OriginatorTech, Build-A-Broker, & other pre-conference events
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Educational sessions & opening networking party Neon Rodeo
Exhibit Hall & educational sessions
NMLS Renewal Course
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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:
Add To Your Portfolio
We have a panel of lenders to discuss innovative products 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:
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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:
Add To Your Portfolio
We have a panel of lenders to discuss innovative products 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:
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OriginatorTech is the half-day immersive experience of what the best lenders are offering to originators to create a perfect borrower experience. By attending this pre-Originator Connect event, you will:
Featuring prominent industry figures such as Geoff Zimpfer, Pavan Agarwal, Bob Niemi, Shashank Shekhar, and Marc Hernandez.
OriginatorTech is the half-day immersive experience of what the best lenders are offering to originators to create a perfect borrower experience. By attending this pre-Originator Connect event, you will:
Featuring prominent industry figures such as Geoff Zimpfer, Pavan Agarwal, Bob Niemi, Shashank Shekhar, and Marc Hernandez.
Non-QM is here to stay. Learn from the pros working with Non-QM loans every day to understand why non-qualified mortgages are critical to achieving a competitive advantage, how they allow you to serve more borrowers, how to market to your real estate contacts, and so much more.View the full Non-QM Summit agenda here.
Non-QM is here to stay. Learn from the pros working with Non-QM loans every day to understand why non-qualified mortgages are critical to achieving a competitive advantage, how they allow you to serve more borrowers, how to market to your real estate contacts, and so much more.View the full Non-QM Summit agenda here.
With half the year (round) over, join Tabrasa and Mortgage Market Guide's Bill Bodnar for a fast-paced and fun presentation looking at where the economy, Fed, rates and housing are headed in the back half of the year.
In any market, understanding values and the appraisal process gives originators an edge. This knowledge will show real estate professionals and consumers that you're a real estate transaction expert, not just a lead-hungry MLO. This session will give you the fundamentals of the appraisal process and help you understand the current state of valuation and what you must know about the future of valuation.
With half the year (round) over, join Tabrasa and Mortgage Market Guide's Bill Bodnar for a fast-paced and fun presentation looking at where the economy, Fed, rates and housing are headed in the back half of the year.
Velocity Mortgage Capital is celebrating 20 years in business, and in this session Marco Castaneda, National Production Manager, will share the lessons learned about how to stay in the game. From weathering the ups and downs, to recognizing that it takes a village to close a loan, Castaneda will show attendees what a results-driven approach can provide. He’ll cover the importance of understanding the needs of both your clients and your lending partners, understanding what forces are changing the market, and how to be nimble as those forces change.
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James Gueltzow, National Sales Manager at American Heritage Lending, LLC, has been working in the mortgage industry for decades. During that time, he’s amassed a treasure chest of lessons from top originators and industry pros. Join him in this business-building session as he shares the best tips and tricks he’s learned, the practices that propel originations, and the niches that give you an opportunity to thrive.
Velocity Mortgage Capital is celebrating 20 years in business, and in this session Marco Castaneda, National Production Manager, will share the lessons learned about how to stay in the game. From weathering the ups and downs, to recognizing that it takes a village to close a loan, Castaneda will show attendees what a results-driven approach can provide. He’ll cover the importance of understanding the needs of both your clients and your lending partners, understanding what forces are changing the market, and how to be nimble as those forces change.
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!
In this fast-paced presentation, David Gray of Anchor Loans will explore the latest market trends in mortgage loans and the increasing demand for construction loans. You will gain insights into various types of construction loans, key terms and abbreviations, the mechanics of construction loans, optimal timing for offering such loans, strategies for identifying potential construction loan applicants, and methods for delivering value to these borrowers. This session equips you with the knowledge and skills to effectively offer these loan products to your clients, thereby enhancing your loan portfolio through repeat business from investor borrowers.
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!
We've assembled a panel of mortgage business leaders for an unscripted session to share their success stories, including their backgrounds, current success strategies, and visions for maintaining a lasting business. Expect a mix of secrets, controversies, and plenty of excitement.
Don’t just run your business, build your 4EVER mortgage business.
Discover innovative strategies for building impactful referral networks, directly boosting business growth & driving revenue through relationships.
This session will unravel the complexities of DSCR loans, exploring various scenarios such as the BRRRR method, Short-Term Rentals (STRs), No Ratio DSCR, multifamily properties, and mixed-use developments. By understanding these key scenarios, mortgage brokers can position themselves to stay ahead of the market and will gain practical insights and strategies to navigate DSCR loans effectively.
