Agenda

Enjoy a rich lineup of engaging sessions and product showcases.

2023 agenda coming soon!

Wednesday, July 6

Mortgage Star Exclusive Events

8:00 am

 — 

Concurrent Sessions
Session A
Keynote session
Registration Opens
Session A
Registration Opens
No items found.
Presented By
Session B
Presented By

8:30 am

 — 

Concurrent Sessions
Session A
Keynote session
Welcoming Remarks

Kelly Hendricks, Managing Editor, Mortgage Women Magazine
Christine Stuart, Editorial Director, American Business Media

Session A
Welcoming Remarks

Kelly Hendricks, Managing Editor, Mortgage Women Magazine
Christine Stuart, Editorial Director, American Business Media

Kelly Hendricks
Christine Stuart
Presented By
Session B
Presented By

9:00 am

 — 

9:45 am

Concurrent Sessions
Session A
Kelly Hendricks
Keynote session
Achieving Women: Panel Discussion Of Top Women Mortgage Leaders
Kelly Hendricks
Managing Editor

Join moderator Kelly Hendricks, managing editor of Mortgage Women Magazine, and our all-star lineup of accomplished women as we explore what obstacles women, especially, have to overcome to excel in the mortgage industry. We’ll look, for example, a developing a more competitive mindset, or whether women have to work much harder to balance family and work duties, or simply why old-school ideas of what’s right for women still persist. 

Session A
Achieving Women: Panel Discussion Of Top Women Mortgage Leaders

Join moderator Kelly Hendricks, managing editor of Mortgage Women Magazine, and our all-star lineup of accomplished women as we explore what obstacles women, especially, have to overcome to excel in the mortgage industry. We’ll look, for example, a developing a more competitive mindset, or whether women have to work much harder to balance family and work duties, or simply why old-school ideas of what’s right for women still persist. 

Lauren Shea
Karen Klemcke
Kelly Hendricks
Presented By
Kelly Hendricks
Mortgage Women Magazine
Session B
Presented By

9:45 am

 — 

10:30 am

Concurrent Sessions
Session A
Christine Wagner
Keynote session
The Need To Lead
Christine Wagner
Senior Account Executive

Christine Wagner, Non-Delegated Sr Account Executive at Pennymac TPO, discusses her unique mortgage and leadership experience, the ways she leads her team for results, and how to grow and evolve as a woman in the mortgage industry.

Session A
The Need To Lead

Christine Wagner, Non-Delegated Sr Account Executive at Pennymac TPO, discusses her unique mortgage and leadership experience, the ways she leads her team for results, and how to grow and evolve as a woman in the mortgage industry.

No items found.
Christine Wagner
Presented By
Christine Wagner
PennyMac TPO
Session B
Presented By

10:30 am

 — 

11:15 am

Concurrent Sessions
Session A
Alysse Prosnick
Keynote session
Why Women Are Great Innovators
Alysse Prosnick
SVP Operations

In a year when mortgage companies need to think expansively, the women on their teams could be the source of their Next Big Thing. Always finding the need to juggle multiple priorities, women are already thinking creatively about how to accomplish more, for less and with more efficiency. Join us for this lively topic with moderator Alysse Prosnick, SVP Operations, Angel Oak Mortgage Solutions. Our panelists are Ashlei McAleer, Chief of Staff, Angel Oak Lending; Kimberly Allbritton, Account Executive, Angel Oak Mortgage Solutions; and Katelyn Hodges, Operations and Technology Training Manager, Assurance Financial 

Session A
Why Women Are Great Innovators

In a year when mortgage companies need to think expansively, the women on their teams could be the source of their Next Big Thing. Always finding the need to juggle multiple priorities, women are already thinking creatively about how to accomplish more, for less and with more efficiency. Join us for this lively topic with moderator Alysse Prosnick, SVP Operations, Angel Oak Mortgage Solutions. Our panelists are Ashlei McAleer, Chief of Staff, Angel Oak Lending; Kimberly Allbritton, Account Executive, Angel Oak Mortgage Solutions; and Katelyn Hodges, Operations and Technology Training Manager, Assurance Financial 

Ashlei McAleer
Kimberly Allbritton
Katelyn Hodges
Alysse Prosnick
Presented By
Alysse Prosnick
Angel Oak Mortgage Solutions
Session B
Presented By

11:15 am

 — 

12:00 pm

Concurrent Sessions
Session A
Mallory Myers
Keynote session
Empowering Mortgage Women
Mallory Myers
Divisional Vice President

Mallory Myers, Divisional Vice President at Rocket Pro TPO, takes a look at a variety of initiatives that can empower and embolden women in the mortgage industry. Rocket Pro’s Mortgage Accelerator program has focused on finding techniques and tips to give women the support they need to thrive in this profession.

