Part of The Originator Connect Network
Educate. Innovate. Motivate.
The mortgage industry is going through a significant change. For mortgage origination professionals, it's a struggle to keep on top of all the changes, and to keep your sales strategies and marketing initiatives at their peak. You need to keep your pipeline filled, and you need the tools and directions to stay profitable, efficient, and effective. We've brought together the best in the business to create a top tier event specifically designed for mortgage origination pros.
Build-A-Broker is an in-person training event designed to help you establish the solid foundations of your business. This program is designed to show you the basics of setting up your business — from how to rent space, to what accounting programs are recommended — and will also cover topics including choosing your loan origination systems, how to pick a CRM system, and more.
Brokerage 101
Brokerage 101 focuses on the foundation for establishing your business, presented by experienced mentors. This course includes topics such as:
Add To Your Portfolio
We have a panel of lenders to discuss innovative products you can use to set your brokerage up for success, such as:
Establishing a Competitive Advantage
Few brokerages can fully grow without offering more than the standard-vanilla residential home mortgage. We bring in product experts to discuss an array of diverse products such as:
Brokerage 102
Brokerage 102 focuses on the additional foundational issues for establishing your business, with topics such as:
Knowledge is power! Borrowers want an industry-expert they trust to help the understand the best time to buy. Successfully generating and growing your business means understanding the economy. In this 30-minutes session, we’ll uncover the story of the U.S. economy, discover the ways Non-Agency solutions can help borrowers purchase or refinance property in 2025.
Irvine Ballroom
Freedom Mortgage Wholesale, a supporter of the mortgage broker community, is Historically, Currently, and 4EVER Wholesale. Freedom is presenting a panel of experienced mortgage professionals sharing their unique histories, current approaches, and strategic perspectives on achieving future success. Moderated by Allen Middleman, Executive Director at Freedom Mortgage, this discussion will explore how lasting businesses come to be. Get ready for interesting conversations with actionable insights to help you build a thriving 4EVER broker business. Let’s get building!
Monarch Ballroom
The difference between struggling and thriving comes down to your ability to consistently generate and convert leads. Top producer and Acez Academy leader Ali Charafeddine has cracked the code on automated lead generation, helping originators transform their businesses through proven systems and strategies. In this session, you'll discover how to build a personal brand that attracts business 24/7, automate your entire pipeline from lead to close, and create unstoppable referral partnerships. From implementing social media that sells to deploying follow-up systems that never sleep, you'll get the exact blueprint Ali has used to generate billions in volume and help countless originators scale their businesses.
Irvine Ballroom
"Innovate to Elevate: Non-QM Market Trends in 2025" aims to empower mortgage industry professionals with the knowledge and foresight needed to navigate the evolving landscape of the market. By exploring innovative strategies, technological advancements, and market predictions, participants will be equipped to elevate their practices and stay ahead in this dynamic and competitive market.
Learning Objectives:
Monarch Ballroom
Whether you’re a new loan officer, an experienced professional, or a mortgage broker, this is your opportunity to learn directly from Thuan Nguyen, the #1 loan officer in the country for 2020 and 2021. Over the course of just two years, Thuan closed more than 11,600 loans totaling $4.4 billion. As the founder and CEO of Loan Factory, the fastest-growing mortgage brokerage in the U.S. and the third-largest by loan officer count, Thuan has unmatched insights into what it takes to succeed.
In this exclusive session, Thuan will share the strategies, mindset, and methods that have propelled him to the top. He’ll reveal why many loan officers struggle, often due to the lack of a clear business plan, inadequate support from their companies, and focusing on the wrong priorities. Thuan will highlight the critical factors that separate the most successful loan officers from the rest.
If you’re serious about growing your business and achieving your goals, this is a session you cannot afford to miss.
Join Pablo Martinez, CEO of Equity Smart Home Loans, and Serafin Rodarte, Operations Director, for a session packed with strategies loan officers can immediately apply. Learn how to structure your day for maximum productivity, reduce inefficiencies, and leverage tools and partnerships to close more loans. Pablo will share insights on utilizing technology and wholesale relationships, while Serafin will break down proven methods for managing growth and improving operations. Walk away with actionable techniques to close more loans, improve client satisfaction, and create long-term career stability in a competitive market.