We've assembled a panel of mortgage business leaders for an unscripted session to share their success stories, including their backgrounds, current success strategies, and visions for maintaining a lasting business. Expect a mix of secrets, controversies, and plenty of excitement.
Don’t just run your business, build your 4EVER mortgage business.
Originators need every advantage to enhance their position. Join credit expert Bo Thomas as he reveals three strategies to optimize consumer credit scores, with two at no additional cost. Learn practical insights to save clients money, boost their purchasing power, and strengthen your credit optimization skills. Bo will explain how to use credit technology effectively. Additionally, Bo will cover upcoming changes in credit scoring models and how to position yourself as a leader in the evolving credit landscape. This session will help you brand yourself to clients and referral partners. Join us to master credit optimization strategies.
By attending this, you’ll be able to:
Join us and Anthony Sherman, a former mortgage broker who scaled his brokerage from $0 to $1 billion in just two years. He'll share how he leveraged digital tools to modernize the mortgage process, creating a 5-star customer experience that drove his exponential growth. Sherman will demonstrate how to increase lead flow, enhance conversions, and streamline operations, all while being prepared to scale up or down in any market conditions.
Originators need every advantage to enhance their position. Join credit expert Bo Thomas as he reveals three strategies to optimize consumer credit scores, with two at no additional cost. Learn practical insights to save clients money, boost their purchasing power, and strengthen your credit optimization skills. Bo will explain how to use credit technology effectively. Additionally, Bo will cover upcoming changes in credit scoring models and how to position yourself as a leader in the evolving credit landscape. This session will help you brand yourself to clients and referral partners. Join us to master credit optimization strategies.
By attending this, you’ll be able to:
The broker community is killing it this year, gaining market share and causing retail originators to look at moving to the independent broker model. This is spurring the rise of mega-brokerages and innovative new models. We’re bringing in an array of brokerage leaders to talk about their vision, their business plans and what they’re doing to empower originators to conquer these critical times.
These Mega Broker leaders are so passionate about the Mega Broker model that each of them feels their platform is best for originators and their borrowers. We’ve invited four of them into the ring at Originator Connect to share their passion and compete for Mega Broker supremacy!
You’ll hear from these leaders what makes their platform the best option for originators including why they feel their tech is the best in class, why they feel they offer the best comp plans and why their culture makes them the best of the best. Each of these contenders are former top producing originators. These Mega Brokerage leaders share their insights and motivation based on their roles at their Mega Broker shops.
Tom “The Guardian” Ahles
Chief Growth Officer and Co-Owner, Edge Home Finance
Daniel “The Commander” Iskander
CEO, West Capital Lending
Mike “The Bull” Kortas
CEO, NEXA Mortgage
Thuan “The Titan” Nguyen
CEO, Loan Factory
Dave Savage, Chief Innovation Officer at Trust Engine & Founder of Mortgage Coach
The broker community is killing it this year, gaining market share and causing retail originators to look at moving to the independent broker model. This is spurring the rise of mega-brokerages and innovative new models. We’re bringing in an array of brokerage leaders to talk about their vision, their business plans and what they’re doing to empower originators to conquer these critical times.
These Mega Broker leaders are so passionate about the Mega Broker model that each of them feels their platform is best for originators and their borrowers. We’ve invited four of them into the ring at Originator Connect to share their passion and compete for Mega Broker supremacy!
You’ll hear from these leaders what makes their platform the best option for originators including why they feel their tech is the best in class, why they feel they offer the best comp plans and why their culture makes them the best of the best. Each of these contenders are former top producing originators. These Mega Brokerage leaders share their insights and motivation based on their roles at their Mega Broker shops.
Tom “The Guardian” Ahles
Chief Growth Officer and Co-Owner, Edge Home Finance
Daniel “The Commander” Iskander
CEO, West Capital Lending
Mike “The Bull” Kortas
CEO, NEXA Mortgage
Thuan “The Titan” Nguyen
CEO, Loan Factory
Dave Savage, Chief Innovation Officer at Trust Engine & Founder of Mortgage Coach
Welcome to the Neon Rodeo!
Celebrate with us at the official Originator Connect 2024 Opening Networking Party! Spit-shine your boots, grab your glow sticks and get ready for a boot-scootin' boogie, Vegas-style. Enjoy food, cocktails, entertainment, and more!
*Attendees must have checked in at registration and must have their badge present to attend the reception party.
Welcome to the Neon Rodeo!
Celebrate with us at the official Originator Connect 2024 Opening Networking Party! Spit-shine your boots, grab your glow sticks and get ready for a boot-scootin' boogie, Vegas-style. Enjoy food, cocktails, entertainment, and more!
