Agenda

Enjoy a rich lineup of engaging sessions and product showcases.

Monday, July 10

Mortgage Star Exclusive Events

9:30 am

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Concurrent Sessions
Session A
Melissa Pianin
Keynote session
How To Succeed At Social Media
Melissa Pianin
Marketing & Events Associate

TikTok. Instagram. Facebook. LinkedIn. Twitter. So many choices, so little time. Are you engaging with your prospective customers where they are? Or are you just spinning your wheels because someone told you to do social media? Learn how to best create meaningful engagement with your customers and prospects from the people who are succeeding at it.

Session A
How To Succeed At Social Media

TikTok. Instagram. Facebook. LinkedIn. Twitter. So many choices, so little time. Are you engaging with your prospective customers where they are? Or are you just spinning your wheels because someone told you to do social media? Learn how to best create meaningful engagement with your customers and prospects from the people who are succeeding at it.

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Melissa Pianin
Presented By
Melissa Pianin
American Business Media
Session B
Presented By

10:00 am

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Concurrent Sessions
Session A
Keynote session
Power of Possibility

This is a difficult time for the mortgage industry, especially for women. As teams shrink, employers are demanding more. But while this poses challenges for work/life balance, it also presents opportunity for women to capture even greater leadership roles. We'll discuss the dynamics of today's mortgage workplace with a panel of female industry professionals, including audience participation.

Session A
Power of Possibility

This is a difficult time for the mortgage industry, especially for women. As teams shrink, employers are demanding more. But while this poses challenges for work/life balance, it also presents opportunity for women to capture even greater leadership roles. We'll discuss the dynamics of today's mortgage workplace with a panel of female industry professionals, including audience participation.

Nelda Cales
Stacy Caprioli
Regan Kelly
Presented By
Session B
Presented By

11:15 am

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Concurrent Sessions
Session A
Angel Elliott
Keynote session
How Artificial Intelligence Is Changing Mortgage
Angel Elliott
Managing Director of Organizational Development

What does the rise of AI mean for the mortgage industry, and especially for women in mortgages? How will roles adapt, what will new machine performance mean for how mortgages are generated, and what advantages are waiting for early adopters? Celligence has been creating AI systems for mortgage for several years, and its platform is fully powering Sun West Mortgage. Angelynne Elliott, director of organizational development at Celligence, will give us a deep-dive into this cutting edge issue for everyone in the industry.

Session A
How Artificial Intelligence Is Changing Mortgage

What does the rise of AI mean for the mortgage industry, and especially for women in mortgages? How will roles adapt, what will new machine performance mean for how mortgages are generated, and what advantages are waiting for early adopters? Celligence has been creating AI systems for mortgage for several years, and its platform is fully powering Sun West Mortgage. Angelynne Elliott, director of organizational development at Celligence, will give us a deep-dive into this cutting edge issue for everyone in the industry.

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Angel Elliott
Presented By
Angel Elliott
Celligence
Session B
Presented By

12:30 pm

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Concurrent Sessions
Session A
Keynote session
Luncheon
Session A
Luncheon
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Presented By
Session B
Presented By

1:00 pm

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Concurrent Sessions
Session A
Keynote session
Mortgage Star Awards Presentation
Session A
Mortgage Star Awards Presentation
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Presented By
Session B
Presented By

1:30 pm

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Concurrent Sessions
Session A
Wendy Licis
Keynote session
4 Unique Ways To Close More Deals This Purchase Season
Wendy Licis
SVP TPO Production

Purchase season is upon us! How can you find more customers and close more deals? Join Newfi Wholesale as we discuss actionable ways to source more leads in today’s market that can increase your revenue. Take your business to the next level and stand out among your competition with these 4 unique strategies for growth.

  1. Work With Referral Relationships
  2. Attack growing Segments
  3. Offer Options That Increase Affordability
  4. Work With A Lender You Trust
Session A
4 Unique Ways To Close More Deals This Purchase Season

Purchase season is upon us! How can you find more customers and close more deals? Join Newfi Wholesale as we discuss actionable ways to source more leads in today’s market that can increase your revenue. Take your business to the next level and stand out among your competition with these 4 unique strategies for growth.

  1. Work With Referral Relationships
  2. Attack growing Segments
  3. Offer Options That Increase Affordability
  4. Work With A Lender You Trust
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Wendy Licis
Presented By
Wendy Licis
NewFi Lending
Session B
Presented By

2:30 pm

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Concurrent Sessions
Session A
Keynote session
Why Women Must Lead

New technologies, new product lineups, changing consumer demographics, a shrinking industry. This is the mortgage industry's opportunity to reshape itself for decades to come. That's why it's imperative for women to seize this time to become the leaders of tomorrow. We're gathering a panel of accomplished women to talk about how they've grown in their roles, what they see as the path to future leadership, and why it's critical for women at all levels -- from originator to CEO -- to take control of their destinies.

