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NYAMB’s 29th Annual Convention & Tradeshow

The Ever-Changing Regulatory Environment – “ Are You Compliant?”

This year's conference has been designed to provide you with the guidance you need to prepare your business and clients for the legal and regulatory future of our industry. Join us on Wednesday, September 27th at the  NYAMB’s 29th Annual Convention & Tradeshow in Melville, NY and get the latest updates, information & tools needed to stay compliant in this ever-changing environment.

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more info...
09/27/17 



NAMB National held October 14-16, 2017 at The Rio All-Suite Las Vegas Hotel and Casino is the premier mortgage conference in the United States focusing on YOU - the Mortgage Professional.  

This amazing event will provide YOU with

  • Network with old friends, and make new ones at our awesome trade show;
  • Fantastic breakout sessions presented by the industry's top leading companies;
  • A great keynote speaker session featuring Ann Coulter and;
  • An out of this world end of event party showcasing Lou Gramm of Foreigner!

Click here to make hotel reservations...

Agenda:

Friday, October 13, 2017

9:00am – 4:00pm, Pavilion 1-6 – Exhibitor Load In

 
10:00am – 12:00pm, Janeiro Board Room – NAMB Plus Meeting
 
1:00pm – 3:00pm, Flamengo Board Room – NAMB Board Meeting
 
2:00pm – 5:00pm, Pavilion 1-6 – Exhibitor Set-Up


5:00pm – 7:00pm, Kiss by Monster Mini Golf – NAMB Legislative Action Fund Miniature Golf Tournament


Saturday, October, 14, 2017

8:00am – 11:00am, Pavilion 7 – Delegate Council & Annual Business Meeting
 
8:00am – 11:00am, Pavilion 1-6 – Exhibitor Set-Up
 
11:00am – 12:45pm, Pavilion 9 – Keynote Speaker Luncheon featuring Ann Coulter and Installation of 2017-2017 NAMB Officers  (Separately-ticketed event - cost $25)

Ann Coulter is the author of eleven New York Times bestsellers and a frequent guest on many TV shows, including Hannity, Piers Morgan, Red Eye, HBO's Real Time with Bill Maher, Fox & Friends, Dr. Drew, Entertainment Tonight, The Today Show, Good Morning America, The Early Show, Hannity, The O'Reilly Factor, and has been profiled in numerous publications, including TV Guide, the Guardian (UK), the New York Observer, National Journal, Harper's Bazaar, The Washington Post, The New York Times and Elle magazine.
 
1:00pm – 6:00pm, Pavilion 1-6 – Trade Show floor open

1:00pm – 1:50pm, Pavilion 9 -   Steve Richman sponsored by Franklin American Mortgage Corp.


Join Franklin American Mortgage and nationally-recognized mortgage expert Steve Richman, "That MI Guy," for his new interactive session The Commodity Conundrum – How to differentiate yourself in a market demanding scalability and repeatability! This enlightening discussion offers strategies for developing the unique offerings and service you need to stand out from your competition.
 
This informative session covers ways to:
  • Gain a better understanding in your market, product, and customer
  • Discover new techniques to distance yourself from competitors
  • Make your clients think of you first for their home financing needs
  • And much more!

2:00pm – 2:50pm, Pavilion 9 - Dominate Your Retail Competition sponsored by United Wholesale Mortgage

Competition in the mortgage business is intense – each day is a battle to stand out and win clients. As a Broker, you’re more equipped with tools to dominate the mega retail lenders than you may realize. Join UWM President/CEO Mat Ishbia, leader of the No. 1 wholesale lender in the nation, for an energized coaching session on how you can wow and win clients with a blend of technology, service and marketing that mega retailers can’t compete with.
 

3:00pm – 3:50pm, Pavilion 7 – Driving Sales with Renovation and Construction Sponsored by American Financial Resources 
 
Learn how to leverage renovation and construction products to increase volume and open new channels of revenue. AFR’s product expert, Andy Allen, will help you explore the various products, the part they play in the current market, and how AFR can help you close these loans with confidence. Don’t miss your chance to gain market share in this growing field.
 
