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NAMB National 2020 Attendee Registration
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10/14/2020 to 10/15/2020
When: 10:00 AM
Where: Online - Virtual Event
United States
Contact: Valerie Saunders

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It will be the same great NAMB, just a virtual event this year!

With more than 25 live streaming sessions divided into five learning tracks, this year’s conference will champion NAMB member and partner success with actionable takeaways. 

Registration is FREE for members and $20 for Non-members!

    Don't Miss Out On These Key Industry Speakers!


    See Full Agenda >>>>




    Thank you to all of our Sponsors and Exhibitors!

    Be sure to stop by their virtual booths or schedule a meeting with them on Oct. 14 and Oct. 15 from 10AM-5PM EST.



    Wednesday, October 14



    10:00am – 11:00am

    Exhibitor Hall is Open!

    11:00am – 11:05am

    Welcome to NAMB National 2020

    Kimber White – CRMS, NAMB President

    11:05am – 11:55am

    The State of the Mortgage Industry and GSE Reform 
    (Keynote Speaker)

    David H. Stevens, CMB – Chief Executive Officer, Mountain Lake Consulting, Inc. and former President and CEO of the Mortgage Bankers Association

    12:00pm – 12:50pm

    Value to Valuable

    Bill Ludwig – Creative Chairman, Ludwig +

    In the commoditized world of lending, your brand can be your most valuable asset. Bill Ludwig, Creative Chairman, LUDWIG+, has been the creative champion for brands like Chevrolet, U.S. Navy, USAA, Kaiser Permanente. And in the world of lending – Quicken, United Shore, UWM, TMS, and even NAMB! Bill will discuss how you can accelerate growth by taking your brand and business from Value to Valuable.

    12:00pm – 12:50pm

    Discover the Real Health of Your Mortgage Business- Don't Be Fooled by the Refi Volume

    Ski Swiatkowski – Speaker, Author and Performance Improvement & Leadership Strategist

    The human body does not always give obvious indications of problems that may be developing. So, it’s smart to get regular check-ups to protect our health and well-being. You need to treat your mortgage business in the same way.

    The current refinance loan volume is masking problems for mortgage companies and MLOs alike. When the refinance loan volume dwindles away (and it will), what weaknesses will be exposed within your business? It may have a business virus.

    Join Coach Ski Swiatkowski, co-author of “Create the Change You Want to See”, as he guides you through an assessment of your mortgage business to determine just how healthy it really is. You’ll review some critical areas of your business that are often ignored or forgotten during easy money markets. So, do you really want to know the health of your mortgage business is? Show-up for the check-up. No mask is required for this presentation……. Okay, open your mind and say “Ahhhh”.

    12:00pm – 12:50pm

    VA IRRRLs by PennyMac: Guide to Success

    Bruce Goldberg – FVP of BDL Strategy and Marketing, PennyMac

    Today’s low interest rates provide an excellent opportunity to save our Veterans money with VA IRRRL loans. And this session featuring a walk-through of our VA IRRRL Success Guide will demonstrate why

    PennyMac is your go-to lender for super competitive pricing and an incredibly efficient process.

    12:00pm – 12:50pm

    Capitalize on SFR, Fix & Flip, & More by RCN Capital

    Jeffrey Tesch – Chief Executive Officer, RCN Capital

    While the pandemic has affected many aspects of the real estate industry, real estate investor activity and demand for single-family homes remains stronger than ever. Now is the time to expand your product offerings to cater to this segment of the market. Private lending continues to offer flexible, lucrative options for fix and flip, long-term rental and other real estate investing scenarios that don’t fit traditional guidelines.

    RCN Capital C EO & Private Lending Expert, Jeffrey Tesch, will teach you how to:

    • Identify profitable solutions for some of your most commonly overlooked leads
    • Leverage fix & flip loans, long-term rental loans, and other private lending products to make more money now
    • Guide investors through the origination process so that you can develop and retain more business
    • Strengthen your business and set yourself up for long-term success. Don’t miss this break-out session.

    12:00pm – 12:30pm

    Getting Back to Asking for the Business

    Frank Garay and Brian Stevens, The National Real Estate Post

    12:30pm – 12:50pm

    Video Tutorial of UWM’s Blink+: Learn how to get started, manage your pipeline and see the borrower experience

    Mike Lupfer – Technical Training Specialist, United Wholesale Mortgage

    Join UWM’s Blink+ Expert, Mike Lupfer, Technical Training Specialist, as he walks you through Blink+. In this tutorial you will learn how to get started, go through what the borrower experience will look like and how to manage your pipeline. Blink+ is the total package. UWM’s free online mortgage application, Blink, has been one of the easiest, most secure ways of letting your borrowers complete an application online since it originally launched in 2016. And now it’s even better. In addition to letting you automatically pull credit, e-sign docs and co-browse screens with your borrowers, Blink+ is your Point of Sale (POS) + Loan Origination System (LOS) + Customer Relationship Manager (CRM) all-in-one package.

