Agenda

Enjoy a rich lineup of engaging sessions and product showcases.

Thursday, January 11, 2024

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

12:30 pm

 — 

3:30 pm

Concurrent Sessions
KEYNOTE SESSION
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Non-QM Summit
Salons D2/D3
Session A
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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 A
Salons D2/D3
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

11:00 am

 — 

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

12:00 pm

 — 

5:30 pm

Concurrent Sessions
KEYNOTE SESSION
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Headshot Booth
Session A
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Start the year off right with a professional headshot.

Have your headshot taken for free as an attendee of the New England Mortgage Expo! Simply reserve your time slot below. Walk-ins are not guaranteed and depend on availability.

Presented By
Session A
Headshot Booth
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Start the year off right with a professional headshot.

Have your headshot taken for free as an attendee of the New England Mortgage Expo! Simply reserve your time slot below. Walk-ins are not guaranteed and depend on availability.

Presented By
Session B
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Presented By

12:00 pm

 — 

12:45 pm

Concurrent Sessions
KEYNOTE SESSION
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The Art of Connection: Building Powerful Referral Networks
Meeting Room 2
Session A
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Discover innovative strategies for building impactful referral networks, directly boosting business growth & driving revenue through relationships.

John Wise
Presented By
John Wise
EVP, National Production
Newfi Wholesale
Session A
Meeting Room 2
The Art of Connection: Building Powerful Referral Networks
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Discover innovative strategies for building impactful referral networks, directly boosting business growth & driving revenue through relationships.

John Wise
Presented By
John Wise
Newfi Wholesale
Session B
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Presented By

12:30 pm

 — 

2:00 pm

Concurrent Sessions
KEYNOTE SESSION
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What Will Be Keeping You Up At Night in 2024?
Rocket Pro TPO Main Stage
Session A
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Join us for a conversation of different issues facing our industry in 2024 that will impact all mortgage professionals. Topics range from cybersecurity threats and liability; reconsideration of value policies and appraisal bias; fair lending and redlining under the examination microscope; REALTOR compensation lawsuits and the potential impact on homebuyers; Washington DC happenings; market compression and more.  Jeremy Potter will moderate a discussion with a panel of diverse industry experts. You won’t want to miss this fast-paced discussion!

Jeremy Potter
Presented By
Jeremy Potter
President
titleLOOK® by Mainspring Services
Session A
Rocket Pro TPO Main Stage
What Will Be Keeping You Up At Night in 2024?
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Join us for a conversation of different issues facing our industry in 2024 that will impact all mortgage professionals. Topics range from cybersecurity threats and liability; reconsideration of value policies and appraisal bias; fair lending and redlining under the examination microscope; REALTOR compensation lawsuits and the potential impact on homebuyers; Washington DC happenings; market compression and more.  Jeremy Potter will moderate a discussion with a panel of diverse industry experts. You won’t want to miss this fast-paced discussion!

Jeremy Potter
Presented By
Jeremy Potter
titleLOOK® by Mainspring Services
Session B
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Presented By

12:45 pm

 — 

1:30 pm

Concurrent Sessions
KEYNOTE SESSION
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Scaling Your Business through Innovative Technology and Investment Loan Offerings
Meeting Room 2
Session A
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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 Finance of America Commercial , a nationwide lender for professional real estate investors, as we show you how you can pivot and thrive by utilizing easily accessible technology to drive growth. This session can change the path of your career; be ready to ask questions.

Sara Hootstein
Presented By
Sara Hootstein
Vice President of Sales and Development
Finance of America Commercial
Session A
Meeting Room 2
Scaling Your Business through Innovative Technology and Investment Loan Offerings
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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 Finance of America Commercial , a nationwide lender for professional real estate investors, as we show you how you can pivot and thrive by utilizing easily accessible technology to drive growth. This session can change the path of your career; be ready to ask questions.

Sara Hootstein
Presented By
Sara Hootstein
Finance of America Commercial
Session B
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Presented By

1:30 pm

 — 

2:15 pm

Concurrent Sessions
KEYNOTE SESSION
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Navigating Volatility: Originator Tactics for Turbulent Times
Meeting Room 2
Session A
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Discover essential strategies and tactics to thrive in the ever-changing mortgage market at our webinar, "Navigating Volatility: Broker Tactics for Turbulent Times." Join us to gain valuable insights and tools that will empower you to confidently navigate uncertainty and provide exceptional service to your clients.

Michael Pearson
Presented By
Michael Pearson
SVP Business Development
A&D Mortgage
Session A
Meeting Room 2
Navigating Volatility: Originator Tactics for Turbulent Times
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Discover essential strategies and tactics to thrive in the ever-changing mortgage market at our webinar, "Navigating Volatility: Broker Tactics for Turbulent Times." Join us to gain valuable insights and tools that will empower you to confidently navigate uncertainty and provide exceptional service to your clients.

Michael Pearson
Presented By
Michael Pearson
A&D Mortgage
Session B
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Presented By

2:15 pm

 — 

3:00 pm

Concurrent Sessions
KEYNOTE SESSION
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YMPA Branding Session
Meeting Room 2
Session A
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Join the CMBA Young Mortgage Professionals for an enlightening panel discussion on the art of building a compelling personal brand through storytelling, intertwined with invaluable insights from the field, emerging technologies, and current market trends. Our panelists, seasoned experts in the mortgage industry, will delve into the intricacies of crafting a captivating narrative that resonates with your audience while leveraging the power of real-life experiences, cutting-edge technologies, and the pulse of the market.

Moderated by Alicia Goncalves, nCino
Panelists include Kelly Turner, Total Mortgage; Zachary Kammerdiener, CATIC; Jim McLoughlin, Norcom Mortgage

Alicia Goncalves
Presented By
Alicia Goncalves
CMB®
nCino, Inc.
Session A
Meeting Room 2
YMPA Branding Session
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Join the CMBA Young Mortgage Professionals for an enlightening panel discussion on the art of building a compelling personal brand through storytelling, intertwined with invaluable insights from the field, emerging technologies, and current market trends. Our panelists, seasoned experts in the mortgage industry, will delve into the intricacies of crafting a captivating narrative that resonates with your audience while leveraging the power of real-life experiences, cutting-edge technologies, and the pulse of the market.

Moderated by Alicia Goncalves, nCino
Panelists include Kelly Turner, Total Mortgage; Zachary Kammerdiener, CATIC; Jim McLoughlin, Norcom Mortgage

Alicia Goncalves
Presented By
Alicia Goncalves
nCino, Inc.
Session B
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Presented By

3:00 pm

 — 

4:00 pm

Concurrent Sessions
KEYNOTE SESSION
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How These Top Producers Have Already Won 2024
Rocket Pro TPO Main Stage
Session A
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All year, they've been planning for 2024. While their production remained relatively strong to fellow originators, they knew 2023 was the year to plan for 2024 and beyond. Learn what these top producers are doing to capitalize on 2024, using a mix of new tech, new products, a new mindset, and a lot of hustle.

Irene Amato, A.S.A.P. Mortgage, Mortgage Broker and Originator

Ryan Riddle, Cliffco Mortgage, Partner and Originator

James Allen and Adam Dellemonico, Movement Mortgage, MLOs

Presented By
Session A
Rocket Pro TPO Main Stage
How These Top Producers Have Already Won 2024
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All year, they've been planning for 2024. While their production remained relatively strong to fellow originators, they knew 2023 was the year to plan for 2024 and beyond. Learn what these top producers are doing to capitalize on 2024, using a mix of new tech, new products, a new mindset, and a lot of hustle.

Irene Amato, A.S.A.P. Mortgage, Mortgage Broker and Originator

Ryan Riddle, Cliffco Mortgage, Partner and Originator

James Allen and Adam Dellemonico, Movement Mortgage, MLOs

Presented By
Session B
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Presented By

4:00 pm

 — 

6:00 pm

Concurrent Sessions
KEYNOTE SESSION
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Exhibit Hall Opens
Exhibit Hall
Session A
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Presented By
Session A
Exhibit Hall
Exhibit Hall Opens
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Presented By
Session B
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Presented By

5:00 pm

 — 

6:00 pm

Concurrent Sessions
KEYNOTE SESSION
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CMBA Cocktail Reception
Exhibit Hall
Session A
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Cocktail reception with exhibitors, presented by the CMBA.

Presented By
Session A
Exhibit Hall
CMBA Cocktail Reception
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Cocktail reception with exhibitors, presented by the CMBA.

Presented By
Session B
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Presented By

8:00 pm

 — 

10:00 pm

Concurrent Sessions
KEYNOTE SESSION
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Networking After Dark —Hosted by RCN Capital & JCW Title
Session A
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Join RCN Capital & JCW Title for Networking After Dark: Thursday Night Fever, the 2024 New England Mortgage Expo Opening Reception!

RCN Capital & JCW Title are hosting a groovy evening at the VISTA Lounge at Wombi Rock inside Mohegan Sun Casino. It's time to boogie with complimentary drinks and early networking time with attendees and exhibitors of the Expo. Break out the bellbottoms and be sure to try one of our specialty drinks.

This is an experience you'll remember for decades to come! We look forward to seeing you there!


Presented By
Session A
Networking After Dark —Hosted by RCN Capital & JCW Title
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Join RCN Capital & JCW Title for Networking After Dark: Thursday Night Fever, the 2024 New England Mortgage Expo Opening Reception!

RCN Capital & JCW Title are hosting a groovy evening at the VISTA Lounge at Wombi Rock inside Mohegan Sun Casino. It's time to boogie with complimentary drinks and early networking time with attendees and exhibitors of the Expo. Break out the bellbottoms and be sure to try one of our specialty drinks.

This is an experience you'll remember for decades to come! We look forward to seeing you there!


Presented By
Session B
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Presented By

Friday, January 12, 2024

7:00 am

 — 

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

8:00 am

 — 

9:00 am

Concurrent Sessions
KEYNOTE SESSION
Opening Keynote
How To Make Mortgages Like You're SEAL Team Six
Rocket Pro TPO Main Stage
Session A
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Few people on earth have fit more into a life than Don Mann. A former Navy SEAL Team Leader who was twice captured by enemy forces and lived to tell his story, Mann has played a crucial role in some of America’s most daring military missions for more than two decades. Most recently, he trained the SEAL Team Six warriors who assassinated Osama bin Laden in May 2011.

Mann, who’s also a New York Times bestselling author, accomplished endurance athlete and mountaineer and star of the reality TV series Surviving Mann, recently has focused his attention on inspiring others to achieve goals they never imagined they could. As a sought-after motivational speaker around the U.S., Mann addresses a wide range of audiences — from major corporations to universities, to professional sports teams. He takes crowds inside a gripping underworld of risk and courage, while relating tales from the battlefield as well as from grueling suffer-fests like the Hawaii Ironman, which he has completed twice.

His message includes equal doses of inspiration and strategy. As he likes to say, “Anybody with the proper mindset can achieve anything imaginable.” The key, which he relates in his “Reaching Beyond Boundaries” presentation, is to “turn macro goals into micro goals.”

In this special appearance at the New England Mortgage Expo, Don Mann will share his amazing stories and help you see how you can apply his principles to building the best team possible to hit your targets as a mortgage lender.

Mann received a Masters in Management from Troy State University, in Troy, AL, a B.S. in International Relations & Criminal Justice, from Florida State University, in Tallahassee, Fla, and a B.S. in Liberal Science, from State University of New York. He lives in Williamsburg, Va.

Don Mann
Presented By
Don Mann
Former Member of SEAL Team Six, Renowned Athlete and Trainer
Rocket Pro TPO Main Stage
Session A
How To Make Mortgages Like You're SEAL Team Six
This is some text inside of a div block.

