Denver Holiday Inn
With all the informative and entertaining events lined up at the Colorado Mortgage Summit, you won't want to miss a thing!
October 3, 2019
LINEUP OF EVENTS
THURSDAY, OCTOBER 3
8:00 a.m. – 8:45 a.m.
UNTAPPED OPPORTUNITY – RENTAL LOANS
Why it’s smart to shift your focus to serving real estate investors using commercial loans and how to underwrite their deals. If you’re like most originators, you may be wondering how you can stay afloat while refinances and overall originations continue to sink. The good news is you can make a shift that may not only keep your head above water, but help you make MORE money than you did in the retail market. Presented by Stephen Grupp of Visio Lending, objectives include learning:
• How commercial loans can save you time and stress and make you more money
• Why you should work with investor borrowers and how to find them
• How to underwrite commercial loans for investor borrowers
8:45 a.m. – 9:30 a.m.
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.
9:30 am – 10:15 am
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 Chris Taylor of 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
10:15 a.m. – 11:00 a.m.
BREAK WITH EXHIBITORS
11:45 am – 12:30 pm
BUFFET LUNCH INSIDE EXHIBIT HALL
12:30 – 1:15 pm
FROM SEARCH TO SOLD: THE MODERN CLIENT JOURNEY
Joseph Jenkins, Podium's Director of Sales—Professional Services, will be discussing how to win clients and build loyalty while client expectations rapidly increase. Discover the impact local search rankings, reviews, and seamless digital tools have on creating a positive experience for your clientele from search to sold.
1:15 pm – 1:30 pm
LAST CHANCE WITH EXHIBITORS
RAFFLE PRIZES ANNOUNCED
CONFERENCE CLOSING SESSIONS
1:30 pm – 2:15 pm
CHANGING TECH: WHAT OPPORTUNITIES EXIST FOR MORTGAGE BROKERS
Practical ideas for an ever changing marketplace. How will the evolution of technology impact the Broker? Can you more efficiently do your business with the technology and tools available?
Low Cost Advantage of the Broker Model Defined
Changing Technology and Tools – Will it Kill the Broker Model?
People Driven Business – Build Your Business to Your Strengths
Structured Value Add – Maximize Referral Opportunities With a Plan
Presented by Brad Johnson, VP Regional Manager of the Intermountain Region for Freedom Mortgage in the Wholesale Division.
2:15 pm – 3:00 pm
COLORADO REGULATORY UPDATE
State regulations keep changing. Learn about the latest updates directly from our regulators. Jon us as we host leaders from the Colorado Division of Real Estate for this eye-opening closing session!
11:00 a.m. - 11:45 a.m.
Morning Keynote Speaker
DOMINATE BY BEING DIFFERENT
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.
FRIDAY, OCTOBER 4
9:00 a.m. - 5:00 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 and state-required CE at the Colorado Mortgage Summit, in addition to a conference full of networking, education, opportunities and prizes. Continuing Education course provided by Mortgage Educators & Compliance and featuring instructor 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 Sept. 27, in order to qualify for admission to the free NMLS License Renewal Class, you must have attended the Colorado Mortgage Summit on Thursday, Oct. 3, and had your Exhibit Hall passport marked by all exhibitors. Only one Exhibit Hall passport given per person.