Mortgage Bankers: Future Forward; New England Women In Banking & Mortgage; Late CE live NMLS Class
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Non-QM Summit; OriginatorTech; Great New England Credit Union Show, Mortgage Edition; Rocky Bleier Keynote Session; Fun Under The Sun networking reception
Exhibit hall, education sessions, raffle prizes, and more.
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1 Mohegan Sun Boulevard
Uncasville, CT
06382
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It’s a new day for women leaders at banks, mortgage companies & credit unions. Come share this one-day conference where women take the lead on Wednesday, January 15, 2025. The conference will take place LIVE at the Mohegan Sun Resort & Casino. You'll see a stellar array of accomplished women leaders from throughout the region, as well as special keynote presenters. This is the only event specifically designed for all women in the banking, credit union, and mortgage professions throughout New England, and you don't want to miss this amazing opportunity.
Registration to the New England Mortgage Expo does not automatically include this program. This is a separately ticketed event. No discount codes apply. Click here to register.
8:45 am: Welcoming Remarks
9:00 am: Get Empowered Like The Duchess Of Decorum
9:45 am: How To Design Gender Bias Out Of Your Workplace
11:15 am: Lessons Learned From The Top Of The Game
12:00 pm: Awards Luncheon
1:00 pm: "Women Don't Like Me And I Don't Like Women" — Plus Other Phrases I'll Never Say Again
1:45 pm: Unlocking Your Superpower: Mastering the Art Of The Boutique Experience
2:30 pm: Love The Chaos. Love The Fire. Love The Crazy: Crafting Success with Grit and Grace
Paid registration for New England Women in Banking & Mortgage includes access to the entire New England Mortgage Expo.
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It’s a new day for women leaders at banks, mortgage companies & credit unions. Come share this one-day conference where women take the lead on Wednesday, January 15, 2025. The conference will take place LIVE at the Mohegan Sun Resort & Casino. You'll see a stellar array of accomplished women leaders from throughout the region, as well as special keynote presenters. This is the only event specifically designed for all women in the banking, credit union, and mortgage professions throughout New England, and you don't want to miss this amazing opportunity.
Registration to the New England Mortgage Expo does not automatically include this program. This is a separately ticketed event. No discount codes apply. Click here to register.
8:45 am: Welcoming Remarks
9:00 am: Get Empowered Like The Duchess Of Decorum
9:45 am: How To Design Gender Bias Out Of Your Workplace
11:15 am: Lessons Learned From The Top Of The Game
12:00 pm: Awards Luncheon
1:00 pm: "Women Don't Like Me And I Don't Like Women" — Plus Other Phrases I'll Never Say Again
1:45 pm: Unlocking Your Superpower: Mastering the Art Of The Boutique Experience
2:30 pm: Love The Chaos. Love The Fire. Love The Crazy: Crafting Success with Grit and Grace
Paid registration for New England Women in Banking & Mortgage includes access to the entire New England Mortgage Expo.
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A special pre-conference all-day program specifically for C-Suite leaders at the region's independent mortgage banks. Join us for this exploration of the strategies and challenges facing mortgage lenders and their leadership teams.
A special pre-conference all-day program specifically for C-Suite leaders at the region's independent mortgage banks. Join us for this exploration of the strategies and challenges facing mortgage lenders and their leadership teams.
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How an aggressive financial and technical strategy enables lenders to win in 2025 and 2026. Presented by Dr. Rick Roque, founder of Menlo Consulting, and corporate vice president of new growth at NFM Lending.
How an aggressive financial and technical strategy enables lenders to win in 2025 and 2026. Presented by Dr. Rick Roque, founder of Menlo Consulting, and corporate vice president of new growth at NFM Lending.
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Please complete this form with the most accurate information and select your time. This complimentary service is sponsored by The Mortgage Women Leadership Council. Attendees MUST check in for their headshots 5 minutes prior to selected time. Late arrivals will not be accommodated. The headshot booth will be located in the main foyer outside of the exhibit hall.You will be receiving your headshot via email. We recommend providing your personal email as work / company emails tend to change frequently.
