| Saturday, June 24 |
| 7:30 – 9:15a.m. |
| Broker Workshop: Ten Ways
to Generate More Leads |
Speaker: David Lewis
Learn ten easy, affordable ways to increase your number
of leads and grow your business through online marketing.
Topics include how to
use Google and Yahoo local search advertising, how to
fully leverage your website, how to conduct e-mail marketing
campaigns, and the most effective ways to buy and work
online leads from reputable lead providers. The SVP of
Marketing at Ellie Mae, David Lewis has over 17 years
of experience selling and marketing technology solutions
for the enterprise, small business, and consumer markets. |
 |
| Sponsor: Ellie Mae, Inc. |
|
| 9:30
– 11:30 a.m. |
| General Session I |
| Speaker: Bruce Jenner |
 |
| Sponsor: Countrywide, America's
Wholesale Lender |
|
| 11:45– 1:15 p.m. |
| Industry Parnter Presentations |
| Speaker: Eric Weinstein |
| Topic: Compliance in the Net Branching
Era |
| Room: 107 |
| Regulators are increasingly more diligent in enforcing
compliance with prpoer licensing, disclosures, predatory
lending and anti-net branching laws. Carteret Mortgage
owner Eric Weinstein explains how his company keeps ahead
of the curve with the Encompass LOS platform |
 |
| Carteret - Gold Industry Partner |
|
| Topic: Counrywide, America's Wholesale
Lender "Power Seminar" |
| Room: 108 |
| Join us for the Counrywide, America's Wholesale Lender
"Power Seminar". This seminar will detail how
you can qualify virtually any borrower who waks through
your door by taking advantage of Countrywide's vast array
of products (prime, non-prime, and specialty), leading-edge
technology, and the ability to look at each loan as if
it were our only file. You may have heard about it, but
now you can discover first hand how our "One Source"
business philosphy can help you achieve and maintain success
in any market environment. |
|
| Counrywide, America's Wholesale Lender - Double
Platinum Industry Partner |
|
| Topic: Freddie Mac Loan Prospector |
| Room: 103A |
| Please join Freddie Mac's Vice-President of Marketing
as he shares with you compelling information about ways
in which Loan Prospector, along with important product
offerings including Home Possible, can contribute to your
ease of doing business, and ultimately improve your bottom
line! |
 |
| Freddie Mac - Platinum Industry
Partner |
|
| Speaker: Julie Slack |
| Topic: Growing Your Business Using
Niche Products Solutions |
| Room: 105 |
| Growing Your Business Using Niche Products Solutions
presented by M&T Mortgage Corporation. Discover how
offering Construction-to-Permanent, Renovation, Alt-A
and Multifamily/Mixed-Use products can help you solidify
existing relationships, create new ones and earn more
money. Presented by Julie Slack, M&T Sales Manager
for the Mid-Atlantic Region. |
 |
| M&T Mortgage - Gold Industry
Partner |
|
| 1:30 – 3:00p.m. |
| Small Commercial Lending |
Do you offer commercial loans to your clients? Are
you missing out on extra income? Learn how to increase
your company’s profits and
product line by offering commercial lending to your
clients.
Track: (BO) (LO) (CEU) |
 |
| Sponsor: Interbay Funding |
|
| Reverse Mortgages: Learn
To Help the Seniors In Your Community |
Speaker: Patty McGill
This innovative program is gaining ground with seniors.
It will help them be able to remain in their homes and
improve their quality of life,
long into their golden years. Learn from a broker who
has specialized in reverse mortgages. Patty McGill,
past president of NAMB will give you first hand experience
about the business of Reverse Mortgages and how to sell
them.
Track: (BO) (LO) (CEU) |
|
| Broker Contracts: Do You
Know What You’re Signing? |
Speaker: Gordon Schlicke
You will learn what to watch for when reading your contracts
with your wholesale lenders and others. Can you change
them? Are they negotiable? Gordon Schlicke is a regular
contributor to the National Mortgage Broker magazine;
with his longevity in the industry and
sense of humor, you will learn and be entertained in the
process. Track: (BO) (AE) (CEU) |
 |
| Sponsor: First Metropolitan |
|
| Gold In Your Filing Cabinet:
Mining Your Database |
Speaker: Greg Incardona
Staying in touch with your customers is a key component
in today’s marketplace. You have a database of customers
and they can be a great source of renewed and new business.
