regency-style bash! Spend time with exhibitors inside the hall in your finest evening wear until 6:00 pm, just in time to hit the town and enjoy some of the finest food New Orleans has to offer.

**Please note, exhibit hall passports cannot be stamped during these hours.

Also part of the Mortgage Star Conference for Women
Session B

Presented By

Thursday, July 11, 2024

Conference & Sessions

7:30 am

Session A

Registration Opens

Registration opens.

Queen Anne Ballroom Foyer

Session B

Presented By
Presented By

8:00 am — 8:45 am

Session A

The Art of Connection: Building Powerful Referral Networks

Discover innovative strategies for building impactful referral networks, directly boosting business growth & driving revenue through relationships.

QUEEN ANNE BALLROOM

Kendra Eakins
Kendra Eakins
Kendra Eakins
Newfi Wholesale
Session B

Presented By
Presented By

8:45 am — 9:30 am

Session A

The Rise of AI — The Future of Mortgage

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?

QUEEN ANNE BALLROOM

Angel Elliott
Angel Elliott
Angel Elliott
Sun West Mortgage Company
Session B

Presented By
Presented By

9:30 am — 10:15 am

Session A

Find The Fighter Within

Mike Kortas, CEO & Co Founder of NEXA Mortgage, LLC, will delve into the power of determination, perseverance, and hard work. Join us as he shares the inspiring story of how he overcame challenges and achieved remarkable success through his relentless commitment and unwavering effort. Through personal anecdotes and insightful discussion, his aim is to ignite a spark of motivation and resilience within each of you, empowering you to continue to navigate the complexities of the lending landscape with confidence and drive.

QUEEN ANNE BALLROOM

Mike Kortas
Mike Kortas
Mike Kortas
NEXA Mortgage, LLC
Session B

Presented By
Presented By

10:15 AM — 11:00 AM

Session A

Innovate to Elevate: Non-QM Market Trends in 2024

"Innovate to Elevate: Non-QM Market Trends in 2024" 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:

  • Setting yourself apart in the Non-QM marketplace
  • Non-QM market opportunity in 2024 and beyond
  • Deep dive into Non-QM Programs
  • Typical Scenarios and Frequently Asked Questions

QUEEN ANNE BALLROOM

Moises Bonet
Moises Bonet
Moises Bonet
Angel Oak Mortgage Solutions
Session B

Presented By
Presented By

11:00 am — 11:45 am

Session A

Lessons from the #1 Loan Originator

Don't miss this opportunity to gain valuable knowledge from Thuan Nguyen, a highly successful loan officer who has closed an impressive 11,000 loans in 2020 and 2021. In this session, Thuan will share his valuable insights on how he adapted to the market downturn by shifting his focus from 95% refinance to 70% purchase, and how he managed to increase his production by over 50% from February 2023 to March 2023. You'll learn from a master in the industry and gain valuable strategies for maximizing loan production and navigating market changes. Join us and take your origination skills to the next level!

QUEEN ANNE BALLROOM

Thuan Nguyen
Thuan Nguyen
Thuan Nguyen
Loan Factory, Inc
Session B

Presented By
Presented By

11:45 am — 12:30 pm

Session A

How Centurion Originators Battle For Borrowers

Much like Roman Centurions, who demonstrated leadership and results, top MLOs who can close 100 loans yearly exhibit remarkable planning, skill, dedication, and leadership. They hunt for opportunities and guide their prospects through competition, an underwriting process, and other obstacles to achieve significant outcomes, paralleling Centurions' ability to lead and overcome challenges in battle.

What we’ll cover:

  • How do they plan to attack their day, month and year
  • What do they do daily to build their skills and mental toughness to deal with the good and the bad
  • How do they inspire others to refer them new opportunities


Panelists include:
Don Blaize, MLO, CMG Mortgage
Jordan Gerard, Owner, My Community Mortgage
Jennifer Brewster, MLO, Motto Mortgage

QUEEN ANNE BALLROOM

Session B

Presented By
Presented By

12:30 pm — 2:30 pm

Session A

Exhibit Hall Opens

Lunch is served in the exhibit hall, lunch with exhibitors.

Session B

Presented By
Presented By
Please note: Registration & event check-in will close approximately 1 hour before the conclusion of the event. Late arrivals may not be permitted to attend.

Friday, July 12, 2024

NMLS Renewal Course

8:00 am — 9:00 am

Session A

NMLS Class Registration Opens

Must have completed Exhibitor Passport and Federal I.D.

Queen Anne Ballroom Foyer

Presented By
Session B

Presented By

9:00 am — 5:00 pm

Session A

8-Hour NMLS Renewal Course

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.

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.

Presented By
Session B

Presented By
This NMLS Renewal Course is free with pre-registration. In addition, attendees must attend the main event and complete their Exhibit Hall Passports to earn eligibility. Attendees may not purchase entry to NMLS class. Learn more about free NMLS renewal.
Agenda subject to change.
Exhibit Hall Passport

Continuing Education

Renew your NMLS license for free.