Please complete this form with the most accurate information and select your time. This complimentary service is sponsored by The Mortgage Women Leadership Council. Attendees MUST check in for their headshots 5 minutes prior to selected time. Late arrivals will not be accommodated. The headshot booth will be located in the main foyer outside of the exhibit hall.You will be receiving your headshot via email. We recommend providing your personal email as work / company emails tend to change frequently.
In today's tight-margin environment, it's crucial to empower loan originators to focus on activities that drive closed loans, including effective marketing and responsible social media use. Presented by Steven A. Milner, Founder and CEO, US Mortgage Corp.
In today's tight-margin environment, it's crucial to empower loan originators to focus on activities that drive closed loans, including effective marketing and responsible social media use. Presented by Steven A. Milner, Founder and CEO, US Mortgage Corp.
Mortgage banks are re-thinking their origination strategies, especially in the wake of new changes to how real estate agents work together on deals. New technologies are upending the traditional retail mortgage marketing playbook. So what should lenders be looking to do now? Industry legend David Lykken, founder of Transformational Mortgage Solutions and host of the industry-leading Lykken on Lending podcast, will help map a new path forward. Attendees will learn:
Mortgage banks are re-thinking their origination strategies, especially in the wake of new changes to how real estate agents work together on deals. New technologies are upending the traditional retail mortgage marketing playbook. So what should lenders be looking to do now? Industry legend David Lykken, founder of Transformational Mortgage Solutions and host of the industry-leading Lykken on Lending podcast, will help map a new path forward. Attendees will learn:
Join Brian Levy – author of the hugely popular blog, Mortgage Musings and Bob Niemi, Director of Government Affairs for Weiner Brodsky & Kider and chair of the Industry Advisory Council of the American Association of Residential Mortgage Regulators. This lively discussion will focus on a host of legal and regulatory questions (including the NAR lawsuit/settlements, administrative law, fair lending issues, and of course RESPA and LO Comp). Also on the table are market issues and Federal Reserve actions. Don’t miss this insightful and colorful session from some of the industry’s leading analysts.
Join Brian Levy – author of the hugely popular blog, Mortgage Musings and Bob Niemi, Director of Government Affairs for Weiner Brodsky & Kider and chair of the Industry Advisory Council of the American Association of Residential Mortgage Regulators. This lively discussion will focus on a host of legal and regulatory questions (including the NAR lawsuit/settlements, administrative law, fair lending issues, and of course RESPA and LO Comp). Also on the table are market issues and Federal Reserve actions. Don’t miss this insightful and colorful session from some of the industry’s leading analysts.
A new year is like the start of a whole new round of golf– anything is possible. Join Tabrasa and Mortgage Market Guide's Bill Bodnar for a fast-paced and fun presentation looking at where the economy, Fed, rates and housing are headed as the new year tees off.
A new year is like the start of a whole new round of golf– anything is possible. Join Tabrasa and Mortgage Market Guide's Bill Bodnar for a fast-paced and fun presentation looking at where the economy, Fed, rates and housing are headed as the new year tees off.
Nearly every mortgage banker is instituting some sort of artificial intelligence platform into their business. But AI will advance faster and be more far-reaching than most can even begin to contemplate. Pavan Agarwal is president of Sun West Mortgage, and of AI developer Celligence. Agarwal isn’t just evangelizing about the possibilities of AI – he’s actually been running his mortgage company on it since 2018. Agarwal will sit down with industry consultant David Lykken for a one-on-one conversation about what Sun West has changed in the last five years, and what Agarwal sees coming very quickly for the industry as a whole.
