At A Glance
When & Where
Wednesday, October 28
1:00 pm — 5:00 pm
Build-A-Broker
Thursday, October 29
7:30 am — 2:30 pm
Exhibit hall open, education sessions with speakers, food served.
Friday, October 30
8:00 am — 5:00 pm
8-hour continuing education NMLS course.
Exhibit hall will NOT be open.
2020 Agenda
Schedule of Events
Wednesday, October 28
1:00 pm — 5:00 pm
Build-A-Broker
Presented by 

Brokerage 101

Brokerage 101 focuses on the foundation for establishing your business, presented by experienced mentors. This course includes topics such as:

  • How to lease an office space that will grow with you
  • How to furnish your space with a budget
  • 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.

Getting the Tech Advantage

We have a panel of technology providers to discuss innovative tech tools you can use to set your brokerage up for success, such as:

  • Marketing automation
  • Finding better LOS systems
  • Tracking & mobile tools to dramatically increase your brokerage's effectiveness

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.
Thursday, October 29
7:00 am
Registration Opens
Presented by 

Registration opens. 1st education sessions begins at 8:00 am, exhibit hall opens at 10:15 am.

Friday, October 30
Presented by
1:00 pm — 5:00 pm
Build-A-Broker

Brokerage 101

Brokerage 101 focuses on the foundation for establishing your business, presented by experienced mentors. This course includes topics such as:

  • How to lease an office space that will grow with you
  • How to furnish your space with a budget
  • 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.

Getting the Tech Advantage

We have a panel of technology providers to discuss innovative tech tools you can use to set your brokerage up for success, such as:

  • Marketing automation
  • Finding better LOS systems
  • Tracking & mobile tools to dramatically increase your brokerage's effectiveness

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.
Register
Presented by
7:00 am
Registration Opens

Registration opens. 1st education sessions begins at 8:00 am, exhibit hall opens at 10:15 am.

* Please note that the Exhibit Hall and all expo activities take place on October 29 ONLY. The only scheduled event on October 30is the 8-hour NMLS license renewal class, which you must preregister for. The Exhibit Hall will NOT be open.