Agenda
Schedule of events.
Crowne Plaza San Diego
2270 Hotel Circle North
San Diego, CA 92108
8:00 am — 3:00 pm
February 6, 2020
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Thursday, February 6
1:00 pm — 5:00 pm
Build-A-Broker

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.

Friday, February 7
1:15 pm — 1:30 pm
Raffle Prizes & Last Chance with Exhibitors

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

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
12:00 pm — 12:30 pm
Lunch with Exhibitors

Buffet lunch is served in the exhibit hall.

11:15 am — 12:00 pm
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.

10:15 am — 11:15 am
Break with Exhibitors

Break with Exhibitors. Exhibit Hall opens.

7:30 am
Registration Opens

Registration opens. Sessions begin at 8:00 am and exhibit hall opens at 10:15 am.

9:30 am — 10:15 am
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 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
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.

8:00 am — 8:45 am
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 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.

1:00 pm — 5:00 pm
Build-A-Broker

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.

7:30 am
Registration Opens

Registration opens. Sessions begin at 8:00 am and exhibit hall opens at 10:15 am.

8:00 am — 8:45 am
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 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.

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.

9:30 am — 10:15 am
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 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
10:15 am — 11:15 am
Break with Exhibitors

Break with Exhibitors. Exhibit Hall opens.

11:15 am — 12:00 pm
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.

12:00 pm — 12:30 pm
Lunch with Exhibitors

Buffet lunch is served in the exhibit hall.

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
1:15 pm — 1:30 pm
Raffle Prizes & Last Chance with Exhibitors

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

* 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.
8:00 am — 5:00 pm
Complete 8-Hour NMLS Course

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.

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 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.

You won't want to miss this.

Join us at the California Mortgage Expo for career-building courses, inspiring speakers, and lasting professional relationships.