In this session, Greg Incardona will teach you how to
effectively build AND use your database to make more money.
Track: (BO) (LO) (AE) |
|
| 3:15 – 4:45p.m. |
| Protection From Identity Theft
and Computer Hackers |
Speaker: Ken Perry
You all know of a company that has been “hacked”.
It can happen to you too. Ken Perry, specialist in Identity
and Computer Theft, will teach you how to protect your
customers against Identity Theft and protect your company
against computer hackers.
Track: (BO) (LO) (AE) |
|
| How to Recruit and Retain Top Producing
Loan Originators |
Speaker: Bill Sparkman
Are you tired of Loan Officers being stolen? You train
them, groom them and then they leave. This is a costly
process. In this session Bill Sparkman, an energetic and
fast paced national motivational speaker, will give you
the tips and tools to attract, motivate and keep loan
officers.
Track: (BO) |
 |
| Sponsor: Right Path Marketing |
|
| Marketing To Generation X |
Speaker: Jillayne Schlicke
Generation X is widely defined as those born between 1961
and 1981. Current research from the National Association
of Homebuilders indicates that 37 percent of Generation
X will become
homeowners in the next two years. Many opportunities exist
for mortgage brokers who would like to target Gen X. In
this workshop we will learn why lenders must plan for
a shift away from traditional “relationship”
marketing, how Gen X clients check out their mortgage
broker and the sex questions Realtors will be asking you
in order to test your Gen X competency.
Track: (BO) (LO) |
|
| Sunday, June 25 |
| 7:30 – 9:15a.m. |
| Broker Workshop: Learning
to Sell and Market While Playing Golf |
Speaker: Richard Brasser and Allen
Avakian
Today people do more business on the golf course than
in the board room. Do you know all the rules and etiquette
for a good golf game? Do you know how to build relationships
that can turn into leads or loans through golf? Targeted
Golf Founder, President and PGA Professional, Richard
Brasser and Vice President of Learning Development Allen
Avakian will help you learn these golf essentials and
more in this hour and half course. |
 |
| Sponsor: EquiFirst |
|
| 9:30
– 11:00 a.m. |
| General Session II |
| Speaker: CDR Bruce Waddle, USN (Ret.) |
 |
| Sponsor: Wells Fargo |
|
| NAMB Annual Business Meeting and induction of NAMB Board
of Directors |
|
| 11:15– 12:45 p.m. |
| Industry Parnter Presentations |
| Speaker: Ryan Steinert |
| Topic: Three Secrets to Working Less
and Making More |
| Room: 103A |
| Presented by Ryan Steinert, Natinal Sales Trainer for
1st Metroplitan Mortgage. Also Learn about MetroBranching,
where you focus on revenue-generating activites and we
handle all the rest! |
|
| 1st metropolitan Mortgage - Gold
Industry Partner |
|
| Speaker: Art "Ski" Swiatowski |
| Topic: Income Opportunities
in Small Commercial Lending |
| Room: 108B |
| Are you looking for a way to dramatically increase your
income? Working a market segment that has been largely
ignored by the broker community can be a very profitable
business strategy. "Income Oppoertunities in Small
Commercial Lending" will show you why small commercial
real estate and income property lending may be the perfect
addition to your residential efforts. Less competition,
less restrictions and larger commissions are some of the
aspects that make doing commerical loans an outstanding
opportunity. Join "Ski" Swiatkowski of InterBay
Funding for an information packed session that will show
you how to get started in one of the best kept, profitable
secrets in the mortgage industry. |
|
| InterBay Funding, LLC - Gold Industry
Partner |
|
| Speakers: Dr. Scott Anderson and Dave
Stevens |
| Topic: Building Your Business in the
Changing Economy |
| Room: 107 |
| Discover what interest rates are predicted to look like
in the future. What will the housing market look like?
