8:30 am

Registration, coffee, expo hall, and networking

8:55 am

Opening Remarks

Hosted by:
9:00 am

Power Originating: The Secrets of Scaling

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, including: scaling their business over time; managing changes in the market; and mistakes they see other originators making time and time again. Learn how to adapt their tips and strategies to suit your personal business model and make 2020 your best year yet.


Laura Brandao

President, AFR


Austin Lampson

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

Ryan Grant

Co-Owner, Art of Home Ownership

Robert Painter

Mortgage Expert, New American Funding

9:50 am

The Greenbox Loans Award for Originator of the Year

Celebrating the most outstanding and innovative digital platform for mortgage professionals.

10:00 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.  CRO A.J. Poulin 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.  With hundreds of private lending clients under his belt, you’ll hear the inside scoop on going from broker to lender.

A.J. Poulin

Chief Revenue Officer, Applied Business Software, Inc.

Hosted by:
10:20 am

The Greenbox Loans Award for Best Technology

Celebrating the most outstanding and innovative digital platform or tech solution for mortgage professionals.

10:25 am

Networking break

10:45 am

Become the Mortgage Professional of the Future

Learn how to become the Mortgage Professional of the future and the most valuable partner in the lives of the people you help.

Ryan Grant

Co-Owner, Art of Home Ownership

Hosted by:
11:05 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

SVP, Chief Digital Officer, United Wholesale Mortgage

Hosted by:
11:55 am

Networking lunch

Hosted by:
12:20 pm
12:25 pm

Direct Mail Best Practices for the Mortgage Industry

Brad Pollard

Executive Vice President of Sales,

Hosted by:
12:45 pm

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.


Raymond Eshaghian

President, GreenBox Loans, Inc.


Eric Morgenson

Business Development, Angel Oak Mortgage

Will Fisher

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

Kris-Ann Carduff

VP, Business Development, Deephaven Mortgage

Samuel Bjelac

Senior Vice President, Sprout Mortgage

Hosted by:
1:35 pm

The Greenbox Loans Award for Young Gun of the Year

Awarding the top mortgage professional under the age of 35.

1:40 pm

Online Mortgage Storefront for Independent Brokers & Loan Originators

TAYGO Cloud offers web services that enables Digital Branding, Consumer Direct Experience and Online Marketing for traditional Loan Originators. The majority of Loan Originators in the United States are still performing based on traditional principles which are not scalable against their competition. TAYGO helps Loan Originators adopt digital and modern business operation principles to source and serve customers online.

Sepi Ghajar


Hosted by:
2:00 pm

Crazy about Commercial: Investment Products for the Modern Borrower

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.


Jeffrey Tesch

Chief Executive Officer, RCN Capital


Rob Parsley

Regional Sales Manager, Western Division, Lima One Capital

Robert Greenberg

Chief Marketing Officer, Patch of Lands

2:50 pm

The Greenbox Loans Award for Woman of Distinction

Recognizing a leading woman in mortgage who has made a big impact in 2019.

3:00 pm

Drinks reception

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