THURsday, SepTEMBER 5
8:00 - 8:40 a.m.
8:40 - 9:15 a.m.
Coffee & The Commish
TEXAS REGULATORY OUTLOOK
Join Caroline C. Jones, Commissioner of the Texas Department of Savings and Mortgage Lending, for this insightful and early look at state regulatory issues facing mortgage professionals in Texas.
BOOST YOUR BUSINESS WITH FIX-AND-FLIP LOANS
AND PRIVATE LENDING
Stop throwing money in the trash! With private lending, you have profitable solutions for deals that don’t fit traditional guidelines. Stephen Ballard, Business Development Coordinator at RCN Capital, will show you how to make money from your most commonly overlooked leads.
Learn how private lenders can turn your simple referrals into thousands of extra dollars.
Find out how to best present yourself and your borrower to a private lender.
See real life scenarios of brokers that have transformed commercial loan inquiries into cash with little to no effort.
If you want to master the art of private origination, don’t miss this break-out session!
9:15 - 9:20 a.m.
The Group Hug!
WELCOME TO THE CONFERENCE AND YOUR NEW NETWORK
Don Frommeyer, National Mortgage Chair, will welcome all attendees, and give you insight to new benefits and opportunities coming to you FREE as part of the Originator Connect Network.
9:20 - 10:00 a.m.
10:00 - 10:30 a.m.
DOMINATE BY BEING DIFFERENT IN 2019
Allen Beydoun, Executive Vice President of United Wholesale Mortgage, will be sharing exclusive strategies for obtaining and retaining 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.
Finding New Opportunities
REINVENTING REVERSE MORTGAGES
Are you prepared for one of the fastest growing origination opportunities? Loan origination activities for 2019 continue to reflect the fastest growing homeowner demographic, as 10,000 or more Americans reach age 62, needing specific retirement planning and resource tools as components to a financial longevity strategy. Today’s Home Equity Conversion Mortgage will be one of those important components for many. Are you prepared to address the lending needs of older Americans with loan programs, product education, staffing and a marketing plan? Do you need to fast track this demographic to increase your potential growth and marketshare objectives? Let’s expedite the discussion and begin a pathway to this growing origination opportunity. Presented by Ralph Rosyneck, SVP of Moneyhouse.
10:30 - 11:15 a.m.
Exhibit Hall Opens
Break with Exhibitors
11:15 - 12:00 p.m.
Making The Most Of Your Business Tools
GROW OUTSIDE THE BOX USING NON-QM
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. Presented by John Jeanmonod, regional sales manager, Angel Oak Mortgage Solutions.
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
LUNCH WITH EXHIBITORS
12:45 - 1:30 p.m.
1:30 - 1:45 p.m.
1:45 - 2:30 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 Taylor Kleve, Sales 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?
Last Chance With Exhibitors
Raffle Prizes Announced
Exhibit Hall Closes
WILL TECHNOLOGY KILL THE INDEPENDENT MORTGAGE BROKER?
Only an open and honest exchange of ideas to improve your business should be expected! Learn how you can “surpass your competition” by doing more loans with technology instead of becoming obsolete. Be ready to hear the “Whole-Tale” of Wholesale Lending!
Allen Middleman is Executive Vice President at Freedom Mortgage with the Freedom Wholesale Division. Mr. Middleman has responsibilities including guiding Freedom Wholesale’s InTouch Group which provides customized experiences for the InTouch Broker within the Freedom Wholesale Environment.
FRIday, SepTEMBER 6
9:00 a.m. - 6:00 p.m.
COMPLETE 8-HOUR NMLS COURSE
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 Texas Mortgage Roundup, in addition to a conference full of networking, education, opportunities and prizes. Continuing Education course provided by Mortgage Educators & Compliance, and taught by MEC President David Luna.
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 by Aug. 31, in order to qualify for admission to the free NMLS License Renewal Class, you must have attended the Texas Mortgage Roundup on Wednesday, Sept. 5, and had your Exhibit Hall passport marked by all exhibitors. Only one Exhibit Hall passport given per person.
2:15 - 3:00 p.m.
Dallas 2019 Exhibitors
The Texas Mortgage Roundup is proud host a diverse group of select companies that provide services and products helping mortgage origination professionals increase their business. Our list of Dallas exhibitors and sponsors include: