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It’s a new day for women leaders at banks, mortgage companies & credit unions. Come share this one-day conference where women take the lead on Wednesday, January 14, 2026. The conference will take place LIVE at the Mohegan Sun Resort & Casino. You'll see a stellar array of accomplished women leaders from throughout the region, as well as special keynote presenters. This is the only event specifically designed for all women in the banking, credit union, and mortgage professions throughout New England, and you don't want to miss this amazing opportunity.
Registration to the New England Mortgage Expo does not automatically include this program. This is a separately ticketed event. No discount codes apply. Click here to register.
7:30 am: Registration Opens
8:30 am: Welcoming Remarks
8:45 am: Managing Workplace Relationships And Handling Difficult Conversations
9:15 am: Face It. Embrace It. Defy It. Conquer It.
10:00 am: Mimosas In The Morning
10:30 am: Quiet Time : The Challenges Of Being A CEO And Introvert
11:15 am: Mission Driven, Community Empowered
11:45 am: Lessons Learned From The Top Of The Game
12:30 pm: Awards Luncheon
1:30 pm: Conference Adjourns
Paid registration for New England Women in Banking & Mortgage includes access to the entire New England Mortgage Expo.
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It’s a new day for women leaders at banks, mortgage companies & credit unions. Come share this one-day conference where women take the lead on Wednesday, January 14, 2026. The conference will take place LIVE at the Mohegan Sun Resort & Casino. You'll see a stellar array of accomplished women leaders from throughout the region, as well as special keynote presenters. This is the only event specifically designed for all women in the banking, credit union, and mortgage professions throughout New England, and you don't want to miss this amazing opportunity.
Registration to the New England Mortgage Expo does not automatically include this program. This is a separately ticketed event. No discount codes apply. Click here to register.
7:30 am: Registration Opens
8:30 am: Welcoming Remarks
8:45 am: Managing Workplace Relationships And Handling Difficult Conversations
9:15 am: Face It. Embrace It. Defy It. Conquer It.
10:00 am: Mimosas In The Morning
10:30 am: Quiet Time : The Challenges Of Being A CEO And Introvert
11:15 am: Mission Driven, Community Empowered
11:45 am: Lessons Learned From The Top Of The Game
12:30 pm: Awards Luncheon
1:30 pm: Conference Adjourns
Paid registration for New England Women in Banking & Mortgage includes access to the entire New England Mortgage Expo.
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Registration Opens: 1:00 PM
Opening Remarks: 2:00 PM
A special pre-conference program specifically for C-Suite leaders at the region's independent mortgage banks. Join us for this exploration of the strategies and challenges facing mortgage lenders and their leadership teams.
Registration Opens: 1:00 PM
Opening Remarks: 2:00 PM
A special pre-conference program specifically for C-Suite leaders at the region's independent mortgage banks. Join us for this exploration of the strategies and challenges facing mortgage lenders and their leadership teams.
In this fast-paced, 60-minute session, we dissect the most critical decision an IMB founder will ever make: the exit. Do you sell, pass the baton, or find a hybrid path that accomplishes both?
Join James Brody, Managing Partner of Brody | Gapp LLP, and a veteran IMB founder as they map the legal and financial "anatomy" of all three paths.
Key Takeaways:
This is a must-attend for IMB Founders, CEOs, and General Counsel planning the future of their company.
In this fast-paced, 60-minute session, we dissect the most critical decision an IMB founder will ever make: the exit. Do you sell, pass the baton, or find a hybrid path that accomplishes both?
Join James Brody, Managing Partner of Brody | Gapp LLP, and a veteran IMB founder as they map the legal and financial "anatomy" of all three paths.
Key Takeaways:
This is a must-attend for IMB Founders, CEOs, and General Counsel planning the future of their company.