Session A
Why Women Must Lead

New technologies, new product lineups, changing consumer demographics, a shrinking industry. This is the mortgage industry's opportunity to reshape itself for decades to come. That's why it's imperative for women to seize this time to become the leaders of tomorrow. We're gathering a panel of accomplished women to talk about how they've grown in their roles, what they see as the path to future leadership, and why it's critical for women at all levels -- from originator to CEO -- to take control of their destinies.

Cerita Battles
Megan Bennett
Kristen Eklund
Presented By
Session B
Presented By

3:30 pm

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Concurrent Sessions
Session A
Keynote session
Sessions Adjourn
Session A
Sessions Adjourn
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Presented By
Session B
Presented By

5:30 pm

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Concurrent Sessions
Session A
Keynote session
Stars On Top Reception

Join us at the rooftop Riverview Room for an open-bar reception celebrating all of the Mortgage Star Conference participants, and the opening of the Ultimate Mortgage Expo.

Session A
Stars On Top Reception

Join us at the rooftop Riverview Room for an open-bar reception celebrating all of the Mortgage Star Conference participants, and the opening of the Ultimate Mortgage Expo.

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Presented By
Session B
Presented By

Tuesday, July 11

Ultimate Mortgage Expo
Open to all Mortgage Star attendees

8:00 am

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Concurrent Sessions
Session A
Ultimate Mortgage Expo

Registration opens for the Ultimate Mortgage Expo

Presented By
Session B
Presented By

8:45 am

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Concurrent Sessions
Session A
Busting The Myths Of Reverse Mortgages

Are you prepared for one of the fastest growing origination opportunities? Loan origination activities for 2022 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.

Ralph Rosynek
Presented By
Ralph Rosynek
Moneyhouse
Session B
Presented By

9:30 am

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Concurrent Sessions
Session A
How to Find Non-QM Borrowers

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 Jamie Bellingham, Wholesale Director at Angel OakMortgage 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
Jamie Bellingham
Presented By
Jamie Bellingham
Angel Oak Mortgage Solutions
Session B
Presented By

10:15 am

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Concurrent Sessions
Session A
Grow Your Business in a Changing Market with Fix & Flip and DSCR Loans

With the consumer mortgage industry continuing to experience declining volume and rising rates, brokers and originators may be wondering how they can grow their businesses in 2023. Now is the time to diversify product offerings and learn how to thrive by leveraging loan programs for real estate investors like fix and flip and DSCR loans.

In this session presented by RCN Capital, you will learn:

  • What opportunities exist right now in the real estate investment space
  • How to make more money by leveraging fix and flip loans, DSCR loans, and other private lending products
  • How to identify potential investor clients, accommodate their needs and retain more business
  • Common scenarios and how to present the best financing options

Maximize your success in 2023 and don’t miss this informative session!

Stephen Ballard
Presented By
Stephen Ballard
RCN Capital
Session B
Presented By

11:00 am

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Concurrent Sessions
Session A
Divorce Your Processor: The Rise of AI

Learn how to divorce your processor and then invest that time and money you save into doubling your business.

The technology is here today. A productive Originator should spend 100% of his time marketing, sourcing, and harvesting new relationships. Unfortunately, Originators burn 80% of their time on unproductive work - babysitting their loan or they spend a lot of money hiring "processors" to do the babysitting. With Sun West's exclusive Morgan (tm) and Instant Underwriting (tm) technologies, the drudgery of the loan origination business is gone: following up with customers,  reviewing conditions, interpreting the DU/LP, understanding and applying a myriad of guidelines and regulations. Free up 80% of your time and double your business!

Presented By
Session B
Presented By

11:45 am

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Concurrent Sessions
Session A
Exhibit Area Opens

Exhibit area opens, break with exhibitors.

Presented By
Session B
Presented By

1:15 pm

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Concurrent Sessions
Session A
Your Best Week Ever as an LO

Discussing the proven tactics and strategies that make loan officers most effective with their time. How to replicate an efficient day 5 times to get the most out of your week. Hear what top producers focus on to drive high dollar per hour activity and see tangible results.  Next Level will also lay out their proprietary Actions that Matter™ process so that you can focus on the things that matter most to your business for your customers in your community.

Presented By
Session B
Presented By

2:00 pm

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Concurrent Sessions
Session A
2023 Bayou Bash Cocktail Reception
Presented By
Session B
Presented By

Wednesday, July 12

NMLS Renewal Class
Open to all Mortgage Star attendees

9:00 am

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5:00 pm

Concurrent Sessions
Session A
8-Hour NMLS Renewal Course

Optional — Must Pre-Register

Registration opens at 8 am, class beings promptly at 9 am. Anyone not already registered at 9 am will not be allowed to take the class. Partial credit cannot be offered.

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
Session B
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Reserve your spot.

Don't miss this exciting event, reserve your spot today.