Agenda

Thursday, April 4, 2019

Thursday, April 4, 2019

9:25 am

KEYNOTE: Fierce Loyalty, Cracking the Code to Customer Devotion


Stéphane Grenier

Loyalty is built one great experience at a time and the difference between a good and a great experience often comes down to how customers feel about their interactions with us. That experience is certainly influenced by our products and services, policies and procedures, and the technology we deploy to make it easier for customers to work with us. Especially in the mortgage industry, the actions of our people on the front line are paramount to delivering the emotional experience that is essential to earning fierce customer loyalty and the longtime value of a borrower.

Shawn’s presentation will address how to optimize your business and not lose customers to your competition. It gets to the heart of the challenge every organization faces—inspiring people to behave in ways that result in customers feeling their experience is one of the best they’ve ever had. With transactions lower than the previous year, you can’t lose your current customers. Shawn will explain the three core loyalty principles – empathy, responsibility, and generosity – which are essential to earning the fierce loyalty and devotion of our employees, customers, and important people in our lives. He will also share a proven process – the Loyalty Huddles – to help inspire loyalty building behaviors in every interaction with others.

Shawn Moon, Co-Author of Fierce Loyalty: Cracking the Code to Customer Devotion, and Senior Consultant, FranklinCovey
10:10 am

Expand your product offerings with fix & flip and investor loans


Flipping homes is not a fad, and increasing demand for these products makes this a lucrative opportunity. Learn how to find the best prospects, educate your current borrowers, find hidden gems in your market, and become a valuable asset to both first time investors and seasoned professionals alike. You’ll learn that the fix & flip market is a growing opportunity that you don’t want to miss out on.
  • What you need to know about fix & flip and investor loans
  • The demand is there – how do you capitalize on the interest?
  • How can these loans connect you with new realtors?
Moderator:
Jeffrey Tesch, Managing Director, RCN Capital

Panelists:
Mark Burch, Business Development Manager, Temple View Capital
Robert Greenberg, Chief Marketing Officer, Patch of Land
Bob Eakin, CEO, JCAP Private Lending

Sponsored by:
RCN
10:55 am
11:15 am

Got Leads? Grow your pipeline with leads that are ready to act


Whether you are looking for ways to generate new leads or ignite your current database, you will leave this session knowing how to get eager borrowers in your pipeline, leading to higher conversion rates and closed loan volume.
  • What steps can you take to expand your pipeline and acquire new leads?
  • How to re-engage your dormant database and create new opportunities
  • Automation and marketing tips that will help you manage your leads
Moderator:
Joey Liner, President, LeadsCouncil

Panelists:
Raymond Bartreau, Founder/SVP Mortgage Partnerships,Best Rate Referrals
Alex Kutsishin, Co-Founder and Chief ROI Booster, Sales Boomerang
Josh Friend, Founder and CEO, Insellerate

Sponsored by:
Best-Rate-Referrals
12:00 pm

Best Technology Award


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

Sponsored by:
Best-Rate-Referrals
12:10 pm

Hidden in plain sight: An overview of loan programs that can set you apart


Good rates and great service is service is expected these days and originators must consider alternative strategies and unique loan programs to differentiate themselves from the competition. This session provides insight into bringing in new business and serving clients with non-traditional needs.
  • How 203k & renovation loans can find you diamonds in the rough
  • Thousands of 62+ homeowners do not have enough income to retire. A reverse mortgage may just be the solution
  • Learn how new construction loans can create inventory
Moderator:
Christine Beckwith, President & COO, 20/20 Vision for Success Coaching and Consulting

Panelists:
Laura Brandao, President, AFR
Don Currie, President, HighTechLending
Chad Jampedro, President, GSF Mortgage Corporation

Sponsored by:
AFR
1:25 pm

Going Independent in 2019: Breaking Down the Barriers


The Independent Mortgage Broker is in the early stages of a big comeback, with nearly 20% growth in the broker channel in 2018, more and more top loan originators are making the transition from years in retail mortgage banking to going independent.

Anthony Casa, founder of top mortgage brokerage Garden State Home Loans and Chairman of the Association of Independent Mortgage Experts(AIME) is leading the mortgage broker community into 2019 with the goal of doubling the mortgage broker market share by the end of 2020. Anthony will share how mortgage brokers will double market share and why captive retail loan originators should go independent in 2019.

  • The Best Place for a Loan Originator to Work is for a Mortgage Broker.
  • Lenders Compete for Your Business Every Day!
  • 100% Return on Investment(ROI)
Anthony Casa, Chairman of AIME

Sponsored by:
Aime
2:10 pm

Young Gun of the Year Award


Awarding the top mortgage professional under the age of 35

Sponsored by:
Aime
2:20 pm

Power Originating: How to make 2019 your best year yet!


Hear from the best originators in the business on how to make an extreme impact and surpass your goals. They will give advice on how to overcome your weaknesses, tackle obstacles and dominate your market in the year ahead. Let’s make 2019 one to remember!
  • Learn what it takes to become a 100 million dollar player
  • What you’re missing: better utilize your time, connect with realtors and maximize your funded funnel and referral base
  • Tips for how to operate in a down market, find new loans and master marketing
Moderator:
Brian Decker, Co-Founder, TOP

Panelists:
Ramon Von Walker, Broker/Owner, Top Producing Loan Originator, Mount Diablo Lending
Ben Anderson, Founder & CEO of BA365 and Branch Manager, PRMG
Oleg Tkach, Branch Manager, Guild Mortgage

Sponsored by:
TOP
3:05 pm

Originator of the Year Award


Celebrating the most outstanding and innovative digital platform for mortgage professionals

Sponsored by:
afr
3:35 pm

Get out of your comfort zone: Do more loans with non-prime


If you haven’t explored the modern non-prime market yet, you can’t miss this session. Leading experts provide insight on the non-prime space, including their top strategies for winning business with these growing loan programs.
  • How will non-prime benefit you in a challenging market?
  • How to get in front of a different borrower segment and increase referrals
  • Non-prime has had record growth in volume and loans—learn how to get your share
Moderator:
Manny Rodriguez, Correspondent Sales Director, Silvergate Bank

Panelists:
Will Fisher, Senior Vice President of Loan Origination and Marketing, Citadel Servicing Corporation
Raymond Eshaghian, President, GreenBox Loans
Dennis Colon, Regional Vice President, Angel Oak Mortgage Solutions

Sponsored by:
Citadel
4:20 pm

Women’s panel: State of the Industry Address


Join an incredible group of women as they discuss the most pressing topics in the mortgage industry today. Get ready for a no-holds-barred conversation with top industry executives that will leave you with an enhanced perspective on the mortgage industry at large. Everything’s on the table, including:
  • Policies affecting today’s lending environment
  • Actions lenders can take to foster a more equitable workplace
  • Recruiting and educating rookie talent
Moderator:
Christa Petrone, Director of Sales, Single-Family Office of the Client, Freddie Mac

Panelists:
Laurel Knight Keane, President, NAPMW
Tracey Cox, Director of Marketing and Business Channel Strategy, QLMS
Rebecca Nelson, Senior Director, Credit Policy, Freddie Mac

Sponsored by:
quickloans
5:05 pm

Woman of Distinction Award


Recognizing a leading woman in mortgage who has made a big impact in 2018

Sponsored by:
RCN
5:15 pm

Evening drinks reception


Sponsored by:
Carrington
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