Speakers

Mat Ishbia
Mat Ishbia is the President and CEO of United Wholesale Mortgage (UWM). Under Ishbia’s leadership, UWM has soared to new heights becoming one of the most innovative leaders in the industry. Mat has taken UWM from being a 12-person mortgage company to a 6,500+ person team working together on one campus in Pontiac, MI. At the end of 2019, the UWM team broke the record of all-time wholesale volume ever funded in one year with over $107.7B in mortgage originations all while holding the title of fastest growing mortgage company in America.

Katie Sweeney
Katie Sweeney is the Executive Vice President of Strategy for the Association of Independent Mortgage Experts. Katie oversees the day-to-day operations of AIME. She leads AIME’s developmental business objectives with a goal of continuously growing the wholesale mortgage broker channel utilizing innovative entrepreneurial and professional management principles. She’s also responsible for developing sponsorship opportunities and initiatives focused on retail-to-wholesale channel recruitment efforts.

Marc Summers
Marc Summers is the President of the Association of Independent Mortgage Experts. In addition, he is President of Advantage Mortgage Company of Michigan, a mortgage brokerage located in Clarkston, MI that has been a staple in the community for 24 years. Marc entered the broker world in 2001 at Advantage Mortgage as a Loan Officer, holding various titles up until 2015 when he took over as President. Marc is an advocate for independent mortgage brokers and dedicated to the growth of the wholesale channel.

Laura Brandao
Laura is the President and driving force that has catapulted AFR Wholesale to become a top 20 national wholesale lender in 2019. She’s seamlessly rolled out new products based on market demand, including VA renovation, USDA repair escrow and One-Time Close construction. Laura has also been among HousingWire’s “Women of Influence” for the last 3 consecutive years, as well as named in the top 10 most influential women by Insight Success Magazine in 2020. Currently, Laura serves as the Chair for AIME’s Women’s Mortgage Network.

Christine Beckwith
Christine Beckwith is an award-winning executive sales leader who has over 30 years experience in the mortgage/finance industry. In 2018, she branched out to begin her dream job as the Founder & President of 20/20 Vision for Success Coaching & Consulting. Breaking many glass ceilings in the mortgage & banking industry, Christine now serves as a columnist for many different magazines and is a special correspondent anchoring the news and interviewing experts within her industry.

Barry Habib
Barry is an American entrepreneur and frequent media resource for his mortgage and housing expertise. He is a common commentator on CNBC and FOX, as well as being awarded the Crystal Ball Award for 2018 and 2020 by Zilloe and Pulsenomics for the most accurate Real Estate forecasts out of 150 of the top economists in the United States. During his mortgage sales career, Barry personally originated over $2 billion dollars. Currently, Barry is the Founder & CEO of MBS Highway and his book “Money in the Streets” comes out soon.

René Rodriguez
For the last 20 years, René Rodriguez has researched and applied behavioral neuroscience as a dynamic keynote speaker, leadership advisor, sales expert and renowned speaking coach. He believes we are only scratching the surface of possibilities and every profession can benefit from engaging the human mind and brain. With our new normal and armed with a refreshed mission, it’s important for us to consider what kind of leaders we are and who we will choose to be as our world begins to re-engage with one another.

Grant Botma
Grant Botma is the Founder of Stewardship in Gilbert, AZ which is a mortgage brokerage, insurance agency and investment management firm named among Inc. 5000’s Fastest Growing Companies in America for two consecutive years. Grant also works as a best-selling author of the book “The Problem Isn’t Their Paycheck”, where he teaches business owners, leaders and managers how to attract top talent and build a thriving company culture.

Casey Cunningham
In 2002, Casey Cunningham founded XINNIX, which is a premier sales, operations and leadership development academy focused on training, coaching and accounting for the nation’s top mortgage lenders. Casey has been recognized as one of Atlanta’s Most Influential Female Business Owners by Atlanta Women’s Pacesetters, as well as a part of HousingWire’s 2020 Women of Influence.

Ari Karen
Ari Karen is an experienced litigator who has focused his practice in representing financial institutions in both government investigations and litigation before state and federal trial and appellate courts nationwide. Mr. Karen’s practice is diverse, representing clients on matters concerning banking regulations, Dodd Frank financial reform laws, contractual disputes, employment and labor statutes, wage-hour class actions, employment discrimination and fair lending matters, whistleblower complaints and non-competition claims, among others.

