Agenda
Lineup of events.
Marriott Plaza San Antonio
555 South Alamo St.
San Antonio, TX 78205
8:00 am — 3:00 pm
February 11, 2020
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Tuesday, February 11
7:30 am
Registration Opens

Registration opens. First education session begins at 8:00am, exhibit hall opens at 10:15 am.

8:00 am — 8:45 am
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.

8:45 am — 9:30 am
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, you will learn 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.

9:30 am — 10:15 am
Get On the Non-QM Train Before It's Too Late

Alternative lending is the fastest growing segment of the mortgage industry - come learn why. With a growth potential of upwards of $200 billion, it’s imperative to get involved today. By offering non-agency/non-QM 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 VP of Sales at Angel Oak Mortgage Solutions.

Learning Objectives include understanding:

  • What exactly is non-QM
  • Common misconceptions regarding non-QM
  • What programs are available to help challenging borrowers
  • How technology is helping make non-QM even easier to close
  • How to identify and reach potential non-QM borrowers
  • How to qualify and actively market to add volume
  • What to look for in a non-QM investor
10:15 am — 11:00 am
Exhibit Hall Opens

Break with exhibitors.

11:15 am — 12:00 pm
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. Paul Yatooma, Vice President at Quicken Loans, 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, because this is an interactive presentation.

12:00 pm — 12:30 pm
Lunch with Exhibitors

Buffet lunch inside the exhibit hall.

12:30 pm — 1:15 pm
Finding Opportunity in Reverse

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 Rosynek, SVP of Moneyhouse.

1:15 pm — 1:30 pm
Last Chance with Exhibitors

Raffle prizes announced. Closing announcements.

Wednesday, February 12
8:00 am — 5:00 pm
8-Hour NMLS Renewal Class

Agenda soon to come.

7:30 am
Registration Opens

Registration opens. First education session begins at 8:00am, exhibit hall opens at 10:15 am.

8:00 am — 8:45 am
Caroline C. Jones
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.

8:45 am — 9:30 am
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, you will learn 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.

9:30 am — 10:15 am
John Jeanmonod
Get On the Non-QM Train Before It's Too Late

Alternative lending is the fastest growing segment of the mortgage industry - come learn why. With a growth potential of upwards of $200 billion, it’s imperative to get involved today. By offering non-agency/non-QM 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 VP of Sales at Angel Oak Mortgage Solutions.

Learning Objectives include understanding:

  • What exactly is non-QM
  • Common misconceptions regarding non-QM
  • What programs are available to help challenging borrowers
  • How technology is helping make non-QM even easier to close
  • How to identify and reach potential non-QM borrowers
  • How to qualify and actively market to add volume
  • What to look for in a non-QM investor
10:15 am — 11:00 am
Exhibit Hall Opens

Break with exhibitors.

11:15 am — 12:00 pm
Paul Yatooma
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. Paul Yatooma, Vice President at Quicken Loans, 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, because this is an interactive presentation.

12:00 pm — 12:30 pm
Lunch with Exhibitors

Buffet lunch inside the exhibit hall.

12:30 pm — 1:15 pm
Ralph Rosynek
Finding Opportunity in Reverse

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 Rosynek, SVP of Moneyhouse.

1:15 pm — 1:30 pm
Last Chance with Exhibitors

Raffle prizes announced. Closing announcements.

00:00 am — 00:00 pm
Event item

Agenda soon to come.

* Please note that the Exhibit Hall and all expo activities take place on February 11th ONLY. The only scheduled event on February 12th is the 8-hour NMLS license renewal class, which you must preregister for. The Exhibit Hall will NOT be open.

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