3:00pm – 3:50pm, Pavilion 9 -
Driving Productivity, Maximizing Profit and Positioning for Growth in a Dynamic Market Environment presented by Stuart Donaldson, founder and owner of Banyan Co.  He is an experienced banking and finance executive, educator, business coach and financial advocate for owners of small to medium enterprises.

This workshop will share with brokers practical suggestions on how to measure productivity, identify strategies to improve conversions and explain the full range of options for brokers looking to introduce new revenue streams into their business model. A hands-on, interactive and engaging session that will challenge your thinking and leave you wanting to explore growth options. Insights into setting financial targets, how to measure and manage key sales drivers, and what is required to embark on a growth strategy will feature.  Many businesses overlook the power of managing and measuring productivity drivers to maximize profitability. Learn how to effectively use resources to produce sales, using revenue and productivity modelling.
 
3:00pm – 3:50pm, Pavilion 10 –
Now is the Time: Why Non-QM Lending Today Matters in Growing Your Business presented by Angel Oak Mortgage Solutions
  • Non-QM is different than it used to be – do you know how?
  • Add non-QM to your portfolio and watch your business BOOM
  • How can you close more loans using non-QM?
 
3:00pm – 3:50p
m, Pavilion 11 – Economic Trends in the Mortgage Industry presented by Carrington Mortgage Services, LLC

Economic trends for the most part have been favorable to the housing industry recently, but what does that mean for mortgage originations? Keeping track of these trends and how they affect the industry as a whole, as well as mortgage brokers in their markets, is critical for success. Learn directly from one of the top wholesale lenders in the Industry about what’s happening right now across the country so you can be armed with knowledge about trends that may affect your business. Presented by a well-respected industry expert, Rey Maninang, SVP and National Sales Director Carrington Wholesale. Join us for this informative and valuable session.

 
4:00pm – 4:50pm, Pavilion 7 - Frank Garay and Brian Stevens of National Real Estate Post
 
4:00pm – 5:20pm, Pavilion 9 –
Marsha Wright: “Going Beyond Transactions: How to Resonate & Win More Business With Millennials, Secure Massive Exposure & Boost Your Bottom Line”

Marsha Wright is a Celebrity Influencer & Media Personality, Serial Entrepreneur & Investor, 4x Bestselling Author, Huffington Post Columnist & Business Expert seen on TV. She is the CEO of the Digital Exposure Network™ which has 2million+ followers & 90million+ social views a month. Marsha's social media movements have trended over 1,000 times worldwide and garnered over 4 million hashtag shares. In addition to being one of the most highly recognized Influencers in the world, she semi-retired aged 32 but still selectively works with celebrities, corporates and businesses to help them resonate with and secure more business. She's a recognized authority in marketing strategy and a premier thought-leader on the topic of leveraging 'Strategic Alliances' to attain every business goal. She joins the NAMB National traveling from Asia to keynote and share keys to boosting your Mortgage business.

In her Not-To-Be-Missed Keynote Session you will discover:
  • 3 Anchors Your Business Needs to Resonate With Millennials aged 20-40.
  • How to Leverage ‘Social Engagement’ to Create Meaningful Genuine Relationships that Translate to Loyalty, and Customers Who Want to See Your Business Succeed.
  • How to Find, Secure and Successfully Profit from the Best Strategic Partnerships of Your Career.
  • How to Differentiate in an Easily Identifiable Way, In A Highly Competitive Industry.
  • How to Quit Being a Slave to Search Engine Placement… And Win More Eyeballs Without Spending a Dime.
  • Why NOT Selling a Mortgage/Loan… Will Help You Sell More of Them!
  • How To Secure Countless Ambassadors Overnight (and Understanding Why You Need Them).
  • Stop Caring About Accolades That Don’t Help Your Bottom-Line… and How To Focus on and Attain Those That Will!
You will also get the opportunity to talk with Marsha during her book-signing and meet & greet session.
 
4:00pm – 4:50pm, Pavilion 10 - Building Brand Equity Through Culture sponsored by PRMG

Join Paul Lucido, PRMG National Marketing Director, as he discusses creating a foundation of core values and principles that translate into a consistent set of actions and behaviors, ultimately establishing a trusted brand within the mortgage industry.  Culture is now trending, but what does it really mean to us all?
 

