[New] AGENDA

January 12 – 13, 2023

Thursday, January 12, 2023 12:00 pm Registration Opens 1:00 pm — 2:00 pm

Please note, exhibit hall will not be open on this day.

Impact of Blockchain on the Mortgage Industry 1:30 pm — 5:00 pm

Hear from a panel of experts about latest initiatives in the mortgage industry to adapt secure new technologies and processes. Presenters include Pavan Agarwal, CEO, Sun West Mortgage; Jeromy Potter, Head of Legal & Capital Markets, Stavvy; Mike Dimech, Executive Vice President, Operations Manager, Norcom Mortgage; Hailey Rice, Chief Legal Officer & EVP, Compliance, Canopy Financial Technology Partners; and Zachary Kammerdeiner, Sr. Business Strategist, CATIC Corporate.

Build-A-Broker

Pre-Conference Event. Must pre-register.

Build-A-Broker is an in-person training event designed to help you establish the solid foundations of your business. This program is designed to show you the basics of setting up your business — from how to rent space, to what accounting programs are recommended — and will also cover topics including choosing your loan origination systems, how to pick a CRM system, and more.

Brokerage 101

Brokerage 101 focuses on the foundation for establishing your business, presented by experienced mentors. This course includes topics such as:

• How to lease an office space that will grow with you

• How to furnish your space with a budget

• Choosing an accounting program and payroll provider

• What is the right corporate form for you? (LLC vs. Corp.)

• How to determine if your workers are employees or independent contractors.

Getting the Tech Advantage

We have a panel of technology providers to discuss innovative tech tools you can use to set your brokerage up for success, such as:

• Marketing automation

• Finding better LOS systems

• Tracking & mobile tools to dramatically increase your brokerage’s effectiveness

Establishing a Competitive Advantage

Few brokerages can fully grow without offering more than the standard-vanilla residential home mortgage. We bring in product experts to discuss an array of diverse products such as:

• Non-QM loans, and the pros and cons

• Reverse Mortgages

• Fix & Flip mortgages • and more

Brokerage 102

Brokerage 102 focuses on the additional foundational issues for establishing your business, with topics such as:

Deal

• Policy & Procedures that every company needs, including BSA/ AML, Sexual Harassment, and more 2:00 pm — 3:30 pm

• Marketing & Compliance — under RESPA, TILA, Reg. N, the CFPB, getting leads, co-marketing with Realtors, and more.

• Compliance training, auditing, and testing.

Legislative Update

A federal perspective on the status of the mortgage industry and major regulatory issues and an update on Connecticut, Massachusetts and Rhode Island legislative developments and what to expect in 2023. Panelists include William Kooper, MPA, Vice President, State Government Affairs and Industry Relations

Mortgage Bankers Association; Norman H. Roos, Robinson & Cole, LLP; Deborah Sousa, Executive Director

Massachusetts Mortgage Bankers Assoc.; Lawrence M. Garfinkel, Greene Law, P.C.; and David Pellegrino, SVP, General Counsel & Chief Risk Officer, Navigant Credit Union 4:00 pm

Why You Should Pay Attention to LinkedIn

• Current statistics and reach of LinkedIn

• How LinkedIn will help you and your business

• Profile basics and Engagement / Q&A

Presenter: Debbie Wemyss, Founder, DW Consulting Solutions LLC, Independent LinkedIn Specialists 8:00 PM — 10:00 PM Networking After

Friday, January 13, 2023 7:00 am Registration Opens 8:00 am — 8:45 am Concurrent Sessions

Session A

Diversify Into Strong Markets With Fix & Flip And DSCR Loans

In this rising rate environment, learn why real estate investor loan origination is likely to remain robust even while the consumer mortgage industry softens. Don’t assume that rising rates mean tough times ahead. Join Roc Capital, one of the nation’s largest capital providers in the business purpose loan industry, as we show you how you can pivot and thrive. This session can change the path of your career; be ready to ask questions.

PRESENTED BY Melissa Deal, VP, Haus Lending

SESSION B Smashing The Crystal Ball

Despite the pandemic, the past two years have been some of the best the mortgage industry has ever seen. But what’s just over the horizon? There are still many questions concerning the outlook for originations and regulation. This interactive session will answer:

• What can we expect for 2023?

• What will rates do? Will they continue their roller coaster ride up and down?

• Housing inventory: What is really the problem?

• With the new Administration, what does this mean for the CFPB and the mortgage industry?

These and other answers will be shared with the audience in a highly informative presentation by David Luna, president of Mortgage Educators and Compliance.

PRESENTED BY David Luna Mortgage Educators & Compliance

Session C

Proven 3-Step Process To Gain More Realtor Referrals Than You Can Handle

After getting into the mortgage business in 2008 with no connections and just $1,900 in savings, Shashank Shekhar went on to build referral relationships with 100+ Realtors in 3 years, eventually becoming one of the Top 15 Loan Officers in the country with a $350M+ annual production. He is also a best-selling author, a podcast host, and CEO of InstaMortgage, one of America’s fastest-growing mortgage companies. Shashank will teach you the exact proven steps so you can attract more Realtor partnerships and referrals in 2023.

PRESENTED BY Shashank Shekhar

InstaMortgage 8:45 am — 9:30 am Concurrent Sessions

SESSION

A

Finding a Strategy for Business Growth

Who are your customers? What drives them? How do they make decisions? What do borrowers expect from mortgage brokers and finance companies, and what value do you provide them? If you can’t answer these basic questions, growing your mortgage business will be difficult.

Most people only see the results of marketing, but rarely the research and strategy that drive its success.