Session A
Empowering Mortgage Women

Mallory Myers, Divisional Vice President at Rocket Pro TPO, takes a look at a variety of initiatives that can empower and embolden women in the mortgage industry. Rocket Pro’s Mortgage Accelerator program has focused on finding techniques and tips to give women the support they need to thrive in this profession.

No items found.
Mallory Myers
Presented By
Mallory Myers
Rocket Pro TPO
Session B
Presented By

12:00 pm

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Concurrent Sessions
Session A
Keynote session
Break
Session A
Break
No items found.
Presented By
Session B
Presented By

12:30 pm

 — 

2:15 pm

Concurrent Sessions
Session A
Keynote session
Mortgage Star Awards Luncheon

Join us for this special awards luncheon to celebrate the 2022 Mortgage Star Award recipients.
Open to all attendees of Ultimate Mortgage Expo, Mortgage Star Conference, and exhibitors.

Session A
Mortgage Star Awards Luncheon

Join us for this special awards luncheon to celebrate the 2022 Mortgage Star Award recipients.
Open to all attendees of Ultimate Mortgage Expo, Mortgage Star Conference, and exhibitors.

No items found.
Presented By
Session B
Presented By

2:15 pm

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3:00 pm

Concurrent Sessions
Session A
Christine Stuart
Keynote session
Bringing Out Your Inner Entrepreneur
Christine Stuart
Editorial Director

Christine Stuart, Editorial Director at American Business Media, will kick off this conversation encouraging everyone to find the passion and drive to, if not be a boss, act like one. Take control of your career, push yourself to be the best, and have the courage to take chances. Sometimes, that will propel you up the ranks in the company you work for. Sometimes, it will propel you to start their own. But first you have to understand what it takes not just to want to be great, but what specific things you need to do to achieve it. That’s why we’ve brought together women who’ve done just that.

Session A
Bringing Out Your Inner Entrepreneur

Christine Stuart, Editorial Director at American Business Media, will kick off this conversation encouraging everyone to find the passion and drive to, if not be a boss, act like one. Take control of your career, push yourself to be the best, and have the courage to take chances. Sometimes, that will propel you up the ranks in the company you work for. Sometimes, it will propel you to start their own. But first you have to understand what it takes not just to want to be great, but what specific things you need to do to achieve it. That’s why we’ve brought together women who’ve done just that.

Mindy Rothenberger
Kari Rebehn
Christine Stuart
Presented By
Christine Stuart
American Business Media
Session B
Presented By

3:00 pm

 — 

Concurrent Sessions
Session A
Keynote session
15 Minute Break
Session A
15 Minute Break
No items found.
Presented By
Session B
Presented By

3:15 pm

 — 

4:15 pm

Concurrent Sessions
Session A
Amanda Beard
Keynote session
In The Water, They Can’t See You Cry
Amanda Beard
Olympic Medalist, NY Times Best-Selling Author

When you’re a mortgage professional, sometimes you wonder if you can overcome every obstacle in front of you. Amanda Beard made her first Olympic swimming appearance in 1996at the age of 14. Beard won one gold and two silver medals at that firstOlympic Games and has been a strong competitor since. She went on to win a gold medal, two silvers and a bronze at the next two Olympic Games. Beard is the winner of eight national titles and is a former world record holder.

Amanda has also made her mark outside of the pool, becoming much more than the 14-year-oldOlympic gold medalist that carried her teddy bear around wherever she went.When she isn't swimming, her energy is focused on being a mom to son Blaise and building her brand. She connects with mothers and fans through her blog, Swim Like a Mom, where she actively shares her passion for raising her son, her journey of motherhood, her favorite recipes and her secret to staying in great shape, in addition to her Olympic experience. As a huge advocate for living a healthy life and taking care of herself, Amanda is also currently a partial owner in Mission Skincare Products, a line designed for people with active lifestyles. The company endorses super stars, such as Dwayne Wade, Serena Williams and many other high-profile athletes.

In April 2012, Amanda released her first book, New York Times Best Seller “In The Water They Can't See You Cry,” a riveting memoir revealing the truth behind the Olympic spotlight, the battles that she fought along the way and her new found happiness in love and motherhood. Touring coast to coast, Amanda stays busy talking about her book, hosting swim clinics, endorsing products, speaking at events and making appearances in top national media like the “Today Show,” “Dr.Phil,” “Access Hollywood,” CNN, USA Today, FOX Sports and more.

