NE Region Wholesale Lending Fair

Tuesday, November 12, 2024

7:00 PM – 9:00 PM

Opening Cocktail Reception

Mingle with mortgage pros and industry leaders in a relaxed, vibrant atmosphere.

Wednesday, November 13, 2024

7:30 AM – 9:00 AM

Continental Breakfast

7:45 AM – 8:00 AM

Opening Remarks/Welcome/Early Bird Announcement

E. Robert Levy, Executive Director, MBA-NJ

Laura Brandao, CEO, Lighthouse Advisors

8:00 AM – 9:00 AM

Tech Demo
Step into the future of mortgage technology in this hands-on demo session. Hear from four of the biggest influencers in the mortgage tech industry as they demonstrate their products and the latest innovations. Learn how these powerful tools can turbocharge your efficiency, elevate the client experience, and give you a competitive edge. 

• Arive:  a complete, easy to use mortgage origination software that offers everything brokers need in one platform
• LendingPad:  a unique web-based mortgage origination software with built-in features that enhance efficiency
• Lender Price: a configurable pricing platform allowing LOs to price thousands of loan products in real time
• Truv:  an all in one platform for verifications of income & employment, assets, and insurance

9:00 AM – 5:00 PM

Exhibit Area Open

9:00 AM – 10:00 AM

Broker Panel – Build Your 4EVER Mortgage Business 
An eye-opening panel discussion with leading brokers that explores the key elements for building a competitive 4EVER mortgage business that thrives in any market. Gain invaluable insights navigating market fluctuations, fostering valuable relationships, and implementing innovative approaches for 2025 and beyond.

Moderator

• Allen Middleman, Executive Director, Freedom Mortgage

Panelists

• Corrina Carter, CEO, CMS Mortgage
• Mike Kortas, CEO, NEXA Mortgage
• Stephen Carpitella, CEO, Informed Mortgage

10:00 AM – 11:00 AM

Lender Panel – Wholesale Lending Mastery: Preparing for 2025 

A compelling panel discussion with industry leaders as they pull back the curtain on the future of the mortgage industry and dissect the trends, challenges, and opportunities ahead in the new year. Engage with our visionary panelists as they share their insights and offer invaluable perspectives on how to position your business to adapt and grow.

Moderator

• Laura Brandao, CEO, Lighthouse Advisors

Panelists

• Allen Middleman, Executive Director, Freedom Mortgage
• Christopher Stanton, President, MLB Mortgage
• Sam Bjelac, Senior Vice President, Carrington Mortgage

11:00 AM – 12:00 PM

Keynote Speaker Session 

The election will have taken place a week prior. We have had a steady recovery from a pandemic induced recession into full employment and a strongly growing economy. We have conquered inflation, for the most part, with a little “help” from the Federal Reserve. So, where is the US economy heading? Is a recession inevitable? Most importantly, will the housing market ever reignite? 

Speaker

• Sarah Quinlan, Founder & Managing Director, SAQ Economic Advisory LLC

12:00 PM – 3:00 PM

Lunch

12:00 PM – 1:00 PM

Session – How to Navigate the Home Insurance Market

Deep dive into the rapidly changing homeowner’s insurance landscape. As costs continue to rise and coverage options become increasingly complex, homeowners need a new playbook to protect their properties and financial future. Unpack the latest trends driving market changes and learn practical strategies to help your clients make informed decisions.

Speaker

• Jeffrey Wingate, Executive Vice President, Rate Insurance

1:00 PM – 2:00 PM

Session – Realtor Relationships: 5 Mistakes Brokers Are Doing

Uncover the five most common mistakes that can cost brokers valuable relationships and lucrative deals. Our expert panel of seasoned real estate pros will share real-world experiences and offer actionable strategies to transform these missteps into opportunities for growth.

Panelists

• Maurice Negron, Managing Partner, Lifestyle International Realty
• George Castro, Broker & Owner, Premier Homes Pros
• Anatolii Vivsianyi, Realtor, Century 21
• Christopher Varela, Broker & Owner, Realty Empire
• Lizzette Camacho, Realtor, eXp Realty

2:00 PM – 3:00 PM

Broker Association Leaders Roundtable

In this exclusive roundtable, visionary leaders of the two largest broker associations in the nation will engage in a candid discussion about the current state and future trajectory of the mortgage industry. Gain a deeper understanding of the forces driving change, the opportunities on the horizon, and how you can position your business for success in the years to come. 

Moderator:

E. Robert Levy

Panelists

• Valeria Saunders, President, NAMB
• Jonathon Haddad, Chairman & CEO, AIME

3:00 PM – 4:00 PM

Session – The Inner Games: Survival to Success 

Prepare to transform your approach to lead generation in this interactive session led by Joe Stumpf, a renowned leader in mortgage coaching. With decades of experience guiding top performers, Joe brings his unparalleled insights to enhance your sales strategies and boost your referral business. 

Speaker

• Joe Stumpf, Founder, By Referral Only

4:00 PM – 5:00 PM

AI Workshop

Discover how to utilize AI’s ChatGPT to create engaging social media content that can transform your mortgage and real estate business. Learn how to effectively interact with ChatGPT by crafting simple, precise instructions to deliver the best results. 

Speaker

• Megan Anderson, Vice President of Client Relations, MBS Highway

5:00 PM

Lobby Bar Open

Wednesday, November 13, 2024

9:00 AM – 6:00 PM

NMLS CE Class