In an environment where lending margins are tight, leaders often look to add on extra services or offerings to boost revenue and profits. But many of those efforts are doomed to failure, because of foreseeable mistakes in planning and execution. Explore the common pitfalls (misaligned incentives, poor handoffs, fuzzy ownership) and a basic operating model that makes add-ons support both revenue and customer experience.
In an environment where lending margins are tight, leaders often look to add on extra services or offerings to boost revenue and profits. But many of those efforts are doomed to failure, because of foreseeable mistakes in planning and execution. Explore the common pitfalls (misaligned incentives, poor handoffs, fuzzy ownership) and a basic operating model that makes add-ons support both revenue and customer experience.
“AI” has become the industry’s favorite buzzword. Everywhere you turn, lenders, servicers, and fintech platforms are talking about chatbots, assistants, or “AI-powered” systems. But most of these are simply fancy FAQ engines. They can tell a borrower what a DTI ratio is, but they can’t actually calculate one or act on a loan file.
That’s not a revolution — that’s a distraction.
The truth is, most “AI” in mortgage lending today is built around generic large language models (LLMs) like ChatGPT or Gemini. Lenders wrap these models with their own content — policy guides, investor rules, underwriting checklists — and then feed them to a chatbot interface. These AI plug-ins are interesting but fail to provide accurate in-depth results, and have failure rates (returning wrong, confusing, or irrelevant information) of 5% or higher. The real challenge is answering questions with 100% reliability and executing transactions within regulatory guardrails. What the industry needs is a different kind of AI, a transactional one.
“AI” has become the industry’s favorite buzzword. Everywhere you turn, lenders, servicers, and fintech platforms are talking about chatbots, assistants, or “AI-powered” systems. But most of these are simply fancy FAQ engines. They can tell a borrower what a DTI ratio is, but they can’t actually calculate one or act on a loan file.
That’s not a revolution — that’s a distraction.
The truth is, most “AI” in mortgage lending today is built around generic large language models (LLMs) like ChatGPT or Gemini. Lenders wrap these models with their own content — policy guides, investor rules, underwriting checklists — and then feed them to a chatbot interface. These AI plug-ins are interesting but fail to provide accurate in-depth results, and have failure rates (returning wrong, confusing, or irrelevant information) of 5% or higher. The real challenge is answering questions with 100% reliability and executing transactions within regulatory guardrails. What the industry needs is a different kind of AI, a transactional one.
In this timely session, we break down the evolving landscape of loan originator (LO) compensation — where competitive pressures, regulatory shifts, and wage-and-hour risks intersect.
Join Ronald Gapp, Esq., Founding Partner of Brody | Gapp LLP, for an in-depth discussion on how lenders can structure compensation to attract and retain top producers while minimizing compliance exposure. You’ll leave with a clear understanding of how to stay competitive without crossing legal or operational lines.
Key Takeaways:
In this timely session, we break down the evolving landscape of loan originator (LO) compensation — where competitive pressures, regulatory shifts, and wage-and-hour risks intersect.
Join Ronald Gapp, Esq., Founding Partner of Brody | Gapp LLP, for an in-depth discussion on how lenders can structure compensation to attract and retain top producers while minimizing compliance exposure. You’ll leave with a clear understanding of how to stay competitive without crossing legal or operational lines.
Key Takeaways:
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.
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.
It’s the biggest tech shift in mortgage lending ever, and it’s all being driven by Artificial Intelligence. But not all AI innovation is going to work, and some say AI won’t really drive mortgage origination and back end systems until its gets the human component right. Join panelists including Tammy Richardson of NEXA Lending and Lukas Rosenblum of AngelAi for this lively and critical discussion.
It’s the biggest tech shift in mortgage lending ever, and it’s all being driven by Artificial Intelligence. But not all AI innovation is going to work, and some say AI won’t really drive mortgage origination and back end systems until its gets the human component right. Join panelists including Tammy Richardson of NEXA Lending and Lukas Rosenblum of AngelAi for this lively and critical discussion.