4:00pm – 4:50pm, Pavilion 1 – Championship Lending sponsored by Quicken Loans

Successful origination requires innovation, knowledge of the competition, strategic planning, and grit. Join us in this session to review game film on industry trends, Quicken Loans data, and market research that will help you create your plan for a championship season. Presented by: David Schroder, VP, QLMS

 
5:00pm - 5:50pm, Pavilion 7 - “One small step in reverse, one giant leap for your company” sponsored by Finance of America Reverse LLC

Find out how taking a small step to grow your business with the HECM reverse mortgage program can make big leaps for your company as a whole.

With 10,000 Boomers turning 62 daily, this is an incredible, untapped opportunity with high profit pricing!

Learn more from Steven Resch with Finance of America Reverse LLC, the nation’s #1 Wholesale reverse mortgage lender. Session includes illustrations of how the HECM can be used to manage wealth and demonstrates why now is the time to offer these loans as part of your clients’ portfolios.   We can offer you the resources you need to be successful – from training to marketing and much more.


5:00pm - 5:50pm, Pavilion 10 - Expand your Mortgage Business Into Hard Money-- Presented by LendingHome


Zack Purdy will host a break out session, to help you Expand your Mortgage Business Into Hard Money. This session will provide a look into the current hard money market, the advantages of using LendingHome instead of a conventional lender, the process of brokering a hard money deal, and why it's a good idea to focus part of your business on Hard Money.

5:00pm - 5:50pm, Pavilion 11 - Re-Engineering the Appraisal Process by Axis - AMC

 
Come get answers to:
  • How can re-engineering the appraisal process better support you as originators and make you competitive with digital mortgages and property inspection waivers?
  • Does appraising need to transition more towards the science side and less toward the art aspect?
  • Are there other valuation tools that can also serve you and your Realtor partners? What are they and when should you use them?
  • What does the future hold for the appraisal profession? 
  • But most of all, bring your questions … we’ll bring answers.
Michael Simmons: Director, Co-Founder and Co-President of AXIS Appraisal Management Solutions
 
Mark Ayton: Manager of Business Continuity for AXIS Appraisal Management Solutions


5:00pm – 6:00pm, Pavilion 1-6 Opening Reception sponsored by Caliber Home Loans
 
Sunday, October 15, 2017

10:00am – 6:00pm, Pavilion 1-6 - Trade Show floor opens

 
11:00am – 11:50am, Pavilion 7 -
Prequalify More Borrowers with Free Tools in Calyx Point

Interested in closing more loans?
Gain instant, free access to agency and non-agency options to help you determine the right product to fit your borrower, right from your Point file!
  • Easily access products and pricing from lenders without signup, cost, or 
  •  
  • loan submission
  • Work with self-employed borrowers and use alternative forms of documentation
  • Expand your product offerings with interest-only options, investment properties, non-warrantable condos, and section 184 loans
  • Prequalify difficult borrowers you may have turned away due to low FICO scores, bankruptcy, foreclosure or short sale
Let us show you the free tools you can easily access from Point today!
 
11:00am – 11:50am, Pavilion 10 -
The All In One Loan - the Ultimate Sales Tool, by CMG Financial 

Let’s be honest, whether QM or non-QM, traditionally designed mortgage products don’t get you more business.  They don’t create curiosity and excitement among realtors, financial advisors, your past clients or those you haven’t met yet, simply because of their ingenuity.  In fact, they become harder to sell as interest rates move up, causing a potential slow-down in production as well as your income.  But you can change that by incorporating the revolutionary All In One Loan™ into your business - the ONLY product of its type on the wholesale market today.
 
The All In One helps solve one of the greatest financial challenges borrowers face, and do it without relying exclusively on interest rates or a change in budget.  It has proven to create new sales opportunities with past clients and referral partners in ways traditional mortgage products simply can’t.  Join our breakout session hosted by CMG Financial’s Dave Herbst, Division Vice President of Wholesale Lending and All In One Loan sales trainer.  The All In One Loan™ - The Smarter Way To Borrow®.

