Thursday January 17, 2019

Noon

Registration Opens

 

2:00 pm – 3:00 pm

Mortgage Technology Roundtable 1
THE NEW DIGITAL MORTGAGE PROCESS

From taking applications, through underwriting and electronic closings, the mortgage path is increasingly pixel, not paper. We’re bringing together a panel of users and tech providers to talk about how this is evolving, and what best practices you should be exploring now.

 

3:05 pm – 3:25 pm

Product Showcases

 

3:30 pm – 4:30 pm

Mortgage Technology Roundtable 2
HOW TECH IS DRIVING MORTGAGE MARKETING

Automated blog posting, comprehensive CRM systems, more innovative ways to reach people on social media, email and more. We’re convening some of the best in the business for a conversation on how reaching borrowers increasingly means being part of their digital lifestyle, and what some of the top new products are that can help you do that.

 

4:35 pm – 4:55 pm

Product Showcases

 

5:00 pm – 6:00 pm

WELCOME RECEPTION
(Exhibit hall)

 

8:00 pm – 10:00 pm

SPECIAL AFTER DARK PRIVATE GALA
Join Expo sponsor RCN Capital for an exciting gathering of mortgage attendees!
Click the image below to register now

January 18, 2019

7:30 am

Registration

 

8:00 am

EXHIBIT HALL OPENS

 

8:00 a.m. – 8:45 a.m.

LEGISLATIVE PANEL

CMBA Legislative and Regulatory Update—The CMBA Presents: The Mortgage Industry and “Climate Change”– How the Changing Political, FinTech and Financial Climate will Impact our Industry -—What Do Mortgage Industry Participants Need to Know—Insights from Our Expert Legal Panel on State, Regional and National Developments

What is in store for the mortgage industry in 2019? What federal and state legislative and regulatory priorities will require particular attention in the coming year? New licensing requirements, examination and enforcement priorities, electronic closings and other developments affecting the origination and servicing of residential mortgage loans. This session will give you the information you need to know.

Presented by Norman Roos/Robinson & Cole, LLP, Ruth Dillingham/First American Title Insurance Co., David Pellegrino/Partridge Snow & Hahn, LLP,  Lawrence Garfinkel/Greene Law, P.C. and Robert Wichowski/Bendett & McHugh, P.C.

 

8:45 a.m. – 9:30 a.m.

Concurrent Sessions
OF INTEREST: OFFERING PRODUCTS THAT DON’T CRIPPLE CONSUMERS

Your clients spend their entire adult lives working to pay for their home, largely due to the products we most commonly sell and the total amount of interest that comes with them. This impedes not only their progress in other financial areas but also your production. If you had the opportunity to introduce your clients to a new type of mortgage product – one strictly designed to reduce the total cost of interest, accelerate home-equity growth and pay-off, all without a required change in their budget – wouldn’t you stand out? Join our breakout session to learn how a new first-ever cousin of the offset mortgage can add more value to your clients and change your business forever. Presented by Dave Herbst, VP, AIO Finance & Business Development, CMG Financial

 

DIRECT FROM D.C.: CURRENT OUTLOOK FOR MORTGAGE REGULATION

Join William Kooper, Vice President of State Government Affairs and Industry Relations at the Mortgage Bankers Association, as he brings his unique perspective on the political, legislative and regulatory outlook for the mortgage industry. Kooper – a native of Newtown, Conn. — leads MBA’s advocacy efforts at the state and local level, as well as MBA’s engagement with mortgage banking associations across the country. Join him for this insightful session, capped by a free-wheeling q-and-a session with participants.

 

HOW TO MAKE SMALL BALANCE LOANS BIG BUSINESS

With a slowdown in the traditional purchase market, it’s time to start thinking about providing investment property loans for residential 1-4, multi-family, mixed-use and small balance commercial properties. By focusing more on the property’s value and revenue-generating potential rather than the borrower’s personal income and credit, asset-based investment property loans enable originators to meet the unique needs of real estate investors who are tough to qualify, including W-2 employees, self-employed entrepreneurs and small business owners. Because every borrower, even the extraordinary ones, deserves an opportunity.