*Attendees must have checked in at registration and must have their badge present to attend the reception party.
Mike Kortas, CEO & Co Founder of NEXA Mortgage, LLC, will delve into the power of determination, perseverance, and hard work. Join us as he shares the inspiring story of how he overcame challenges and achieved remarkable success through his relentless commitment and unwavering effort. Through personal anecdotes and insightful discussion, his aim is to ignite a spark of motivation and resilience within each of you, empowering you to continue to navigate the complexities of the lending landscape with confidence and drive.
Discover the solutions to the challenges facing brokers in today's ever-changing mortgage market at our educational session, "Navigating Volatility: Originator Challenges for Turbulent Times." Join us to gain valuable insights and tools to help you confidently navigate uncertainty and provide exceptional service to your clients.
Presented by
Michael Pearson, SVP Business Development
Andrew Taylor, SVP Wholesale Lending Sales
Are you prepared for one of the fastest-growing origination opportunities? In 2024, loan origination activities are booming as over 11,000 Americans turn 62 each day and need retirement planning tools. If you're interested in offering reverse mortgages but don't know where to start, join our session! We'll help you quickly and easily serve the needs of older Americans with product education, marketing support, loan disclosures, and free processing. Let's explore this growing opportunity together.
Mike Kortas, CEO & Co Founder of NEXA Mortgage, LLC, will delve into the power of determination, perseverance, and hard work. Join us as he shares the inspiring story of how he overcame challenges and achieved remarkable success through his relentless commitment and unwavering effort. Through personal anecdotes and insightful discussion, his aim is to ignite a spark of motivation and resilience within each of you, empowering you to continue to navigate the complexities of the lending landscape with confidence and drive.
Discover the solutions to the challenges facing brokers in today's ever-changing mortgage market at our educational session, "Navigating Volatility: Originator Challenges for Turbulent Times." Join us to gain valuable insights and tools to help you confidently navigate uncertainty and provide exceptional service to your clients.
Presented by
Michael Pearson, SVP Business Development
Andrew Taylor, SVP Wholesale Lending Sales
Are you prepared for one of the fastest-growing origination opportunities? In 2024, loan origination activities are booming as over 11,000 Americans turn 62 each day and need retirement planning tools. If you're interested in offering reverse mortgages but don't know where to start, join our session! We'll help you quickly and easily serve the needs of older Americans with product education, marketing support, loan disclosures, and free processing. Let's explore this growing opportunity together.
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?
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 2024. 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:
Maximize your success in 2024 and don’t miss this informative session!
"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:
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?
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 2024. 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:
Maximize your success in 2024 and don’t miss this informative session!
"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:
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 Mike Fawaz, EVP, Rocket Pro TPO as he demonstrates what can be achieved using the power of choice. Let's make the right choice together.
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 Mike Fawaz, EVP, Rocket Pro TPO as he demonstrates what can be achieved using the power of choice. Let's make the right choice together.
Join us on the exhibit hall floor for a cocktail reception with the exhibitors.
Join us on the exhibit hall floor for a cocktail reception with the exhibitors.
Optional — Must Pre-Register
Registration opens at 8 am, class beings promptly at 9 am. Anyone not already registered at 9 am will not be allowed to take the class. Partial credit cannot be offered.
Fulfill your complete 8 hour continuing education requirements for your NMLS license renewal! This is a separately-ticketed bonus offering. Make the most of your time this year by getting all your federally-required CE at the expo, in addition to a conference full of networking, education, opportunities and prizes. Continuing Education course provided by Maximum Acceleration.
Important Note: You must take the entire 8 hour class to qualify for credit. We cannot give partial credit.
IMPORTANT: In addition to pre-registration, in order to qualify for admission to the free NMLS License Renewal Class, you must have attended the expo and had your Exhibit Hall passport marked by all exhibitors. Only one Exhibit Hall passport given per person.
Optional — Must Pre-Register
Registration opens at 8 am, class beings promptly at 9 am. Anyone not already registered at 9 am will not be allowed to take the class. Partial credit cannot be offered.
Fulfill your complete 8 hour continuing education requirements for your NMLS license renewal! This is a separately-ticketed bonus offering. Make the most of your time this year by getting all your federally-required CE at the expo, in addition to a conference full of networking, education, opportunities and prizes. Continuing Education course provided by Maximum Acceleration.
Important Note: You must take the entire 8 hour class to qualify for credit. We cannot give partial credit.
IMPORTANT: In addition to pre-registration, in order to qualify for admission to the free NMLS License Renewal Class, you must have attended the expo and had your Exhibit Hall passport marked by all exhibitors. Only one Exhibit Hall passport given per person.
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