The nation's largest regional event is back.

Title Sponsor
Non-QM Sponsor
Show Producer

Do you have what it takes to be the best?

The New England Mortgage Expo returns to the fabulous Mohegan Sun Resort & Casino in 2021! With over 2000 attendees in 2020, you won't want to miss this opportunity to be a part of New England's largest and most exciting mortgage event — the largest regional mortgage show in the nation. Join your peers for an exiting day of networking, product showcases, educational sessions, motivational speakers, and so much more!

When

June 10 — 11, 2021

The New England Mortgage Expo is a 2 day event filled with education, networking opportunities, and exclusive training programs.

Where

Mohegan Sun Casino & Resort

Located in the fantastic Mohegan Sun Casino & Resort in Uncasville, CT. Need to stay the night? Enjoy our discounted room rates.

The expo is brought to you by

Speakers

Find these industry leaders sharing their insights at the event.
Robert Wichowski

Robert Wichowski

Partner
Bendett & McHugh, P.C.
David Pellegrino

David Pellegrino

Vice President Compliance
Navigant Credit Union
Debbie Sousa

Debbie Sousa

Executive Director
Massachusetts Mortgage Bankers Assoc.
Lawrence Garfinkel

Lawrence Garfinkel

Principal
Greene Law., P.C.
Norm Roos

Norm Roos

Partner
Robinson & Cole
Jamie Gueltzow

Jamie Gueltzow

Eastern US Sales Manger
LendSure
Alex Kutsishin

Alex Kutsishin

Founder & CEO
Sales Boomerang
Jamie Bellingham

Jamie Bellingham

Wholesale Director
Angel Oak Mortgage Solutions
Jeffrey Tesch

Jeffrey Tesch

President
RCN Capital
Paul Yatooma

Paul Yatooma

Vice President of Sales
Rocket Pro TPO

Agenda

Enjoy a rich lineup of engaging sessions and product showcases.

Thursday, June 10

12:00 pm

 — 

Concurrent Sessions
Session A
Registration Opens
Presented By
Session B
Presented By

1:00 pm

 — 

5:00 pm

Concurrent Sessions
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:

  • 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.
Presented By
Session B
Presented By

2:00 pm

 — 

3:00 pm

Concurrent Sessions
Session A
The New Digital Mortgage Process
Rocket Pro TPO Main Stage

From taking applications, through underwriting and electronic closings, the mortgage path is increasingly pixel, not paper. We’re bringing together a panel of users and tech providers to talk about how this is evolving, and what best practices you should be exploring now.

Presented By
Session B
Presented By

3:30 pm

 — 

4:30 pm

Concurrent Sessions
Session A
How Tech Is Driving Mortgage Marketing
Rocket Pro TPO Main Stage

Automated blog posting, comprehensive CRM systems, more innovative ways to reach people on social media, email and more. We’re convening some of the best in the business for a conversation on how reaching borrowers increasingly means being part of their digital lifestyle, and what some of the top new products are that can help you do that.

Presented By
Session B
Presented By

Friday, June 11

7:30 am

 — 

Concurrent Sessions
Session A
Registration Opens
Presented By
Session B
Presented By

8:00 am

 — 

Concurrent Sessions
Session A
Exhibit Hall Opens
Presented By
Session B
Presented By

8:30 am

 — 

9:15 am

Concurrent Sessions
Session A
5 Ways to Originate More Business Post-COVID
Rocket Pro TPO Main Stage

The needs of post-COVID homebuyers are more diverse than ever before, which is why they need funding options suited to meet their unique situations.  Learn about the latest tactics and programs available that will help you generate more business than ever before.

  • Handling significant fluctuations in monthly income
  • Refinancing options after forbearances
  • Options designed specifically for today’s business owners, self-employed, and high commissioned sales professionals
  • New opportunities with second homes and investment properties
  • How lenders are evaluating income from PPP loans
  • Generating more referrals from Real Estate Brokers with loans that help borrowers make non-contingent offers
  • Winning more deals in a hot purchase market
  • Emerging opportunities and how to capitalize on them

Jamie Gueltzow
Presented By
Jamie Gueltzow
LendSure
Session B
Presented By

9:30 am

 — 

10:15 am

Concurrent Sessions
Session A
Transitioning from the Refi Boom to Untapped Opportunities: Leveraging Commercial Mortgages for Residential Properties
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 CEO & Private Lending Expert, Jeffrey Tesch, will teach you how to:

  • Identify profitable solutions for some of your most commonly overlooked leads
  • Leverage fix & flip loans, long-term rental loans, and other private lending products to make more money now
  • Guide investors through the origination process so that you can develop and retain more business

Strengthen your business and set yourself up for long-term success. Don’t miss this session.