Irvine Ballroom
Everyone in the mortgage industry is wondering: what will the rise of Artificial Intelligence mean? There's no need to guess, since there's already one company that's been running on AI-powered systems since 2018. Sun West Mortgage's sister company, Celligence, created an AI underwriting and processing platform that Sun West has been using to power its company for the past five years. Underwriting is now measured in minutes, and processing tasks are primarily automated. This has allowed Sun West to make better loan decisions, expand credit to more communities, and free originators to spend more time building business rather than babysitting files. In the past year, Sun West has opened its system -- called Angel AI -- to the origination community at large, and backs loan decisions made by its system "100%" -- meaning that if an originator gets a green light from Angel AI, Sun West will commit to closing the loan, period. Don't miss this incredible session looking inside a large mortgage lender running its operations fully on artificial intelligence. The future is already here. So now the question is: what's next?
Monarch Ballroom
This is a competitive market, and staying in touch with existing contacts isn’t enough. You need a way to expand your reach and connect with new realtors, referral partners, and borrowers. That’s where GMCC’s AI-Lite technology steps in.
We’ll show you a new way to market by leveraging our cutting-edge AI technology. AI Lite matches “Active Listings” tailored to your desired area and filtered specifications, with GMCC's robust (non-government) Community Lending Grants, Programs, Special Pricing, as well as our hard-to-find GMCC Specialty Programs. This means you’re not just marketing—you’re offering real, lasting value that immediately connects with your audience.
Find out how this powerful tool can help you grow your market, increase your volume, and open doors to new opportunities. We’ve got the success stories to back it up!
Irvine Ballroom
.png)
Private lending has emerged as one of the fastest-growing and most lucrative opportunities in the mortgage industry, especially for mortgage brokers. In this session, we’ll dive deep into real-world case studies showing how brokers have leveraged private lending options like fix and flip loans and DSCR loans to allow their clients to tackle diverse projects. Learn proven tactics to increase your profitability, build stronger client relationships, and position yourself as a trusted expert in this lucrative niche. Gain the confidence to turn private lending into a competitive edge!
Monarch Ballroom
In a world where you are pushed in so many different directions, how do you empower your team to fight for what makes them win everyday? For brokers and originators, the key lies in one simple super-power: optionality. Every day you get to choose who you want to be; you get to choose how to be the best for your clients. That's what lets brokers win. Learn how to create motivation, inspiration and innovation as you build success. Join Rocket Pro as we demonstrate what can be achieved using the power of choice. Let's make the right choice together.
Discover the solutions to the challenges facing brokers in today's ever-changing mortgage market at our educational session, "Navigating Volatility: Originator Challenges for Turbulent Times." Join us to gain valuable insights and tools to help you confidently navigate uncertainty and provide exceptional service to your clients.
Irvine Ballroom
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.
Important Note: You must take the entire 8 hour class to qualify for credit. We cannot give partial credit. Class provided by Maximum Acceleration.
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.
.png)
We've thrilled to be able to provide free CE courses at our events. To qualify to attend, you must fulfill these requirements:
Get a first look at the vendors you can expect to meet at the expo.
.svg)
Discounted room rates are limited and are available first-come, first-serve — please reserve early.
The mortgage industry is going through a significant change. For mortgage origination professionals, it's a struggle to keep on top of all the changes, and to keep your sales strategies and marketing initiatives at their peak. You need to keep your pipeline filled, and you need the tools and directions to stay profitable, efficient, and effective. We've brought together the best in the business to create a top tier event specifically designed for mortgage origination pros.
Subscribe to the Originator Connect Network below to receive your welcome code to register for this, or any other OCN event, for free.*
.svg)
If you have a promo code, there will be an option for you to put it in on the very last page before checkout. You must hit the button that says "Apply Promotion," which will complete your reservation if you have a free code. Please DO NOT put in your credit card information.
Yes, you can register up to 10 NMLS licensed originators. Please input every registrant's individual information, as we use this information to create the name badges and check in at registration on the day of the event.
Unfortunately, no. You must register to have access to any part of the show at any point.
The show is primarily designed for NMLS licensees. Processors and underwriters may use their company NMLS number. Others without an NMLS number (or non-active NMLS licensees) may attend, but have to register as a paid non-exhibiting vendor. If you don't have an NMLS number but you don't think you are a vendor, please reach out to us. Show producers have the right to determine final eligibility.
The exhibitor information is sent to the email provided during the registration or purchase of a booth or sponsorship. Please check this email for information about access to our exhibitor toolkit. If you need this information resent, please email info@ambizmedia.com for assistance.
Unfortunately, we cannot add or modify an existing registration. Class space is limited and you must pre-register to allow us to get an accurate head count. We are often able to accommodate requests made on the day of the show because some registrants will cancel or otherwise not participate. But only pre-registered attendees are guaranteed access to the class.
.svg)
.svg)
.svg)
.jpg)
.png)
.png)
.png){kind=logo}
.png){kind=logo}