Few people on earth have fit more into a life than Don Mann. A former Navy SEAL Team Leader who was twice captured by enemy forces and lived to tell his story, Mann has played a crucial role in some of America’s most daring military missions for more than two decades. Most recently, he trained the SEAL Team Six warriors who assassinated Osama bin Laden in May 2011.

Mann, who’s also a New York Times bestselling author, accomplished endurance athlete and mountaineer and star of the reality TV series Surviving Mann, recently has focused his attention on inspiring others to achieve goals they never imagined they could. As a sought-after motivational speaker around the U.S., Mann addresses a wide range of audiences — from major corporations to universities, to professional sports teams. He takes crowds inside a gripping underworld of risk and courage, while relating tales from the battlefield as well as from grueling suffer-fests like the Hawaii Ironman, which he has completed twice.

His message includes equal doses of inspiration and strategy. As he likes to say, “Anybody with the proper mindset can achieve anything imaginable.” The key, which he relates in his “Reaching Beyond Boundaries” presentation, is to “turn macro goals into micro goals.”

In this special appearance at the New England Mortgage Expo, Don Mann will share his amazing stories and help you see how you can apply his principles to building the best team possible to hit your targets as a mortgage lender.

Mann received a Masters in Management from Troy State University, in Troy, AL, a B.S. in International Relations & Criminal Justice, from Florida State University, in Tallahassee, Fla, and a B.S. in Liberal Science, from State University of New York. He lives in Williamsburg, Va.

Don Mann
Presented By
Don Mann
Former Member of SEAL Team Six, Renowned Athlete and Trainer
Session B
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Presented By
Session C
Presented By
Session D
Presented By

8:00 am

 — 

2:00 pm

Concurrent Sessions
KEYNOTE SESSION
Headshot Booth
Session A
This is some text inside of a div block.

Start the year off right with a professional headshot.

Have your headshot taken for free as an attendee of the New England Mortgage Expo! Simply reserve your time slot below. Walk-ins are not guaranteed and depend on availability.

Presented By
Session A
Headshot Booth
This is some text inside of a div block.

Start the year off right with a professional headshot.

Have your headshot taken for free as an attendee of the New England Mortgage Expo! Simply reserve your time slot below. Walk-ins are not guaranteed and depend on availability.

Reserve Your Time Slot
Presented By
Session B
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Presented By
Session C
Presented By
Session D
Presented By

9:00 am

 — 

9:45 am

Concurrent Sessions
KEYNOTE SESSION
The Rise of AI — The Future of Mortgage
Rocket Pro TPO Main Stage
Session A
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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?

Angel Elliott
Presented By
Angel Elliott
Managing Director of Organizational Development
Sun West Mortgage Company
Rocket Pro TPO Main Stage
Session A
The Rise of AI — The Future of Mortgage
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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?

Angel Elliott
Presented By
Angel Elliott
Managing Director of Organizational Development
Sun West Mortgage Company
Meeting Room 2
Session B
Grow Your Business in a Changing Market with Fix & Flip and DSCR Loans
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With the consumer mortgage industry continuing to experience declining volume and rising rates, brokers and originators may be wondering how they can grow their businesses in 2023. Now is the time to diversify product offerings and learn how to thrive by leveraging loan programs for real estate investors like fix and flip and DSCR loans. 

In this session presented by RCN Capital, you will learn:

  • What opportunities exist right now in the real estate investment space
  • How to make more money by leveraging fix and flip loans, DSCR loans, and other private lending products 
  • How to identify potential investor clients, accommodate their needs and retain more business
  • Common scenarios and how to present the best financing options 

Maximize your success in 2024 and don’t miss this informative session!

