Welcome to an extraordinary event, celebrating, advancing and supporting the men and women who finance residential and commercial real estate property in Arizona. Produced by American Business Media LLC. -- the nation's largest producer of mortgage originator conferences and events -- with top speakers, great hands-on sessions and a wealth of opportunities from exhibitors and sponsors, it's a can't-miss day for hundreds of mortgage professionals!
Join us on Thursday & Friday, Aug. 1-2, 2019, at our exciting location, the Wild Horse Pass Casino & Hotel in Chandler, Arizona.
Arizona Mortgage Expo 2019 Agenda
Aug. 1, 2019
8:00 a.m. – 8:45 a.m.
UNTAPPED OPPORTUNITY – RENTAL LOANS
Why it’s smart to shift your focus to serving real estate investors using commercial loans and how to underwrite their deals. If you’re like most originators, you may be wondering how you can stay afloat while refinances and overall originations continue to sink. The good news is you can make a shift that may not only keep your head above water, but help you make MORE money than you did in the retail market. Objectives include learning:
• How commercial loans for 1-4 family single family rental properties can save you time and stress and make you more money
• Why you should work with investor borrowers and how to find them
• How to underwrite commercial loans for investor borrowers
8:45 a.m. – 9:45 a.m.
DEATH BY CLICHE, AND OTHER BUSINESS BUZZWORDS
Don’t Build Your Business Off Of Something You Read On A Bumper Sticker! Join Steve "That MI Guy" Richman for a fast-paced and tactic-filled session that explores -- and explodes -- common business clichés and how they need to be changed to be relevant in today’s evolving market. But we won’t stop simply at the exploration of these concepts and buzzwords. We will lay out actions that you can take today to update your mortgage origination business plan, improve communications and differentiate yourself from the competition.
BYOB – Build Your Originations Business Plan
4 Characteristics every successful LO has and how to master them if you don’t have them
7 Elements of effective sales communication for LOs to grow your business and reduce anxiety
9 Brand New Super Cool Apps for LOs and Realtors
3 Immediate time management tips to make your more productive
5 Rules of sales origination success – works for Realtors too
And much more
9:45 am – 10:30 am
DOMINATE BY BEING DIFFERENT IN 2019
Allen Beydoun, Executive Vice President of United Wholesale Mortgage, will be sharing exclusive strategies for how originators can obtain and retain purchase business. This session is packed with hard-hitting relevant tips and techniques to keep you top of mind with Real Estate Agents, your clients and referrals.
10:30 a.m. – 11:15 a.m.
BREAK WITH EXHIBITORS
11:15 am – Noon
GROW OUTSIDE THE BOX WITH NON QM
Times are different today and so is alternative lending. In this informative session, you’ll learn what alternative lending means now and why you shouldn’t ignore non-agency options. With the refi market drying up and overall originations expected to be lower this year, lenders are being forced to find new ways to produce volume. With growth potential of over $100 billion in annual originations, lenders who avoid the non-agency market do so at their own peril. By offering non-agency 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 Chris Farruggio, account executive with Angel Oak Mortgage Solutions. Learning Objectives include understanding:
• How today’s non-prime/non-agency market is completely different than the sub-prime of old
• What programs are available to help challenging borrowers
• How to identify and reach potential non-QM borrowers
• How to qualify and actively market to them to add volume
• How to use alternative lending to successfully differentiate yourself
12:00 pm – 12:45 pm
BUFFET LUNCH INSIDE EXHIBIT HALL
12:45 – 1:30 pm
WILL TECHNOLOGY KILL THE INDEPENDENT MORTGAGE BROKER?
Only an open and honest exchange of ideas to improve your business should be expected! Learn how you can “surpass your competition” by doing more loans with technology instead of becoming obsolete. Be ready to hear the “Whole-Tale” of Wholesale Lending!
Allen Middleman is Executive Vice President at Freedom Mortgage with the Freedom Wholesale Division. Mr. Middleman has responsibilities including guiding Freedom Wholesale’s InTouch Group which provides customized experiences for the InTouch Broker within the Freedom Wholesale Environment.
1:30 pm – 2:00 pm
LAST CHANCE WITH EXHIBITORS
RAFFLE PRIZES ANNOUNCED
OPEN BAR COCKTAIL RECEPTION
2:00 – 2:45 pm
FROM SEARCH TO SOLD: THE MODERN CLIENT JOURNEY
Joseph Jenkins, Podium's Director of Sales—Professional Services, will be discussing how to win clients and build loyalty while client expectations rapidly increase. Discover the impact local search rankings, reviews, and seamless digital tools have on creating a positive experience for your clientele from search to sold.
Friday, Aug. 2, 2019
9:00 a.m. - 6:00 p.m.
COMPLETE NMLS LICENSE RENEWAL CLASS
Optional — Must Pre-Register
Fulfill your complete 8 hour federal continuing education requirements, plus your one-hour Arizona requirement, for your NMLS license renewal! This is a separately-ticketed bonus offering. Make the most of your time this year by getting all your state and local required CE at the 2019 Arizona Mortgage Expo, in addition to a conference full of networking, education, opportunities and prizes. Continuing Education course provided by Mortgage Educators & Compliance and taught by MEC president David Luna.
Important Note: You must take the entire 8 hour class to qualify for credit. We cannot give partial credit.