Jeffrey Tesch
Presented By
Jeffrey Tesch
RCN Capital
Session B
Presented By

10:30 am

 — 

11:15 am

Concurrent Sessions
Session A
Harnessing Your Superpower
Rocket Pro TPO Main Stage

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.

Paul Yatooma
Presented By
Paul Yatooma
Rocket Pro TPO
Session B
Presented By

11:30 am

 — 

12:15 pm

Concurrent Sessions
Session A
The New Non-QM: How It Works For You
Rocket Pro TPO Main Stage

Alternative lending is the fastest growing segment of the mortgage industry - come learn why. With a growth potential of upwards of $200 billion, it’s imperative to get involved today. By offering non-agency/non-QM 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. Presented by Jamie Bellingham,  Angel Oak Mortgage Solutions.

Learning Objectives include understanding:

  • What exactly is non-QM
  • Common misconceptions regarding non-QM
  • What programs are available to help challenging borrowers
  • How technology is helping make non-QM even easier to close
  • How to identify and reach potential non-QM borrowers
  • How to qualify and actively market to add volume
  • What to look for in a non-QM investor
Jamie Bellingham
Presented By
Jamie Bellingham
Angel Oak Mortgage Solutions
Session B
Presented By

12:00 pm

 — 

1:00 pm

Concurrent Sessions
Session A
Buffet Lunch

Buffet lunch is served inside the exhibit hall.

Presented By
Session B
Presented By

1:00 pm

 — 

1:45 pm

Concurrent Sessions
Session A
The Biggest Missed Opportunity In Mortgage Lending

On average, lenders hold on to fewer than 20% of past customers. That’s the worst customer retention rate of any major business sector, and the problem is only getting worse. But some lenders are beating the odds — and you can, too. Join us as we explore the latest research into what causes high borrower churn, what it costs mortgage lenders (SPOILER ALERT: the stakes are massive), and what you can do about it.

Presented by Alex Kutsishin, Founder and CEO, Sales Boomerang

Alex Kutsishin
Presented By
Alex Kutsishin
Sales Boomerang
Session B
Presented By

2:00 pm

 — 

2:45 pm

Concurrent Sessions
Session A
Legislative Panel
Rocket Pro TPO Main Stage

What is in store for the mortgage industry in 2021? How will you need to change the way you do business going forward? Will a metamorphosis of laws, regulations, and enforcement activity have a large or little impact? What should you focus on at the federal and state level? This session will give you the information you need to know and will cover CT, MA and RI. Panelists include Lawrence Garfinkel, Greene Law P.C.; Deborah Sousa, Mass. Mortgage Bankers Association; David Pellegrino, Navigant Credit Union; and Robert Wichowski, Bendett & McHugh LLC. Moderated by Norm Roos, Robinson & Cole.

Norm Roos
Presented By
Norm Roos
Robinson & Cole
Session B
Presented By

2:45 pm

 — 

3:00 pm

Concurrent Sessions
Session A
Last Chance With Exhibitors

Last chance with exhibitors, raffle prizes announces, conference adjourns.

Presented By
Session B
Presented By

Sponsors

Thank you to our sponsors, who you can meet at the event.
Title Sponsor

Location

Located in the fantastic Mohegan Sun Casino & Resort in Uncasville, CT.
Need to stay the night? Enjoy our discounted room rates.

Where

Mohegan Sun Casino & Resort

1 Mohegan Sun Boulevard
Uncasville, CT
06382

Reserve your spot.

Don't miss this exciting event, reserve your spot today.

Connect

American Business Media Logo

American Business Media LLC

345 North Main St., Suite 313
West Hartford, CT 06117

Originator Connect Network Logo

Find more events through the Originator Connect Network.

See all shows

Originator Connect Network and its events are produced by American Business Media, LLC.
All rights reserved © 2021 | Privacy Policy