Panelists

Amer Bally
After years of learning and growing within the mortgage industry as an Account Executive for United Wholesale Mortgage, Amer made the decision to open his own mortgage brokerage. He poured everything he learned over the years and put it together to build a successful business. The Bally Team partners with real estate agents, CPAs, attorneys advisors, and people from all around Michigan to help benefit each other’s businesses.

Andrew Pawlak
Andrew Pawlak is the CEO & Co-Founder of leadPops, which is a digital marketing software, consulting and managed services firm based out of San Diego, CA. Andrew has worked with thousands of professionals, from loan officers and real estate agents to top executives at some of the largest companies in the industry. In addition, he’s the author of The Mortgage Marketing Manifesto the Holy Grail of Mortgage Lead Generation.

Brendan McKay
Brendan McKay is the owner of McKay Mortgage Company and one of the most passionate professionals in the industry. He finds purpose in educating borrowers and demystifying the opaque mortgage financing process. In 2019, Brendan was named on the Scotsman Guide’s Top Originators, as well as the second top mortgage broker in Maryland. He is active in the Bethesda Chamber of Commerce and a number of DC/Metro-based networking groups.

Brian Vieaux
Brian has served as the President of Finlocker since July of 2019 leading business development, sales and marketing. Prior to Finlocker, Brian held senior officer roles with market leading financial institutions and spent 8 years with Flagstar Bank leading their Third Party Origination business channels. Brian’s experience includes strategy, business development, sales, marketing, compliance, quality control and risk management.

Chasity Graff
Chasity Graff has owned and operated LA Lending, LLC since 2007. Starting the brokerage firm at 27 has allowed her to help hundreds of local families pursue their dream of homeownership over the last 12 years.

Chris Griffith
Chris Griffith is the owner of Debt Does Deals and specializes in working with Veterans of the Armed Services and VA loans. He fully believes in solving all problems based solely on the needs and motivations of his clients. As a retiree of the U.S. Marine Corps, many have quickly realized terms such as honor, integrity and commitment are not platitudes to be thrown lightly, but the cornerstones of his moral fabric.

Corrina Carter
In the last 18 years, Corrina Carter has guided thousands of home buyers and educated thousands of loan officers in an industry through her CE courses. She is the owner of CMS Mortgage Solutions in Virginia and prides herself on being a motivator for her team of over 30 originators and support staff.

Ernie Graham
Ernie Graham is a life-long technology entrepreneur and a top producing real estate agent, brokerage owner and MLS director. In 2011, his startup SocialBios was acquired by Realtor.com where he led their consumer innovation lab to build the largest agent search experience on the internet. He co-founded Homebot in 2015 and revolutionized the way Lenders and Realtors grow their businesses.

Glen Groves
Glen is the CEO of GTG Financial in Santa Rosa California. He has spent the last 10 years serving home buyers and is a Marine Corps veteran. His dedication to helping veteran borrowers navigate the home buying process has set his brokerage apart and provided a consistent source of referral business.

Isabel Williams
Isabel Williams is a minority, woman and veteran who serves as the owner of We Save Loans. Through her life growing up in poverty and being disenfranchised, it has given her the firsthand experience to truly understand the needs of underserved and underrepresented communities. With her time in the military, she learned the discipline needed to press and push her beyond expectations, mental limits and physical possibilities.

Jackie Dunlap
Isabel Williams is a minority, woman and veteran who serves as the owner of We Save Loans. Through her life growing up in poverty and being disenfranchised, it has given her the firsthand experience to truly understand the needs of underserved and underrepresented communities. With her time in the military, she learned the discipline needed to press and push her beyond expectations, mental limits and physical possibilities.Jackie Dunlap is the owner of Next Generation Home Loans which she formed out of a desire to take excellent care of friends and family. Jackie has experienced almost all phases within the mortgage industry and intimately knows all jobs within her company. She has worked in big banks, big and small brokerages, as well as in some of the most challenging functions within the industry as a whole.

Jamie Cavanaugh
Jamie Cavanaugh is the Chief Operating Officer of Amerifund Home Loans, Inc. where she oversees sales and operations for the organization. With over 20 years experience in the mortgage industry, Jamie has been on executive leadership teams and has held high ranking board positions at companies like Bank of America, Countrywide, Prospect Mortgage and Mortgage Corporation of America, Inc.

