ULTIMATE MORTGAGE EXPO 2014 ATTENDEE REGISTRATION

Don't miss the exciting, educational, and fun Ultimate Mortgage Expo: The only event specifically designed to bring more business to mortgage professionals throughout the nation.

You’ll hear from some of the top industry leaders in the nation. We’ll also have panels of mortgage professionals, and your peers from across the nation on hand to share ideas in an environment that promotes networking and sharing of best practices.

Register Now! 

AGENDA

Monday, July 7

Exhibitor Setup — 3 p.m. to 5 p.m. (La Nouvelle Ballroom)
Attendee Registration Opens — 3 p.m. (Queen Anne Ballroom)

OPENING SESSIONS

OPENING KEYNOTE
3:15 p.m. - 4:15 p.m
BUILD YOUR SALES TO A BILLION DOLLARS! 
Queen Anne Ballroom 

The Ultimate Mortgage Expo opens its conference with a keynote presentation from Greg Frost– one of the mortgage industry’s most sought-after speakers and its’ first billion dollar originator. He’ll share 11 basic business building tactics with you.  Implement any three of them and you are guaranteed to increase your production by one extra funding per month. Get pumped, get primed, get ready to push yourself! Be a mortgage professional who knows how to plan, market and close so that you’re building the biggest portfolio you can.

 

4:15 p.m. – 5:00 p.m.
THE FIVE KEYS TO POWER PERFORMANCE 
Queen Anne Ballroom  
Are you ready to light the world on fire and make 2014 your best production year ever? In this session, Erik Janeczko of Maximum Acceleration shares proven techniques to help you plan for exponential growth in your business. From daily disciplines to annual planning, discover the winning strategies that will help you stay focused, energized and more productive throughout the entire year. Plus, you’ll take home a turn-key system to execute these ideas and close more loans.

In this program, you will learn:

• The #1 technique to master your attitude and fuel yourself for success.
• The ONE secret strategy to radically increase your focus and effectiveness on a daily basis.
• The 5 keys to ethically transform your business and generate explosive growth.

Tuesday, July 8

Exhibitor Setup — 6 a.m. to 8 a.m.
Attendee Registration Opens — 8 a.m.
Exhibit Hall Opens — 8 a.m.
La Nouvelle Ballroom

9:00 a.m. – 9:30 a.m.
THE VIEW FROM NATIONAL
Queen Anne Ballroom 

  This is a watershed year for mortgage professionals, as we look at the future of the independent mortgage originator, regulatory parity, equitable compensation and more. Hear from Donald J. Frommeyer, president of NAMB — The Association of Mortgage Professionals, as he brings us the view from our national association. Be ready for an insightful and energizing call to action.

 

 

9:30 a.m. – 10:30 a.m.
MORNING KEYNOTE
THE PSYCHOLOGY OF TRUST IN A DIGITAL WORLD
 Queen Anne Ballroom

We’ve heard it before, that trust is the most important part of any business relationship. So what does that mean to the way you sell, present and communicate who you are and what you are selling?  The tried and true methods of securing a trusted, solid relationship with a genuine handshake, impeccable follow through and great service is being challenged by how much people trust what they read online. A personal referral means nothing if you have a negative presence online or even worse, no online presence at all. Join BetterLoanOfficers.com CEO/Founder Rene Rodriguez as he guides us through the neuroscience of trust and how it applies to creating trust in today’s digital world.

Participants will learn:

• How to apply the latest brain research to build trust and close more deals
• How ignoring your online reputation can kill your career
• How to take control of your online reputation to ensure more referrals
• How to proactively leverage your brand to generate more business

10:30 a.m. – 11 a.m.
BREAK WITH EXHIBITORS
La Nouvelle Ballroom

CONCURRENT SESSIONS

11:00 a.m. – 11:45 a.m.
CREDIT WHERE CREDIT’S DUE
Queen Anne Ballroom 

We’ll take a look at a number of factors affecting consumer credit, and how to address those to help your clients get the loans they need. James Charlet is widely regarded as the number one expert available to the public regarding consumer credit reporting and scoring. James was a member of the elite Experian legal and compliance team, CASS (Consumer Affairs Special Services). CASS is an adjutant to the executive team that handles government compliance, lawsuits, and Attorney General inquiries, among other issues. Working in that capacity requires, to say the least, an in depth knowledge of all of the Federal and State laws regarding credit scoring and reporting. As well as being an owner and chief operating officer for CRE Credit Services.

MAKING MORE WITH MOBILE
Orleans Room

The world has gone mobile — and your marketing needs to, also. Listen to our mobile experts discuss the most effective strategies to get momentum in the mobile space.  

We’ll discuss topics such as:Becoming Apple Siri’s preferred lender

• Utilizing Facebook for mobile marketing
• QR Codes – Are they effective?  What are the best strategies?
• Personalized Smartphone apps. What can they do, and do they offer my clients and partners real value?

We’ll cover simple, proven strategies to make your website mobile friendly in 5 minutes, and making QR codes useful. All the while, saving Realtors, clients, and yourself time.  Presented by Matt Hansen, president, SimpleNexus.com.

THE FUTURE ROAD-MAP OF CRM
Bonnet Carre Room
Companies that are winning in today’s market leverage advanced contact relationship management (CRM) systems to achieve increased effectiveness in marketing, sales and service. In this presentation, CRM expert Mike Gulitz delivers an in-depth look at the future of CRM technology, and how it affects your long-term success. From leveraging social media, to efficiency in task management, workflows, document storage and marketing automation – Mike gives you the inside secrets on how to maximize your CRM to engage with customers on multiple levels, and ultimately compel them to connect with your brand. Mike is Founder and CEO of MPC, the developers of mortgage industry’s first tier-one CRM solution.