 

9:30 am – 10:15 am

Concurrent Sessions
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, Jeffrey Tesch, RCN Capital Managing Director & Private Lending Expert, 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.

 

HOW TO TAKE MORE MARKET SHARE RIGHT NOW​

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.

CATIC SESSION TBD

 

10:15 a.m. – 11:00 a.m.

BREAK WITH EXHIBITORS

 

11:00 am – Noon

General Session
ROB CHRISMAN
INSIDER ANALYSIS: WHAT THE HECK’S GOING ON?​

Every morning, thousands of mortgage professionals get Rob Chrisman’s detailed mortgage analysis in their email inbox. Now hear Rob in person, as he keynotes the New England Mortgage Expo, offering his insightful take on recent residential lending news and what to pay attention to for 2019. There’s no one better to give you the insider’s analysis. Rob began his career in mortgage banking 30 years ago in 1985. His background includes running capital markets departments, hedging pipelines, and running a small subprime company. He left the daily working world in late 2008 to focus on his family but continued to publish a widely read daily market commentary on current mortgage events. He spends 4-5 hours a day on this, and wakes up at 4 am PST to check overnight news and edit the commentary before sending it out around 6 am PST.

In addition to owning Chrisman LLC, he is on the board of directors of several financial services companies, is a member of the Secure Settlements Advisory Board (NJ), an associate of the STRATMOR Group, a board member of the California Mortgage Bankers Association, and of the Mortgage Bankers Association of the Carolinas and its membership committee. He has the opportunity to visit various groups around the United States, and still finds time to take his Dad to lunch nearly every week. Rob holds a BS from Cal Poly, San Luis Obispo, and an MBA from UC Berkeley.

 

12:00 pm – 1:00 pm

BUFFET LUNCH INSIDE EXHIBIT HALL

 

1:00 – 1:45 pm

Concurrent Sessions
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

 

1:45 pm – 2:30 pm

Closing Keynote Session
A ROCKET WITH YOUR NAME ON IT:
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 at the New England Mortgage Expo, 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.

 

2:30 pm – 3:00 pm

LAST CHANCE WITH EXHIBITORS

RAFFLE PRIZES ANNOUNCED

CONFERENCE CLOSES

Join Our Impressive Speaker Lineup

Sponsor Today!

Register To Attend Today And Save

Register Today!

Showcase Your Business Solutions

Exhibit Today!
The CMBA is a non-profit association formed in 1984. Our membership of 700 individuals and 150 organizations supports Connecticut communities by opening doors for literally thousands of homeowners each year. The purpose of the association is: To promote the welfare of the mortgage lending industry and related service providers in the state of Connecticut and to improve its service to the community. To encourage among its members sound ethical business practices in the origination and servicing of real estate mortgage loans. To sponsor meetings for the discussion of real estate mortgage concerns and to sponsor educational and research projects designed to alleviate those concerns. To provide a forum for new ideas related to the industry. To cooperate with public & private agencies and the public at large in all matters relating to sound mortgage lending with the objective of strengthening the economic base of the community. To provide a platform from which the members of the mortgage lending industry can express their views on practices and legislation affecting the industry.
The Northeast’s Trusted Real Estate & Financial Information Source Since 1872. The Warren Group collects and compiles data on real estate sales and ownership throughout the northeast. We offer a range of real estate products, information services and printed and online publications, including the weekly newspaper Banker & Tradesman and the monthly magazine The Commercial Record. We also produce and organize trade shows and events for a variety of industries, including bankers, mortgage brokers, credit unions and lawyers. Based in Boston, the company was established in 1872 and is now in its fourth generation of family ownership and management. The core business has three different segments: publishing, data solutions and events.
American Business Media magazines and events date back to the early 1990s. Since that time, AmBiz has built a collection of in-person, print and digital products that are unparalleled in their reach in the banking, mortgage and business sectors. American Business Media also publishes a variety of print and online publications including Banking New England, Banking New York, CenterPoint, Today’s CPA and New England Family Business. AmBiz connects business professionals across the country in effective, unique and high-quality ways. And they’re dedicated to making your connections count.