This session will offer insights into these two questions
as well as strategies to tweak your business model to
stay competitive, grow your business and make more money. |
|
| Wells Fargo Home Mortgage - Double
Platinum Partner |
|
| 1:00 – 2:15p.m. |
| Bi-Weekly Payment Programs: Great
For the Consumer and Profitable For the Broker |
Make your company more competitive as interest rates
rise by giving your Loan Originators the ability to create
flexibility with effective interest rates and terms. Be
sure to attend this session to hear a biweekly expert
teach how adding a biweekly loan management program (BLM)
to your product line can increase the number of loans
you close and increase your bottom line. You need to invest
90 minutes of your time to see how cutting edge technology
has made this one of the most requested programs by today’s
borrowers. You will receive 1 CEU credit for attending
this class. This class was recently approved by NAMB as
a nationally accredited course.
Track: (BO) (LO) |
 |
| Sponsor: Fairpay |
|
| Becoming an Expert In 60 Days
– Or Else! |
Speaker: Chip Cummings
Where will you be in 60 days? What would you do if you
had to start from “ground zero” and wanted
to become an instant, respected industry leader? People
want to deal with experts, but becoming a recognized “expert”
happens by design, not by experience. In this advanced
marketing session, Chip Cummings reveals the step-by-step
process which will lead to prospects hunting YOU down!
This fast-paced session ensures your life and business
will change in 60 days.
Track: (BO) (LO) |
 |
| Sponsor: New Century |
|
Grow Your Business with Fannie
Mae
The market continues to change. Interest rates are up,
volumes are down and competition is fierce. Don’t
miss Fannie Mae’s session to learn how our products
and tools can help you grow your business, work more effectively
with your sponsoring lenders and achieve and maintain
a competitive edge. |
 |
| Sponsor: Fannie Mae |
|
| Wage and Hour Update |
Speaker: Leslie Stout-Tabackman
The mortgage brokerage industry has been hit with a
variety of U.S. Department of Labor (DOL) enforcement
actions and class action litigation since the DOL's
revised federal regulations governing overtime went
into effect in August 2004. Most of these enforcement
action and cases involve the misclassification of workers
as exempt from the Fair Labor Standards Act (FLSA) minimum
wage and overtime requirements. To help clarify these
issues NAMB recently secured from DOL an Opinion Letter
on the outside sales exemption for loan officers/originators.
Outside Sales employees are exempt from both the minimum
wage and overtime requirements of the FLSA. The Outside
Sales exemption is the only FLSA exemption under which
employers lawfully can pay qualifying employees on a
true commission-only basis (no minimum wage or salary
requirement). Attend this important session to learn
about how you may be able to protect your business against
wage and hour violations by understanding and complying
with FLSA requirements and specifically, the Outside
Sales exemption for qualifying employees.
Track: (BO)
|
|
| 2:00 - 6:30p.m. |
| Exhibit Hall Open: Exhibit
Extravaganza Reception and Prize Give Aways |
 |
| Sponsored: Argent Mortgage |
|
| Monday, June 26 |
| 7:30 – 9:00a.m. |
| Broker Workshop: NAMB JAM |
| Bob and Judy…Come on Down! You’re the next
contestants on NAMB JAM! Hold on to your calculators folks,
as we compete in the ultimate team challenge in this fast-paced
combination of "Jeopardy" and "Survivor"!
This team building event will test our mental skills,
as the host asks us questions about everything from mortgage
lending to bartending. But it won’t stop there!
We will also get to put our bodies on the line, as he
has us hula hooping and field goal kicking! Make sure
you wear something comfortable because this is definitely
not your grandma’s game show! |
 |
| Sponsor: IndyMac Bank |
|
| 9:15 – 10:45a.m. |
| Title Insurance: Legal
ABA’s |
Affiliated Business Arrangements with title companies
are becoming an effective and legal way to add additional
profit to your company’s bottom line. Learn how
easy it is to profit from a RESPA Compliant Title Company.