    1:00pm – 1:50pm

    7 Secrets of A Top Producing Loan Officer

    Carl White – Founder of The Mortgage Marketing Animals

    With 20 years of experience, Carl White, will share the 7 secrets of a top producing loan officer. The best part? Everything that he will share is something that you can totally swipe and implement in your own business immediately. By the end of this class you will have complete clarity on exactly what to do in your business all while working less nights and weekends and without chasing any new "shiny whistles."

    1:00pm – 1:50pm

    Adding Equity Elite to Your Product Mix

    Pete Kulis – Sales Lead for RMF’s Wholesale and Correspondent

    The demand for reverse mortgages continues to soar as 10,000 borrowers approach retirement every day while holding record levels of home equity. By diversifying your business with Reverse Mortgage Funding LLC’s (RMF) proprietary product–Equity Elite®–you, too, can offer an array of reverse mortgage products that your older customers want and need while guaranteeing your revenue stream. Join Pete Kulis, Sales Lead for RMF’s Wholesale and Correspondent Channel, for a special presentation where he will demonstrate how Equity Elite® can offer your customers age 60 and older new ways to tap into their home equity during these unprecedented times and give you a competitive edge in the market.

    Attendees will learn:

    • How RMF’s staff helps you seamlessly add reverse mortgages to your product lineup with minimum effort
    • The advantages of the Equity Elite® reverse mortgage as an equity release option for your older homeowner clients
    • What the target markets are and how to identify and reach Equity Elite® customers
    • Why Equity Elite® can provide you a distinct advantage amongst competitors

    1:00pm – 1:50pm

    Marketing in the Age of Working Remotely: “How to Stay in the Game by Leveraging Tech”

    Paul Lucido – Chief Marketing Officer at Paramount Residential Mortgage Group (PRMG)

    Technology has always been at the forefront of society’s resources, but now more than ever before, we—on an individual level—are being forced to rely on it, not only as a mode of progression, but in many instances, just to maintain the status quo. Due to the current state of pandemic, and in an effort to promote safety, many companies are directing their employees to the virtual office—instructing them to work from home and/or a secure remote environment. So, whether managing employees or communicating with customers daily, it has become mission critical that we take advantage of software made available at our fingertips to stay engaged with our teams and our audiences.

    1:00pm – 1:50pm

    A Return to Collaboration

    Jim Boghos – President of Verity Search

    Join Jim Boghos, President of Verity Search along with a group of exciting panelists for an in-depth discussion of the broker and AE relationship.

    2:00pm – 2:50pm

    Installation of 2020-2021 Board of Directors and President’s Speech

    3:00pm – 3:50pm

    From QLMS to Rocket Pro TPO

    Austin Niemiec – Executive Vice President at QLMS

    Hear from Austin Niemiec, Executive Vice President of QLMS, soon to become Rocket ProSMTPO, as he shares important news about how his company is aligning with the Rocket Mortgage brand – one of the most recognizable mortgage brands in the country. It’s a new way of doing business, supporting partners like never before, helping them grow their business. Rocket Pro TPO also offers exclusive Rocket technology, including Pathfinder, created in partnership with Google. A new white labeled broker-branded origination hub provides e-signature technology and unmatched visibility into loan status. In addition, partners will also be able to leverage the Rocket Mortgage name through co-branding opportunities and take advantage of a Rocket Pro Referral network. This robust platform represents a stronger commitment to all partners, so don’t miss this session to learn more.



           Mortgage Finance Forecast 2021

            Nectar Kalajian, Senior Vice President,
    Channel Leader TPO


    3:00pm – 3:50pm


    Cindy Ertman – Success Strategist, Top Mortgage Loan Originator, and Best-Selling Author

    Without question, the way business is done in the world has dramatically shifted over recent months. We are all re-evaluating the way we work, how we engage, and how we build new relationships in a virtual world. There's never been a better time to re-examine our business building approaches and unleash our ability to turn uncertainty and adversity into profound possibility. LearnCindy’s 5 Steps to Reinvent Your Business & Prepare for the Market Ahead with simple strategies to reinvent, reconnect and create sustainable success in any market.