With over 27 years experience in the mortgage industry, Tim Davis, has condensed what top producers are doing into one simple concept, The Circle of Referrals.
In this session, you will learn
Tim is the host of the daily podcast, The Originators Guide and the Founder of Personal Branding Mastery™ He has been a loan officer, company owner, and national coach to loan officers. If you are looking for a simple solution to grow your business, you will find it in the lessons from this session.
With over 27 years experience in the mortgage industry, Tim Davis, has condensed what top producers are doing into one simple concept, The Circle of Referrals.
In this session, you will learn
Tim is the host of the daily podcast, The Originators Guide and the Founder of Personal Branding Mastery™ He has been a loan officer, company owner, and national coach to loan officers. If you are looking for a simple solution to grow your business, you will find it in the lessons from this session.
The demand for new construction is rising, but many brokers and originators are leaving money on the table by overlooking builder financing. In this session, Caleb Baker of Park Place Finance walks you through how to capture business in the booming builder and investor markets using private construction loans. You’ll learn how to qualify builders, structure deals, and create residual income by becoming your clients’ go-to resource from land acquisition to project completion. This is your roadmap to serving builders confidently, expanding your product lineup, and generating repeat revenue in 2026 and beyond.
Learning Objectives:
What would you do if you were dropped in a city where you knew no one. No leads, no database, no ad budget. Mike Kortas, CEO of NEXA Lending, shares how he would build a 10+ loans a month mortgage practice within 90 days. In this session, he breaks down the “Winning Everything” strategy that wall show you how to create self-generated leads to feed and agent partnerships to dominate new markets fast.
You’ll learn how to:
Build a referral engine that turns one connection into ten — even with no money and no contacts.Key idea: Don’t ask agents for business — bring them business. That’s how you go from unknown to unavoidable, and how six closings in month two becomes your new baseline.
What would you do if you were dropped in a city where you knew no one. No leads, no database, no ad budget. Mike Kortas, CEO of NEXA Lending, shares how he would build a 10+ loans a month mortgage practice within 90 days. In this session, he breaks down the “Winning Everything” strategy that wall show you how to create self-generated leads to feed and agent partnerships to dominate new markets fast.
You’ll learn how to:
Build a referral engine that turns one connection into ten — even with no money and no contacts.Key idea: Don’t ask agents for business — bring them business. That’s how you go from unknown to unavoidable, and how six closings in month two becomes your new baseline.
Join us for a powerful, informative, and motivational session designed to "elevate" your mortgage strategy, business approach, and mindset in today’s, evolving, Jumbo Market.
Learn from James Jin, CEO and President, Mortgage Mentor at GMCC Mortgage, as he shares valuable insights on how loan officers are thinking bigger and by thinking like a CEO—unlocking new levels of growth and opportunity in the Jumbo Market.
What does it take to succeed? How to Compete? What is the difference-maker when it comes to those who are funding 20+ loans per month and those who are struggling? How do you align yourself for long-term success? We’ll share example after example of how you can succeed using the right tools and programs—and much more.
Join Newfi Wholesale’s EVP Sales - National Production, John Wise, in a session all about how to stand out in 2026! Learn how long-lasting business growth is tied to intentional, small daily actions and explore…
We can’t wait to see you there!
Join us for a fireside chat with Shant Banosian, the Boston-based president of Rate and the nation’s number one loan originator for six years running. As the top producer inside Rate for nine straight years, Banosian faces a unique challenge: the only person he has to beat each year is himself.
Discover how Shant continues to stay ahead of the field by breaking down his annual planning process, exploring when and how he built the powerhouse team around him, and diving into how he’s using AI to sharpen his edge. We’ll also talk about what it takes to balance life, leadership, and elite-level production without burning out.
Join us for a fireside chat with Shant Banosian, the Boston-based president of Rate and the nation’s number one loan originator for six years running. As the top producer inside Rate for nine straight years, Banosian faces a unique challenge: the only person he has to beat each year is himself.
