WEDNESDAY, JUNE 12, 2019
8:00 a.m. – 8:45 a.m.
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 Ralph Rosynek, SVP of Moneyhouse.
8:45 a.m. – 9:30 a.m.
NEW OPPORTUNITY – RENTAL LOANS
Why it’s smart to shift your focus to serving real estate investors using commercial loans and how to underwrite their deals. If you’re like most originators, you may be wondering how you can stay afloat while refinances and overall originations continue to sink. The good news is you can make a shift that may not only keep your head above water, but help you make MORE money than you did in the retail market. Presented by Brent Brentham of Visio Lending, objectives include learning:
• How commercial loans can save you time and stress and make you more money
• Why you should work with investor borrowers and how to find them
• How to underwrite commercial loans for investor borrowers
9:30 am – 10:15 am
WHY NON-QM SHOULD BE PART OF YOUR ORIGINATION MIX
Times are different today and so is alternative lending. In this informative session, you’ll learn what alternative lending means now and why you shouldn’t ignore non-agency options. With the refi market drying up and overall originations expected to be lower this year, lenders are being forced to find new ways to produce volume. With growth potential of over $100 billion in annual originations, lenders who avoid the non-agency market do so at their own peril. By offering non-agency 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.
Learning Objectives include understanding:
• How today’s non-prime/non-agency market is completely different than the sub-prime of old
• What programs are available to help challenging borrowers
• How to identify and reach potential non-QM borrowers
• How to qualify and actively market to them to add volume
• How to use alternative lending to successfully differentiate yourself.
Presented by John Wise, regional sales manager, Angel Oak Mortgage Solutions.
10:15 a.m. – 11:00 a.m.
BREAK WITH EXHIBITORS
11:00 am – 11:45 a.m.
DOMINATE BY BEING DIFFERENT IN 2019
Allen Beydoun, Executive Vice President of United Wholesale Mortgage, will be sharing exclusive strategies for how originators can obtain and retain purchase business. This session is packed with hard-hitting relevant tips and techniques to keep you top of mind with Real Estate Agents, your clients and referrals.
11:45 am – 12:30 pm
BUFFET LUNCH INSIDE EXHIBIT HALL
12:30 – 1:15 pm
WILL TECHNOLOGY KILL THE INDPENDENT MORTGAGE BROKER?
There’s a lot of discussion in the originator industry about wholesaler practices, benefits and questions. In this lively discussion, we’ll take a look at the “whole tale of wholesale.” Do you fully understand what your wholesale relationship means to you, and your clients? How do you make the best out of your access to different wholesale products? Bring your questions, comments and concerns to this lively discussion, featuring Allen Middleman, senior vice president of wholesale at Freedom Mortgage.
1:15 pm – 2:00 pm
LAST CHANCE WITH EXHIBITORS
RAFFLE PRIZES ANNOUNCED
1:15 p.m. - 2:00 pm
OPEN BAR COCKTAIL RECEPTION
THURSDAY, JUNE 13
COMPLETE 10-HOUR NMLS COURSE
Optional — Must Pre-Register
Fulfill your complete federal 8 hour continuing education requirements for your NMLS license renewal, plus one-hour requirements for Oregon and Washington State! 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 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.