At A Glance
When & Where
Tuesday, August 11, 2020
7:30 am — 1:30 pm
Exhibit hall open, education sessions with speakers, food served.
Wednesday, August 12, 2020
8:00 am — 5:00 pm
8-hour continuing education NMLS course.
Exhibit hall will NOT be open.
2020 Agenda
Schedule of Events
Tuesday, August 11
7:30 am
Registration Opens
Presented by 

Registration opens. First education session begins at 8:00am, exhibit hall opens at 10:15 am.

8:00 am — 8:45 am
Buy, Renovate, Rent, Refi, Repeat
Presented by 
Mark Burch

Expand your reach to professional real estate investors as well as build better relationships with real estate agents by using fix-and-flip loans. Learn how these popular programs can boost your income and give you more product to offer your clients. Gain knowledge about our rental finance products fueled by products such as a 10-year investor-owned program that will be an outlet for your investors looking to buy or refinance rental properties.  Finally, learn the power of these loans and the ability to generate wealth in real estate investing. Presented by Mark Burch of Temple View Capital.

8:45 am — 9:30 am
Finding Opportunity in Reverse
Presented by 
Chris Munson

Are you prepared for one of the fastest growing origination opportunities? Loan origination activities for 2019 continue to reflect the fastest growing homeowner demographic, as 10,000 or more Americans reach age 62, needing specific retirement planning and resource tools as components to a financial longevity strategy. Today’s Home Equity Conversion Mortgage will be one of those important components for many. Are you prepared to address the lending needs of older Americans with loan programs, product education, staffing and a marketing plan? Do you need to fast track this demographic to increase your potential growth and marketshare objectives? Let’s expedite the discussion and  begin a pathway to this growing origination opportunity. Presented by Chris Munson, VP of Moneyhouse.

9:30 am — 10:15 am
Harnessing Your Superpower
Presented by 
Paul Yatooma

Discover how a 3-person brokerage firm grew, re-invented and went head-to-head with big banks to become America’s largest mortgage lender. Paul Yatooma, Vice President at Quicken Loans, shares philosophies that you can use to shape innovation, client service, marketing, technology and partnerships. Learn what top brokers are doing to grow their business and how you can leverage your superpower. Bring your questions, because this is an interactive presentation.

10:15 am — 11:15 am
Exhibit Hall opens
Presented by 

Break with exhibitors.

11:15 am — 12:00 pm
Get On The Non-QM Train Before It's Too Late
Presented by 
Jamie Bellingham

Alternative lending is the fastest growing segment of the mortgage industry - come learn why. With a growth potential of upwards of $200 billion, it’s imperative to get involved today. By offering non-agency/non-QM products, lenders can break into an untapped market, increase their reach and help millions of underserved American homebuyers find a mortgage that fits their needs – ultimately growing their business. Presented by Jamie Bellingham, Regional Sales Manager at Angel Oak Mortgage Solutions.

Learning Objectives include understanding:

  • What exactly is non-QM
  • Common misconceptions regarding non-QM
  • What programs are available to help challenging borrowers
  • How technology is helping make non-QM even easier to close
  • How to identify and reach potential non-QM borrowers
  • How to qualify and actively market to add volume
  • What to look for in a non-QM investor

12:00 pm — 12:30 pm
Lunch with Exhibitors
Presented by 

Buffet lunch inside exhibit hall.

12:30 pm — 1:15 pm
How to Stay Out of Mortgage Jail
Presented by 
Andrew Conner

Do you know the best practices for marketing with real estate agents, title companies, and other industry professionals?  Are you aware of current regulations that could affect your license and ability to do business? Do you want to stay out of mortgage jail?  Let's start 2020 off right!  Andrew Conner with Mortgage Educators and Compliance will be teaching us how we can market correctly within our industry, make us aware of any regulation changes we need to be aware of to keep doing business in this market, and give us a market outlook for 2020. This is information you do not want to miss!

1:15 pm — 1:30 pm
Last Chance with Exhibitors
Presented by 

Raffle prizes announced. Closing announcements.

Wednesday, August 12
8:00 am — 5:00 pm
8- Hour NMLS Course
Presented by 
Andrew Conner

Optional — Must Pre-Register

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 Mortgage Educators & Compliance.

