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.

Regulatory Twists & Compliance Curveballs: Navigating Uncharted Lending Challenges
Andrew Murray,  Planet Home Lending, Planet Home Lending

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.

The State of Credit in 2025: What Lenders Need to Know

Keith Twisdale & Colleen Knapp, Xactus

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.

Custom Construction Financing - Key Questions To Ask
John S Marshall, Centier Bank

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.