At A Glance
When & Where
Thursday, January 14, 2021
9:00 am — 6:00 pm
Preconference event: Build-A-Broker, welcome reception, and networking opportunities.
Friday, January 15, 2021
8:00 am — 2:00 pm
Exhibit hall open, education sessions with speakers, food served.
2021 Agenda
Schedule of Events
Thursday, June 10
9:00 am — 12:00 pm
Build-A-Broker
Presented by 

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.

11:00 am — 4:00 pm
Exhibit Hall Opens
Presented by 

Exhibit hall opens.

11:00 am
Education Session 1
Presented by 

Agenda soon to come.

1:00 pm
Education Session 2
Presented by 

Agenda soon to come.

2:00 pm
Education Session 3
Presented by 

Agenda soon to come.

3:00 pm
Education Session 4
Presented by 

Agenda soon to come.

5:00 pm — 6:00 pm
Networking Opportunities
Presented by 

Agenda soon to come.

Friday, June 11
8:00 am — 2:00 pm
Exhibit Hall Opens
Presented by 

Exhibit hall opens.

9:00 am
Education Session 1
Presented by 

Agenda soon to come.

10:00 am
Education Session 2
Presented by 

Agenda soon to come.

11:00 am
Education Session 3
Presented by 

Agenda soon to come.

1:00 pm
Education Session 4
Presented by 

Agenda soon to come.

2:00 pm
Education Session 5
Presented by 

Agenda soon to come.

2:00 pm
Conference Adjourns
Presented by 
Presented by
9:00 am — 12:00 pm
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
11:00 am — 4:00 pm
Exhibit Hall Opens

Exhibit hall opens.

Presented by
11:00 am
Education Session 1

Agenda soon to come.

Presented by
1:00 pm
Education Session 2

Agenda soon to come.

Presented by
2:00 pm
Education Session 3

Agenda soon to come.

Presented by
3:00 pm
Education Session 4

Agenda soon to come.

Presented by
5:00 pm — 6:00 pm
Networking Opportunities

Agenda soon to come.

Register
Presented by
8:00 am — 2:00 pm
Exhibit Hall Opens

Exhibit hall opens.

Presented by
9:00 am
Education Session 1

Agenda soon to come.

Presented by
10:00 am
Education Session 2

Agenda soon to come.

Presented by
11:00 am
Education Session 3

Agenda soon to come.

Presented by
1:00 pm
Education Session 4

Agenda soon to come.

Presented by
2:00 pm
Education Session 5

Agenda soon to come.

Presented by
2:00 pm
Conference Adjourns