Agenda

Enjoy a rich lineup of engaging sessions and product showcases.

Thursday, January 13, 2022

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

12:00 pm

 — 

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

1:00 pm

 — 

4:00 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

Friday, January 14, 2022

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
Register
Walk-in registrations available.

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Walk-in registrations available.

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