Nearly every mortgage banker is instituting some sort of artificial intelligence platform into their business. But AI will advance faster and be more far-reaching than most can even begin to contemplate. Pavan Agarwal is president of Sun West Mortgage, and of AI developer Celligence. Agarwal isn’t just evangelizing about the possibilities of AI – he’s actually been running his mortgage company on it since 2018. Agarwal will sit down with industry consultant David Lykken for a one-on-one conversation about what Sun West has changed in the last five years, and what Agarwal sees coming very quickly for the industry as a whole.
Hear from a panel of IMBs sharing best practices for hiring loan originators, branch managers, and teams while avoiding claims of interference with contractual relationships. This session will be led by James W. Brody, Senior Partner at Garris Horn LLP. Panelists include former New York MBA President Steven A. Milner, Founder and CEO, US Mortgage Corp. and Eric Braun, SVP of Strategic Growth, Contour Mortgage Corporation, and Chief of Growth at Interstate Home Loan Center.
Hear from a panel of IMBs sharing best practices for hiring loan originators, branch managers, and teams while avoiding claims of interference with contractual relationships. This session will be led by James W. Brody, Senior Partner at Garris Horn LLP. Panelists include former New York MBA President Steven A. Milner, Founder and CEO, US Mortgage Corp. and Eric Braun, SVP of Strategic Growth, Contour Mortgage Corporation, and Chief of Growth at Interstate Home Loan Center.
We’ll close the day with this lively discussion about how mortgage bankers are changing their operations and attitudes to not only survive the coming year but thrive. Led by Dr. Rick Roque, founder of Menlo Consulting, and corporate vice president of new growth at NFM Lending. Panelists include Jeff Tesch, President and CEO of RCN Capital
We’ll close the day with this lively discussion about how mortgage bankers are changing their operations and attitudes to not only survive the coming year but thrive. Led by Dr. Rick Roque, founder of Menlo Consulting, and corporate vice president of new growth at NFM Lending. Panelists include Jeff Tesch, President and CEO of RCN Capital
Non QM loans are a critical tool for mortgage originators, but this year there have been significant shifts in the industry caused by the ripple effects of the pandemic. Many companies are now re-starting or entering the Non QM space. But the rules for borrowers and brokers are changing. That’s why the New England Mortgage Expo is pleased to present The Non QM Summit, a specialized half-day program that takes attendees inside the thinking, planning and programs of the nation’s leading Non QM providers.Register for the Non-QM Summit when you register to attend the New England Mortgage Expo.
Non QM loans are a critical tool for mortgage originators, but this year there have been significant shifts in the industry caused by the ripple effects of the pandemic. Many companies are now re-starting or entering the Non QM space. But the rules for borrowers and brokers are changing. That’s why the New England Mortgage Expo is pleased to present The Non QM Summit, a specialized half-day program that takes attendees inside the thinking, planning and programs of the nation’s leading Non QM providers.Register for the Non-QM Summit when you register to attend the New England Mortgage Expo.
Please complete this form with the most accurate information and select your time. This complimentary service is sponsored by The Mortgage Women Leadership Council. Attendees MUST check in for their headshots 5 minutes prior to selected time. Late arrivals will not be accommodated. The headshot booth will be located in the main foyer outside of the exhibit hall.You will be receiving your headshot via email. We recommend providing your personal email as work / company emails tend to change frequently.
Please complete this form with the most accurate information and select your time. This complimentary service is sponsored by The Mortgage Women Leadership Council. Attendees MUST check in for their headshots 5 minutes prior to selected time. Late arrivals will not be accommodated. The headshot booth will be located in the main foyer outside of the exhibit hall.You will be receiving your headshot via email. We recommend providing your personal email as work / company emails tend to change frequently.
OriginatorTech is an immersive experience of what the best lenders are offering to originators to create a perfect borrower experience.
OriginatorTech is an immersive experience of what the best lenders are offering to originators to create a perfect borrower experience.
