Agenda

LIVE and Online June 23rd , 9:00 AM – 2:20 PM PT

All times are PT

9:00 am

Registration and virtual orientation

9:10 am

Opening Remarks by United Wholesale Mortgage

Hosted By:
9:15 am

Panel Discussion: Power Originating: The Secrets of Success

Ever wonder why some originators close 100 loans a year and others make it to 400? Hear from the country’s top producers as they discuss ways that they have set themselves apart from thousands of other mortgage professionals during uncertain times, including: managing changes in the market; and mistakes they have seen other originators making. Learn how to adapt their tips and strategies to suit your personal business and achieve success.

Moderator:

Laura Brandao

President, AFR

Panelists:

Austin Lampson

Branch Manager, Licensed Mortgage Professional, Lampson Team at Homeowners Financial Group

Ryan Grant

Senior Vice President, Area Manager, The Art of Home Ownership

9:55 am

Going from Broker to Lender – Top Tips from the Technology Leader for Private Lenders

Did you know that most successful private lenders started out their careers as conventional brokers? It’s true! So why did they make the switch, how did they do it, and would they ever go back? Never! Come to this informative and entertaining session and find out the backstory on America’s most successful private lenders. Nate Goodhart, Global Software Sales Executive of Applied Business Software, makers of The Mortgage Office, will share invaluable insight about how to make the leap, why, and what to look out for if you do. Come get the inside scoop on going from broker to lender.

Nate Goodhart

Global Software Sales Executive, Applied Business Software

Hosted by:

10:15 am

Morning networking break

10:35 am

Break out of the box with non-QM

Non-conforming? No problem! The non-QM space has grown astronomically and the product offerings have become more robust, allowing you to serve more borrowers than ever. Come and see how the non-QM space can allow you to do more business with the clients that you have and become relevant to an entirely new population of borrowers.

Panelists:

Eric Morgenson

Business Development, Angel Oak Mortgage Solutions

Will Fisher

Divisional Vice President, Non-QM TPO, ARC Home LLC

Samuel Bjelac

Senior Vice President, Sprout Mortgage

11:15 am

Technology Hacks to Gain Loan Efficiency

Technology continues to be the primary catalyst of the fast-paced, complex and constantly evolving mortgage industry. Justin Glass, SVP, Chief Digital Officer at United Wholesale Mortgage, discusses UWM’s library of diverse tech tools that are designed to provide speed, ease of use and service levels that are unparalleled in the industry. Through UWM’s aggressive fast-moving approach to technology, it has introduced new tools and enhancements to its portfolio at an industry-leading pace, putting brokers in great position to grow their business.

Justin Glass

Chief Digital Officer, SVP

Brought to you by:
11:45 am

Networking lunch

12:20 pm

Direct Mail Best Practices for the Mortgage Industry

Direct mail continues to be an effective marketing tool for acquiring new customers in the mortgage industry. According to a recent study from the Direct Marketing Associations, the response rates for direct mail significantly outperform other channels – 4.3% higher than email, 4.5% higher than paid search, and 4.9% higher than targeted display ads.

Brad Pollard

Executive Vice President of Sales, Overflowworks.com

Hosted by:

12:40 pm

How brokers can boost their business with commercial lending

There’s more opportunity in the commercial space than ever before for those who work with the right partners and know how to spot the right deals. If you’ve been hesitant to break out of the residential zone, there’s still time to learn and grow a new side of your business focused on investor mortgages and fix and flips. Industry experts will explain where to find investors, how to involve realtor partners in commercial deals, and what kinds of products and properties perform best in your market.

Moderator:

Dalton Elliott

Head of Strategic Partnerships, Lima One Capital

Speaker:

Jeffrey Tesch

Chief Executive Officer, RCN Capital

Robert Greenberg

Chief Marketing Officer, Patch of Lands

1:20 pm

– 2:20 pm Visit the virtual exhibition booths and network with the industry

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