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.

HOW TO MAKE MORTGAGES LIKE YOU’RE SEAL TEAM 6

When it comes to Navy SEALS, Don Mann is the real deal. As a member of SEAL Team Six for more than eight years and a SEAL for more than 17 years, he worked in countless covert operations, operating from land, sea, and air, and facing shootings, decapitations, and stabbings. He was captured by the enemy and lived to tell the tale, and he participated in highly classified missions all over the globe, including Somalia, Panama, El Salvador, Colombia, Afghanistan, and Iraq.

Moreover, Mann is a high endurance athlete, who has been in more than 1,000 races (mostly extreme runs that make marathons look like a walk in the park). At one time, he was the 38th highest ranked triathlete in the world.

Mann is the author of the autobiography Inside SEAL Team Six: My Life and Missions with America’s Elite Warriors. When Osama bin Laden was assassinated, the entire world was fascinated by the men who had completed the seemingly impossible mission that had dogged the U.S. government for more than a decade. SEAL Team 6 became synonymous with heroism, duty, and justice. Only a handful of the elite men who make up the SEALs, the US Navy’s best and bravest, survive the legendary and grueling selection process that leads to Team 6, a group so classified it technically does not even exist. There are no better warriors on Earth.

Now, Don Mann – who holds a Masters in Management from Troy State University – will be a special keynote speaker at Carolinas Connect Mortgage Expo. He’ll talk about goal setting, achieving against impossible odds, and building the fortitude it takes to succeed when it seems like everything is against you.

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.

UNTAPPED OPPORTUNITY — RENTAL LOANS

You may have tremendous untapped potential already in your contact database – namely, mom and pop investors that financed their residence with you but also own one or more single-family residential (SFR) rental properties.  The number of SFR rentals in the U.S. has nearly doubled in the past decade.  While most were purchased with agency finance, there is a growing universe of private mortgage solutions (typically referred to as Rental Loans) for these investors that now have achieved acceptance in the RMBS market.  Rental Loans typically do not include a borrower DTI and offer rapid cash-out refinance features to enable investors to grow their SFR rental portfolios. Presented by Stephen Grupp, Senior Account Executive of Visio Lending, objectives include learning:

  • Who are these SFR rental investors and how do you find them?
  • What are some of the advantages to you of developing your book of rental loan business?
  • How are these loans typically underwritten and what to watch out for?

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