Speakers & Sessions |
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Mastering the Mortgage-Agent Relationship: Strategies for Market SuccessGlenn Bill, University of Attitude |
This high-energy session equips mortgage professionals with proven strategies to build and dominate agent relationships. Learn how to identify agent mentalities, deliver standout presentations, leverage social media, and become a trusted resource. Discover how to engage sales managers, meet emotional buying needs, and gain clarity on long-term success. Packed with actionable tips—including 20 ideas to generate purchase business and 9 reasons agents choose lenders—this session delivers the tools and mindset needed to win in today’s competitive market.
Explore unique compliance challenges, unexpected scenarios, and best practices in an evolving regulatory landscape. With federal shifts reshaping enforcement, discover what mortgage lenders can expect from state regulators and how to navigate emerging compliance complexities. This session explores unique scenarios, complex compliance cases, best practices, and includes a Q&A for in-depth discussion.
Stay ahead of key credit and regulatory developments impacting mortgage lending in 2025. This session will cover updates on the FHFA’s shift from bi-merge to tri-merge credit reports, the evolving treatment of medical collections, and the uncertain future of marketing triggers. Attendees will also explore how tools like the FICO Score Simulator can educate borrowers, improve approval rates, and support better loan pricing. Gain practical insights to help your institution navigate the changing credit landscape with confidence.
In this session, you'll gain valuable insights into the essential questions every loan officer should ask when educating customers about custom construction financing. Learn how to guide prospects through the unique features of these loans, ensure they understand key considerations, and build trust in your institution’s expertise. Discover practical tips for confidently discussing construction financing options and fostering strong customer relationships.
Thriving Through the Chaos: Strategies for Balance and High Performance in Mortgage CareersDan Ervin, First Merchants Bank
Success in the fast-paced mortgage industry doesn’t have to come at the expense of your well-being. This session explores practical strategies to increase production while maintaining a healthy work-life balance. Learn how to improve your mental and physical wellness, strengthen client and partner relationships, and differentiate yourself in a competitive market—all while enjoying the journey. Smarter Lending: Leveraging ChatGPT and AI in Mortgage BankingRider Harris, GoBananasAIDiscover how artificial intelligence—especially tools like ChatGPT—is transforming the mortgage lending landscape. This session will explore practical applications of AI for improving borrower communication, streamlining workflows, and boosting operational efficiency. Learn how to harness these tools responsibly to stay competitive while meeting compliance and customer service expectations. |