Session A
In The Water, They Can’t See You Cry

When you’re a mortgage professional, sometimes you wonder if you can overcome every obstacle in front of you. Amanda Beard made her first Olympic swimming appearance in 1996at the age of 14. Beard won one gold and two silver medals at that firstOlympic Games and has been a strong competitor since. She went on to win a gold medal, two silvers and a bronze at the next two Olympic Games. Beard is the winner of eight national titles and is a former world record holder.

Amanda has also made her mark outside of the pool, becoming much more than the 14-year-oldOlympic gold medalist that carried her teddy bear around wherever she went.When she isn't swimming, her energy is focused on being a mom to son Blaise and building her brand. She connects with mothers and fans through her blog, Swim Like a Mom, where she actively shares her passion for raising her son, her journey of motherhood, her favorite recipes and her secret to staying in great shape, in addition to her Olympic experience. As a huge advocate for living a healthy life and taking care of herself, Amanda is also currently a partial owner in Mission Skincare Products, a line designed for people with active lifestyles. The company endorses super stars, such as Dwayne Wade, Serena Williams and many other high-profile athletes.

In April 2012, Amanda released her first book, New York Times Best Seller “In The Water They Can't See You Cry,” a riveting memoir revealing the truth behind the Olympic spotlight, the battles that she fought along the way and her new found happiness in love and motherhood. Touring coast to coast, Amanda stays busy talking about her book, hosting swim clinics, endorsing products, speaking at events and making appearances in top national media like the “Today Show,” “Dr.Phil,” “Access Hollywood,” CNN, USA Today, FOX Sports and more.

No items found.
Amanda Beard
Presented By
Amanda Beard
Session B
Presented By

4:15 pm

 — 

Concurrent Sessions
Session A
Keynote session
Sessions Adjourn
Session A
Sessions Adjourn
No items found.
Presented By
Session B
Presented By

5:30 pm

 — 

Concurrent Sessions
Session A
Keynote session
Opening Cocktail Reception

Cap off the Mortgage Star Conference and celebrate the start of the Ultimate Mortgage Expo at our opening cocktail reception Wednesday evening.

Session A
Opening Cocktail Reception

Cap off the Mortgage Star Conference and celebrate the start of the Ultimate Mortgage Expo at our opening cocktail reception Wednesday evening.

No items found.
Presented By
Session B
Presented By

Thursday, July 7

Ultimate Mortgage Expo
Open to all Mortgage Star attendees

7:30 am

 — 

Concurrent Sessions
Session A
Registration Opens
Presented By
Session B
Presented By

8:00 am

 — 

8:45 am

Concurrent Sessions
Session A
How to Win Locally: 5 Marketing Strategies for Mortgage Professionals

Consumers are changing—new expectations and demands aren’t just a future state—they’re here today. In fact, recent studies show today’s consumers now prefer texting over all other communication channels. It’s time for lenders to rethink old marketing strategies and deliver the experience modern consumers expect.  

Join this presentation as industry experts uncover five local marketing strategies to beat your competition and grow your financial institution. You’ll hear real-life case studies and walk away with text marketing best practices.

In this session, you’ll learn:

  • Why consumer preference for texting is on the rise
  • The state of local business—what’s working and what needs to change
  • 5 simple ways to upgrade your customer experience and drive more applications
Spencer Taylor
Presented By
Spencer Taylor
Podium
Session B
Diversify Into Strong Markets With Fix & Flip And DSCR Loans

In this rising rate environment, learn why real estate investor loan origination is likely to remain robust even while the consumer mortgage industry softens. Don't assume that rising rates mean tough times ahead. Join Roc Capital, one of the nation's largest capital providers in the business purpose loan industry, as we show you how you can pivot and thrive. This session can change the path of your career; be ready to ask questions.

Felix Ortiz
Presented By
Felix Ortiz
Roc Capital

8:45 am

 — 

Concurrent Sessions
Session A
Greatness Talks: Best-Of-Breed Tips From Top Brokers
Rocket Pro TPO Main Stage

Some originators make a living, and some make a killing. What is it that sets top originators apart from everyone else? Top personnel from PennyMac will be joined by several of the best brokers in the region to share the secrets for overwhelming success.

