The Sixth Annual New York Mortgage Broker Holiday Networking Party

Monday, Dec. 3rd 2007
Hilton Long Island/Huntington
598 Broad Hollow Road
Melville, NY 11747

The Sixth Annual New York Mortgage Broker Holiday Networking Party

Schedule of Events

8:00 a.m.
Complimentary Registration

8:30 a.m.-12:00 p.m.
"Don’t Just Listen to Experts...BE ONE"
Grand Ballroom - Salon A & B
Featured Speakers: Barry Habib & Sue Woodard
Presented by SunTrust Mortgage - Party Host

  • Learn how the Mortgage Market works
  • Discover the driving factors behind how & why interest rates change
  • Understand why Jumbo loans cost more
  • Learn the difference between the 10-yr Treasury Note & Mortgage-Backed Securities
  • Discover which Economic reports have the highest impact on rates...& why
  • Understand Geopolitical news & the Fabulous Fed
  • Learn how to leverage this knowledge & information into your client relationships & referral partnerships

12:00 p.m.-12:15 p.m. Break
12:15 p.m.-2:15 p.m.
Complimentary Luncheon Seminar "Selling Smarter for Mortgage Originators"
Savoy Room
Featured Speakers: David Bartels-Selling Smarter/High Performance Seminar, Dan Morris-National Wholesale Manager & Ed Darrow-Regional Wholesale Manager
Presented by Ideal Mortgage Bankers, Ltd. - Party Host

  • Learn the hottest strategies for generating leads now:
  • The 5 steps you must complete to convert leads into closed loans
  • The 2 things you must do right now to close more loans
  • How to get the borrower emotionally committed to you...without discussing rates

2:15 p.m.-2:30 p.m. Break

2:30 p.m.-3:45 p.m. Concurrent Seminar #1
"Prisoners of Debt: Credit Scoring Strategies to Reform Bad Loans and Prosper Through the Credit Crunch"
Belmont Room
Featured Speaker: Edward Jamison-Credit CRM/Jamison Law Group PC
Presented by Credit CRM - Party Host

In this presentation you'll learn:

  • How to combat the recent changes to credit scores and how to use these changes to your
    advantage;
  • Never before revealed secrets on how to increase credit scores 40 points in 45 days;
  • From Trigger Leads to Tri-Merges: Learn what the credit bureaus have in store for the future and how to avoid becoming “The Big Three's Collateral Damage;”
  • How the credit score is calculated from a big picture viewpoint; and
  • Learn how the bureaus new FICO Fighter, "The Vantage Score," is calculated and be an expert on the score before everyone else

This is one credit scoring event you cannot afford to miss. See Edward Jamison at the top of his game at a time when credit scoring and the credit bureaus are bigger than ever. The things you
will learn are guaranteed to stay with you for years to come.

2:30 p.m.-3:45 p.m. Concurrent Seminar #2
"Grow Your Business In A Tough Market, using Calyx Point"
Banfi Room
Featured Speaker: Rick Rogue, National Sales Manager
Presented by Calyx Software - Party Host

As the market leader in mortgage origination software, Calyx Point is the technology backbone to thousands of lending institutions across the country. The core objective for Point, as a solution is to be the technology & information platform for the mortgage origination process and efficiently execute all of the 3rd party communications needed to close, document and fund a loan.

The enhanced reports and sales & marketing features in Calyx Point 6.0 will help you:

  • Add More Value to Client Relationships
  • Position yourself above the competition
  • Reach More Clients & Prospects with Automated Marketing
  • Fill and Manage your Pipeline with qualified leads
  • Ultimately build more relationships that lead to closing more
    loans

2:30 p.m.-3:45 p.m. Concurrent Seminar #3
"Opportunities in Reverse Mortgage"
Eisenhower Room
Featured Speaker: Rick Bange, Reverse Mortgage Consultant
Presented by Wells Fargo Home Mortgage, Party Host

  • Reverse Mortgage: Fastest Growing Segment of the Mortgage Industry
  • What are Reverse Mortgages? Products and Processes explained
  • $$$ Broker Opportunity $$$: Why Reverse now?
  • Marketing to Seniors: Key elements
  • Originating Reverse Mortgages: The "How To's"
  • 2008 and Beyond in Reverse

3:45 p.m.-4:00 p.m. Break

4:00 p.m.-5:15 p.m. Concurrent Seminar #1
"Small Commercial Lending for the Residential Broker"
Banfi Room
Featured Speaker: Art "Ski" Swiatkowski- NAMB Certified Commercial Instructor
Presented by InterBay Funding LLC

  • What is the critical ingredient of a commercial mortgage loan;
  • The differences between residential mortgage loans and commercial mortgage loans;
  • The best way to enter the commercial lending side of the mortgage industry;
  • The important aspects of the commercial appraisal;
  • Inexpensive ways to locate commercial loan prospects;
  • What funding sources are available and what type of transactions they look for; and
  • Which properties are easiest to get funding for and which are the hardest.
     

4:00 p.m.-5:15 p.m. Concurrent Seminar #2
"Champagne Marketing on a Beer Budget"
Eisenhower Room
Featured Speaker: Mark Green—Top of Mind Networks
Presented by Top of Mind Networks & EasyLoan Websites
In this seminar you will learn low-to-no cost ways to:

  • Reconnect with borrowers of ages past;
  • Generate new loan applications from your existing contact database;
  • Impress potential referral sources such as real estate agents and financial planners;
  • Use the Internet to build a sphere of influence and drive new business; and
  • Easily implement these techniques that are guaranteed to help you fill your pipeline.
     

4:00 p.m.-5:15 p.m. Concurrent Seminar #3
"Increase Sales by Utilizing the ‘Purchase C.E.M.A.’ "
Belmont Room
Featured Speaker: Orest Tomaselli, President - Assign New York
Presented by Assign New York

  • A step-by-step description of a purchase assignment or “Purchase C.E.M.A.”
  • We will help you reduce the amount your purchaser pays in New York State mortgage tax
  • Learn how to attract new business instead of compete for it
  • Discover How the Buyer Saves...he Seller Saves...The Lender Saves...& Everybody’s Happy!

5:00 p.m.-9:30 p.m.
Registration Open for the Sixth Annual New York Mortgage Broker Holiday Networking Party Outside the Grand Ballroom

5:30 p.m.-9:30 p.m.
The Sixth Annual New York Mortgage Broker Holiday Networking Party Grand Ballroom
 

The only thing better than a closed loan is a FREE Party!™

FREE to ALL Mortgage Brokers,
their loan officers and their entire staff
(just present your business card)
Complimentary Dinner Buffet
Tons of giveaways and $1,000s in prizes!

Mortgage Brokers and Loan Officers:
Pre-register at Party.MortgagePress.com

Santa Claus will be on hand to collect new unwrapped toys for the John Theissen Children's Foundation "Toys for Sick Children Drive"...bring one and help put a smile on a child's face!
Learn more about JTCF...

Party Hosts
Credit CRM InterBay Funding
LoanMagic Top of Mind Networks
 

Lenders and Affiliates: For information on how you can receive your complimentary tabletop exhibit space, call (800) 890-8090 and press “4” for the Advertising Department.

Mortgage Brokers and Loan Officers:
Pre-register at Party.MortgagePress.com

Music, Food, Prizes and a Heavy Dose of Holiday Cheer!