Artificial Intelligence is the buzzword throughout the industry, and the world today. New technologies often bring fear and reluctance, but the promise of AI in mortgage is far reaching. Having created Celligence, an AI-focused tech company, to run the lending and underwriting operations of Sun West Mortgage, Pavan Agarwal is an early innovator and an acolyte of what artificial intelligence, unbound, can do for us all.
Artificial Intelligence is the buzzword throughout the industry, and the world today. New technologies often bring fear and reluctance, but the promise of AI in mortgage is far reaching. Having created Celligence, an AI-focused tech company, to run the lending and underwriting operations of Sun West Mortgage, Pavan Agarwal is an early innovator and an acolyte of what artificial intelligence, unbound, can do for us all.
The housing and housing finance industries are in the throes of a generational upheaval. It's exciting -- and also fascinating and perplexing. And there's a lot on the line, honestly. Join Leah Price, Senior Financial Technology and Innovation Specialist at the Federal Housing Finance Authority, as she weighs in on the FHFA's work with AI and Blockchain. Don't miss this critical regulatory view of the effects of tech upheaval in mortgage.
The housing and housing finance industries are in the throes of a generational upheaval. It's exciting -- and also fascinating and perplexing. And there's a lot on the line, honestly. Join Leah Price, Senior Financial Technology and Innovation Specialist at the Federal Housing Finance Authority, as she weighs in on the FHFA's work with AI and Blockchain. Don't miss this critical regulatory view of the effects of tech upheaval in mortgage.
Residential mortgage lending is a powerful relationship building product. But it’s also one that many depository institutions struggle with because of thinner margins and high compliance costs. But partnering with other dedicated mortgage lenders is an important tactic to keeping those clients close, while letting third parties absorb the origination and compliance costs. Presented by Don Chiesa, VP of Correspondent Lending, Rocket Pro TPO.
Residential mortgage lending is a powerful relationship building product. But it’s also one that many depository institutions struggle with because of thinner margins and high compliance costs. But partnering with other dedicated mortgage lenders is an important tactic to keeping those clients close, while letting third parties absorb the origination and compliance costs. Presented by Don Chiesa, VP of Correspondent Lending, Rocket Pro TPO.
Artificial Intelligence systems are remaking the mortgage lending landscape. One critical area is AI's ability to broaden the pool of eligible borrowers by finding the best programs and products quickly and efficiently. Get ready for an electrifying session that seamlessly merges community lending with cutting-edge AI technology.
James Jin, president of General Mortgage Capital Corp., will explore how AI can instantly match every listing in your market with a comprehensive array of eligible products, competitive pricing, and the latest applicable Community Lending Grants and Pricing Assistance, and then automatically create a marketing platform to launch your campaign.
Then attendees can experience the power of AI as it provides immediate, accurate responses to all their lending scenarios, enhancing originators' decision-making process -- even including pricing scenarios. Don't miss this critical session where you'll learn how AI can deepen your client relationships and bring unparalleled value to your community lending services. Don’t miss this transformative opportunity!
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Artificial Intelligence systems are remaking the mortgage lending landscape. One critical area is AI's ability to broaden the pool of eligible borrowers by finding the best programs and products quickly and efficiently. Get ready for an electrifying session that seamlessly merges community lending with cutting-edge AI technology.
James Jin, president of General Mortgage Capital Corp., will explore how AI can instantly match every listing in your market with a comprehensive array of eligible products, competitive pricing, and the latest applicable Community Lending Grants and Pricing Assistance, and then automatically create a marketing platform to launch your campaign.
Then attendees can experience the power of AI as it provides immediate, accurate responses to all their lending scenarios, enhancing originators' decision-making process -- even including pricing scenarios. Don't miss this critical session where you'll learn how AI can deepen your client relationships and bring unparalleled value to your community lending services. Don’t miss this transformative opportunity!
