At A Glance
When & Where
Thursday, May 14, 2020
7:30 am — 1:30 pm
Exhibit hall open, education sessions with speakers, food served.
Friday, May 15, 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, December 15
12:00 pm — 5:00 pm
Build-A-Broker
Presented by 

Pre-Conference Event. Must pre-register.

Build-A-Broker is an in-person training event designed to help you establish the solid foundations of your business. This program is designed to show you the basics of setting up your business — from how to rent space, to what accounting programs are recommended — and will also cover topics including choosing your loan origination systems, how to pick a CRM system, and more.

Brokerage 101

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

  • LO Compensation Basics
  • 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.
Wendesday, December 16
7:30 am
Concurrent Sessions
Session A
Registration Opens
Presented by 

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

Session b
Presented by 
8:00 am — 8:45 am
Concurrent Sessions
Session A
How To Make More With Government Lending
Presented by 

Don’t miss this opening session from Carrington MortgageServices.

Quicken Loans Main Stage
Session b
Presented by 
8:45 am — 9:30 am
Concurrent Sessions
Session A
Boost Your Business With Fix-And-Flip Loans And Private Lending
Presented by 
Don Frommeyer

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, you will learn 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.

Quicken Loans Main Stage
Session b
Finding Opportunity in Reverse
Presented by 
Ralph Rosynek

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 olderAmericans 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.

Monarch Ballroom
9:30 am — 10:15 am
Concurrent Sessions
Session A
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.

Quicken Loans Main Stage
Session b
Presented by 
10:15 — 11:30 am
Concurrent Sessions
Session A
Exhibit Hall Opens
Presented by 

Break with exhibitors, exhibit hall opens.

Session b
Presented by 
11:30 am — 12:15 pm
Concurrent Sessions
Session A
Get On The Non-QM Train Before It's Too Late
Presented by 
Eric Morgenson

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 Eric Morgenson, Account Executive 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
Quicken Loans Main Stage
Session b
Build Your Business on Real Insights – What Investors Need
Presented by 
Jason Haye

Are you a mortgage broker seeking to grow your business by offering financing for residential investment properties or small commercial buildings? If so, learn how to find and meet the needs of independent real estate investors and small business owners in this presentation based on a real-world research survey. You’ll learn:

  • What  drives real estate investors
  • How and where investors find potential investment properties
  • What resources investors use to make investment decisions
  • What investors expect from mortgage brokers and finance companies
  • And more…

Knowing the answers to these questions is paramount to your success.

Presented by Jason Haye, National Sales Director, Velocity Mortgage Capital

Monarch Ballroom
12:00 pm — 1:15 pm
Concurrent Sessions
Session A
Lunch With Exhibitors
Presented by 

Buffet lunch inside exhibit hall.

Exhibit Hall
Session b
Presented by 
1:00 pm — 1:45 pm
Concurrent Sessions
Session A
Untapped Opportunity — Rental Loans
Presented by 
James Webb

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 James Webb 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
Quicken Loans Main Stage
Session b
Lending From The Cloud
Presented by 

Would you like to

  • Enjoy the freedom of originate, process and close a loan from the cloud – work anywhere on any device with an internet connection?
  • Focus on building valuable relationships with your clients instead of worrying about dealing with software installs and version upgrades?
  • Scale your team size and production volume effortlessly?
  • View all lenders’ pricing and eligibility with few clicks?
  • Transition to be a lender (non-delegated or fully delegated) seamlessly?
  • Collect a signature from borrower in real-time on any document without spending time to draw fields each time?
  • File your call report with one click?
  • Not to be locked out because someone else is in the file?
  • Not get stuck in the past or being disappointed by your tech vendor’s empty promises?
  • To future-proof your technology toolbox that evolves with the changing market?

Join this LendingPad LOS sponsored session to learn more!

Monarch Ballroom
1:45 pm — 2:15 pm
Concurrent Sessions
Session A
Last Chance With Exhibitors
Presented by 

Raffle prizes announced in the exhibit hall, last chance to visit exhibitors.

Exhibit Hall
Session b
Presented by 
2:15 pm — 3:00 pm
Concurrent Sessions
Session A
Private Lending Trends To Watch In 2020
Presented by 
Michael Ramin

The mortgage market is constantly changing and the rise of private money lenders has been a big contributing factor to that change. Private lenders are more commonplace than ever. How did we get here and how will the private lending landscape change in the future? As the head of business development for Sharestates since 2014, Mike Ramin has witnessed first hand how the private loan industry has evolved over the years. Join Mike Ramin, Director, Business Development at Sharestates. for an interactive Q&A on the issues impacting private lending’s future: regulation, timing, and investor demand

Session b
Presented by 
3:00 pm — 4:00 pm
Concurrent Sessions
Session A
Open Bar Cocktail Reception
Presented by 

Cap off the day and network with your peers and enjoy our open bar networking cocktail reception.