    4:00pm – 4:50pm

    Using Facebook To Close More Loans

    Nina Grace – Social Media Marketing Specialist at The Mortgage Marketing Animals

    Have you considered running Facebook Ads to generate new leads? If you've ever run or thought about running ads on Facebook to close more loans, this is the training for you! Nina will show you exactly how to use Facebook Ads to stay in front of your past database and referral partners, using Facebook custom audiences, in order to get you even more closings. This is not your typical Facebook Ads training which is exactly why it works like gangbusters for many of the loan officers we've shown this method to!

    4:00pm – 4:50pm

    Shop Local Panel

    4:00pm – 4:50pm

    YouTube for Mortgage Dummies

    Ginger Bell  Education Specialist and Award Winning and Best-Selling Author

    Learn what you need to create and manage your own YouTube channel! Sure, you’ve thought about creating a YouTube channel. You know you should be doing IT. But you always hit a roadblock! Maybe it’s time, or not knowing what equipment to use or what to say. Whatever it is, the time to get started is now and we’ve invited the perfect person to show you what to do!

    In this power packed session, Ginger will lay the foundation for creating, managing, recording and posting educational mortgage videos for your own YouTube Channel. Ginger knows what she’s talking about! Just ask Gary Vaynerchuk! He had her speak at his Agent 2021.

    In this session you will learn how to:

    • Set up your own YouTube Channel
    • Create banners
    • Post videos
    • Identify tags
    • Write compelling headlines and descriptions
    • Create thumbnails
    • Film compelling snackable (2-4 min) videos using your mobile device and free digital editing and filmmaking apps.
    • Use teleprompters to make video recording easier

    If you have ever thought about setting up your own YouTube Channel, you will want to attend this session with Ginger Bell. She will give you step-by-step instructions on exactly what you need to get started!

    4:00pm – 4:50pm

    The Broker Growth Story – Positioning the Wholesale Channel for Explosive Growth

    Will Pendleton – Senior Managing Director of Third Party Originations at HomePoint Financial

    The independent mortgage broker channel has skyrocketed its market share in recent years, now hovering around 20% - a big jump from the single-digit percentage it comprised following the financial crisis. But 20% is just the starting point. Hear from Will Pendleton, Senior Managing Director of Third Party Originations at Home Point Financial, on how the broker channel will surpass 30% market share in the next year. He will share successful strategies and processes that have added capacity to the wholesale channel, and discuss what actions mortgage brokerages, new and old, should take to build and sustain thriving businesses in such a competitive mortgage environment.

    5:00pm – 6:00pm

    Virtual Happy Hour with Exhibitors


    Thursday, October 15

    10:00am – 5:00pm

    Exhibitor Hall is Open!

    10:00am – 10:05am

    Welcome to NAMB National 2020 Day 2!

    Kimber White – CRMS, NAMB President

    10:05am – 10:50am

    Freddie Mac: Affordable Products and Services

    Nora Guerra and Samuel Noel

    Freddie Mac: Affordable Products and Services presented by Nora Guerra, Affordable Lending Manager in the Affordable Lending and Access to Credit in the Single Family organization. The Affordable Lending team is committed to ensuring Freddie Mac has the offerings to support responsible lending and provide sustainable homeownership, and to improve access to credit for all Borrowers. Mrs. Guerra supports the Sales and Lending partners to develop and execute Seller plans for meeting affordable lending, community outreach and CRA goals. She analyzes market data to identify trends/opportunities and develops strategic direction from market information.

    10:05am – 10:50am

    Lending Pad

    LendingPad® Broker Edition is a full-featured, 100% cloud-based, forward-thinking enterprise LOS. It is designed for all of your daily origination needs including borrower engagement (POS), team interactions, processing, document management and connectivity to your favorite service providers. This platform has been time-tested by thousands of satisfied brokers in startups as well as large growing operations. It is constantly evolving to offer you the latest technology to help you succeed.

    10:05am – 10:50am

    Attitude Determines Altitude – The Remarkable Impact of Lifelong Learning

    Chris Baker, President & CEO, Mortgage Magnates

    Join Chris Baker from Mortgage Magnates as he reveals the impact lifelong learning can have not just on your business but your life in general. Learn why a daily commitment to achieving your very best will not only elevate your mortgage practice but your success in life, relationships and more.

     10:05am – 10:50am

    Financing for Residential Investment Properties

    John Cate, Finance of America Commercial Lending Expert


    11:00am – 11:50am

    Wholesale Climate and the 2020 Election and The Impact on Mortgage Brokers

    Rob Chrisman, Capital Markets Consultant, Chrisman, Inc. and and Keith G. Bilodeau, Senior Vice President, Wholesale Division, Freedom Mortgage Corporation

    Join Rob Chrisman, Capital Markets Consultant, Chrisman, Inc. and and Keith G. Bilodeau, Senior Vice President, Wholesale Division, Freedom Mortgage Corporation for an in-depth discussion of the Wholesale Climate and the 2020 Election and their impact on mortgage brokers.