Whether you’re a new loan officer, an experienced professional, or a mortgage broker, this is your opportunity to learn directly from Thuan Nguyen, the #1 loan officer in the country for 2020 and 2021. Over the course of just two years, Thuan closed more than 11,600 loans totaling $4.4 billion. As the founder and CEO of Loan Factory, the fastest-growing mortgage brokerage in the U.S. and the third-largest by loan officer count, Thuan has unmatched insights into what it takes to succeed.
In this exclusive session, Thuan will share the strategies, mindset, and methods that have propelled him to the top. He’ll reveal why many loan officers struggle, often due to the lack of a clear business plan, inadequate support from their companies, and focusing on the wrong priorities. Thuan will highlight the critical factors that separate the most successful loan officers from the rest.
If you’re serious about growing your business and achieving your goals, this is a session you cannot afford to miss.
Whether you’re a new loan officer, an experienced professional, or a mortgage broker, this is your opportunity to learn directly from Thuan Nguyen, the #1 loan officer in the country for 2020 and 2021. Over the course of just two years, Thuan closed more than 11,600 loans totaling $4.4 billion. As the founder and CEO of Loan Factory, the fastest-growing mortgage brokerage in the U.S. and the third-largest by loan officer count, Thuan has unmatched insights into what it takes to succeed.
In this exclusive session, Thuan will share the strategies, mindset, and methods that have propelled him to the top. He’ll reveal why many loan officers struggle, often due to the lack of a clear business plan, inadequate support from their companies, and focusing on the wrong priorities. Thuan will highlight the critical factors that separate the most successful loan officers from the rest.
If you’re serious about growing your business and achieving your goals, this is a session you cannot afford to miss.
Join Bill Bodnar, chief revenue officer and market analyst at Tabrasa, as he deciphers the economic pain points and opportunity markers for depositories in the coming year. One of the industry’s most sought-after forecasters, Bill will lead a lively discussion on the economy, markets and interest rates as we head into 2025.
Join Bill Bodnar, chief revenue officer and market analyst at Tabrasa, as he deciphers the economic pain points and opportunity markers for depositories in the coming year. One of the industry’s most sought-after forecasters, Bill will lead a lively discussion on the economy, markets and interest rates as we head into 2025.
Case Study: Get an under-the-hood look inside how this retail mortgage company leveraged AI and big data with over 500 MLOs, reduced new MLO onboard training by 95%, increased gross loan profits by $1,248 per loan, and shaved off 6+ hours of processing time per loan presented by Bochen Wang, CEO at Zeitro.
Case Study: Get an under-the-hood look inside how this retail mortgage company leveraged AI and big data with over 500 MLOs, reduced new MLO onboard training by 95%, increased gross loan profits by $1,248 per loan, and shaved off 6+ hours of processing time per loan presented by Bochen Wang, CEO at Zeitro.
Hot Loans, inspired by the popular YouTube series HotOnes, brings together five top mortgage producers and executives for a fiery challenge. As they take on progressively hotter chicken wings, they’ll also face increasingly difficult NMLS-related questions. Each round raises the stakes, with the questions getting tougher and the hot sauce getting hotter. Can they handle the heat while staying sharp under pressure?
Moderated by Brandon Christensen, Director ofEducation at Maximum Acceleration, the participants are Gregory Morga, Producing Branch Manager, AnnieMac Home Mortgage; Steven A. Milner, Founder & CEO, US Mortgage Corp.; Jacqueline Sendra-Morris, Mortgage Loan Originator, UNMB Home Loans Inc.; Eric Braun, Chief of Growth, Interstate Home Loan Center; and Jonathan Esposito, Founder of Rize Mortgage.
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Hot Loans, inspired by the popular YouTube series HotOnes, brings together five top mortgage producers and executives for a fiery challenge. As they take on progressively hotter chicken wings, they’ll also face increasingly difficult NMLS-related questions. Each round raises the stakes, with the questions getting tougher and the hot sauce getting hotter. Can they handle the heat while staying sharp under pressure?
