The premier

lending event

in the

Northeast

January 15 - 17, 2025

Mohegan Sun Resort & Casino

Title Sponsor

Welcome to the most exciting lending conference on the East Coast.

The New England Mortgage Expo is the nation's largest regional gathering of mortgage professionals, and it returns to Mohegan Sun this January for another fantastic, session-packed event.

Produced by
Title Sponsor
Produced by

The nation's largest regional event is back.

January 15 - 17, 2025
Register
Walk-in registrations available.

Including These exclusive events & Participating OrganizAtions:

New York Mortgage Expo

Great New England Credit Union Show: Mortgage Edition

New England Women in Banking & Mortgage

Non-QM Summit

Fun Under The Sun Opening Reception Party

OriginatorTech

Mortgage Bankers: Future Forward

Mortgage Women Leadership Council

Title Sponsor
Non-QM Sponsor
Show Producer

Wednesday

January 15, 2025

8:00 am
 — 
3:15 pm
Concurrent Sessions
Keynote Session
A

New England Women in Banking & Mortgage

B

C

8:15 am
 — 
4:00 pm
Concurrent Sessions
Keynote Session
A

Mortgage Bankers: Future Forward

B

C

8:45 am
 — 
Concurrent Sessions
Keynote Session
A

Welcoming Remarks

B

C

9:00 am
 — 
9:45 am
Concurrent Sessions
Keynote Session
A

Mortgage Market Dynamics: Who Is Winning, Losing and Why

Rick Roque
Menlo
B

C

9:30 am
 — 
3:30 pm
Concurrent Sessions
Keynote Session
A

Complimentary Headshot Booth *BY APPOINTMENT ONLY*

B

C

9:45 am
 — 
Concurrent Sessions
Keynote Session
A

Helping LOs Achieve Maximum Productivity and Profitability

B

C

10:30 am
 — 
Concurrent Sessions
Keynote Session
A

Make Smarter Sales With Better Business Analytics

B

C

11:15 am
 — 
Concurrent Sessions
Keynote Session
A

Legislation, Regulation and Mortgage Musings

B

C

12:00 pm
 — 
Concurrent Sessions
Keynote Session
A

Luncheon

B

C

1:00 pm
 — 
Concurrent Sessions
Keynote Session
A

Reading the Markets — The Course Ahead

B

C

1:45 pm
 — 
Concurrent Sessions
Keynote Session
A

How AI Will Upend Mortgage Originations, Underwriting And Marketing

B

C

2:30 pm
 — 
Concurrent Sessions
Keynote Session
A

Best Practices for Hiring LOs, Branch Managers, and Teams

B

C

3:15 pm
 — 
Concurrent Sessions
Keynote Session
A

REAL Talk: In the Trenches Mortgage Leaders Talk About the Market, Experiences and Forecasts

B

C

4:00 pm
 — 
Concurrent Sessions
Keynote Session
A

Closing Remarks & Conference Adjourns

B

C

Thursday

January 16, 2025

8:00 am
 — 
11:00 am
Concurrent Sessions
Keynote Session
A

Non-QM Summit

B

C

9:10 am
 — 
3:40 pm
Concurrent Sessions
Keynote Session
A

Complimentary Headshot Booth *BY APPOINTMENT ONLY*

B

C

11:15 am
 — 
2:00 pm
Concurrent Sessions
Keynote Session
A

OriginatorTech LIVE!

B

C

11:15 am
 — 
12:00 pm
Concurrent Sessions
Keynote Session
A

AI, Unbound

Pavan Agarwal
Sun West Mortgage Company
B

C

12:00 pm
 — 
12:30 pm
Concurrent Sessions
Keynote Session
A

AI, In Chains?

Leah Price
FHFA
B

C

12:30 pm
 — 
Concurrent Sessions
Keynote Session
A

The Power Of Partnerships

Don Chiesa
Rocket Pro TPO
B

C

12:30 pm
 — 
1:15 pm
Concurrent Sessions
Keynote Session
A

Dive Into How AI Will Change The Future of Community Lending

James Jin
General Mortgage Capital Corporation
B

C

1:00 pm
 — 
Concurrent Sessions
Keynote Session
A

Learn from the Nation’s #1 Loan Officer

Thuan Nguyen
Loan Factory, Inc
B

C

1:15 pm
 — 
Concurrent Sessions
Keynote Session
A

Breaking The Crystal Ball For Credit Unions & Community Banks

Bill Bodnar
Tabrasa
B

C

1:15 pm
 — 
2:00 pm
Concurrent Sessions
Keynote Session
A

The Power Of AI And Big Data For The Mortgage Industry

Bochen Wang
Zeitro
B

C

2:00 pm
 — 
Concurrent Sessions
Keynote Session
A

Hot Loans Challenge

Brandon Christensen
Maximum Acceleration
B

C

3:00 pm
 — 
Concurrent Sessions
Keynote Session
A

Stop At Nothing

Rocky Bleier
Pittsburgh Steelers
B

C

4:00 pm
 — 
6:00 pm
Concurrent Sessions
Keynote Session
A

Fun Under The Sun Reception

B

C

Friday

January 17, 2025

8:00 am
 — 
Concurrent Sessions
Keynote Session
A

Welcome Remarks

B

C

8:15 am
 — 
Concurrent Sessions
Keynote Session
A

The Next Turn Of The Page

Selma Hepp
Corelogic
B

C

9:00 am
 — 
Concurrent Sessions
Keynote Session
A

The Road Ahead: Success Tactics From Top LOs

James O'Donnell
Equity National Title
B

Private Lending Case Files

Jeffrey Tesch
RCN Capital
C

Originate More: Tips & Lessons From A Life In Mortgage

James Gueltzow
American Heritage Lending, LLC
9:00 am
 — 
1:40 pm
Concurrent Sessions
Keynote Session
A

