The nation's largest regional event is back.

January 12 - 13, 2023
Register
Walk-in registrations available.
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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 2022! With over 2000 attendees in 2021, 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!

Register
Walk-in registrations available.

When

January 12 — 13, 2023

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

2022 Speakers

Find these industry leaders sharing their insights at the event. 2023 Lineup coming soon!
Ben Scribner

Ben Scribner

Regional Sales Manager
Angel Oak Mortgage Solutions
Rhonda Siggens

Rhonda Siggens

Certified Mortgage Planning Specialist
Accutrust Mortgage, Inc.
Jeffrey Desrosiers

Jeffrey Desrosiers

President
The Mortgage Corner of New England
Scott Houp

Scott Houp

SVP National Sales
PennyMac Broker Direct
Bill Merryman

Bill Merryman

President of National Accounts
UniversalCIS | Credit Plus
Evelyn Sanchez

Evelyn Sanchez

Operations Officer
CHFA
Terence Floyd

Terence Floyd

Vice President/Community Relations Consultant
Wells Fargo
Maria Rivera

Maria Rivera

Supervisor of Housing Counseling
Neighborhood Housing Services of Waterbury
Damon Carter

Damon Carter

SVP & Chief HR Officer
CATIC
Terry Casey

Terry Casey

Market Sales Manager
PennyMac Broker Direct
Bill Florin

Bill Florin

Training Facilitator
Learning Dynamics
Rosa Mumm

Rosa Mumm

Vice President Score Optimization
UniversalCIS | Credit Plus
Bob Voll

Bob Voll

Enterprise Sales
BeSmartee
Peter Kulis

Peter Kulis

Account Executive
Reverse Mortgage Funding
Michael Whitbeck

Michael Whitbeck

Managing Director
BluePrint
Kelly Hendricks

Kelly Hendricks

Managing Editor
Mortgage Women Magazine
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
Jeffrey Tesch

Jeffrey Tesch

President
RCN Capital
Paul Yatooma

Paul Yatooma

Vice President of Sales
Rocket Pro TPO

2023 Agenda coming soon!

Thursday, January 13, 2022

Please note, exhibit hall will not be open on this day.

12:00 pm

 — 

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

1:00 pm

 — 

4:30 pm

Concurrent Sessions
Session A
Non-QM Summit
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Non-QM Summit

Non QM loans are a critical tool for mortgage originators, but this year there have been significant shifts in the industry caused by the ripple effects of the pandemic. Many companies are now re-starting or entering the Non QM space. But the rules for borrowers and brokers are changing. That’s why the New England Mortgage Expo is pleased to present The Non QM Summit, a specialized half-day program that takes attendees inside the thinking, planning and programs of the nation’s leading Non QM providers.

Register for the Non-QM Summit when you register to attend the New England Mortgage Expo.

Find the Non-QM Summit agenda available here.

Presented By
Session B
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Presented By

2:00 pm

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Concurrent Sessions
Session A
Rocket Pro TPO Main Stage
Diversity and Inclusion Roundtable
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The DE&I Committee of the CT Mortgage Bankers Associations is proud to continue a discussion on the predicted upcoming foreclosure wave and how it will disproportionately impact people of color, low income households and seniors.  This discussion will focus more on preventative steps then corrective.  While industry experts will discuss the current trends, we encourage input from CMBA members and supporters to help mitigate the anticipated impact to our families and communities.

Panel:
Damon Carter
, CATIC
Terence Floyd, Wells Fargo
Evelyn Sanchez, CHFA
Maria Rivera, Neighborhood Housing Services of Waterbury

Presented By
Session B
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Presented By

3:00 pm

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Concurrent Sessions
Session A
Rocket Pro TPO Main Stage
Legislative Panel
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What is in store for the mortgage industry in 2022? 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
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Presented By

4:00 pm

 — 

Concurrent Sessions
Session A
Rocket Pro TPO Main Stage
Interactive Leadership Workshop: Hybrid of Resiliency, Support, Stress Management and Balance.
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Join the CMBA’s YMP committee to hear Bill Florin with Learning Dynamics discuss resiliency, supporting others, stress management and problem solving in an interactive leadership workshop. 

Bill Florin
Presented By
Bill Florin
Learning Dynamics
Session B
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Presented By

5:00 pm

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6:00 pm

Concurrent Sessions
Session A
Opening Reception With The CMBA
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Join the Connecticut Mortgage Bankers Association for an hour-long opening cocktail reception on the exhibit hall floor! This is open to all registered attendees.

Presented By
Session B
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Presented By

8:00 pm

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10:00 pm

Concurrent Sessions
Session A
Networking After Dark
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Click here to register for the Networking After Dark event from RCN Capital

Presented By
Session B
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Presented By

Friday, January 14, 2022

7:00 am

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

8:15 am

 — 

9:00 am

Concurrent Sessions
Shinnecock Room
Session A
Rethinking Business As Usual - Investing in Your Process & People with Technology
Shinnecock Room

Start your day with a conversation around focusing on profit by challenging business-as-usual during slow periods, and using downtime as an opportunity to retool.

  • Assess your competition
  • Invest in your process with technology
  • Protect and nurture employee growth

Presented by Bob Voll, BeSmartee

Bob Voll
Presented By
Bob Voll
BeSmartee
Schaghticoke Room
Session B
Selling Philosophies, Thoughts, and Ideas
Schaghticoke Room

This presentation will go over target marketing, multidimentional selling, non-traditional avenues, effective use of social media, and more.

Jamie Gueltzow, Lendsure Mortgage Corp.