Discover how Shant continues to stay ahead of the field by breaking down his annual planning process, exploring when and how he built the powerhouse team around him, and diving into how he’s using AI to sharpen his edge. We’ll also talk about what it takes to balance life, leadership, and elite-level production without burning out.
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Freedom Mortgage Wholesale, a supporter of the mortgage broker community, is Historically, Currently, and 4EVER Wholesale. Freedom is presenting a panel of experienced mortgage professionals sharing their unique histories, current approaches, and strategic perspectives on achieving future success. Moderated by Allen Middleman, Executive Director at Freedom Mortgage, this discussion will explore how lasting businesses come to be. Get ready for interesting conversations with actionable insights to help you build a thriving 4EVER broker business. Let’s get building!
Freedom Mortgage Wholesale, a supporter of the mortgage broker community, is Historically, Currently, and 4EVER Wholesale. Freedom is presenting a panel of experienced mortgage professionals sharing their unique histories, current approaches, and strategic perspectives on achieving future success. Moderated by Allen Middleman, Executive Director at Freedom Mortgage, this discussion will explore how lasting businesses come to be. Get ready for interesting conversations with actionable insights to help you build a thriving 4EVER broker business. Let’s get building!
The Road Ahead explores what lies before the mortgage industry in the next 6-18 months as it navigates a familiar yet rapidly changing landscape. While interest rate cycles continue to shape strategy and profitability, the industry now faces new disruptors—AI, automation, and digital platforms—that are redefining how lenders compete and serve. Consumers, too, are changing, demanding faster, more transparent, and more personal experiences that challenge traditional operating models. Banks, credit unions, and independent mortgage companies alike are wrestling with how to modernize without losing the human connection that builds trust. In this one-hour panel, moderated by James O’Donnel of Equity National Title, two of the industry’s most respected thought leaders, Rick Roque and Jeremy Potter, share their perspectives on where innovation, regulation, and resilience will intersect on the road ahead.
The Road Ahead explores what lies before the mortgage industry in the next 6-18 months as it navigates a familiar yet rapidly changing landscape. While interest rate cycles continue to shape strategy and profitability, the industry now faces new disruptors—AI, automation, and digital platforms—that are redefining how lenders compete and serve. Consumers, too, are changing, demanding faster, more transparent, and more personal experiences that challenge traditional operating models. Banks, credit unions, and independent mortgage companies alike are wrestling with how to modernize without losing the human connection that builds trust. In this one-hour panel, moderated by James O’Donnel of Equity National Title, two of the industry’s most respected thought leaders, Rick Roque and Jeremy Potter, share their perspectives on where innovation, regulation, and resilience will intersect on the road ahead.
This presentation 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:
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?
Presented by AngelAi
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?
Presented by AngelAi
Residential investment activity is booming, and offering the right financing solutions can be a game-changer for brokers looking to grow revenue and win more deals. In this session, you’ll learn how leading residential brokers leverage fix-and-flip loans, new construction financing and DSCR programs to help investor clients tackle ambitious projects and close faster.
In this session, you will:
Walk away with proven strategies to increase profitability, strengthen client trust, and position yourself as the go-to expert in this high-demand niche.
Presented by Jeffrey Tesch, CEO, RCN Capital
In 2026, success belongs to brokers who run clean, efficient operations — not just busy ones. This session unveils operational rhythms powered by technology to help you scale without sacrificing client experience or sleep. We'll cover pipeline "triage" routines, delegation and role clarity in small teams, and how to prevent file-chasing and decision fatigue. Join Paul Yatooma, VP of Sales at Rocket Pro, as he reveals how Rocket Pro Navigate transforms from a tool into a strategic partner.
