Join Newfi Wholesale for a session all about how to stand out in 2026! Learn how long-lasting business growth is tied to intentional, small daily actions and explore…

  • the art of developing people-first relationships that go beyond the closing table
  • the importance of communicating and listening to serve and,
  • the impact of powerful programs and a relationship-building mindset can have on your business

We can’t wait to see you there!

Rocket Pro Main Stage

The Economy, Interest Rates & How To Drive New Business

Join Newfi Wholesale for a session all about how to stand out in 2026! Learn how long-lasting business growth is tied to intentional, small daily actions and explore…

  • the art of developing people-first relationships that go beyond the closing table
  • the importance of communicating and listening to serve and,
  • the impact of powerful programs and a relationship-building mindset can have on your business

We can’t wait to see you there!

The demand for new construction is rising, but many brokers and originators are leaving money on the table by overlooking builder financing. In this session, we will walk you through how to capture business in the booming builder and investor markets using private construction loans. You’ll learn how to qualify builders, structure deals, and create residual income by becoming your clients’ go-to resource from land acquisition to project completion. This is your roadmap to serving builders confidently, expanding your product lineup, and generating repeat revenue in 2026 and beyond.

Learning Objectives:

  • Understand the fundamentals of private construction financing
  • Learn how to qualify and structure loans for both first-time and experienced builders
  • Discover how to create a residual income stream through builder relationships
  • Explore how to find builders and investors ready to fund their next project
Melrose

How To Finance Builder Construction Loans

The demand for new construction is rising, but many brokers and originators are leaving money on the table by overlooking builder financing. In this session, we will walk you through how to capture business in the booming builder and investor markets using private construction loans. You’ll learn how to qualify builders, structure deals, and create residual income by becoming your clients’ go-to resource from land acquisition to project completion. This is your roadmap to serving builders confidently, expanding your product lineup, and generating repeat revenue in 2026 and beyond.

Learning Objectives:

  • Understand the fundamentals of private construction financing
  • Learn how to qualify and structure loans for both first-time and experienced builders
  • Discover how to create a residual income stream through builder relationships
  • Explore how to find builders and investors ready to fund their next project

Join us for a powerful, informative, and motivational session designed to "elevate" your mortgage strategy, business approach, and mindset in today’s, evolving, Jumbo Market.

Learn from James Jin, CEO and President, Mortgage Mentor at GMCC Mortgage, as he shares valuable insights on how loan officers are thinking bigger and by thinking like a CEO—unlocking new levels of growth and opportunity in the Jumbo Market.

What does it take to succeed? How to Compete?  What is the difference-maker when it comes to those who are funding 20+ loans per month and those who are struggling? How do you align yourself for long-term success? We’ll share example after example of how you can succeed using the right tools and programs—and much more.

Learn:

  • How to secure “Builder” Preferred Lender status
  • How to secure “Realtor” Preferred Lender status
  • How to excel with “Jumbo” loans that offer powerful pricing  options
  • How to capture “Foreign National” business and how to capture No DTI/No Income Options - Even on (Primary, Second Home or Investment loans)
  • How to close more Jumbo loans even up to 90% LTV up to $5Million and even up to $10Million at lower LTVs with low rate, no point options that truly compete. 
  • Learn how to capture more preferred realtor relationships with  Buy Without Sell First programs.  No Point, Low Rate options that are far cheaper than using bridge loan options.  No need to list or sell first. No follow up QC to show departure property ever sold.  Permanent financing so no need to redo out of it. 

Learn how to grow your business from 1–2 loans per month to 15–38 in under 1–2 years (even in this market).

Celebrity 5

Expand Your Possibilities! Competing In A Jumbo Market

Join us for a powerful, informative, and motivational session designed to "elevate" your mortgage strategy, business approach, and mindset in today’s, evolving, Jumbo Market.

Learn from James Jin, CEO and President, Mortgage Mentor at GMCC Mortgage, as he shares valuable insights on how loan officers are thinking bigger and by thinking like a CEO—unlocking new levels of growth and opportunity in the Jumbo Market.

What does it take to succeed? How to Compete?  What is the difference-maker when it comes to those who are funding 20+ loans per month and those who are struggling? How do you align yourself for long-term success? We’ll share example after example of how you can succeed using the right tools and programs—and much more.

Learn:

  • How to secure “Builder” Preferred Lender status
  • How to secure “Realtor” Preferred Lender status
  • How to excel with “Jumbo” loans that offer powerful pricing  options
  • How to capture “Foreign National” business and how to capture No DTI/No Income Options - Even on (Primary, Second Home or Investment loans)
  • How to close more Jumbo loans even up to 90% LTV up to $5Million and even up to $10Million at lower LTVs with low rate, no point options that truly compete. 
  • Learn how to capture more preferred realtor relationships with  Buy Without Sell First programs.  No Point, Low Rate options that are far cheaper than using bridge loan options.  No need to list or sell first. No follow up QC to show departure property ever sold.  Permanent financing so no need to redo out of it. 

Learn how to grow your business from 1–2 loans per month to 15–38 in under 1–2 years (even in this market).

Support

Frequently asked questions

Everything you need to know about the product and billing.
Is there a free trial available?
Yes, you can try us for free for 30 days. Our friendly team will work with you to get you up and running as soon as possible.
Can I change my plan later?
Of course. Our pricing scales with your company. Chat to our friendly team to find a solution that works for you.
What is your cancellation policy?
We understand that things change. You can cancel your plan at any time and we’ll refund you the difference already paid.
Can other info be added to an invoice?
At the moment, the only way to add additional information to invoices is to add the information to the workspace's name.
How does billing work?
Plans are per workspace, not per account. You can upgrade one workspace, and still have any number of free workspaces.
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