 
11:00am – 11:50am, Pavilion 11 – Breakout Session presented by Reverse Funding
 
12:00pm – 12:50pm, Pavilion 7 - Boost Your Business with Fix & Flip Loans and Private Lending sponsored by RCN Capital

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, Jeffrey Tesch, RCN Capital Managing Director & Private Lending Expert, will teach you 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.
 
12:00pm – 12:50pm, Pavilion 10 – "The New Reverse - FHA's Program Sure has Changed" sponsored by Plaza Home Mortgage (Presented by Mark Reeve - VP, Reverse Mortgage Division)


FHA has made many changes to the reverse mortgage program over the last three years. These changes were designed to protect the consumers, lenders and the MI fund within FHA. The intent was and still is, to create a program to provide housing relief for our aging population in a long-term sustainable manner.

This presentation will provide attendees with an overview of these changes, why they are beneficial to the consumer and how the program "plays" into an overall long-term strategy for retirement. This program is no longer a bail out loan or loan of last resort. This one-hour presentation will be fast paced and extremely informative.

  
12:00pm – 12:50pm, Pavilion 11 –
Stearns Secure Asset & Income Verification Process

Join Michael J. Royer, Managing Director of Stearns Wholesale, and Uday Devalla, Chief Information Officer at Stearns, present Stearns Secure Asset & Income Verification Process which gives Brokers greater speed, efficiency and simplicity, and enables an improved Borrower experience. Stearns delivers their Asset & Income Verification Process with three exciting new capabilities: the DU validation service, enhanced Property Inspection Waiver (PIW), and rep and warrant relief on property value. Simple. Easy. Fast. Stearns technology is helping to revolutionize the mortgage industry!

 
1:00pm – 1:50pm, Pavilion 7 – Breakout Session presented by REMN
 
1:00pm – 1:50pm, Pavilion 10 – 
Converting Your Fallout and Broadening Your Product Offerings Through Alternative Financing from Jason Haye sponsored by Velocity Mortgage
 
Learn how to leverage your clients’ real estate portfolios more profitably by stepping into the gray area between Conventional Financing and Hard Money. We will focus this discussion on financing options found outside traditional funding sources and how these new sources can increase your bottom line while funding FEWER loans. 
 
1:00pm – 1:50pm, Pavilion 11- An Introduction to Reverse Mortgages for Originators: Prepare Your Business for the Future by Getting Into Reverse sponsored by Reverse Mortgage Funding

Accessing home equity has become increasingly important in today’s world, where traditional sources of retirement income are not always sufficient, as people continue to live longer and spend more time in retirement. Home Equity Conversion Mortgages (HECMs)—commonly known as reverse mortgages—are quickly becoming a necessary building block for retirement funding. If you’re not yet offering reverse mortgages as part of your product mix, you’re missing out on an important and rapidly growing market: Customers age 62 and older. Every day, over 10,000 Baby Boomers turn 65. Find out how today’s redesigned reverse mortgage products can help close more loans with this new generation of retirees—with attractive home purchase loans, mortgage refinancing, and HELOC alternative options designed specifically to meet their needs. You’ll learn more about reverse mortgage products, and how our turnkey origination platforms make it easy to enter the reverse mortgage business and increase revenue.

 
2:00pm – 2:50pm, Pavilion 7 –
Don’t even think about doing reverse mortgages without the most powerful technology and training in the industry presented by Reverse Vision

If you’re ready to adopt the Generational Lending™ strategy for your most valuable, senior consumers to enhance your portfolio and create a “reverse” lead funnel, then you must first equip yourself with the only technology that will give you a competitive edge.
 
ReverseVision’s end-to-end loan origination solution (LOS), RV Exchange (RVX) connects your pipeline with robust reverse mortgage sales tools and flows data into the LOS for broker originating and processing. Every wholesale partner in the industry is connected to RVX allowing LOs to select the best lending partner for their needs.
 
Learn how you can originate, process and close faster with the technology 10 of the top 10 wholesale lenders leverage. Many lenders also use ReverseVision’s product solutions to connect their traditional LOS to RVX resulting in one system of record, reduced risk, minimized errors and increased efficiency.
 
Please join Wendy Peel, VP and Bob Talpas, Account Manager to learn about how our software can help you leverage the Generational Lending™ concept to extend your pipeline and keep your borrowers for life.
 