Exhibit Hall
Session b
Presented by 
Thursday, December 17
8:00 am — 5:00 pm
8-Hour NMLS Renewal Course
Presented by 

Optional — Must Pre-Register

Registration opens at 8 am, class beings promptly at 9 am. Anyone not already registered at 9 am will not be allowed to take the class. Partial credit cannot be offered.

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
12:00 pm — 5:00 pm
Build-A-Broker

Pre-Conference Event. Must pre-register.

Build-A-Broker is an in-person training event designed to help you establish the solid foundations of your business. This program is designed to show you the basics of setting up your business — from how to rent space, to what accounting programs are recommended — and will also cover topics including choosing your loan origination systems, how to pick a CRM system, and more.

Brokerage 101

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

  • LO Compensation Basics
  • 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.
7:30 am
Concurrent Sessions
Presented by
Registration Opens

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

Presented by
8:00 am — 8:45 am
Concurrent Sessions
Presented by
How To Make More With Government Lending

Don’t miss this opening session from Carrington MortgageServices.

Quicken Loans Main Stage
Presented by
8:45 am — 9:30 am
Concurrent Sessions
Presented by
Don Frommeyer
Boost Your Business With Fix-And-Flip Loans And Private Lending

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, you will learn 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.

Quicken Loans Main Stage
Presented by
Ralph Rosynek
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 olderAmericans 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.

Monarch Ballroom
9:30 am — 10:15 am
Concurrent Sessions
Presented by
Paul Yatooma
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.

Quicken Loans Main Stage
Presented by
10:15 — 11:30 am
Concurrent Sessions
Presented by
Exhibit Hall Opens

Break with exhibitors, exhibit hall opens.

Presented by
11:30 am — 12:15 pm
Concurrent Sessions
Presented by
Eric Morgenson
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 Eric Morgenson, Account Executive 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
Quicken Loans Main Stage
Presented by
Jason Haye
Build Your Business on Real Insights – What Investors Need

Are you a mortgage broker seeking to grow your business by offering financing for residential investment properties or small commercial buildings? If so, learn how to find and meet the needs of independent real estate investors and small business owners in this presentation based on a real-world research survey. You’ll learn:

  • What  drives real estate investors
  • How and where investors find potential investment properties
  • What resources investors use to make investment decisions
  • What investors expect from mortgage brokers and finance companies
  • And more…

Knowing the answers to these questions is paramount to your success.

Presented by Jason Haye, National Sales Director, Velocity Mortgage Capital

Monarch Ballroom
12:00 pm — 1:15 pm
Concurrent Sessions
Presented by
Lunch With Exhibitors

Buffet lunch inside exhibit hall.

Exhibit Hall
Presented by
1:00 pm — 1:45 pm
Concurrent Sessions
Presented by
James Webb
Untapped 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 James Webb 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
Quicken Loans Main Stage
Presented by
Lending From The Cloud

Would you like to

  • Enjoy the freedom of originate, process and close a loan from the cloud – work anywhere on any device with an internet connection?
  • Focus on building valuable relationships with your clients instead of worrying about dealing with software installs and version upgrades?
  • Scale your team size and production volume effortlessly?
  • View all lenders’ pricing and eligibility with few clicks?
  • Transition to be a lender (non-delegated or fully delegated) seamlessly?
  • Collect a signature from borrower in real-time on any document without spending time to draw fields each time?
  • File your call report with one click?
  • Not to be locked out because someone else is in the file?
  • Not get stuck in the past or being disappointed by your tech vendor’s empty promises?
  • To future-proof your technology toolbox that evolves with the changing market?

Join this LendingPad LOS sponsored session to learn more!

Monarch Ballroom
1:45 pm — 2:15 pm
Concurrent Sessions
Presented by
Last Chance With Exhibitors

Raffle prizes announced in the exhibit hall, last chance to visit exhibitors.

Exhibit Hall
Presented by
2:15 pm — 3:00 pm
Concurrent Sessions
Presented by
Michael Ramin
Private Lending Trends To Watch In 2020

The mortgage market is constantly changing and the rise of private money lenders has been a big contributing factor to that change. Private lenders are more commonplace than ever. How did we get here and how will the private lending landscape change in the future? As the head of business development for Sharestates since 2014, Mike Ramin has witnessed first hand how the private loan industry has evolved over the years. Join Mike Ramin, Director, Business Development at Sharestates. for an interactive Q&A on the issues impacting private lending’s future: regulation, timing, and investor demand

Presented by
3:00 pm — 4:00 pm
Concurrent Sessions
Presented by
Open Bar Cocktail Reception

Cap off the day and network with your peers and enjoy our open bar networking cocktail reception.

Exhibit Hall
Presented by
Presented by
8:00 am — 5:00 pm
8-Hour NMLS Renewal Course

Optional — Must Pre-Register

Registration opens at 8 am, class beings promptly at 9 am. Anyone not already registered at 9 am will not be allowed to take the class. Partial credit cannot be offered.

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 June 19 ONLY. The only scheduled event on June 20 is the 8-hour NMLS license renewal class, which you must preregister for. The Exhibit Hall will NOT be open.