Moderated by Brandon Christensen, Director ofEducation at Maximum Acceleration, the participants are Gregory Morga, Producing Branch Manager, AnnieMac Home Mortgage; Steven A. Milner, Founder & CEO, US Mortgage Corp.; Jacqueline Sendra-Morris, Mortgage Loan Originator, UNMB Home Loans Inc.; Eric Braun, Chief of Growth, Interstate Home Loan Center; and Jonathan Esposito, Founder of Rize Mortgage.
Legendary member of the four-time World ChampionPittsburgh Steelers, Rocky Bleier is one of America's most courageous sportsmen. Crippled by enemy fire in wartime conflict, he fought overwhelming odds and demonstrated the courage and determination to overcome his injuries, becoming one of the NFL's premier running backs.
Rocky Bleier's life story -- a gripping tale of courage on both the football fields of America and the battlefields of war -- has held audiences in rapt attention for years. Yet, the motivational message behind it, detailing how ordinary people can become extraordinary achievers, defines success in the new American century.
With the same optimism, sense of humor and steadfast determination that were his trademarks as a Pittsburgh Steelers running back, Rocky Bleier takes audiences from his early years through his professional career and talks about the lessons he learned along the way…lessons that we all can benefit from.
Not falling within the ideal of what a running back should look like, Bleier had to run harder and play smarter to be able to standout. Despite his drive and ability to make the big play, the PittsburghSteelers only considered him a late round pick. But before the season ended that first year, he was drafted again -- this time by the United States Army. At the height of the Vietnam War, Bleier was thrust into combat early and was seriously wounded when his platoon ran into an ambush. Receiving wounds from both rifle fire and grenade fragments in his legs, he was barely able to walk and his professional football career seemed to have ended before it began.
For more than two years, he drove himself. Little by little he overcame obstacles and fought his way back. He not only made thePittsburgh Steelers, but also eventually became a starting running back on a team that won four Super Bowls and became the greatest football team of the 20th century.
The hard lessons Rocky Bleier learned early in his life that helped him overcome adversity and reach his goals, have paid off after football. Some of those lessons are seen between the lines in the popular book on his life, Fighting Back, and an ABC-TV movie of the week by the same name.
Legendary member of the four-time World ChampionPittsburgh Steelers, Rocky Bleier is one of America's most courageous sportsmen. Crippled by enemy fire in wartime conflict, he fought overwhelming odds and demonstrated the courage and determination to overcome his injuries, becoming one of the NFL's premier running backs.
Rocky Bleier's life story -- a gripping tale of courage on both the football fields of America and the battlefields of war -- has held audiences in rapt attention for years. Yet, the motivational message behind it, detailing how ordinary people can become extraordinary achievers, defines success in the new American century.
With the same optimism, sense of humor and steadfast determination that were his trademarks as a Pittsburgh Steelers running back, Rocky Bleier takes audiences from his early years through his professional career and talks about the lessons he learned along the way…lessons that we all can benefit from.
Not falling within the ideal of what a running back should look like, Bleier had to run harder and play smarter to be able to standout. Despite his drive and ability to make the big play, the PittsburghSteelers only considered him a late round pick. But before the season ended that first year, he was drafted again -- this time by the United States Army. At the height of the Vietnam War, Bleier was thrust into combat early and was seriously wounded when his platoon ran into an ambush. Receiving wounds from both rifle fire and grenade fragments in his legs, he was barely able to walk and his professional football career seemed to have ended before it began.
For more than two years, he drove himself. Little by little he overcame obstacles and fought his way back. He not only made thePittsburgh Steelers, but also eventually became a starting running back on a team that won four Super Bowls and became the greatest football team of the 20th century.
The hard lessons Rocky Bleier learned early in his life that helped him overcome adversity and reach his goals, have paid off after football. Some of those lessons are seen between the lines in the popular book on his life, Fighting Back, and an ABC-TV movie of the week by the same name.