    11:00am – 11:50am

    Freddie Mac and Housing Economics

    Ajita Atreya, Economist

    Freddie Mac and Housing Economics presented by Ajita Atreya, Senior Economist with the Economic and Housing Research Team of Freddie Mac. As a Senior Economist, Dr. Atreya is responsible for research, analysis and forecasts of the macroeconomy with a special focus on housing and mortgage markets.

    11:00am – 11:20pm

    No Loans Left Behind: How to Win More Deals With Private Money

    Gina Comeaux & Mat Specht - Concierge Team, Civic Financial Services

    Increasing your product offerings is much easier than you think. In this short but informative session, you'll learn how partnering with CIVIC will help you retain your book of business instead of referring hard-to-place loans elsewhere. With technology (branded to YOU) to track your loans in real-time, special savings to pass to your clients, and additional broker partner benefits, you control your business with ease, flexibility and transparency. As we prepare for the post-refi world, discover how CIVIC is here as your solution to help place your non-owner occupied loans that don't fit within traditional lending guidelines. (Oh! AND for joining, you'll learn how to get your CIVIC swag! YES. Swag at a virtual event. Crazy, right?) Don't miss out!

    11:30am – 11:50am

    Video Tutorial on UWM’s New InTouch Mobile App

    Alicia Nevorski, Product Owner at UWM

    Join UWM’s InTouch Expert, Alicia Nevorski, Product Owner at UWM as she guides you through UWM’s new InTouch Mobile App. Get ready to get more done, with the flexibility and freedom that UWM’s new InTouch mobile app offers. View your pipeline, lock loans, upload conditions and more. It means your loans don’t have to stop moving when you’re on the go, or just away from your desk.

    12:00pm – 12:50pm

    Leveraging Resources to Build a Non-Delegated Business

    John Hedlund, Managing Director and COO AmeriHome

    A panel discussion that will include an introduction to the benefits of Non-Delegated Lending, how to choose the investors you will need to accomplish your goals, as well as how to leverage outsourced fulfillment solutions and warehouse banks to help you to take advantage of this channel. The panelists for this session will include Drey Roberts, Senior Vice President and National Production Manager of Independent Financial, Ryan Black, Managing Attorney at Black, Mann & Graham LLP, and Tanner Allen, Partner at TJC Mortgage, Inc. The session will be led and moderated by John Hedlund, Managing Director and COO of AmeriHome Mortgage Company, the 3rd largest Correspondent Investor in the country.

    12:00pm – 12:50pm

    How I used Core Values To Build TMS Into a $60B Mortgage Lender

    Darius Mirshahzadeh, Founder at The Real Darius, Best Selling Author of The Core Value Equation, Host of The Greatness Machine

    If you’re a Leader, three of the biggest pain points you face in today’s business world are:

    Making the best decisions when the answer isn’t always clear

    Maintaining a strong and consistent culture as your business rapidly grows

    Attracting and retaining the best talent who are a strong culture fit

    These problem areas lead to inconsistency, growing pains, and major roadblocks on how to take your organization to the next level. Thankfully, there’s a simple solution: Discover, build and create your core value driven organization.

    In The Core Value Equation, Darius Mirshahzadeh shows how core values create the ultimate decision-making engine for your organization that consistently produces spectacular results. Core values also create an “invisible manager” that sits next to every employee and holds them accountable to a common set of beliefs, actions, and outcomes, all without hiring a single person. Finally, core values are the best tool out there to recruit and support an army of diehard team members who speak the same language, create consistent results, and make your organization a magnet for like-minded individuals.

    12:00pm – 12:50pm

    Building Your Business Post-Pandemic

    Katherine Gardner, Arc Home LLC 

    The NQM experts at Arc Home LLC will discuss how top mortgage brokers and non-delegated correspondents source NQM borrowers and develop referral sources. Attendees will learn how to originate NQM loans as quickly and easily as any agency product. You will leave with actionable takeaways to begin building a base of new customers and attract new referral sources.

    12:00pm – 12:20pm

    Hyperspeed Your Business with Orion's STAR Portal

    12:30pm – 12:50pm

    Avantus – Qualify Me Now

    Join Avantus a nationwide credit reporting company in a brief 20 minute pre-recorded session as they unveil their latest product –QUALIFY ME NOW. Qualify Me Now is astraight forward –simple product that will enable you to handle front-end leads by allowing the borrower to pull their own “soft inquiry” credit report and immediately provide them feedback as to what mortgage loan programs them may qualify for.

