2019 Agenda

7:30 a.m.

REGISTRATION OPENS

8:00 a.m. – 8:45 a.m.

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, Stephen Ballard of RCN Capital will teach you 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 a.m. – 9:30 a.m.

DOMINATE BY BEING DIFFERENT IN 2019

Allen Beydoun, Executive Vice President of United Wholesale Mortgage, will be sharing exclusive strategies for how originators can obtain and retain purchase business. This session is packed with hard-hitting relevant tips and techniques to keep you top of mind with Real Estate Agents, your clients and referrals.

9:30 a.m. – 10:15 a.m.

WHY NON-QM SHOULD BE PART OF YOUR ORIGINATION MIX

Times are different today and so is alternative lending. In this informative session, you’ll learn what alternative lending means now and why you shouldn’t ignore non-agency options. With the refi market drying up and overall originations expected to be lower this year, lenders are being forced to find new ways to produce volume. With growth potential of over $100 billion in annual originations, lenders who avoid the non-agency market do so at their own peril. By offering non-agency 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.

Learning Objectives include understanding:

  • How today’s non-prime/non-agency market is completely different than the sub-prime of old
  • What programs are available to help challenging borrowers
  • How to identify and reach potential non-QM borrowers
  • How to qualify and actively market to them to add volume
  • How to use alternative lending to successfully differentiate yourself

10:15 a.m. – 11:00 a.m.

BREAK WITH EXHIBITORS

11:15 a.m. – Noon

IT’S A ROCKET REVOLUTION:
HOW TO SEE THE DIGITAL DISRUPTION COMING FOR MORTGAGE LENDING

When Quicken Loans launched Rocket Mortgage just three years ago, it tore through the industry and remade the way consumers look at getting a home loan. Increasingly, home buyers want to see simplicity, choice and accessibility all in the convenience of their mobile phone – or, as the marketing slogan goes, “Push Button. Get Mortgage.” Now, Rocket Mortgage leaders will be discussing how they pushed this product to market, the effect that it’s had, and what they now see coming as the next big thing – and what you should be looking for, too.

12:00 p.m. – 1:00 p.m.

BUFFET LUNCH INSIDE EXHIBIT HALL

1:00 p.m. – 1:45 p.m.

WHY YOU SHOULD LOVE COMMERCIALS

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 Stephen Grupp, Senior Account Executive 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

1:45 p.m. – 2:15 p.m.

LAST CHANCE WITH EXHIBITORS
RAFFLE PRIZES ANNOUNCED
CONFERENCE CLOSING SESSION

2:15 p.m. – 3:00 p.m.

A WHOLESALE DISCUSSION ABOUT WHOLESALE OPTIONS

There’s a lot of discussion in the originator industry about wholesaler practices, benefits and questions. In this lively discussion, we’ll take a look at the “whole tale of wholesale.” Do you fully understand what your wholesale relationship means to you, and your clients? How do you make the best out of your access to different wholesale products? Bring your questions, comments and concerns to this lively discussion, featuring Allen Middleman, senior vice president of wholesale at Freedom Mortgage.

FRIDAY, JAN. 25
COMPLETE 8-HOUR NMLS COURSE

Register Now

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.

Want to be part of the amazing lineup of speakers at the Carolinas Connect Mortgage Expo? There are a limited number of Platinum Sponsorships available that include an opportunity to present or moderate a 45-minute educational session.

For more information, visit our Sponsor page