Agenda

Mortgage professionals need a wide array of tools and knowledge to succeed and thrive - and that's what we deliver at the Ultimate Mortgage Expo. We bring you sessions, exhibitors, and networking all designed to help you build your business - all designed to make you the Ultimate Mortgage Professional. We make it affordable, we make it convenient, we make it compelling. If you want to be at the top of your game, on top of the latest changes, and at the top of your income bracket, then the Ultimate Mortgage Expo is for you.

SCHEDULE OF EVENTS
Monday, July 8, 2019
Exhibitor Set-Up
Attendee Registration Opens
3:00 pm - 5:00 pm (La Nouvelle Ballroom)
SPECIAL: Pre-Conference Immersive Training Session
10:0 am - 3:00 pm (Quicken Loans Main Stage)

BUILD-A-BROKER

Join us for a special day designed to help originators who want to open their own broker business, or for brokers who want to find better ways to run their company. This day 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. This workshop is free, but seating is limited and pre-registration is required.

 

10 a.m. – 11:00 a.m.

Brokerage 101

This roundtable discussion will focus on the foundation for establishing your business, including experienced mentors on:

  • How to lease office space that will grow with you, but not break the bank

  • Choosing an accounting program and payroll provider

  • How to determine whether your workers are employees or independent contractors

  • How to furnish your space on a budget

  • What's the right corporate form (LLC v. Corp.) for you

  • State Licensing Support

Presented by Ladonna Lockard-Ernst of Mortgage Educators & Compliance

 

11:00 a.m. - Noon

Getting The Advantage

We're gathering a panel of service providers to discuss innovative tools and services you can use to set your brokerage up for success. You'll learn about marketing automation, finding better LOS systems, tracking and mobile tools that will dramatically increase your brokerage's effectiveness, reduce your administrative burden, and help attract the best talent.

 

NOON - 1 p.m. LUNCH ON OWN

1 p.m. – 2 p.m.

Establish A Competitive Advantage With A Varied Product Lineup

Few brokerages can fully grow without offering more than the standard-vanilla residential home mortgage. We're bringing in product experts and broker practitioners to discuss a bevy of diverse products that you can add to your lineup as you create your broker shop. We'll discuss the pros and cons of Non-QM loans, Reverse Mortgages, Fix-and-Flip loans and more.

 

2 p.m. – 3 p.m.

Brokerage 102

This roundtable discussion will focus on additional foundational issues for establishing your business, including experienced mentors on: 

  • Policy and Procedures that a company should have - including BSA/AML, Sexual harassment,

  • Marketing and Compliance - under RESPA, TILA, Reg. N, the CFPB, getting leads, co-marketing with Realtors etc.

  • Compliance training, audit and testing

Presented by Tyna-Minet Anderson of Mortgage Educators & Compliance

 

Opening Keynote

4 p.m. - 5 p.m.

CREATE MORE: MORE REFERRALS, MORE LOYALTY, MORE BUSINESS

Quicken Loans Main Stage

Do you know that by not sharing this one thing with a borrower, your opportunity for a referral can drop by 55%?  Do you know the one action you can do that will keep customers at a 93% satisfaction rating?  What about the simple way to maintain personal contact with your network that can grow it to superstar status? Join presenter Kelli Brookman of Genworth Mortgage Insurance and find out the easy actions you can start doing today that can grow a network to where a  disproportionate share of your contacts are referring business to you and where you create an experience for your customers and realtors that sets you apart from your competition. 

 

Topics Cover:

  • 5 easy ways to build true loyalty and the one loyalty question you have to ask yourself.

  • 3 simple actions and 3 apps to build your networking superstar skills.

  • Simple steps to identifying what truly sets you apart from your competition and how to use that to your advantage.

And more!

 

 

5:30 p.m. – 6:30 p.m.

OPENING NIGHT COCKTAIL RECEPTION
(Riverview Room at the Rooftop Pool)

 

  

 

 

TUESDAY, JULY 9

7:30 am

Registration Opens

 

 

 

 

 

8:00 a.m. – 8:45 a.m.

FINDING OPPORTUNITY IN REVERSE

Quicken Loans Main Stage

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.

 

8:45 a.m.  –  9:30 a.m.

DIGITAL MORTGAGE SOLUTIONS DRIVING BUSINESS FORWARD

Quicken Loans Main Stage
Technology continues to be the primary catalyst of the fast-paced, complex and constantly evolving mortgage industry. Justin Glass, Chief Digital Officer at United Wholesale Mortgage, discusses how you can access a library of diverse tech tools that are designed to provide speed, ease of use and service levels that are unparalleled in the industry. Through UWM’s aggressive first-moving approach to technology, it has introduced new tools and enhancements to its portfolio at an industry-leading pace, putting brokers in great position to grow their business.

 

9:30 am – 10:15 am
Concurrent Sessions

WHY NON-QM SHOULD BE PART OF YOUR ORIGINATION MIX

Quicken Loans Main Stage
Times are different today and so is alternative lending. In this informative session, you’ll learn what alternative lending means now and why you shouldn’t ignore non-agency options. With the refi market drying up and overall originations expected to be lower this year, lenders are being forced to find new ways to produce volume. With growth potential of over $100 billion in annual originations, lenders who avoid the non-agency market do so at their own peril. By offering non-agency 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.

