2025 Agenda
 
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Tuesday, September 16, 2025
8:15 am
Registration and Networking Breakfast
55 min
9:15 am
Operationalizing ‘Customer for Life’ Strategies Profitably
30 min

Mortgage originators will gain practical insights on navigating the evolving landscape of loan production, with a focus on leveraging AI and emerging technologies to enhance the customer experience and operational efficiency. The super-panel speakers will explore strategies for implementing a comprehensive one-stop-shop homeownership model, addressing both current market demands and future trends. Attendees will also learn approaches for preparing broker and retail LOs to adapt to various interest rate scenarios, particularly in light of potential Federal Reserve leadership changes anticipated by May 2026.

9:45 am
The Impact of AI Use and Innovation on the Mortgage Industry
30 min
10:15 am
Networking Break in the Exhibit Hall
30 min
11:50 am
Lunch Briefing
50 min
12:40 pm
Dessert in Exhibit Hall
25 min
2:10 pm
Networking Break in the Exhibit Hall
30 min
2:40 pm
Track 1: Integrating the Homeownership Journey
Running Concurrent Retail, Broker, Direct Channels Successfully
40 min

It’s important to create distinct value propositions for each channel, leveraging technology and specialized teams to serve the unique needs of retail customers, brokers, and direct borrowers. Beyond discussing how to do this, the panel will also address methods for minimizing channel conflict, optimizing resource allocation, and maintaining consistent messaging across all channels to maximize overall market reach and profitability.

Track 2: The Future of Loan Production
Cost-Per-Loan Best Practices Circa 2026
40 min
3:20 pm
Track 1: Integrating the Homeownership Journey
Playbooks for Adding Real Estate, Title and Other Non-Mortgage Services
45 min
Track 2: The Future of Loan Production
Retail and Broker Customer and Loan Origination Growth Strategies
45 min
4:05 pm
Keynote Address  Keynote
30 min
4:35 pm
Reception
1 hr
Wednesday, September 17, 2025
8:15 am
Networking Breakfast
30 min
8:50 am
Keynote
30 min
9:20 am
Keynote Address  Economic Outlook: Interest Rates, Housing Affordability and AI Loom Large Over Mortgage Industry
30 min
9:50 am
Networking Break in the Exhibit Hall
30 min
11:25 am
Lunch Briefing
1 hr
12:25 pm
Dessert in Hall
25 min
12:50 pm
Track 3: AI Implementation and ROI
How Fast Will AI Bring Real ROI In Originations and Servicing?
40 min
1:30 pm
Track 3: AI Implementation and ROI
Why is AI different from Point of Sale, Automated Underwriting Systems, Verification of Income and Employment, and Optical Character Recognition?
40 min
Track 4: Aligning Regs and Policy with Tech Strategy
Rethinking the Real Estate Settlement Procedures Act (RESPA) for Consumers and Lenders in 2026
40 min
2:10 pm
Networking Break in the Exhibit Hall
30 min
2:40 pm
Demo Group 4
1 hr 5 min
3:45 pm
Top Producers Super Panel / Ask Me Anything
45 min
5:00 pm
Reception
1 hr