We've thrilled to be able to provide free CE courses at our events. To qualify to attend, you must fulfill these requirements:

1

Pre-register to attend the course.

You can pre-register during checkout; simply select yes on this option. Registration for the course cannot be added at the event.
2

Complete your Exhibit Hall Passport.

Attend the event and visit with each exhibitor to have them stamp your passport. We'll provide your passport when you arrive.
3

Trade in your Passport for entry to the class.

Bring your completed passport with you to the course, you'll hand this in to the instructors for entry.
NMLS Renewal Course is free with pre-registration. In addition, attendees must attend the exhibit hall during the main event and complete their Exhibit Hall Passports to earn eligibility. Passports must be presented the morning of the NMLS class, admission will not be granted without a completed passport. Late arrivals will not be admitted. Attendees may not purchase entry to NMLS class.

Your Speakers

Vincent Valvo

Vincent Valvo

Vincent Valvo

Publisher, Editor in Chief
American Business Media
Moises Bonet

Moises Bonet

Moises Bonet

Regional VP of Sales
Angel Oak Mortgage Solutions
Don Blaize

Don Blaize

Don Blaize

Producing Area Manager
CMG Mortgage
Jordan Gerard

Jordan Gerard

Jordan Gerard

President / Owner
My Community Mortgage
Jennifer Brewster

Jennifer Brewster

Jennifer Brewster

Mortgage Loan Originator
Motto Mortgage
Mike Kortas

Mike Kortas

Mike Kortas

Chief Executive Officer
NEXA Mortgage
Thuan Nguyen

Thuan Nguyen

Thuan Nguyen

CEO
Loan Factory, Inc
Angel Elliott

Angel Elliott

Angel Elliott

Managing Director of Organizational Development
Sun West Mortgage Company
Wendy Licis

Wendy Licis

Wendy Licis

SVP Non QM Production - TPO
Kind Lending
Kendra Eakins

Kendra Eakins

Kendra Eakins

Regional Account Executive
Newfi Wholesale

Sponsors & Exhibitors

Meet your future partners.

Get a first look at the vendors you can expect to meet at the expo.

Sponsors

No items found.

Interested in sponsoring or exhibiting?

See available options

Exhibitors

Interested in sponsoring or exhibiting?

See available options

Hotel Monteleone

214 Royal St
New Orleans
LA
 
70130
Need to stay the night? Enjoy discounted room rates when you
book through us.
Booking link coming soon
Book your stay

Discounted room rates are limited and are available first-come, first-serve — please reserve early.

Take your place as the ultimate mortgage pro.

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

The Ultimate Mortgage Expo happens in conjunction with the Mortgage Star Conference for Women on July 10. Attendees are welcome to attend sessions for both of these conferences with registration. Simply opt-in to cross register when you sign up for either event.

Where

Hotel Name
000 Hotel Address Line 1
City
ST
 
06117

When

The main event day is 

Tuesday, December 8

, when we will have education sessions and time to visit the exhibit hall. 

The NMLS class will be held

Wednesday, December 9, 

but attending the main event is required to attend.

What to Know

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Need a promo code?

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 of 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.

Originator Registration

$125
Ultimate Mortgage Expo
 | 
July 10, 2024
Jul 10
 —
July 11, 2024
Access to exhibit hall
Access to education sessions
Preregistration option for NMLS Renewal
Preregistration option for Build-A-Broker
Event registration is temporarily offline, please check back later.

Valid NMLS licensed brokers, originators, and their support staff may register at the door.
*Free registration open to NMLS licensees and support staff only. 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. To attend as a non-exhibiting vendor, please
register here.register here.
Walk-in registrations are exempt to all promotional codes and may be a higher rate.
The
Ultimate Mortgage Expo
is produced by the Originator Connect Network, connecting brokers & originators to the story of their success at events across the nation.
Learn moreExternal Link

Where

Hotel Name
000 Hotel Address Line 1
City
ST
 
06117

When

The main event day is 

Tuesday, December 8

, when we will have education sessions and time to visit the exhibit hall. 

The NMLS class will be held

Wednesday, December 9, 

but attending the main event is required to attend.

What to Know

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Where

Sheraton Memphis Downtown

000 Hotel Address Line 1
City
ST
 
06117
Need to stay the night? Enjoy discounted room rates when you book through us.

When

Dec
8

December 8, 2021

Pre-conference events

00:00 am
 — 
00:00 am
Dec
8

December 8, 2021

Exhibit Hall & Sessions

Dec
8

December 8, 2021

Pre-conference events

00:00 am
 — 
00:00 am

Please note: The main event date is 

Tuesday, December 8, 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.

Interested in sponsoring or exhibiting?

See available options
External Link

Can't make it?

Take a look at these similar events, or browse
all our events
External Link

FAQ

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 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.

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.

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.

I am a sponsor or exhibitor, where can I find the toolkit and exhibiting information?

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.

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.

Need more help?

NOTE: This message form is for additional help, and is NOT registration. To register, please click here.
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