Schedule of events.
Atrium Hotel
18700 MacArthur Boulevard
‍Irvine, CA 92612
1:30 pm — 7:30 pm
December 8, 2020
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Tuesday, December 8
1:00 pm — 5:00 pm

Brokerage 101

Brokerage 101 focuses on the foundation for establishing your business, presented by experienced mentors. This course includes topics such as:

  • How to lease an office space that will grow with you
  • How to furnish your space with a budget
  • Choosing an accounting program and payroll provider
  • What is the right corporate form for you? (LLC vs. Corp.)
  • How to determine if your workers are employees or independent contractors.

Getting the Tech Advantage

We have a panel of technology providers to discuss innovative tech tools you can use to set your brokerage up for success, such as:

  • Marketing automation
  • Finding better LOS systems
  • Tracking & mobile tools to dramatically increase your brokerage's effectiveness

Establishing a Competitive Advantage

Few brokerages can fully grow without offering more than the standard-vanilla residential home mortgage. We bring in product experts to discuss an array of diverse products such as:

  • Non-QM loans, and the pros and cons
  • Reverse Mortgages
  • Fix & Flip mortgages
  • and more

Brokerage 102

Brokerage 102 focuses on the additional foundational issues for establishing your business, with topics such as:

  • Policy & Procedures that every company needs, including BSA/AML, Sexual Harassment, and more
  • Marketing & Compliance — under RESPA, TILA, Reg. N, the CFPB, getting leads, co-marketing with Realtors, and more.
  • Compliance training, auditing, and testing.

1:30 pm — 5:00 pm

Registration opens. Exhibits and sessions begin, continuing until 5:00 pm. Party begins at 5:00 pm.

1:30 pm — 2:30 pm
Session 1

Agenda soon to come.

You won't want to miss this.

Join us at the Originator Connect Mortgage Holiday Party for festive fun, inspiring speakers, and lasting professional relationships.