Learning Objectives, presented by John Jeanmonod of Angel Oak Mortgage Solutions, include understanding:

•             How today’s non-prime/non-agency market is completely different than the sub-prime of old

•             What programs are available to help challenging borrowers

•             How to identify and reach potential non-QM borrowers

•             How to qualify and actively market to them to add volume

•             How to use alternative lending to successfully differentiate yourself

BOOST YOUR BUSINESS WITH FIX-AND-FLIP LOANS AND PRIVATE LENDING

Queen Anne A

With home flipping in the U.S. at a 10-year high, there has never been a better time to expand your product offerings. Private lending offers lucrative options for fix & flip deals and other real estate investing scenarios that don’t fit traditional guidelines. In this session, Stephen Ballard of RCN Capital will teach you how to:

  • Identify profitable solutions for some of your most commonly overlooked leads

  • Leverage fix & flip loans and other private lending products to make more money now

  • Best present yourself and your borrower to a private lender

​Interested in tapping into a wealth of new business? Don’t miss this break-out session.

 

10:15 a.m. – 11:00 a.m.

Exhibit Hall Opens
BREAK WITH EXHIBITORS
 

 

11:00 a.m – 11:45 a.m.

DEALING WITH THE ROCKET REVOLUTION:
HOW TO SEE THE DIGITAL DISRUPTION COMING FOR MORTGAGE LENDING

Quicken Loans Main Stage

Get more competitive in the age of the digital shift. Tracey Cox, QLMS Director of Marketing and Business Channel Strategy, shares her expertise and shows you how to win locally in a digital world. Learn how to effectively solve customer problems and enhance your marketing without a big budget.  Discover best practices and great tips for service, marketing, technology and building partnerships. Tracey will introduce impactful and cost effective ways to reach your audience and grow your business.  Bring your questions because this is an interactive presentation.

 

11:45 a.m. – 12:30 p.m.

BUFFET LUNCH INSIDE EXHIBIT HALL

 

12:30 p.m. – 1:15 pm

UNTAPPED OPPORTUNITY – RENTAL LOANS

Quicken Loans Main Stage

Why it’s smart to shift your focus to serving real estate investors using commercial loans and how to underwrite their deals. If you’re like most originators, you may be wondering how you can stay afloat while refinances and overall originations continue to sink. The good news is you can make a shift that may not only keep your head above water, but help you make MORE money than you did in the retail market. Join Freddy Colon of Visio Lending to learn:

•             How commercial loans can save you time and stress and make you more money

•             Why you should work with investor borrowers and how to find them

•             How to underwrite commercial loans for investor borrowers

ONLINE REPUTATION: WINNING THE
DISCOVERY PROCESS

Queen Anne A

Are your competitors winning in the online discovery process? Joseph Jenkins, Director of Sales—Professional Services at Podium, will present key findings on the discovery process of customers and how to enhance your online reputation through pairing convenient technology with human interaction. 

 

Key Touch-Points:

  • The Story Your Reviews Tell Potential Customers

  • Creating a Seamless Communication Process 

  • Collecting & Responding to Google Reviews 

 

1:15 p.m. – 2:00 p.m.

MAXIMIZE YOUR SOCIAL MEDIA ACTIVITY AND RETURN AT THE BEST RATE FOR YOUR BUSINESS

Quicken Loans Main Stage

Attendees will learn how to maximize their online attention using their Social Media accounts, generating new leads while eliminating credit report cost!  This is a must-see event that delivers solutions on multiple fronts…

•             Increase Sales and Marketing on line

•             Maximize and grow your Social Media following across multiple accounts with very little effort

•             Increase your website’s traffic using Social Media to generate leads and sales.

•             Lower Cost on your Marketing Budget and Credit reports

Presented by Pat Mulcahy, Sr. Account Executive, Avantus and Chris Carter, President, Market Focus

 

2:00 pm – 2:15 pm

LAST CHANCE WITH EXHIBITORS

RAFFLE PRIZES ANNOUNCED

 

CONFERENCE CLOSING SESSION

2:15 pm – 3:00 pm

WILL TECHNOLOGY KILL THE INDEPENDENT MORTGAGE BROKER?

Quicken Loans Main Stage

Only an open and honest exchange of ideas to improve your business should be expected!

  • Learn how you can “surpass your competition” by doing more loans with technology instead of becoming obsolete.

  • Be ready to hear the “Whole-Tale” of Wholesale Lending.

Allen Middleman is Senior Vice President at Freedom Mortgage with the Freedom Wholesale Division. Mr. Middleman has responsibilities including guiding Freedom Wholesale’s InTouch Group which provides customized experiences for the InTouch Broker within the Freedom Wholesale Environment.

JOIN US FROM 3:30 ON AT THE HOTEL MONTELEONE'S FAMED CAROUSEL BAR FOR POST-SHOW NETWORKING

 

WEDNESDAY, JULY 10

COMPLETE 8-HOUR NMLS COURSE

 

Register Now

Optional — Must Pre-Register

 

Fulfill your complete 8 hour continuing education requirements for your NMLS license renewal with instructor Marve Stockert of AMT Campus! 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.

 

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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