The Lone Star State's largest and most exciting conference and trade show for mortgage professionals.

Friday, April 25, 2014
8:00 AM - 3:00 PM 
Marriot Plaza San Antonio

Don’t miss out on being part of Texas' largest mortgage event, bringing together hundreds of mortgage professionals from throughout the region for an event full of education, networking and fun.

At the 2014 Texas Mortgage Roundup, hundreds of the region’s best mortgage pros will be on hand. You’ll be growing your business and your contacts in a setting packed with passion, professionalism and fun. This is the only event specifically designed for all mortgage professionals throughout the region. It features:

• Fiesta! A Great Location In The Heart Of Lively San Antonio
• A Broad Array Of Event Partners From Throughout The Real Estate Community
• Multiple Educational Sessions
• Top Speakers
• Affordable, Compelling And Surprising
• Be Part Of The Buzz!
• Visit the event page for more information!
  

Agenda

Agenda Subject To Change 

THURSDAY, APRIL 24

9 a.m. – 6 p.m.

COMPLETE 8-HOUR NMLS COURSE

OPTIONAL SEPARATELY-TICKETED CLASS — Must Pre-Register

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 Texas Mortgage Roundup, in addition to a conference full of networking, education, opportunities and prizes. Continuing Education course provided by Mortgage Educators & Compliance.

Important Note: You must take the entire 8 hour class to qualify for credit. We cannot give partial credit.

3 Hours of Federal law
2 Hour of Ethics and Fraud
2 Hours of Reverse Mortgages
1 hour Elective Social Media

Official Title: 8 Hour SAFE Comprehensive CE 2014 Year of Changes
NMLS Course ID #450

3 p.m. – 5 p.m.

Exhibitor Setup

FRIDAY, APRIL 25

6:00 a.m.

Exhibitor Setup

8:00 a.m.

REGISTRATION

Continental Breakfast

Exhibit Hall Opens — Open All Day

9:15 a.m. – 10:15 a.m.

Opening Keynote

BUILD YOUR SALES TO A BILLION DOLLARS!  

The Texas Mortgage Roundup opens its agenda with a keynote presentation from Greg Frost– one of the mortgage industry’s most sought-after speakers and its’ first billion dollar originator. He’ll share 11 basic business building tactics with you.  Implement any three of them and you are guaranteed to increase your production by one extra funding per month. Get pumped, get primed, get ready to push yourself in 2014! Be a mortgage professional who knows how to plan, market and close so that you’re building the biggest portfolio you can.
 

10:30 a.m. – 11 a.m.

THE VIEW FROM NATIONAL

This is a watershed year for mortgage professionals, as we look at the future of the independent mortgage originator, regulatory parity, equitable compensation and more. Hear from Donald J. Frommeyer, president of NAMB — The Association of Mortgage Professionals, as he brings us the view from our national association. Be ready for an insightful and energizing call to action.

11:15 a.m. – Noon
Concurrent Sessions 

CREDIT WHERE CREDIT’S DUE

We’ll take a look at a number of factors affecting consumer credit, and how to address those to help your clients get the loans they need. James Charlet is widely regarded as the number one expert available to the public regarding consumer credit reporting and scoring. James was a member of the elite Experian legal and compliance team, CASS (Consumer Affairs Special Services). CASS is an adjutant to the executive team that handles government compliance, lawsuits, and Attorney General inquiries, among other issues. Working in that capacity requires, to say the least, an in depth knowledge of all of the Federal and State laws regarding credit scoring and reporting. As well as being an owner and chief operating officer for CRE Credit Services, James also sits on the board of NACSO (The National Association of Credit Services Organizations) working with education and government affairs. He has been a speaker for such organizations as NAPMW, WCR, NAHREP, and GHAMP.

PRIVATE LENDING SOLUTIONS
If you're trying to grow your originations, you need to look at private lending solutions. Stop turning away real estate investors, developers, contractors and flippers over projects that don’t fit traditional financing guidelines! You have options to fund that loan for the serious investor. Jeffrey Tesch, Managing Director of Rehab Cash Now, discusses the importance and benefits of establishing a relationship with a private lender now. Learn how private lending can provide profitable solutions for you and your clients.

12:00 p.m.  Lunch with Exhibitors
SPONSORED BY RISING POINT SOLUTIONS 

1:15 p.m. 2 p.m.
Concurrent Sessions 

LEGISLATIVE AND REGULATORY OUTLOOK

Join NAMB Communications Committee Chairman John Hudson, for an insightful look at the regulatory and legislative issues that NAMB is addressing on behalf of the mortgage origination community.

SPONSORED BY PREMIER NATIONWIDE LENDING 

 

THE 5 KEYS TO POWER PERFORMANCE
How to create a rapidly expanding Purchase-based business
Are you ready to light the world on fire and make 2014 your best production year ever? In this session, Erik Janeczko of Maximum Acceleration shares proven techniques to help you plan for exponential growth in your business. From daily disciplines to annual planning, discover the winning strategies that will help you stay focused, energized and more productive throughout the entire year. Plus, you’ll take home a turn-key system to execute these ideas and close more loans.

In this program, you will learn:

• The #1 technique to master your attitude and fuel yourself for success.
• The ONE secret strategy to radically increase your focus and effectiveness on a daily basis.
• The 5 keys to ethically transform your business and generate explosive growth.
• The 3 golden nuggets to hone your skills and rapidly refine your presentation.
• The proven fundamental keys to accelerate massive business growth, based on 7 years of research and 2,500+ case studies.
• 4 Winning strategies proven to double or triple you lead and closing volume in 6-12 months.

 

2:15 p.m. 3:00 p .m.

HOW TO GET MORE PURCHASE BUSINESS FROM REALTORS

What would your business look like if you had a consistent flow of incoming purchase leads every month? Join Allen Beydoun, senior vice president of United Wholesale Mortgage, and learn the fundamental must-do strategies to double your purchase business by developing high-impact referral relationships with real estate agents.

 

 

3:00 p.m. – 3:15 p.m.

Raffle Prizes Announced

Exhibit Hall Closes

Conference Adjourns

 

To Reserve A Hotel Room: 

Make your attendance at the Texas Mortgage Roundup especially memorable with a stay at the exciting Marriott Plaza San Antonio. We've secured a special rate of just $159 - to get that rate, just call 1-210-229-1000 by April 3, 2014. 

Questions? 
Contact show management company Agility Resources Group LLC at (860) 922-3441 or email info@agilityresourcesgroup.com

Be part of the region's most exciting mortgage event. Join us for a day packed with education, networking, and opportunity.