[New] AGENDA

January 12 – 13, 2023

If you want to grow your business around a solid marketing strategy, join us as we dive into the world of marketing for mortgage brokers. Learn how to find new clients and build a messaging and media approach to attract them while positioning your company for continued growth even in a changing market.

PRESENTED BY Michael Oddi Velocity Mortgage Capital

SESSION B

Your Best Week Ever as an LO 9:45 am — 10:30 am Concurrent Sessions

Discussing the proven tactics and strategies that make loan officers most effective with their time. How to replicate an efficient day 5 times to get the most out of your week. Hear what top producers focus on to drive high dollar per hour activity and see tangible results. Next Level will also lay out their proprietary Actions that Matter™ process so that you can focus on the things that matter most to your business for your customers in your community.

SESSION A

Transitioning from the Refi Boom to Untapped Opportunities: Leveraging Commercial Mortgages for Residential Properties

While the pandemic has affected many aspects of the real estate industry and the refi boom is showing signs of slowing down, real estate investor activity and demand for single-family homes remains stronger than ever. Now is the time to expand your product offerings to cater to this segment of the market. Private lending continues to offer flexible, lucrative options for fix and flip, long-term rental and other real estate investing scenarios that don’t fit traditional guidelines.

RCN Capital CEO & Private Lending Expert, Jeffrey Tesch, will teach you how to:

• Identify profitable solutions for some of your most commonly overlooked leads

• Leverage fix & flip loans, long-term rental loans, and other private lending products to make more money now

• Guide investors through the origination process so that you can develop and retain more business

PRESENTED BY Jeffrey Tesch RCN Capital

Session B

How to Navigate Non-QM Products

The mortgage market is going through a transition that is making business growth more difficult in 2023. Agency business is shrinking, refinance volume is declining and rates are on the rise. What can help replace the lost business? Non-QM.

Non-QM can help you serve underserved markets to keep your pipelines full. Get up to speed and learn to close non-QM volume now. This presentation explains how!

PRESENTED BY Angel Oak Mortgage Solutions

You will learn:

• Why non-QM is in demand in today’s market

• Details on the types of non-QM programs

• The borrower profiles for each program

• Common scenarios and questions

• How to close more loans using nonQM

• Where to find non-QM borrowers

Angel Oak Mortgage Solutions is the leader in non-QM, educating originators since 2014.

SESSION C

Learn How To Divorce Your Processor & Double Your Business

Learn how to divorce your processor and then invest that time and money you save into doubling your business.

A productive Originator should spend 100% of his time marketing, sourcing, and harvesting new relationships. Unfortunately, Originators burn 80% of their time on unproductive workbabysitting their loan or they spend a lot of money hiring ”processors” to do the babysitting. With Sun West’s exclusive Morgan (tm) and Instant Underwriting (tm) technologies, the drudgery of the loan origination business is gone: following up with customers, reviewing conditions, interpreting the DU/LP, understanding and applying a myriad of guidelines and regulations. Free up 80% of your time and double your business!

PRESENTED BY Pavan Agarwal Sun West Mortgage Company

10:30 am — 11:15 am Harnessing Your Superpower

Discover how a 3-person brokerage firm grew, re-invented and went head-to-head with big banks to become America’s largest mortgage lender. Chris Behrns, Divisional Vice President at Rocket Pro TPO, shares philosophies that you can use to shape innovation, client service, marketing, technology and partnerships. Learn what top brokers are doing to grow their business and how you can leverage your superpower. Bring your questions. This is an interactive presentation.

PRESENTED BY Chris Behrns Rocket Pro TPO 11:15 am

Exhibit Hall Opens

Luncheon and refreshments are served in the exhibit hall 2:30 pm

Expo Adjourns

Exhibit hall closes, raffle prizes announced, conference adjourns.