Join us for our opening reception, Fun In The Sun, with music, prizes and more! Visit our exhibitors to get your complimentary drink tickets and enjoy an exciting opening to the largest mortgage conference on the east coast!
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Join us for our opening reception, Fun In The Sun, with music, prizes and more! Visit our exhibitors to get your complimentary drink tickets and enjoy an exciting opening to the largest mortgage conference on the east coast!
For nearly two years, the mortgage industry’s story has been one of high interest rates, a frozen housing market, and a decimated lending landscape. But with new national leaders, an economy that’s back in gear, and a Federal Reserve that seems willing to goose buying, the next turn of the page in this story may introduce a welcome plot twist.
Selma Hepp is chief economist of CoreLogic, and one of the most quoted housing analysts in the nation. She leads the economics team, which is responsible for analyzing, interpreting and forecasting housing and economic trends in real estate, mortgage and insurance.
Prior to joining CoreLogic in 2020, Selma was Chief Economist and Vice President of Business Intelligence for Pacific Union International, later acquired by Compass, where she oversaw the vital economic and technology intelligence to drive the expanding brokerage’s success. Selma also held the role of Chief Economist for Trulia; Senior Economist for the California Association of Realtors; and Economist and Manager for Public Policy and Homeownership research for the National Association of Realtors, as well as a special research assistant at the U.S. Department of Housing and Urban Development.
For nearly two years, the mortgage industry’s story has been one of high interest rates, a frozen housing market, and a decimated lending landscape. But with new national leaders, an economy that’s back in gear, and a Federal Reserve that seems willing to goose buying, the next turn of the page in this story may introduce a welcome plot twist.
Selma Hepp is chief economist of CoreLogic, and one of the most quoted housing analysts in the nation. She leads the economics team, which is responsible for analyzing, interpreting and forecasting housing and economic trends in real estate, mortgage and insurance.
Prior to joining CoreLogic in 2020, Selma was Chief Economist and Vice President of Business Intelligence for Pacific Union International, later acquired by Compass, where she oversaw the vital economic and technology intelligence to drive the expanding brokerage’s success. Selma also held the role of Chief Economist for Trulia; Senior Economist for the California Association of Realtors; and Economist and Manager for Public Policy and Homeownership research for the National Association of Realtors, as well as a special research assistant at the U.S. Department of Housing and Urban Development.
Whether you're just starting out or looking to grow your career, this is a great opportunity to gain valuable insights into the future of the industry, from some of the region's most successful originators. You'll hear how to adapt to market changes, build client relationships, leverage technology for efficiency, and develop strategies to stand out in a competitive landscape. Moderated by James O'Donnell, president of Equity National Title.
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Private lending has become of the hottest niche areas in lending over the past couple of years. This session takes you beyond the basics, and focuses in detail on several case studies of investors and originators, and how they successfully tackled different projects, boosting the pay day of all involved. Learn their tactics, and come away with confidence that you, too, can make private lending an advantage for you. Presented by Jeff Tesch, president of RCN Capital.
James Gueltzow, National Sales Manager at American Heritage Lending, LLC, has been working in the mortgage industry for decades. During that time, he’s amassed a treasure chest of lessons from top originators and industry pros. Join him in this business-building session as he shares the best tips and tricks he’s learned, the practices that propel originations, and the niches that give you an opportunity to thrive.
Whether you're just starting out or looking to grow your career, this is a great opportunity to gain valuable insights into the future of the industry, from some of the region's most successful originators. You'll hear how to adapt to market changes, build client relationships, leverage technology for efficiency, and develop strategies to stand out in a competitive landscape. Moderated by James O'Donnell, president of Equity National Title.
Please complete this form with the most accurate information and select your time. This complimentary service is sponsored by The Mortgage Women Leadership Council. Attendees MUST check in for their headshots 5 minutes prior to selected time. Late arrivals will not be accommodated. The headshot booth will be located in the main foyer outside of the exhibit hall.You will be receiving your headshot via email. We recommend providing your personal email as work / company emails tend to change frequently.