Jeffrey Tesch
Presented By
Jeffrey Tesch
RCN Capital
Session C
Presented By
Session D
Presented By

9:45 am

 — 

10:30 am

Concurrent Sessions
KEYNOTE SESSION
Lessons from the #1 Loan Originator
Rocket Pro TPO Main Stage
Session A
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Don't miss this opportunity to gain valuable knowledge from Thuan Nguyen, a highly successful loan officer who has closed an impressive 11,000 loans in 2020 and 2021. In this session, Thuan will share his valuable insights on how he adapted to the market downturn by shifting his focus from 95% refinance to 70% purchase, and how he managed to increase his production by over 50% from February 2023 to March 2023. You'll learn from a master in the industry and gain valuable strategies for maximizing loan production and navigating market changes. Join us and take your origination skills to the next level!

Thuan Nguyen
Presented By
Thuan Nguyen
CEO
Loan Factory, Inc
Rocket Pro TPO Main Stage
Session A
Lessons from the #1 Loan Originator
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Don't miss this opportunity to gain valuable knowledge from Thuan Nguyen, a highly successful loan officer who has closed an impressive 11,000 loans in 2020 and 2021. In this session, Thuan will share his valuable insights on how he adapted to the market downturn by shifting his focus from 95% refinance to 70% purchase, and how he managed to increase his production by over 50% from February 2023 to March 2023. You'll learn from a master in the industry and gain valuable strategies for maximizing loan production and navigating market changes. Join us and take your origination skills to the next level!

Thuan Nguyen
Presented By
Thuan Nguyen
CEO
Loan Factory, Inc
Meeting Room 2
Session B
Innovate to Elevate: Non-QM Market Trends in 2024
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"Innovate to Elevate: Non-QM Market Trends in 2024" 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:

  • Setting yourself apart in the Non-QM marketplace
  • Non-QM market opportunity in 2024 and beyond
  • Deep dive into Non-QM Programs
  • Typical Scenarios and Frequently Asked Questions

Ben Scribner
Presented By
Ben Scribner
Angel Oak Mortgage Solutions
Session C
Presented By
Session D
Presented By

10:30 am

 — 

11:15 am

Concurrent Sessions
KEYNOTE SESSION
The Power Of Choice
Rocket Pro TPO Main Stage
Session A
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In a world where you are pushed in so many different directions, how do you empower your team to fight for what makes them win everyday? For brokers and originators, the key lies in one simple super-power: optionality. Everyday you get to choose who you want to be; you get to choose how to be the best for your clients. That's what lets brokers win. Learn how to create motivation, inspiration and innovation as you build success. Join Chris Behrns, DVP, Rocket Pro TPO as he demonstrates what can be achieved using the power of choice. Let's make the right choice together.

Chris Behrns
Presented By
Chris Behrns
DVP
Rocket Pro TPO
Rocket Pro TPO Main Stage
Session A
The Power Of Choice
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In a world where you are pushed in so many different directions, how do you empower your team to fight for what makes them win everyday? For brokers and originators, the key lies in one simple super-power: optionality. Everyday you get to choose who you want to be; you get to choose how to be the best for your clients. That's what lets brokers win. Learn how to create motivation, inspiration and innovation as you build success. Join Chris Behrns, DVP, Rocket Pro TPO as he demonstrates what can be achieved using the power of choice. Let's make the right choice together.

Chris Behrns
Presented By
Chris Behrns
DVP
Rocket Pro TPO
Session B
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Presented By
Session C
Presented By
Session D
Presented By

11:15 am

 — 

2:00 pm

Concurrent Sessions
KEYNOTE SESSION
Exhibit Hall Open
Session A
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Exhibit hall opens, luncheon and refreshments are served in the exhibit hall

Presented By
Session A
Exhibit Hall Open
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Exhibit hall opens, luncheon and refreshments are served in the exhibit hall

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

2:00 pm

 — 

Concurrent Sessions
KEYNOTE SESSION
Conference Adjourns
Session A
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Presented By
Session A
Conference Adjourns
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Presented By
Session B
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Presented By
Session C
Presented By
Session D
Presented By
Online registration closed
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.

Reserve your spot.

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

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