Agenda

THURSDAY, SEPTEMBER 24TH

UWM Success Track courses, exclusively for AIME Fuse attendees. Register for free for any of these Success Track electives.

 

2:00 PM - 3:00 PM ET

Blink+
Register Here

 

3:00 PM - 4:00 PM ET

Closing Loans Efficiently
Register Here

 

4:00 - 5:00 PM ET

Presenting the Lowest Rates
Register Here

 

 

FRIDAY, SEPTEMBER 25TH

8:00 AM - 11:00 AM ET

Virtual Exhibit Hall Open

 

11:15 AM ET

AIME Opening Remarks

 

11:30 AM ET

Spotlight
Laura Brandao, President of AFR
“Out of Change Comes Community”

In a year of unprecedented change, the mortgage industry prevailed and ultimately thrived. Hear examples of how the broker community rose to the challenges faced during the hardest days of the pandemic and overcame them. While many things are out of your control, the broker community is remaining strong with the support of each other and the strong community that has been built.

 

Panel Session
Leveraging Your Authentic Voice to Challenge the Status Quo

Moderator:
Katie Sweeney, EVP of AIME

Panelists:
Jamie Cavanaugh, Chief Operating Officer of Amerifund Home Loans
Skylar Welch, Mortgage Broker at Acadia Lending
Isabel Williams, Broker Owner of We Save Loans

Are you leaning into your biggest tool - your voice - to advocate for change? In this session, you’ll discover ways to challenge yourself and others around you while staying true to your values. Plus, learn more about the Women’s Mortgage Network Facebook Group, a dedicated community for women in the wholesale mortgage industry to support and empower each other.

 

12:00 PM ET

Spotlight
Christine Beckwith, President of 20/20 Vision for Success Coaching & Consulting
“Scaling Your Business While Maintaining Your Balance”

What do you need to take yourself to the next level? For many mortgage professionals, balancing work and personal time is a challenge. In this session, you’ll identify ways to scale your professional business while also enhancing your personal growth to increase success in all aspects of your life.

 

Spotlight
Barry Habib, Founder & CEO of MBS Highway
“Momentum in the Market: It's Your Time”

In a market flush with opportunity, how should you position yourself for continued success into the future? Examine how to maximize originating during a low rate environment and hot housing market, as well as how long it’s forecasted to last.

 

12:30 PM ET

Panel Session
Empowering Underserved Communities to Create Paths to Homeownership

Moderator:
Katie Sweeney, EVP of AIME

Panelists:
Sam Parker, Founder & CEO of My Credit Guy
Michelle Dugan, Broker Owner of MS Lending, LLC
Brian Vieaux, President of FinLocker

Are you empowering borrowers of all backgrounds with the knowledge they need to buy a home? Learn how to connect with underserved communities to show them all the benefits that only working with a broker can provide. This session will detail why you should adopt a client-for-life mentality and explore how to leverage tech, tools & expertise to serve overlooked consumers and build a meaningful pipeline for your business.

 

Panel Session
Establishing Lucrative Referral Sources That Last

Moderator:
Chasity Graff, Broker Owner of LA Lending

Panelists:
Ernie Graham, CEO of Homebot
Benjamin Teerlink, CEO of Mobility Market Intelligence
Scott Schang, Partner/Founder of Buywise Mortgage

Building a strong book of business is what this session is all about. Hear from industry leaders where to invest your time when seeking referrals, tips for instituting a refined tech stack that works for you, and actions you can take today to optimize website lead generation and conversion.

 

1:00 PM ET

Keynote

Mat Ishbia, CEO & President of UWM
"How to Make Brokers Invincible"

 

2:00 PM ET

Keynote

AIME Leadership
"Closing the Gap: Achieving 25% Market Share"

 

2:50 PM ET

Panel Session
Developing & Defining Your Value

Moderator:
Jason Frazier, Chief Strategy Officer of Equity Prime Mortgage

Panelists:
Mike Cox, Broker Owner of Mortgage Nerds
Andrew Pawlak, CEO/Co-founder of leadPops

Have you established a company brand that builds client awareness? In this session, you’ll learn how to develop a unique brand that sets you apart from the competition, ideas to help you define your value and develop your brand voice.

