At A Glance
When & Where
Wednesday, November 11, 2020
7:30 am — 1:30 pm
Exhibit hall open, education sessions with speakers, food served.
Thursday, November 12, 2020
8:00 am — 5:00 pm
8-hour continuing education NMLS course.
Exhibit hall will NOT be open.
2020 Agenda
Schedule of Events
Wednesday, November 11
1:15 pm — 1:30 pm
Last Chance With Exhibitors
Presented by 

Last chance with exhibitors, raffle prizes announced, closing announcements

12:30 pm — 1:15 pm
Session coming soon.
Presented by 

Agenda coming soon.

12:00 pm — 12:30 pm
Lunch With Exhibitors
Presented by 

Buffet lunch is served inside the exhibit hall

11:15 am — 12:00 pm
The Non-QM/Non-Agency Opportunity: Don’t Miss Out!
Presented by 
Robert Trahan

Join us to learn about the biggest growth opportunity in the last decade.  The Non-QM/Non-Agency market has experienced 100% growth annually for the past three years.  Forecasts call for the same in 2020 and potentially a 500% growth spurt in 2021 due to the upcoming expiration on the QM Patch.  Presented by Robert Trahan, SVP of Correspondent Lending at Sprout Mortgage

You will learn the following:

  • What is Non-QM or Non-Agency
  • What is the QM Patch
  • Typical underserved borrowers you now can serve
  • Going beyond Appendix Q & the programs you can offer
  • Automated Underwriting Systems – the future wave of Non-QM
  • Debunking the myths about Non-QM

10:15 am — 11:15 am
Exhibit Hall Opens
Presented by 

Exhibit hall opens, break with exhibitors

9:30 am — 10:15 am
Harnessing Your Superpower
Presented by 
Paul Yatooma

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.

7:30 am
Registration Opens
Presented by 

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

8:00 am — 8:45 am
Boost Your Business with Fix-and-Flip Loans and Private Lending
Presented by 
Stephen Ballard

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.

8:45 am — 9:30 am
Using Home Equity to Close The Financial Gap for a New Generation of Retirees
Presented by 
Joseph Demarkey

According to the U.S. Census Bureau, more than 80 million Baby Boomers are expected to retire by 2030 (that's 10,000 per day)-and with much of their equity tied  up in their homes, tapping into those funds has become an increasingly important part of comprehensive retirement planning. Isn't it time your institution took a fresh look at Home Equity Conversion Mortgages (H ECMs)­ a.k.a. reverse mortgages?

Session attendees will discover how:

  • FHA-insured HECMs have improved-including increased consumer safeguards, and product and pricing advances that make H ECMs more attractive
  • They can provide older homeowners with greater flexibility than a traditional Home Equity Loan or Home Equity Line of Credit
  • RMF's unique product design and pricing includes a low up-front cost option, with closing costs as low as $999

We can help you more fully serve a rapidly growing segment demographic-homeowners age 62 and older-and generate new revenue for your institution, without adding staff or infrastructure. RMF's Turn Key Lending Platform is designed specifically for credit unions and banks like yours. Join us for this special session and find out how HECM solutions can benefit a new generation of retirees,  and how your institution can benefit from offering this important loan option.

Presented by Joseph P. Demarkey, Strategic Business Development Leader at Reverse Mortgage Funding LLC.

Thursday, November 12
8:00 am — 5:00 pm
8- Hour NMLS Course
Presented by 
Andrew Conner

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 expo, in addition to a conference full of networking, education, opportunities and prizes. Continuing Education course provided by Mortgage Educators & Compliance.

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, in order to qualify for admission to the free NMLS License Renewal Class, you must have attended the expo and had your Exhibit Hall passport marked by all exhibitors. Only one Exhibit Hall passport given per person.

Presented by
7:30 am
Registration Opens

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

Presented by
Stephen Ballard
8:00 am — 8:45 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.

Presented by
Joseph Demarkey
8:45 am — 9:30 am
Using Home Equity to Close The Financial Gap for a New Generation of Retirees

According to the U.S. Census Bureau, more than 80 million Baby Boomers are expected to retire by 2030 (that's 10,000 per day)-and with much of their equity tied  up in their homes, tapping into those funds has become an increasingly important part of comprehensive retirement planning. Isn't it time your institution took a fresh look at Home Equity Conversion Mortgages (H ECMs)­ a.k.a. reverse mortgages?

Session attendees will discover how:

  • FHA-insured HECMs have improved-including increased consumer safeguards, and product and pricing advances that make H ECMs more attractive
  • They can provide older homeowners with greater flexibility than a traditional Home Equity Loan or Home Equity Line of Credit
  • RMF's unique product design and pricing includes a low up-front cost option, with closing costs as low as $999

We can help you more fully serve a rapidly growing segment demographic-homeowners age 62 and older-and generate new revenue for your institution, without adding staff or infrastructure. RMF's Turn Key Lending Platform is designed specifically for credit unions and banks like yours. Join us for this special session and find out how HECM solutions can benefit a new generation of retirees,  and how your institution can benefit from offering this important loan option.

Presented by Joseph P. Demarkey, Strategic Business Development Leader at Reverse Mortgage Funding LLC.

Presented by
Paul Yatooma
9:30 am — 10:15 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. 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.

Presented by
10:15 am — 11:15 am
Exhibit Hall Opens

Exhibit hall opens, break with exhibitors

Presented by
Robert Trahan
11:15 am — 12:00 pm
The Non-QM/Non-Agency Opportunity: Don’t Miss Out!

Join us to learn about the biggest growth opportunity in the last decade.  The Non-QM/Non-Agency market has experienced 100% growth annually for the past three years.  Forecasts call for the same in 2020 and potentially a 500% growth spurt in 2021 due to the upcoming expiration on the QM Patch.  Presented by Robert Trahan, SVP of Correspondent Lending at Sprout Mortgage

You will learn the following:

  • What is Non-QM or Non-Agency
  • What is the QM Patch
  • Typical underserved borrowers you now can serve
  • Going beyond Appendix Q & the programs you can offer
  • Automated Underwriting Systems – the future wave of Non-QM
  • Debunking the myths about Non-QM

Presented by
12:00 pm — 12:30 pm
Lunch With Exhibitors

Buffet lunch is served inside the exhibit hall

Presented by
12:30 pm — 1:15 pm
Session coming soon.

Agenda coming soon.

Presented by
1:15 pm — 1:30 pm
Last Chance With Exhibitors

Last chance with exhibitors, raffle prizes announced, closing announcements

Register
Presented by
Andrew Conner
8:00 am — 5:00 pm
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 expo, in addition to a conference full of networking, education, opportunities and prizes. Continuing Education course provided by Mortgage Educators & Compliance.

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, in order to qualify for admission to the free NMLS License Renewal Class, you must have attended the expo and had your Exhibit Hall passport marked by all exhibitors. Only one Exhibit Hall passport given per person.

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