Presented by Paul Yatooma, Vice President, Rocket Pro
In 2026, success belongs to brokers who run clean, efficient operations — not just busy ones. This session unveils operational rhythms powered by technology to help you scale without sacrificing client experience or sleep. We'll cover pipeline "triage" routines, delegation and role clarity in small teams, and how to prevent file-chasing and decision fatigue. Join Paul Yatooma, VP of Sales at Rocket Pro, as he reveals how Rocket Pro Navigate transforms from a tool into a strategic partner.
Presented by Paul Yatooma, Vice President, Rocket Pro
Daymond John is one of the most successful entrepreneurs in America. He is an award-winning business leader and has received over 35 honors including the Brand Week Marketer of the Year, Advertising Age Marketing 1000 Award for Outstanding Ad Campaign, Ernst & Young’s New York Entrepreneur of the Year Award and, most recently, was named #2 on LinkedIn’s Top 20 Voices, a list of the top influencers, who are using their voice to help us analyze today’s changing world of work, navigate our industries, and find balance through an unprecedented year!
His marketing strategies and ability to build successful brands has made him a highly influential consultant and motivational speaker today. His marketing firm The Shark Group offers advice on how to effectively communicate to consumers through innovative means and connects brands with the world’s top celebrities for everything from endorsements to product extensions. John is also an author of 5 best-selling books including his New York Times best-selling books, The Power of Broke (2016) and Rise and Grind (2018). In March 2020, John released his fifth book, Powershift, that walks through his tried-and-true process of how to transform any situation, close any deal and achieve any outcome through his own experience and vast network of industry leaders.
After having been diagnosed and successfully treated for thyroid cancer, John is celebrating his 15th season on ABC TV’s critically acclaimed business reality show Shark Tank, which has reinvigorated entrepreneurship around the world. Shark Tank has now gone on to win five Emmy in the US and millions of weekly viewers world-wide tune into the show as John demonstrates his marketing prowess and entrepreneurial insights.
Daymond John is one of the most successful entrepreneurs in America. He is an award-winning business leader and has received over 35 honors including the Brand Week Marketer of the Year, Advertising Age Marketing 1000 Award for Outstanding Ad Campaign, Ernst & Young’s New York Entrepreneur of the Year Award and, most recently, was named #2 on LinkedIn’s Top 20 Voices, a list of the top influencers, who are using their voice to help us analyze today’s changing world of work, navigate our industries, and find balance through an unprecedented year!
His marketing strategies and ability to build successful brands has made him a highly influential consultant and motivational speaker today. His marketing firm The Shark Group offers advice on how to effectively communicate to consumers through innovative means and connects brands with the world’s top celebrities for everything from endorsements to product extensions. John is also an author of 5 best-selling books including his New York Times best-selling books, The Power of Broke (2016) and Rise and Grind (2018). In March 2020, John released his fifth book, Powershift, that walks through his tried-and-true process of how to transform any situation, close any deal and achieve any outcome through his own experience and vast network of industry leaders.
After having been diagnosed and successfully treated for thyroid cancer, John is celebrating his 15th season on ABC TV’s critically acclaimed business reality show Shark Tank, which has reinvigorated entrepreneurship around the world. Shark Tank has now gone on to win five Emmy in the US and millions of weekly viewers world-wide tune into the show as John demonstrates his marketing prowess and entrepreneurial insights.
Meet scores of exhibitors ready to help you make 2026 your most successful year yet.
The floor will be buzzing with mortgage pros, vendors, and partners ready to connect, collaborate, and keep the good times rolling.
Enjoy a complimentary luncheon reception and a vendor-sponsored open bar — because networking is always better with a little laissez les bons temps rouler spirit!
Meet scores of exhibitors ready to help you make 2026 your most successful year yet.
The floor will be buzzing with mortgage pros, vendors, and partners ready to connect, collaborate, and keep the good times rolling.
Enjoy a complimentary luncheon reception and a vendor-sponsored open bar — because networking is always better with a little laissez les bons temps rouler spirit!
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