    1:00pm – 1:15pm

    Roy DeLoach, Partner at DC Strategies Group, LLC and NAMB Lobbyist

    1:15pm – 1:30pm

    Brian Montgomery, Deputy Secretary, US Department of Housing and Urban Development, FHA update and FHA systems overhaul (Keynote Speaker)

    1:45pm – 2:00pm

    Mark Calabria, Director, Federal Housing Finance Agency, Update from FHFA

    2:00pm – 2:15pm

    Congressman Lacy Clay (D-MO), author of HR 5720 to ban trigger leads

    2:15pm – 2:30pm

    Big Picture on real estate transactions in the era of Covid

    Vince Malta, Vice President, Malta & Co, Inc. and President, National Realtor Association

    2:30pm – 2:45pm

    CFPB and Financial Literacy

    3:00pm – 3:30pm

    Three Effective Actions of Successful MLO's that You're Probably Not Doing!

    Ralph LoVuolo, Sr., Speaker, Author and Coach at The Mortgage Godfather

    Just as they did decades ago when Ralph entered the mortgage business, most MLO's are still performing their jobs ineffectively, failing to use information, tools, and tactics that could lead to their success. They need to have a strategy that they will execute that is simple yet effective.

    That's where Ralph enters the picture. He helps MLOs understand the psychology of the interaction between MLO's and their referral sources, and how to employ the most effective tools available. He not only teaches the WHY but also the WHAT and HOW! Best of all, his unique presentation skills make complicated subjects both easily understood and easily implemented.

    3:00pm – 3:50pm

    UWM Success Track: Closing Loans Efficiently

    Maurice Nolin – Success Track Trainer at UWM

    Join UWM’s Success Track Trainer, Maurice Nolin for the Success Track Closing Loans Efficiently Course. In our Closing Loans Efficiently elective course, learn how to proactively take advantage of UWM’s process and leverage UWM’s tools that will empower you to be more efficient. An hour could save you hundreds of hours over the coming months!

    Success Track combines UWM’s comprehensive mortgage expertise and award-winning training methods in a series of courses dedicated to championing the success of brokers everywhere. Whether you’re new to the mortgage industry, transitioning to wholesale lending or looking for a resource to get your new hires up to speed, Success Track delivers the knowledge and confidence you need to succeed.

    3:00pm – 3:50pm

    In Pursuit of Happiness

    Jeff Leinan, Plaza’s EVP of National Wholesale Production

    As cliché as it sounds, the pursuit to happiness is the ultimate key to success, because when you’re happy, you’re more productive. But these days, this can seem easier said than done. So how do we manage life’s obstacles in these times of what feels like endless stress and uncertainty, while still finding fulfillment in life’s journey? Tune in with Plaza’s EVP of National Wholesale Production, Jeff Leinan, as he discusses with Assurance Financial Services, Kevin M. Morehouse, Mortgage Broker Loan Originator, how to optimize the balance of everyday life in order to find happiness and ultimately success.

    3:00pm – 3:50pm

    Are You Missing a Marketing Opportunity

    Ralph Rosynek, Senior Vice-President of The Money House Inc.

    In this presentation the attendees will briefly learn basic reverse mortgage origination opportunities, eligibility requirements and product features/benefits for the HUD/FHA Home Equity Conversion Mortgage (HECM). While the government insured reverse mortgage has been available to Senior’s age 62 or older since 1989, economic impacts over the last several years further distressed by the Pandemic have caused many Senior’s (and new retiring age Baby Boomers) to reconsider their retirement strategies related to financial longevity, financial independence, and aging in place.

    The reverse mortgage product is being successfully used in many senior situations as a component of a new or enhanced retirement strategy and your knowledge and expertise will help drive more volume and profitability while assisting a growing demographic of Borrowers seeking education and access to the product.  

    3:30pm – 4:00pm

    Freddie Mac: Refinancing with Home Possible Mortgages

    Brian Scholz, National Trainer, Customer Education Services, Jim Peronto, AMP, Training Manager, Customer Education Services, Freddie Mac and Jason C. Jefferies, Sr., MBA, Affordable Lending Manager, Freddie Mac

    Learn more about the benefits of how Home Possible Mortgages®, a Freddie Mac affordable lending product, can help your Borrower’s looking to refinance their existing Mortgages with a no-cash-out refinance. Topics will include an overview of the State of the Housing Market as well as an overview of Home Possible Mortgages with a focus on refinances.