Agenda

Welcome to the Southwest Mortgage Fest, a unique event for mortgage professionals and real estate agents to explore issues and opportunities in financing and closing real estate deals.

THURSDAY, JUNE 4

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6:00 a.m.
Exhibitor Setup

8:00 a.m.
REGISTRATION
Continental Breakfast
Exhibit Hall Opens — Open All Day

8:30 a.m. – 9:00 a.m.
CouncilmanOpening General Session
THE VIEW FROM NATIONAL
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 John Councilman, president of NAMB — The Association of Mortgage Professionals, as he brings us the view from the national association. Be ready for an insightful and energizing call to action.

 

9:00 a.m. – 10:30 a.m.
TRID TRAINING: UNDERSTAND THE NEW RULES, AND BE READY TO TRAIN YOUR COLLEAGUES AND PARTNERS ON THE BIG CHANGES JUST AHEAD
Fred KregerAugust 1, 2015 will be the implementation date of the TILA/RESPA Integrated Disclosure.  This change will be monumental and we need to start preparing for the changes ahead.  This workshop will provide a foundation for understanding the upcoming changes of the new Integrated Disclosures as well as provide loan professionals and Realtors with many tools to help you succeed in transitioning not only your own staff but your business partners and clients.   It will also include a Sales and Marketing Compliance session that will help you to know how you can marketing in a more compliant way in 2015.

During “Train the Trainer” session we will provide information, tools and an overall understanding of the upcoming changes so that participants can go and lead their own educational sessions with their realtors and partners on the new TILA/RESPA Integrated Disclosures.

The “Train the Trainer” topics will include discussion of what to expect, how to train and educate partners, how to create opportunities to stand out by positioning yourself as the resource and expert in the industry.  We will provide information, tools and an overall understanding of the upcoming changes so that you can go and lead your own educational sessions on the new TILA/RESPA Integrated Disclosures.  The workshop is presented by Fred Kreger, a past president of the California Association of Mortgage Professionals, and will include:

  • Necessary tools for understanding the new disclosures and requirements
  • Slide decks to personalize
  • Invitations for holding your own workshops
  • Handouts to be used in your own sessions
  • Resources on how to conduct your own meetings
  • Tools to position yourself as the expert in the industry

10:30 a.m. – 10:45 a.m.
BREAK WITH EXHIBITORS

WIN A LARGE SCREEN HDTV DURING THIS BREAK

10:45 a.m. – 11:15 a.m.
HOW MORTGAGE BROKERS ARE IMPACTING THE INDUSTRY
Allen BeydounWhen it comes to finding the best funding to close real estate deals, Realtors frequently say they prefer to work with a mortgage broker. Broker LOs are again gaining market share, and having significant impact on the housing market. But it’s important for everyone that brokers themselves implement a culture of excellence. In this session, you will gain ideas and insight on how you can transform and elevate your business from the inside out, no matter what your role or office size. United Wholesale Mortgage, named a national best place to work, has created a culture and service model that has the industry buzzing. Hear directly from UWM’s senior managers how creatively investing in people, training, and technology has led them to become one of the nation’s top wholesale lenders. Their approach can be emulated by loan and real estate brokerages alike.

In this session you will learn:

  • Happy people equals happy clients: Defining your culture
  • How a commitment to customer service can increase referrals
  • Proven tactics to strengthen and train your sales team
  • Best practices for motivating and incentivizing your team for optimal performance
  • Discover innovative tools and technology to support your success

Join UWM as they share their internal secrets of how they went from a top 100 lender to the #1 Wholesale Lender in the country. Presented by Allen Beydoun, Executive Vice President of Sales.

11:15 a.m. – Noon
TOP PROBLEMS IN APPRAISAL COMPLIANCE
mike-tedescoIf you’ve ever been involved in a real estate deal that’s run into an appraisal problem, this session is for you. Hear from the head of one the nation’s largest appraisal management companies about what issues are affecting your appraisals, and what “best practices” could be put in place to help. Presented by Michael Tedesco, president, Appraisal Nation.

 

12:00 p.m.  LUNCH WITH EXHIBITORS

Win A Large Screen HDTV During This Break!

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12:45 p.m. – 1:30 p.m.
CHANGING THE CREDIT CONVERSATION
james-charlet 2It is amazing what has become common credit knowledge these days. The major problem is that most are very common credit misconceptions. Come join James Charlet, Head of Credit Education for NACSO (National Association of Credit Services Organization), as he sets us straight. He will explain revolving credit algorithms and how it affects credit scores positively and negatively. James will also cover credit inquiries and the wide range of points (zero to 42 points) each inquiry could possibly cost a consumer. Finally James will explain the date of last activity versus the original date of delinquency. What does each actually mean? We will uncover the misunderstanding of what Fair Credit Reporting Act states. When do derogatory items come off the credit report and what scenarios can keep items on a credit report?

1:30 p.m. – 2:15 p.m.

CYBERSTARS PANEL

TOP TIPS FROM REALTOR CYBERSTARS
Using technology to drive business is critical to closing big real estate deals. Hear from a panel of certified CyberStars about how they’re boosting success by staying at the top of their game. They’re sharing their secrets so you can implement them, and also share with others. Our panel is led and moderated by Brad Korn, a top-listing agent and trainer at Keller Williams Real Estate. Panelists include Susan Orth, from City Different Realty in Santa Fe; Rick Lorenz, from the Wells Group Real Estate Brokerage in Durango; Linda DeVlieg, from Coldwell Banker Legacy in Albuquerque; and Evelyn Bruder, from Steinborn and Associates Real Estate in Las Cruces.
 

2:15 p.m. – 3:00 p.m.
BOOSTING, HOT LIST, HASHTAGS, AND BEYOND
You have been to all of the Social Media classes offered. They all sound the same:  COME HERE to learn how to CREATE a Facebook page, ATTEND to learn how to use Twitter.  Why use Social Media, etc….

But what comes next?

stevens-4660 8x10What do you need to do AFTER you have created the pages and made those few posts?
Come and hear loan officer John G. Stevens and learn how he has learned to turn Social Media into a money maker.  Learn how to go beyond creation of pages, and learn how to USE social media,
Improving your existing social media platforms to add value and customer loyalty to your business is a key component to success in today’s market. Many people understand the importance of Social Media but simply do not have the tools and knowledge necessary to benefit from it. Come and learn with us on how to improve your presence and how to actually generate business from social media networks such as Facebook, Twitter, Google+, etc.

John G. Stevens is area manager for the Bank of England.  He has been successful in using Social Media to increase his day to day business as well as long term business. Utilizing Facebook, LinkedIn,Twitter, Instagram, Pinterest and Google+ he has been able to achieve national honors for his efforts.

    • Named as one of the 5% most viewed profiles in the World on LinkedIn.  (By LinkedIn)
    • Named as one of the 25 most connected Mortgage Professionals in the United States. 3 years consecutive 2012, 2013, 2014 (NMP Magazine)
    • Named as one of the 40 under 40 most influential Loan Officers in the Nation. 5 years consecutive. 2010, 2011, 2012, 2013, 2014 (NMP Magazine)
    • He has achieved hot list status multiple times on Google+ and has over 8.6 million views on his page.

3:00 p.m. – 3:30 p.m.
OPEN BAR RECEPTION WITH EXHIBITORS
Win A Large Screen HDTV During This Break

Raffle Prizes Announced
Exhibit Hall Closes

Conference Adjourns