You will learn about:
  • Why Generational Lending™ is a win-win strategy
  • How ReverseVision can help you accelerate your HECM business
  • How to leverage HECM products to supplement lost refi business
2:00pm – 2:50pm, Pavilion 10 - Making Home Possible with Low   Down Payment Mortgages and Introducing Our Automated Collateral Evaluation Capabilities

Freddie Mac provides products and technology to help you serve more borrowers more efficiently. Join us in a dual topic presentation on our Home Possible mortgages and how they help first-time and low- to moderate-income borrowers, and Automated Collateral Evaluation, our newest capability to Loan Advisor Suite® which provides lenders with an automated alternative to an appraisal when underwriting a loan for certain transactions.



2:00pm – 2:50pm, Pavilion 11 - "The Secret Weapon All Loan Originators Need to Know" sponsored by Plaza Home Mortgage (Presented by Ragen Cunningham - National Renovation Lending Manager)

In this highly competitive mortgage environment with limited inventory, renovation loans can create numerous opportunities in expanding your business growth! You will learn how to utilize this “secret weapon” of the finance world - as we discuss Borrower, Realtor and Loan Officer benefits while exploring fresh new marketing techniques to help set you apart. In this engaging session, you will learn how to:

  *   Identify the advantages and unique benefits of renovation loan programs
  *   Develop new tactics on marketing techniques for renovation loans
  *   Gain momentum with Realtor Buy-In and keep you relevant in this market
  *   Discover target markets as we explore real-life examples of renovation scenarios

3:00pm - 3:50pm, Pavilion 7 -
B.Y.O.B. Power Workshop! presented by FirstFunding, Inc. and Finance of America

Whether you are an existing business owner, looking to become a business owner or just want to think like a business owner, you will want to attend the BYOB Power Workshop!   This Power Packed Session will highlight what you need to build your business!    We’ve pulled some of the best in the business together for this action packed session. 

Join, Ginger Bell, Education Specialist, Go2training as she leads this fast paced discussion with Jim Dunkerley, President, FirstFunding, Terri Buckman, Senior Vice President, Finance of America Wholesale, Garrett Griffin, National Non-Delegated Sales Manager, Finance of America Mortgage and Philip Villasana, President, Focus Fulfillment.

Here’s what you’ll learn by attending this workshop:

Build Your Own Bank
  • Top Benefits to Owning Your Independent Origination Business Model   
  • Turnkey Technology Solutions That Give You Control and Peace Of Mind
  • Real World Strategies to Managing Processes, Compliance, And Scalability
Brand Your Own Business
  • Top Ways to Build Your Brand Online, Inline And Above The Line
  • How to Use Customer Testimonials to Build Your Following
  • Branding with Local HR Departments to Build Solid Corporate Referral Partners 
Become Your Own Boss
  • 5 Steps to Being a Successful BOSS
  • Practical Guide to Getting Your Business Off the Ground
Broadcast Your Originator Business!
  • Media Leveraging Tips to Get Free Publicity for Your Business
  • Google, Linkedin and other Social Media Strategies that Work
5:30pm – 6:00pm, Pavilion 1-6 - Raffles, Prizes Announced
 
7:00pm – 10:00pm, Pavilion 9 - End of Event Party featuring Lou Gramm of Foreigner (Separately-ticketed event - cost $49)
 



Monday, October 16, 2017

8:00am – 5:00pm, Pavilion 10 - 8-Hour NMLS CE Course (Separately-ticketed event - cost $79)

 
9:00am – 12:00pm, Pavilion 11 - Certification Prep Class (Separately-ticketed event - cost $65)
 
9:30am – 10:50am, Pavilion 9 – Secondary Marketing for Brokers sponsored by Freedom Mortgage Corporation

This informative session will cover everything from pricing, servicing values and how they impact pricing, duration and impact on churning, securitization requirements, etc..  In addition, it will touch on the general differences that impact a Broker vs a Non-Delegated (Mini) Correspondent
 
11:00am – 12:00pm, Pavilion 9 – NAMB Legislative Update featuring Roy DeLoach, NAMB Lobbyist


 


more info...
10/14/17
-10/16/17
 Valerie Saunders


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