February 6, 2020
San Diego
California's top gathering for mortgage pros.
May 14, 2020
Chicago's top gathering for mortgage pros.
Register
Crowne Plaza San Diego
Located in the Crowne Plaza San Diego in the Mission Valley area. Need to stay the night? Enjoy our discounted room rates.
February 6, 2020
Attend the California Mortgage Expo and the optional NMLS renewal course, the following day on February 7. Plus: Attend our special pre-conference workshop, Build-A-Boker, on Wednesday, February 5— included with registration.
Free NMLS CE Course
Attend the California Mortgage Expo and we'll give you the option to take the NMLS Renewal Course the following day for free.
Chicago Mortgage Originators Expo
Do you have what it takes
to be the best?
The Originator Connect Network presents Chicago Mortgage Originators Expo. The Chicago Mortgage Originators Expo will include a lineup of educational sessions, business opportunities and networking events curated specifically for the entrepreneurial men and women of the Chicago mortgage industry. Workshops and sessions will include detailing today’s reverse mortgage opportunities, producing profits with private lenders and much more.
California Mortgage Expo
Do you have what it takes
to be the best?
The mortgage industry is going through a significant change. For mortgage origination professionals, it's a struggle to keep on top of all the changes, and to keep your sales strategies and marketing initiatives at their peak. You need to keep your pipeline filled, and you need the tools and directions to stay profitable, efficient, and effective. We've brought together the best in the business to create a top tier event specifically designed for mortgage origination pros.

The Originator Connect Network supports more than 120,000 mortgage pros across the nation. We’re proud to be bringing this show to you. And we're inviting you to be part of this important conference designed to make you a better mortgage originator.
Industry leaders
2020 Speakers
Paul Yatooma
Quicken Loans Mortgage Services
Paul Yatooma
Vice President of Sales
Quicken Loans Mortgage Services
Ralph Rosynek
Moneyhouse
Ralph Rosynek
Senior Vice President
Moneyhouse
Eric Morgenson
Angel Oak Mortgage Solutions
Eric Morgenson
Business Development
Angel Oak Mortgage Solutions
Tyna-Minet Anderson
Mortgage Educators
Tyna-Minet Anderson
Vice President
Mortgage Educators
Don Frommeyer
American Business Media
Don Frommeyer
National Mortgage Chair
American Business Media
2020 Agenda
Schedule of Events
Wednesday, February 5
1:00 pm — 5:00 pm
Build-A-Broker
Presented by 
Tyna-Minet Anderson

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.

Kona Ballroom
Thursday, February 6
7:30 am
Registration Opens
Presented by 

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

8:00 am — 8:45 am
Boost Your Business With Fix-And-Flip Loans
Presented by 

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 lendingoffers lucrative options for fix & flip deals and other real estateinvesting 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.

Kona Ballroom
8:45 am — 9:30 am
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.

Kona Ballroom
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.

Kona Ballroom
10:15 am — 11:15 am
Exhibit Hall Opens
Presented by 

Exhibit hall opens, break with exhibitors.

Exhibit Hall
11:15 am — 12:00 pm
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 $200billion, 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 of Angel OakMortgage 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

Kona Ballroom
12:00 pm — 12:30 pm
Lunch With Exhibitors
Presented by 

Buffet lunch is served inside the exhibit hall.

Exhibit Hall
12:30 pm — 1:15 pm
Untapped Opportunity — Rental Loans
Presented by 

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. 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
1:15 — 2:15pm
Last Chance with Exhibitors
Presented by 

Raffle prizes announced in the Exhibit Hall, last chance to speak with exhibitors.

Open bar cocktail closing networking reception.

Friday, February 7
7:00 am — 5:00 pm
8-Hour NMLS Renewal Course
Presented by 
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.

Kona Ballroom
Presented by
Tyna-Minet Anderson
1:00 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.

Kona Ballroom
Presented by
7:30 am
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
Boost Your Business With Fix-And-Flip Loans

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 lendingoffers lucrative options for fix & flip deals and other real estateinvesting 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.

Kona Ballroom
Presented by
Ralph Rosynek
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 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.

Kona Ballroom
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.

Kona Ballroom
Presented by
10:15 am — 11:15 am
Exhibit Hall Opens

Exhibit hall opens, break with exhibitors.

Exhibit Hall
Presented by
Eric Morgenson
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 $200billion, 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 of Angel OakMortgage 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

Kona Ballroom
Presented by
12:00 pm — 12:30 pm
Lunch With Exhibitors

Buffet lunch is served inside the exhibit hall.

Exhibit Hall
Presented by
12:30 pm — 1:15 pm
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. 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
Presented by
1:15 — 2:15pm
Last Chance with Exhibitors

Raffle prizes announced in the Exhibit Hall, last chance to speak with exhibitors.

Open bar cocktail closing networking reception.

Presented by
Tyna-Minet Anderson
7:00 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.

Kona Ballroom
* Please note that the Exhibit Hall and all expo activities take place on February 6 ONLY. The only scheduled event on February 7 is the 8-hour NMLS license renewal class, which you must preregister for. The Exhibit Hall will NOT be open.
Location
Crowne Plaza San Diego
The expo is being held at the Crowne Plaza San Diego in the Mission Valley area. Need to stay the night? Enjoy discounted room rates when you book with us.

2270 Hotel Circle North,
San Diego, CA 92108
You don't want to miss this.
Join us at the Mortgage Expo for career-building courses, inspiring speakers, and lasting professional relationships.
Register

Join us next year

00.00.2021

Thank you to everyone who came out to this years event! If you missed it, or if you would like to reserve your spot for next year, please register below. Mark your calendars now, and we'll be sure to keep you up to date on event info.