California Mortgage Expo SF Agenda 2019

SPONSORED BY
TUESDAY, OCT 22
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7:30 am

Registration Opens

 

8:00 a.m. – 8:45 a.m.

FINDING OPPORTUNITY IN REVERSE
Quicken Loans Main Stage

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.

DOMINATE BY BEING DIFFERENT IN 2019​
Quicken Loans Main Stage

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.

 

9:30 am – 10:15 am

BOOST YOUR BUSINESS WITH FIX-AND-FLIP LOANS

AND PRIVATE LENDING

Quicken Loans Main Stage

With home flipping in the U.S. at a 10-year high, there has never been a better time to expand your product offerings. Private lending offers lucrative options for fix & flip deals and other real estate investing scenarios that don’t fit traditional guidelines. In this session, Stephen Ballard of RCN Capital will teach you how to:

  • Identify profitable solutions for some of your most commonly overlooked leads

  • Leverage fix & flip loans and other private lending products to make more money now

  • Best present yourself and your borrower to a private lender

​Interested in tapping into a wealth of new business? Don’t miss this break-out session.

 

 

10:15 a.m. – 11:00 a.m.
BREAK WITH EXHIBITORS

 

11:00 am – 11:45 a.m.

DEALING WITH THE ROCKET REVOLUTION:
HOW TO SEE THE DIGITAL DISRUPTION COMING FOR MORTGAGE LENDING

Quicken Loans Main Stage

Get more competitive in the age of the digital shift. Tracey Cox, QLMS Director of Marketing and Business Channel Strategy shares her expertise and shows you how to win locally in a digital world. Learn how to effectively solve customer problems and enhance your marketing without a big budget.  Discover best practices and great tips for service, marketing, technology and building partnerships. Tracey will introduce impactful and cost effective ways to reach your audience and grow your business.  Bring your questions because this is an interactive presentation.

 

11:45 pm – 12:30 pm

BUFFET LUNCH
INSIDE EXHIBIT HALL

12:30 pm – 1:15 pm

GROW OUTSIDE THE BOX USING NON QM
Quicken Loans Main Stage

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, presented by John Wise of Angel Oak Mortgage Solutions, 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

1:15 – 1:45 pm

UNTAPPED OPPORTUNITY – RENTAL LOANS

Quicken Loans Main Stage
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 Stephen Grupp 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

 

1:45 pm – 2:15 pm

LAST CHANCE WITH EXHIBITORS

RAFFLE PRIZES ANNOUNCED

CONFERENCE CLOSING SESSION

2:15 pm – 3:00 pm

CHANGING TECH: WHAT OPPORTUNITIES EXIST FOR MORTGAGE BROKERS

Quicken Loans Main Stage

Practical ideas for an ever changing marketplace.  How will the evolution of technology impact the Broker? Can you more efficiently do your business with the technology and tools available?

  • Low Cost Advantage of the Broker Model Defined

  • Changing Technology and Tools – Will it Kill the Broker Model?

  • People Driven Business – Build Your Business to Your Strengths

  • Structured Value Add – Maximize Referral Opportunities With a Plan

Presented by Brad Johnson, VP Regional Manager of the Intermountain Region for Freedom Mortgage in the Wholesale Division. 

3:00 pm - 4 pm

CLOSING NETWORKING COCKTAIL RECEPTION

 

 

WEDNESDAY, OCT. 23

COMPLETE 8-HOUR NMLS COURSE

 

9 am - 5 pm

Register Now

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 and taught by Audrey Boissonou and Kevin Casey.

 

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.

 
SAN FRANCISCO EXHIBITORS INCLUDE

© American Business Media LLC. 

Contact Show Management: 

 

AMBIZ Long

American Business Media, LLC

345 North Main

Suite 313

West Hartford, CT 06117

 

Email: info@ambizmedia.com

Phone: 860-719-1991

www.ambizmedia.com