Build-A-Broker, opening sessions, Maximum Acceleration, and Networking After Dark
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Exhibit hall, education sessions, raffle prizes, and more.
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1 Mohegan Sun Boulevard
Uncasville, CT
06382
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Mortgage originators face a vastly different market today than just a few months ago. But being an elite performer means fine-tuning your skills to the need of the day. It means knowing that you need to rev your engines and take the curves on the inside. It means recognizing that you may need to shift to different tactics and techniques. It means doing everything possible to put your career into high gear.
And that’s why you need to be at the Maximum Acceleration conference. In one day, you’ll get inside advice from the nation’s most accomplished mortgage pros. And we’re turbocharging the day by adding in amazing elite performers to show you what it takes to be your best.
This event is separately ticketed. Click here to register.
Hear from a panel of experts about latest initiatives in the mortgage industry to adapt secure new technologies and processes. Presenters include Jeremy Potter VP, Product Strategy, Stavvy; Mike Dimech, Executive Vice President, Operations Manager, Norcom Mortgage; Hailey Rice, SVP, Due Diligence Product Manager, Blue Water Financial Technologies; Zachary Kammerdeiner, Sr. Business Strategist, CATIC Corporate; and Pavan Agarwal, CEO of Sun West Mortgage and Celligence.
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:
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:
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:
Brokerage 102
Brokerage 102 focuses on the additional foundational issues for establishing your business, with topics such as:
A federal perspective on the status of the mortgage industry and major regulatory issues and an update on Connecticut, Massachusetts and Rhode Island legislative developments and what to expect in 2023. Panelists include William Kooper, MPA, Vice President, State Government Affairs and Industry Relations
Mortgage Bankers Association; Norman H. Roos, Robinson & Cole, LLP; Deborah Sousa, Executive Director
Massachusetts Mortgage Bankers Assoc.; Lawrence M. Garfinkel, Greene Law, P.C.; and David Pellegrino, SVP, General Counsel & Chief Risk Officer, Navigant Credit Union
Presenter: Debbie Wemyss, Founder, DW Consulting Solutions LLC, Independent LinkedIn Specialists
Don't miss this out of this world networking party by RCN Capital, exclusive to attendees of the New England Mortgage Expo!
Click here to register for the Networking After Dark event from RCN Capital
After getting into the mortgage business in 2008 with no connections and just $1,900 in savings, Shashank Shekhar went on to build referral relationships with 100+ Realtors in 3 years, eventually becoming one of the Top 15 Loan Officers in the country with a $350M+ annual production. He is also a best-selling author, a podcast host, and CEO of InstaMortgage, one of America's fastest-growing mortgage companies. Shashank will teach you the exact proven steps so you can attract more Realtor partnerships and referrals in 2023.
In this rising rate environment, learn why real estate investor loan origination is likely to remain robust even while the consumer mortgage industry softens. Join Haus Lending, a nationwide lender for professional real estate investors, as we show you how you can pivot and thrive. This session can change the path of your career; be ready to ask questions.
Despite the pandemic, the past two years have been some of the best the mortgage industry has ever seen. But what’s just over the horizon? There are still many questions concerning the outlook for originations and regulation. This interactive session will answer:
These and other answers will be shared with the audience in a highly informative presentation by David Luna, president of Mortgage Educators and Compliance.
Who are your customers? What drives them? How do they make decisions? What do borrowers expect from mortgage brokers and finance companies, and what value do you provide them? If you can’t answer these basic questions, growing your mortgage business will be difficult.
Most people only see the results of marketing, but rarely the research and strategy that drive its success. If you want to grow your business around a solid marketing strategy, join us as we dive into the world of marketing for mortgage brokers. Learn how to find new clients and build a messaging and media approach to attract them while positioning your company for continued growth even in a changing market.
Discussing the proven tactics and strategies that make loan officers most effective with their time. How to replicate an efficient day 5 times to get the most out of your week. Hear what top producers focus on to drive high dollar per hour activity and see tangible results. Next Level will also lay out their proprietary Actions that Matter™ process so that you can focus on the things that matter most to your business for your customers in your community.
Learn how to divorce your processor and then invest that time and money you save into doubling your business.
The technology is here today. A productive Originator should spend 100% of his time marketing, sourcing, and harvesting new relationships. Unfortunately, Originators burn 80% of their time on unproductive work - babysitting their loan or they spend a lot of money hiring "processors" to do the babysitting. With Sun West's exclusive Morgan (tm) and Instant Underwriting (tm) technologies, the drudgery of the loan origination business is gone: following up with customers, reviewing conditions, interpreting the DU/LP, understanding and applying a myriad of guidelines and regulations. Free up 80% of your time and double your business!
The mortgage market is going through a transition that is making business growth more difficult in 2023. Agency business is shrinking, refinance volume is declining and rates are on the rise. What can help replace the lost business? Non-QM.
Non-QM can help you serve underserved markets to keep your pipelines full. Get up to speed and learn to close non-QM volume now. This presentation explains how!
Presented by Angel Oak Mortgage Solutions, you will learn:
Angel Oak Mortgage Solutions is the leader in non-QM, educating originators since 2014.
Tap Into The Power Of Angel Oak!
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 Chief Marketing Officer Erica LaCentra, will teach you how to:
Strengthen your business and set yourself up for long-term success. Don’t miss this session.
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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. Chris Behrns, Divisional 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.
Exhibit hall opens, luncheon and refreshments are served in the exhibit hall
Exhibit hall closes, raffle prizes announced, conference adjourns.
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.
88 Hopmeadow St
Weatogue, CT 06089
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