Randy Aucoin
Presented By
Randy Aucoin
PennyMac TPO
Session B
Finding Opportunity In Reverse
Session Room 2

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.

Ralph Rosynek
Presented By
Ralph Rosynek
Moneyhouse

9:30 am

 — 

10:15 am

Concurrent Sessions
Session A
What's Beyond The Boom?

Despite the pandemic, the past months have been some of the best the mortgage industry has ever seen. But what’s just over the horizon? There are still many questions concerning the outlook for originations and regulation.  This interactive session will answer:

  • What can we expect for the rest of 2021?
  • What will rates do? Will they continue their roller coaster ride up and down?
  • Housing inventory: What is really the problem?
  • With the new Administration, what does this mean for the CFPB and the mortgage industry?

These and other answers will be shared with the audience in a highly informative presentation by David Luna, president of Mortgage Educators and Compliance.

David Luna
Presented By
David Luna
Mortgage Educators & Compliance
Session B
Non QM In Action

The mortgage market is going through a transition that could make business growth more difficult in 2022. Agency business is shrinking, refinance volume is declining and rates are on the rise. What can help replace the lost business? Non-QM.

The forecast for non-QM is upwards of $80 billion in 2022 – serving underserved markets like this will help you continue to grow your business and increase your volume. Get up to speed and learn as you close non-QM volume now. This presentation explains how!

Presented by Angel Oak Mortgage Solutions, you will learn:

  • Why non-QM is in demand in today’s market
  • Details on the types of non-QM programs
  • The borrower profiles for each program
  • Common scenarios and questions
  • How to close more loans using non-QM
  • Where to find non-QM borrowers

Angel Oak Mortgage Solutions is the leader in non-QM, educating originators since 2014.

Increase Your Volume With The Power Of Angel Oak!

Larry Mize
Presented By
Larry Mize
Angel Oak Mortgage Solutions

10:15 am

 — 

11:00 am

Concurrent Sessions
Session A
No Such Thing As The Perfect House

Join Mark Hammond, host of loanDepot Wholesale’s Renovation Radio podcast, as he discusses the ins-and-outs of renovation loans. Learn how to use reno loans to help agents get to closing faster, help home buyers create instant equity, and help loan originators build new referral loops that will last their entire career.

Mark Hammond
Presented By
Mark Hammond
loanDepot
Session B
Transitioning from the Refi Boom to Untapped Opportunities: Leveraging Commercial Mortgages for Residential Properties

While the pandemic has affected many aspects of the real estate industry and the refi boom is showing signs of slowing down, real estate investor activity and demand for single-family homes remains stronger than ever. Now is the time to expand your product offerings to cater to this segment of the market. Private lending continues to offer flexible, lucrative options for fix and flip, long-term rental and other real estate investing scenarios that don’t fit traditional guidelines.

RCN Capital will teach you how to:

  • Identify profitable solutions for some of your most commonly overlooked leads
  • Leverage fix & flip loans, long-term rental loans, and other private lending products to make more money now
  • Guide investors through the origination process so that you can develop and retain more business

Strengthen your business and set yourself up for long-term success. Don’t miss this session.

Stephen Ballard
Presented By
Stephen Ballard
RCN Capital

11:00 am

 — 

11:45 am

Concurrent Sessions
Session A
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 Rocket Pro TPO, 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
Session B
Presented By

11:45 am

 — 

1:30 pm

Concurrent Sessions
Session A
Exhibit Area Opens

Exhibit area opens, break with exhibitors.

Presented By
Session B
Presented By

1:30 pm

 — 

2:15 pm

Concurrent Sessions
Session A
Growing Purchase Originations In The Multicultural Market

It's no secret today, one of the largest opportunities of purchase originations over the next five years will be in the multicultural market where Latinos, Asians and African Americans will make up a large portion of the first time homebuyer market. Join Tony Thompson, Founder/CEO of NAMMBA, where he will share how you can grow your business in these high growth markets.

Tony Thompson
Presented By
Tony Thompson
NAMMBA
Session B
Presented By

2:00 pm

 — 

4:00 pm

Concurrent Sessions
Session A
Definitely Not A Speakeasy Party

Wait, did we say speakeasy? Er, we meant book club...There's definitely no speakeasy here. Nope, nothing to see.

Presented By
Session B
Presented By

Friday, July 8

NMLS Renewal Class
Open to all Mortgage Star attendees

9:00 am

 — 

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.

David Luna
Presented By
David Luna
Mortgage Educators & Compliance
Session B
Presented By

Reserve your spot.

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