Agenda

Enjoy a rich lineup of engaging sessions and product showcases.

Thursday, January 12, 2023

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

12:00 pm

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Concurrent Sessions
Session A
Registration Opens
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Presented By
Session B
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1:00 pm

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2:00 pm

Concurrent Sessions
Session A
Impact of Blockchain on the Mortgage Industry
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Hear from a panel of experts about latest initiatives in the mortgage industry to adapt secure new technologies and processes. Presenters include Jeromy Potter, Head of Legal & Capital Markets, Stavvy; Mike Dimech, Executive Vice President, Operations Manager, Norcom Mortgage; Hailey Rice, Chief Legal Officer & EVP, Compliance, Canopy Financial Technology Partners; and Zachary Kammerdeiner, Sr. Business Strategist, CATIC Corporate.

Presented By
Session B
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Presented By

1:30 pm

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5:00 pm

Concurrent Sessions
Session A
Build-A-Broker
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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
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Presented By

2:00 pm

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3:30 pm

Concurrent Sessions
Session A
Legislative Update
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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

Presented By
Session B
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Presented By

4:00 pm

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Concurrent Sessions
Session A
Why You Should Pay Attention to LinkedIn
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  • Current statistics and reach of LinkedIn
  • How LinkedIn will help you and your business
  • Profile basics and Engagement / Q&A

Presenter: Debbie Wemyss, Founder, DW Consulting Solutions LLC, Independent LinkedIn Specialists

Presented By
Session B
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Presented By

Friday, January 13, 2023

7:00 am

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

8:00 am

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8:45 am

Concurrent Sessions
Session A
Diversify Into Strong Markets With Fix & Flip And DSCR Loans

In this rising rate environment, learn why real estate investor loan origination is likely to remain robust even while the consumer mortgage industry softens. Don't assume that rising rates mean tough times ahead. Join Roc Capital, one of the nation's largest capital providers in the business purpose loan industry, as we show you how you can pivot and thrive. This session can change the path of your career; be ready to ask questions.

Presented By
Session B
Smashing The Crystal Ball

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:

  • What can we expect for 2023?
  • What will rates do? Will they continue their roller coaster ride up and down?
  • Housing inventory: What is really the problem?
  • With the new Administration, what does this mean for the CFPB and the mortgage industry?

These and other answers will be shared with the audience in a highly informative presentation by David Luna, president of Mortgage Educators and Compliance.

David Luna
Presented By
David Luna
Mortgage Educators & Compliance
Session C
Presented By
Session D
Presented By

8:45 am

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9:30 am

Concurrent Sessions
Session A
Finding a Strategy for Business Growth

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.

Michael Oddi
Presented By
Michael Oddi
Velocity Mortgage Capital
Session B
Your Best Week Ever as an LO

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.

Presented By
Session C
Presented By
Session D
Presented By

9:45 am

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10:30 am

Concurrent Sessions
Session A
Transitioning from the Refi Boom to Untapped Opportunities: Leveraging Commercial Mortgages for Residential Properties
Shinnecock Room

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 CEO & Private Lending Expert, Jeffrey Tesch, will teach you how to:

  • Identify profitable solutions for some of your most commonly overlooked leads
  • Leverage fix & flip loans, long-term rental loans, and other private lending products to make more money now
  • Guide investors through the origination process so that you can develop and retain more business

Strengthen your business and set yourself up for long-term success. Don’t miss this session.

Jeffrey Tesch
Presented By
Jeffrey Tesch
RCN Capital
Session B
How to Navigate Non-QM Products

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:

  • Why non-QM is in demand in today’s market
  • Details on the types of non-QM programs
  • The borrower profiles for each program
  • Common scenarios and questions
  • How to close more loans using non-QM
  • Where to find non-QM borrowers

Angel Oak Mortgage Solutions is the leader in non-QM, educating originators since 2014.

Tap Into The Power Of Angel Oak!

Presented By
Session C
Learn How To Divorce Your Processor & Double Your Business

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!

Pavan Agarwal
Presented By
Pavan Agarwal
Sun West Mortgage Company
Session D
Presented By

10:30 am

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11:15 am

Concurrent Sessions
Session A
Harnessing Your Superpower
Rocket Pro TPO Main Stage

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.

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

11:15 am

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Concurrent Sessions
Session A
Exhibit Hall Opens

Exhibit hall opens, luncheon and refreshments are served in the exhibit hall

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

2:30 pm

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Concurrent Sessions
Session A
Expo Adjourns

Exhibit hall closes, raffle prizes announced, conference adjourns.

Presented By
Session B
Presented By
Session C
Presented By
Session D
Presented By
Register
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.

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Walk-in registrations available.

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