Please complete this form with the most accurate information and select your time. This complimentary service is sponsored by The Mortgage Women Leadership Council. Attendees MUST check in for their headshots 5 minutes prior to selected time. Late arrivals will not be accommodated. The headshot booth will be located in the main foyer outside of the exhibit hall.You will be receiving your headshot via email. We recommend providing your personal email as work / company emails tend to change frequently.
Everyone in the mortgage industry is wondering: what will the rise of Artificial Intelligence mean? There's no need to guess, since there's already one company that's been running on AI-powered systems since 2018. Sun West Mortgage's sister company, Celligence, created an AI underwriting and processing platform that Sun West has been using to power its company for the past five years. Underwriting is now measured in minutes, and processing tasks are primarily automated. This has allowed Sun West to make better loan decisions, expand credit to more communities, and free originators to spend more time building business rather than babysitting files. In the past year, Sun West has opened its system -- called Angel AI -- to the origination community at large, and backs loan decisions made by its system "100%" -- meaning that if an originator gets a green light from Angel AI, Sun West will commit to closing the loan, period. Don't miss this incredible session looking inside a large mortgage lender running its operations fully on artificial intelligence. The future is already here. So now the question is: what's next?
"Innovate to Elevate: Non-QM Market Trends in 2025" aims to empower mortgage industry professionals with the knowledge and foresight needed to navigate the evolving landscape of the market. By exploring innovative strategies, technological advancements, and market predictions, participants will be equipped to elevate their practices and stay ahead in this dynamic and competitive market.
Learning Objectives:
Presented by Angel Oak Mortgage Solutions.
Everyone in the mortgage industry is wondering: what will the rise of Artificial Intelligence mean? There's no need to guess, since there's already one company that's been running on AI-powered systems since 2018. Sun West Mortgage's sister company, Celligence, created an AI underwriting and processing platform that Sun West has been using to power its company for the past five years. Underwriting is now measured in minutes, and processing tasks are primarily automated. This has allowed Sun West to make better loan decisions, expand credit to more communities, and free originators to spend more time building business rather than babysitting files. In the past year, Sun West has opened its system -- called Angel AI -- to the origination community at large, and backs loan decisions made by its system "100%" -- meaning that if an originator gets a green light from Angel AI, Sun West will commit to closing the loan, period. Don't miss this incredible session looking inside a large mortgage lender running its operations fully on artificial intelligence. The future is already here. So now the question is: what's next?
In a world where you are pushed in so many different directions, how do you empower your team to fight for what makes them win everyday? For brokers and originators, the key lies in one simple super-power: optionality. Every day you get to choose who you want to be; you get to choose how to be the best for your clients. That's what lets brokers win. Learn how to create motivation, inspiration and innovation as you build success. Join Mike Fawaz, EVP, Rocket Pro TPO as he demonstrates what can be achieved using the power of choice. Let's make the right choice together.
In a world where you are pushed in so many different directions, how do you empower your team to fight for what makes them win everyday? For brokers and originators, the key lies in one simple super-power: optionality. Every day you get to choose who you want to be; you get to choose how to be the best for your clients. That's what lets brokers win. Learn how to create motivation, inspiration and innovation as you build success. Join Mike Fawaz, EVP, Rocket Pro TPO as he demonstrates what can be achieved using the power of choice. Let's make the right choice together.
Join dozens of exhibitors to explore opportunities for you to make 2025 your best year ever. Our tradeshow floor is packed with vendors and colleagues to help you make the connections you need. Everyone under the Sun will be there! Complimentary luncheon reception and vendor-sponsored open bar are included.
Join dozens of exhibitors to explore opportunities for you to make 2025 your best year ever. Our tradeshow floor is packed with vendors and colleagues to help you make the connections you need. Everyone under the Sun will be there! Complimentary luncheon reception and vendor-sponsored open bar are included.
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