Complimentary Headshot Booth *BY APPOINTMENT ONLY*

B

C

9:45 am
 — 
Concurrent Sessions
Keynote Session
A

The Rise of AI — The Future of Mortgage

Pavan Agarwal
Sun West Mortgage Company
B

Making the 2024 Mortgage Market Work For You And The Underserved Borrowers

Ben Scribner
Angel Oak Mortgage Solutions
C

10:30 am
 — 
Concurrent Sessions
Keynote Session
A

The Power Of Choice

Mike Fawaz
Rocket Pro TPO
B

C

11:30 am
 — 
2:00 pm
Concurrent Sessions
Keynote Session
A

Exhibit Hall: Networking & Opportunities

B

C

Title Sponsor
Non-QM Sponsor
Show Producer

Do you have what it takes to be the best?

The New England Mortgage Expo returns to the fabulous Mohegan Sun Resort & Casino in 2025! With over 2000 attendees, you won't want to miss this opportunity to be a part of New England's largest and most exciting mortgage event — the largest regional mortgage show in the nation. Join your peers for an exiting day of networking, product showcases, educational sessions, motivational speakers, and so much more!

Register
Walk-in registrations available.

When

January 15 - 17, 2025

The New England Mortgage Expo is a 3 day event filled with education, networking opportunities, and exclusive training programs.

Where

Mohegan Sun Casino & Resort

Located in the fantastic Mohegan Sun Casino & Resort in Uncasville, CT. Need to stay the night? Enjoy our discounted room rates.

The expo is brought to you by

2025 Speakers

Rocky Bleier

Rocky Bleier

4-Time Superbowl Champion
Pittsburgh Steelers
Selma Hepp

Selma Hepp

Chief Economist & SVP
Corelogic
Mike Fawaz

Mike Fawaz

Executive Vice President
Rocket Pro TPO
Ben Scribner

Ben Scribner

Regional Sales Manager
Angel Oak Mortgage Solutions
Bill Bodnar

Bill Bodnar

CRO
Tabrasa
Bob Niemi

Bob Niemi

Director of Government Affairs
Weiner Brodsky Kider PC
Bochen Wang

Bochen Wang

CEO
Zeitro
Brandon Christensen

Brandon Christensen

Director of Education
Maximum Acceleration
Brian Levy

Brian Levy

Of Counsel
Katten & Temple
David Lykken

David Lykken

Founder & Chief Transformation Officer
Transformational Mortgage Solutions, LLC
Diane Arnold

Diane Arnold

President & CEO
Essex Savings Bank
Don Chiesa

Don Chiesa

Senior VP
Rocket Pro TPO
Eric Braun

Eric Braun

VP of Growth
Interstate Home Loan Center
Irene Amato

Irene Amato

CEO
ASAP Mortgage
James Brody

James Brody

Senior Partner
Garris Horn LLP
James Gueltzow

James Gueltzow

EVP, Third Party Originations
American Heritage Lending, LLC
James Jin

James Jin

President
General Mortgage Capital Corporation
James O'Donnell

James O'Donnell

President
Equity National Title
Jeffrey Tesch

Jeffrey Tesch

President
RCN Capital
Judith Corprew

Judith Corprew

President & CEO
New Haven Bank
Karen Akunowicz

Karen Akunowicz

Chef/Owner
Fox & the Knife and Bar Volpe
Kelly Hendricks

Kelly Hendricks

SVP
Delmar Mortgage
LaDonna Lockard

LaDonna Lockard

CEO
Maximum Acceleration
Larissa Thurston

Larissa Thurston

President and CEO
Jeanne D’Arc Credit Union
Leah Price

Leah Price

Sr. Financial Technology and Innovation Specialist
FHFA
Melissa Pianin

Melissa Pianin

Executive Director
Mortgage Women Leadership Council
Michelle Dwyer

Michelle Dwyer

President/CEO
Franklin First Federal Credit Union
Pattie Ehsaei

Pattie Ehsaei

Lender, Lawyer, Financial Advisor
Duchess Of Decorum
Pavan Agarwal

Pavan Agarwal

CEO
Sun West Mortgage Company
Rick Roque

Rick Roque

Managing Director
Menlo
Ryan Kingsley

Ryan Kingsley

Editor
Mortgage Banker Magazine
Sara Sanford, PMP, MPA

Sara Sanford, PMP, MPA

Founder
GEN
Steve Milner

Steve Milner

Founder & CEO
US Mortgage Corp.
Thuan Nguyen

Thuan Nguyen

CEO
Loan Factory, Inc

2025 Sponsors

Thank you to our sponsors and exhibitors at this year's New England Mortgage Expo!
Title Sponsor
Non-QM Sponsor

Location

Located in the fantastic Mohegan Sun Casino & Resort in Uncasville, CT.
Need to stay the night? Enjoy our discounted room rates.

Where

Mohegan Sun Casino & Resort

1 Mohegan Sun Boulevard
Uncasville, CT
06382

Reserve your spot.

Don't miss this exciting event, reserve your spot today.
Register
Walk-in registrations available.

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