Track: (BO) (AE) (CEU) |
 |
| Sponsor: TA Title, a First American
Title Company |
|
| Warehouse Is YOUR Competitive
Edge |
Differentiate yourself from the competition and take
your business to the next level by effectively utilizing
your warehouse line! Join us for our interactive session
and learn how to improve the profitability and productivity
of your business, control your loan production so that
owners and loan officers benefit, build a business strategy
to achieve your goals as well as identify the common mortgage
banking pitfalls. Take-away-tools are provided for all
participants.
Track: (BO) (AE) |
 |
| Sponsor: National City |
|
| Differentiate Yourself Through
Technology |
Moderator: Anthony Garritano
In a shrinking market staying one step ahead of the competition
can mean the difference between thriving and going out
of business. Join this open roundtable where top vendors
that automate origination, workflow, imaging, settlement
services and docs will speak candidly about the options
available to brokers today. Given the question and answer
format, this will be a good opportunity for attendees
to get crucial questions answered.
Track: (BO) (LO) |
 |
| Sponsor: Advectis |
|
| Going Multi-State: Real
Life Licensing and Compliance Considerations |
Speaker: Bill Warren
This session, designed to shed light on the complexities
of multi-state licensing, will provide some insight on
states where exemptions may be garnered and identify those
states where licensing is difficult. The session will
be led by one of the industries foremost experts in licensing
and compliance, Bill Warren.
Track: (BO) (LO) |
|
| Sponsor: 1st Metropolitan |
|
| Wage and Hour Update |
Speaker: Leslie Stout-Tabackman
The mortgage brokerage industry has been hit with a
variety of U.S. Department of Labor (DOL) enforcement
actions and class action litigation since the DOL's
revised federal regulations governing overtime went
into effect in August 2004. Most of these enforcement
action and cases involve the misclassification of workers
as exempt from the Fair Labor Standards Act (FLSA) minimum
wage and overtime requirements. To help clarify these
issues NAMB recently secured from DOL an Opinion Letter
on the outside sales exemption for loan officers/originators.
Outside Sales employees are exempt from both the minimum
wage and overtime requirements of the FLSA. The Outside
Sales exemption is the only FLSA exemption under which
employers lawfully can pay qualifying employees on a
true commission-only basis (no minimum wage or salary
requirement). Attend this important session to learn
about how you may be able to protect your business against
wage and hour violations by understanding and complying
with FLSA requirements and specifically, the Outside
Sales exemption for qualifying employees.
Track: (BO)
|
|
| 11:00a.m. – 12:30p.m. |
| Federal Reserve – Everything
You Didn’t Know About the Federal Reserve |
Speaker: Herb Taylor
You won’t want to miss the opportunity to hear directly
from the Federal Reserve. Herb Taylor, Vice President
of the Philadelphia Federal Reserve and economist, will
talk about the current policy; the
new Fed Chairman, Ben Bernanke and any changes in the
department. Hear how the Federal Reserve makes the decisions
that can affect our rates.
Track: (BO) (LO) (AE) |
 |
| Sponsor: First Magnus Financial Corporation |
|
| Selling Smarter |
Speaker: David Bartels
How do you react to rate shoppers? Do you let too much
business slip through your hands? Can your clients trust
you to take care of them? David Bartels will guide you
to working smarter not harder to get and keep those precious
customers.
Track: (BO) (LO) (CEU) |
|
| Sponsor: Countrywide |
|
| Net Branch: Pro’s
and Con’s |
Moderator: Joe Falk
Have you ever wondered if you should become part of a
net branch network? Come and hear a lively discussion
about all the pros and cons of becoming a net branch.
This will be a panel discussion moderated by Joe Falk,
past president of NAMB, featuring 1st Metropolitan and
Carteret, industry leaders in net branching.
Track: (BO) |
|
| Sponsor: Carteret |
|
| Today's Loan Prospector –
Expanded Options to Meet Your Needs |
Discover how Freddie Mac continues to invest in Loan
Prospector, our competitive, comprehensive automated underwriting
system, to bring you the features, mortgage products and
point-of-sale capabilities you need, faster than ever.
Learn how we’re taking Loan Prospector to the next
level with expanded product options and features to match
more of your individual business needs.
|
|
| Sponsor: Freddie Mac |
| 12:30 - 5:00p.m. |
| Exhibit Hall Open |