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.

Presented by
7:30 am
Registration Opens

Registration opens. First education session begins at 8:00am, exhibit hall opens at 10:15 am.

Presented by
Mark Burch
8:00 am — 8:45 am
Buy, Renovate, Rent, Refi, Repeat

Expand your reach to professional real estate investors as well as build better relationships with real estate agents by using fix-and-flip loans. Learn how these popular programs can boost your income and give you more product to offer your clients. Gain knowledge about our rental finance products fueled by products such as a 10-year investor-owned program that will be an outlet for your investors looking to buy or refinance rental properties.  Finally, learn the power of these loans and the ability to generate wealth in real estate investing. Presented by Mark Burch of Temple View Capital.

Presented by
Chris Munson
8:45 am — 9:30 am
Finding Opportunity in Reverse

Are you prepared for one of the fastest growing origination opportunities? Loan origination activities for 2019 continue to reflect the fastest growing homeowner demographic, as 10,000 or more Americans reach age 62, needing specific retirement planning and resource tools as components to a financial longevity strategy. Today’s Home Equity Conversion Mortgage will be one of those important components for many. Are you prepared to address the lending needs of older Americans with loan programs, product education, staffing and a marketing plan? Do you need to fast track this demographic to increase your potential growth and marketshare objectives? Let’s expedite the discussion and  begin a pathway to this growing origination opportunity. Presented by Chris Munson, VP of Moneyhouse.

Presented by
Paul Yatooma
9:30 am — 10:15 am
Harnessing Your Superpower

Discover how a 3-person brokerage firm grew, re-invented and went head-to-head with big banks to become America’s largest mortgage lender. Paul Yatooma, Vice President at Quicken Loans, shares philosophies that you can use to shape innovation, client service, marketing, technology and partnerships. Learn what top brokers are doing to grow their business and how you can leverage your superpower. Bring your questions, because this is an interactive presentation.

Presented by
10:15 am — 11:15 am
Exhibit Hall opens

Break with exhibitors.

Presented by
Jamie Bellingham
11:15 am — 12:00 pm
Get On The Non-QM Train Before It's Too Late

Alternative lending is the fastest growing segment of the mortgage industry - come learn why. With a growth potential of upwards of $200 billion, it’s imperative to get involved today. By offering non-agency/non-QM products, lenders can break into an untapped market, increase their reach and help millions of underserved American homebuyers find a mortgage that fits their needs – ultimately growing their business. Presented by Jamie Bellingham, Regional Sales Manager at Angel Oak Mortgage Solutions.

Learning Objectives include understanding:

  • What exactly is non-QM
  • Common misconceptions regarding non-QM
  • What programs are available to help challenging borrowers
  • How technology is helping make non-QM even easier to close
  • How to identify and reach potential non-QM borrowers
  • How to qualify and actively market to add volume
  • What to look for in a non-QM investor

Presented by
12:00 pm — 12:30 pm
Lunch with Exhibitors

Buffet lunch inside exhibit hall.

Presented by
Andrew Conner
12:30 pm — 1:15 pm
How to Stay Out of Mortgage Jail

Do you know the best practices for marketing with real estate agents, title companies, and other industry professionals?  Are you aware of current regulations that could affect your license and ability to do business? Do you want to stay out of mortgage jail?  Let's start 2020 off right!  Andrew Conner with Mortgage Educators and Compliance will be teaching us how we can market correctly within our industry, make us aware of any regulation changes we need to be aware of to keep doing business in this market, and give us a market outlook for 2020. This is information you do not want to miss!

Presented by
1:15 pm — 1:30 pm
Last Chance with Exhibitors

Raffle prizes announced. Closing announcements.

Register
Presented by
Andrew Conner
8:00 am — 5:00 pm
8- Hour NMLS Course

Optional — Must Pre-Register

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 Mortgage Educators & Compliance.

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.

* Please note that the Exhibit Hall and all expo activities take place on March 19 ONLY. The only scheduled event on March 20 is the 8-hour NMLS license renewal class, which you must preregister for. The Exhibit Hall will NOT be open.