Jason Frazier
Jason Frazier is an award winning marketer, disruptive strategist and technologist with more than 20 years of C-level expertise in marketing, strategy and technology. He currently is the Chief Strategy Officer for Equity Prime Mortgage, as well as a Marketing Coach for Next Level Loan Officers. Jason also serves on the Board of Directors for the Utah Association of Mortgage Professionals.

JP Hussey
JP is Hussey the Broker Owner of the Hussey Team Mortgage Advisors and serves as the current host for the Broker to Broker Podcast. He is deeply ingrained in his local community, making homeownership a reality for his neighbors.

Kevin Peranio
Kevin Peranio is the Chief Lending Officer for PRMG and responsible for overseeing all production including working with the operations team within the loan manufacturing process. Kevin is a four-time President’s Cabinet Member and was recognized by NMP as part of their Top 40 Under 40. Since joining PRMG in 2010, Kevin led the Southeast Region to become the Ranked #1 Region for PRMG, reaching this milestone in record time.

Michelle Dugan
Michelle Dugan is the Broker Owner of MS Lending, a boutique mortgage brokerage with offices located in Ridgeland and Ocean Springs, Mississippi. She has been in the mortgage industry since 2006 and also serves as the co-host of the Blondes Have More Funds podcast.

Mike Cox
Mike Cox has been in the wholesale channel 6-months and has quickly gained footing as a reputable brand and brokerage. His eye catching brand awareness has made Mortgage Nerds a name that is hard to forget.

Mike Kortas
Mike Kortas is the Chief Executive Officer of NEXA Mortgage. He has more than 20 years of mortgage experience and served multiple roles from loan origination, team leads, brand manager, regional manager and vice president in previous positions. Under Mike’s leadership, NEXA has grown to be the #2 mortgage brokerage in only 2 years and is on pace to be the largest company serving independent loan officers.

Nathan Knottingham
Nathan Knottingham is a business and people builder with two decades of experience in business leadership and development. Before joining Advisicon, Nathan previously worked as the Vice President of Training and Development with Knowledge Coop where he built and enhanced their online training video production capabilities. He has also served as the President and CEO of the McMinnville, Oregon Chamber of Commerce.

Peter Galvez
Peter Galvez is the Co-Owner of United Wholesale Lending with his business partner, Shelby Elias. This year Peter has funded over 100 million dollars in volume and 240 mortgage transactions. His extensive knowledge of Conventional, Jumbo, FHA and VA financing allows him to find the right product to best suit the specific needs of each and every one of his clients. In 2018, Peter was recognized in the top 1% of mortgage loan originators within the United States.

Sam Parker
Sam is the founder and CEO of My Credit Guy that partners with Mortgage Professionals and Realtors to transform turndown files into viable transactions opening borrowing opportunities for borrowers that might not have had the same opportunities previously.

Sam Ruben
Currently ranked top 500 out of 20,000 agents in the Dallas Fort Worth metroplex as a direct result of tenacity, integrity and personalized service. After serving in the Texas Army National Guard, for 13 years, Sam has committed herself to the community and the clients she serves.

Scott Schang
Scott Schang is a 20 year mortgage and real estate veteran who created the consumer-direct homeownership education website; www.findmyhome.com. Scott utilizes his ability to make complicated mortgage topics easy to understand and uses best in class technology to convert truth-based consumer direct website traffic into warm referrals to mortgage experts across the country.

Shah Tehrany
Shah is the President and CEO of Madison Mortgage Services in New York. He is a 10 year veteran of the mortgage industry and has grown his brokerage to over 30 team members while still originating loans. He is a passionate leader for his team.

Skylar Welch
Skylar Welch is a mortgage broker at Acadia Lending Group in Maine. She is the proud mom of 3 children and prides herself on giving an easy, enjoyable, personable mortgage experience. Skylar entered into the industry in 2011 as a loan officer assistant and jumped into being a full time originator in 2015. She has since grown her business and become a top originator by building and nurturing strong, reliable relationships with both real estate agents and past clients.

Todd Bitter
Todd is the Vice President of JKS Mortgage in Arizona. He is consistently ranked as a top 1% originator in the country. He is a passionate mortgage professional who regularly lends insight to the broker community.

Tyler Hodgson
Tyler is the Founder and President of NXT Mortgage Company in Texas. He is a seasoned mortgage professional with a focus on building teams with the right people regardless of their experience level.