Noon – 1:00 p.m.

LUNCH WITH EXHIBITORS
La Nouvelle Ballroom

1:00 – 1:45 p.m.
AFTERNOON KEYNOTE
THE ART OF SALES EXCELLENCE
Queen Anne Ballroom

Be prepared for some “aha!” moments as Casey Cunningham of XINNIX reveals the barriers to making sales calls consistently – and how to blow them away. Sales professionals will gain a new awareness of what is getting in the way of their success and how to immediately employ greater prospecting results and accountability.
In this session, you will:

• Discover the five forms of call reluctance within the mortgage industry
• Understand how sales call reluctance costs sales professionals thousands of dollars in lost commissions every month

CONCURRENT SESSIONS

2:15 – 3 p.m.
HOW TO BUILD LEAD-GENERATING MORTGAGE WEBSITES THAT YOUR COMPLIANCE DEPARTMENT WILL LOVE
Queen Anne Ballroom 

2014 is the year to boost your visibility on the web, expand your market share and enhance your personal brand while the CFPB scares most of the mortgage industry off of the internet. Mark Madsen of Best Rate Referrals breaks down the primary components of the new 2014 Social Media regulations that mortgage originators and companies need to be aware of and take action on immediately to have a compliant competitive advantage online.

WHY DEALS FALL APART
Orleans Room

An irreverent look at the pitfalls that can kill or seriously wound what should be a typical closing.Special attention will  be given to problems associated with the  collateral property . Presented by Donato Maisano, director of the Appraisal Management Division of Strategic Information Services, based in Springfield, Mass. An active participant in various trade associations, Maisano is a past member of the national Board of Directors of the Appraisal Institute and served on its Government Relations Committee from 1996-2003. He is also a past chair of the Connecticut Real Estate Appraisal Commission.

3:00 p.m. – 3:15 p.m.
BREAK WITH EXHIBITORS
La Nouvelle Ballroom

CONCURRENT SESSIONS

3:15 – 4:00 p.m.
SERVING THE UNDERSERVED BORROWER IN AMERICA
Queen Anne Ballroom

A discussion of financial solutions on how to empower Mortgage Brokers to approach markets with borrowers that may not have been eligible for traditional loans in the past. An overview of loan programs and tools that can help you turn that credit-challenged borrower into customers for life. Take your business to new heights by expanding your market with customers and potentially new referrals that you never had before. Presented by Rey Maninang, SVP, National Sales Director for Carrington Mortgage Services Wholesale Lending.

E-SIGNATURE, CLOUD DATA AND YOU
Bonnet Carre Room

Join Tate Kesner of Calyx Software for an in-depth look at the changing rules for e-signatures for mortgage applications and documents. We’ll explore the various ways that eSignature and Cloud Technology will impact your day-to-day operations while we help you recognize current innovations and the future of technology. Don’t run afoul of regulators or investors: understand what’s needed, and how to make your processes and systems work for your clients, your backers and most of all — you!

REVERSE MORTGAGE SALES AND MARKETING OPPORTUNITIES
Orleans Room

More originators are getting involved with reverse mortgages and adding this product to their marketing strategy. The HECM is a specialty product with some very different rules and disclosures you may not be familiar with. Join Ralph Rosynek, Senior Vice President of Production for Reverse Mortgage Solutions in a detailed discussion of compliance, origination and processing requirements to make sure borrower and lender safeguards are satisfied at the end of the day.

 

 

4:00 – 4:45 p.m.
CLOSING KEYNOTE SESSION

THE 3 KEYS TO RAPID GROWTH
Queen Anne Ballroom

This final segment of the Ultimate Mortgage Expo will walk you through the functional day-to-day tactical actions that ensure you maintain long term radical growth. You will walk through a step-by-step transformation process; creating radical yet lasting growth. Learn how seven years and over 2,500 case studies have proven to be the fundamental keys for transformational growth… day by day and week by week throughout the year.  In addition, you get exclusive access to a turn-key system for executing your plan daily and achieving ultimate growth throughout the year! Presented by Erik Janezcko, Maximum Acceleration.

5 p.m.
La Nouvelle Ballroom
Raffle Prize Drawings
Exhibit Hall Closes

Wednesday, July 9

8-5 p.m.
8-Hour NLMS License Renewal Class
Royal Salon
Free to all registrants. Must be pre-registered.

Continuing Education class brought to you by Diehl & Associates.

IMPORTANT: In addition to pre-registration, in order to qualify for admission to the free NMLS License Renewal Class, you must have attended the Ultimate Mortgage Expo on Tuesday, July 8, and had your Exhibit Hall passport marked by all exhibitors.

Register Now! 

TO RESERVE A HOTEL ROOM

Make your attendance at the Ultimate Mortgage Expo especially memorable with a stay at the elegant and historic Hotel Montelone, located in the heart of the French Quarter in exciting New Orleans. We’ve also secured overnight accommodations for only $119 per night! Our special hotel rates are good for three days after the conference ends, to give you a chance to enjoy the wonders of New Orleans. But don't wait! Rooms are going fast!

Click here to reserve your room now.

Questions? 

Contact show management company Agility Resources Group LLC at (860) 922-3441 or email info@agilityresourcesgroup.com