 

Panel Session
Thinking Big, Locally: Community Outreach Strategies

Moderator:
Marc Summers, President of AIME

Panelists:
Brendan McKay, Broker Owner of McKay Mortgage Company
Jackie Dunlap, President/Owner of Next Generation Home Loans
JP Hussey, Owner & Loan Officer of The Hussey Team - Mortgage Advisors

Leverage yourself as the resident mortgage expert in your neighborhood by tapping into your local community and building real relationships to turn past clients into advocates for your business.

 

3:20 PM ET

Spotlight
René Rodriguez, CEO of See Rene Speak
“How to Adapt in Times of Change”

Now more than ever the broker community is in a position to experience phenomenal growth. In this thought-provoking session, you’ll learn how to effectively communicate client expectations in a changing market and implement sales strategies to ignite your business.

 

Spotlight
Grant Botma, Founder of Stewardship
“Hire Right & Lead Better: Attracting (and Keeping) Top Talent”

Go beyond the resume with tried and true tactics to help you recruit and attract talent that will take your business to the next level. Hear tips for investing in management systems and learn how to motivate and retain top producers with incentives other than salary.

 

3:50 PM ET

Panel Session
Lessons from Top Originators: Setting Yourself Up to Succeed

Moderator:
JP Hussey, Owner & Loan Officer of The Hussey Team - Mortgage Advisors

Panelists:
Skylar Welch, Mortgage Broker at Acadia Lending Group
Peter Galvez, Co-founder of United Wholesale Lending
Todd Bitter, Vice President of JKS Mortgage LLC

Work smarter, not harder. Hear from top producers in the mortgage industry to learn how they approach their business in scalable ways and leverage pipeline efficiencies to achieve maximum production.

 

Panel Session
Building a Market-Proof Mortgage Business

Moderator:
Marc Summers, President of AIME

Panelists:
Amer Bally, President of The Bally Group
Jamie Cavanaugh, Chief Operating Officer of Amerifund Home Loans
Mike Kortas, CEO of NEXA Mortgage

Uncover the secrets to creating foolproof growth for your business in any climate. In this session, you’ll hear from Broker Owners who are successfully implementing techniques with pipeline management strategies, tactics for balancing client retention and acquisition, and tips for automating client engagement for increased efficiency.

 

4:20 PM ET

Spotlight
Casey Cunningham, Founder & CEO of XINNIX
“Proven Ways to Grow Your Business With New Talent”

Do you need to grow your team to keep up with the market? This session will outline proven and easy ways to source, train and assimilate your new talent, fast. Along with walking away with this “Formula for Success”, you will gain highly effective ways to ensure your newly hired team is effective and productive for long-term success.

 

Spotlight
Ari Karen, CEO of Strategic Compliance Partners
“Simplifying Compliance: Your Questions Answered”

Find solutions and suggestions to the most common compliance issues that are as easy to miss, as they are to fix and avoid. Navigate the complex mortgage regulations facing your business with our top compliance expert.

 

4:50 PM ET

Panel Session
Serving Those Who Served: Vetted VA

Moderator:
Nathan Knottingham, Operations at Vetted VA

Panelists:
Chris Griffith, Founder of Vetted VA
Isabel Williams, Broker Owner of We Save Loans
Glenn Groves, CEO/President of GTG Financial, Inc
Sam Ruben, Real Estate Consultant at Ruben Acquisitions and Development LLC

Commit to serving Veterans in need by putting your knowledge of VA loans to the test. The Vetted VA group is dedicated to educating Veteran consumers, mortgage professionals and referral partners about why VA loans are equal to conventional options. Explore the ways you can enhance your skills by becoming part of the Vetted VA group.

 

Panel Session
Creating a Desirable Company Culture

Moderator:
Kevin Peranio, Chief Lending Officer of PRMG

Panelists:
Corrina Carter, President & CEO of CMS Mortgage Solutions Inc
Tyler Hodgson, President & Chief Loan Officer of NXT Mortgage Company
Shah Tehrany, President & CEO of Madison Mortgage Services

Discover actionable strategies that you can institute to develop a high-performing team, increase employee morale and create a work culture that produces winning teams.

 

5:20 PM ET

AIME Closing Remarks