Jamie Gueltzow
Presented By
Jamie Gueltzow
LendSure
Session C
Presented By
Session D
Presented By

9:00 am

 — 

9:45 am

Concurrent Sessions
Schaghticoke Room
Session A
Take Control of Your Future Business by Adding Reverse Mortgages to Your Playbook Today
Schaghticoke Room

Your business likely flourished over the past couple of years from record high equity, low interest rates, and motivated customers. But with the refi and purchase boom already declining and interest rates now on the rise, it is the ideal time to diversify your business by adding reverse mortgages to your lineup of products.

Reverse mortgages are no longer a niche market. With a broad selection of proprietary, non-QM loans, and traditional HECMs, you’ll be surprised how flexible these products can be for your customers and your business. And as the demand for reverse mortgages continues to soar, you, too, can tap into this burgeoning market and offer an array of reverse mortgage products that your older customers want and need while guaranteeing your revenue stream.

Presented by Peter Kulis, Reverse Mortgage Funding

Peter Kulis
Presented By
Peter Kulis
Reverse Mortgage Funding
Shinnecock Room
Session B
Finding Your Top Team
Shinnecock Room

Avoid the hiring issues with processing / underwriting.  How to hire, train, and develop your own team! After decades of experience in mortgage operations management, many have found a constant challenge trying to hire team members to fill key roles such as loan officer assistant, processor, underwriters, and auditors.  Since there is no college degree or tech schools that formally train these team members it creates quite the challenge to fill these roles with competent team members. Choose the wrong candidate and it can cost you thousands in origination errors, rate locks "busts", underwriting errors, and reputation risk in approving borrowers that cannot meet underwriting guidelines.

In this session you will be provided with the four key elements to solve this problem and how to properly execute it. With these principals you be provided with the framework to build your own "production assembly line" for these operations members and also consider our  "turn key system".  This session will benefit the loan officer hiring their first processor, the small team looking grow with scale, or the corporate trainer that need a time tested training system to decrease turn times while increasing the level of quality.

Presented By Michael Whitbeck Managing Director, BluePrint

Michael Whitbeck
Presented By
Michael Whitbeck
BluePrint
Nipmuc Room
Session C
How Soft Inquiry Credit Reports Can Drive Pre-Qualifications
Nipmuc Room

Learn how loan officers can take advantage of “Soft Inquiry Credit Report & Score Technology”. Lower your company’s initial credit report transaction cost, reduce “Trigger Leads from being generated”, and increase your “Online Exposure” while growing new purchase business. We’ll explore:

  • Benefits of utilizing Soft Inquiry Credit Reports
  • Review the compliance behind these credit reports and show attendees how they can Maximize their return online and with Realtors this Spring
  • Attendees will learn how they can easily setup and take advantage of a Personalized “Qualify-Me-Now” Mortgage Prequalification site

Presented by
Bill Merryman, President of National Accounts, UniversalCIS | Credit Plus
Rosa Mumm, Vice President Score Optimization, UniversalCIS | Credit Plus

Presented By
Rocket Pro TPO Main Stage
Session D
The Future Of The Real Estate Transaction
Rocket Pro TPO Main Stage

Forces of change are acting on the real estate industry. New technologies, new players, market consolidation and more. From closings to financing to purchases, everything is in flux. We're convening a panel of inside experts for this insightful session.

James O'Donnell
Presented By
James O'Donnell
Equity National Title

9:45 am

 — 

10:30 am

Concurrent Sessions
Shinnecock Room
Session A
Transitioning from the Refi Boom to Untapped Opportunities: Leveraging Commercial Mortgages for Residential Properties
Shinnecock Room

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
Schaghticoke Room
Session B
The New Non-QM: How It Works For You
Schaghticoke Room

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
Ben Scribner
Presented By
Ben Scribner
Angel Oak Mortgage Solutions
Rocket Pro TPO Main Stage
Session C
Greatness Talks: Best-Of-Breed Tips From Top Brokers
Rocket Pro TPO Main Stage

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. Panelists include: Rhonda Siggens, Accutrrust Mortgage, and Jeff Desrosiers, The Mortgage Corner of New England.

Presented by
Scott Houp, SVP National Sales, PennyMac Broker Direct
Terry Casey, Market Sales Manager, PennyMac Broker Direct


Presented By
Session D
Presented By

10:30 am

 — 

11:15 am

Concurrent Sessions
Rocket Pro TPO Main Stage
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
Session C
Presented By
Session D
Presented By

11:00 am

 — 

Concurrent Sessions
Session A
Exhibit Hall Opens

Exhibit hall opens, luncheon and refreshments are served in the exhibit hall

Presented By
Session B
Presented By
Session C
Presented By
Session D
Presented By

1:30 pm

 — 

Concurrent Sessions
Session A
Expo Adjourns

Exhibit hall closes, raffle prizes announced, conference adjourns.

Presented By
Session B
Presented By
Session C
Presented By
Session D
Presented By
Register
Walk-in registrations available.

IMPORTANT: Full COVID-19 vaccinations* will be required to attend.
Anyone unable to provide proof of vaccination status will NOT be allowed entrance to the event.

*Full vaccinations are defined as: 2 doses of either the Pfizer or Moderna vaccines, or 1 dose of the Johnson & Johnson. Boosters are highly encouraged, but not mandatory. We will not accept negative COVID-19 tests as an alternative to vaccination. In addition to your vaccination card you will be required to present valid photo ID at time of arrival.

Sponsors

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

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Don't miss this exciting event, reserve your spot today.
Register
Walk-in registrations available.

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