Full Access tickets are still available for Mortgage Tech Summit ’13 | Orange County.
We are expecting 150-200 attendees, making this the biggest MTS ever. Join the revolution! Bring freedom back to your origination business. Full Access registration includes the entire MTS program, breakfast & lunch on Thursday & networking events in the evenings. Best part, you won’t believe the price!
Register now at ➡ http://mts13oc.eventbrite.com ⬅
Can’t make Orange County? Attend the Fall/Winter ’13 MTS. Find out when & where by signing up for our no-spam news alerts.
Stacey Harmon, Evernote Ambassador and Mortgage Tech Summit Presenter (be sure to attend her session Evernote for Originators on Friday - Code "EvernoteGTD" gets you 20% off registration), invites YOU to join her for a happy hour meetup of SoCal Evernote users and early arrivals to MTS (an Evernote passionate group!). We'll have a dedicated space in the bar just for attendees to mingle and chat and share their love of Evernote. The more the merrier. Happy hour prices run till 7:00 and if you're hungry, you can also purchase appetizers or dinner.
And, thanks to Evernote, there will be fun Evernote SWAG for attendees. One lucky attendee will win a free year of Evernote premium service!
The bar we are meeting at is located in the DoubleTree hotel, the same hotel as the MTS Conference that starts the next day. There is free parking in the North parking structure which is approximately a block away from the hotel, or you can get $4 day rate parking in the main parking structure by mentioning that you are with the MTS event.
The official time of the meetup will be from 5:30 - 7:30, but the event is likely to continue longer as MTS attendees arrive at John Wayne throughout the evening...so, stop on by.
Please RSVP above and spread the word!
Join us for an Executive Continental breafast sponsored by Broadview Mortgage Wholesale.
Ever wonder if your site, your visitors, or business is safe on the internet? This session by Dre Armeda will show a demo on how quickly your site can be hacked, and your reputation put on the line. Dre will cover various scenarios that can affect your website like Pharma Hack, SEO Poisoning, and malicious redirects. He will then aid you by providing some tips to help reduce risk now and forever. Information Security is everyone’s responsibility, and should be a consideration on any web project, beginning to end.
Advanced email marketing strategies for reaching out to thousands of targeted buyers and current homeowners for the purpose of developing a new opt-in database of mortgage leads.
This is a high level advanced class with insider information that you will not find out in the open on "Internet Marketing Guru" blogs or forums. Zach has agreed to share his systems and years of experience of email marketing that has helped him build a multi-million dollar a year direct marketing company.
A true geek, Zach is the guy in college who figured out how to hack his university's database and invite over 50,000 students and faculty members to his house party. True story, and he's never even seen the movie you may be thinking about.
Sometimes it's not about overhauling your business plan. You just need to throw a new line in the water, or add a new channel to the mix. Enter Craigslist. Learn how to use craigslist for a few minutes per day to generate leads. Tim covers co-marketing with Realtors, ad samples and call to action testing, in a walk-through of what works to preempt flakes and time-wasters, and drive qualified leads to your website or phone.
Learn how Ben is using YouTube to generate consumer leads. What makes for an effective video in this arena, and how to engage the traffic that comes from this effort. Then, Ben transitions into using YouTube as a referral partner development tool by hosting workshops to teach Realtors about how to use YouTube in their own business.
Developers are a rare breed and often time it isn’t the strategy or skill set that results in unsatisfactory execution of a project, but, rather, it is a lack of communication. Although larger corporations normally have a project management handling such details, small-mid level sized businesses are often tasked with the job of interviewing, hiring, planning and managing a developer. Given the barriers pertaining to technical jargon, preconceived notions can ultimately create conflicting ideas of what the finished product should look like. Instructions and objectives can become cloudy – ultimately creating a loss of time, effort and money for the hiring party.
This presentation will cover Interviewing Your Potential Developer, Planning & Project Management, Using a Version Control System, and Bug Reporting. Steve will give the audience a reality check on how to go about working with a developer to get a custom website (or any digital project) built on time and on budget.
In a response to major google algorithm changes (Panda and Penguin), Jonathan Blackwell grabbed the SEO bull by the horns, and learned how to be findable on the web by methidocally leaving his mark on the the various google properties and other high profile websites.
In this session, Jonathan discusses a year of lessons learned about being found on the web. He'll talk about understanding and embracing google authorship, and how to focus on elevating your local profile with the use of things like peer to peer reviews, maps, Picasa, Google Plus, YouTube and more.
A panel of real industry professionals who are seasoned bloggers that have built enough equity in their blogs and online reach to sustain their origination business, regardless of what happens with rates or the market.
This will be a moderated rapid fire session where they answer valuable questions about their the evolution from getting started with blogging, their daily grind, conversion strategies and feedback to when they reached that tipping point where their online activity truly started to fuel their business.
Each panelist will give their best advice, lessons learned and their future goals with their online marketing strategies.
This session will follow an organized outline with breaks for audience interaction and questions.
Strategies, struggles and systems that you have put in place or overcome in your blogging career.
There several factors that determine one’s ability to influence. One trait common among all the master influencers has been that they are all phenomenal storytellers. Whoever said “facts tell, stories sell” was right. Human beings are natural storytellers, however relatively few professionals have consciously and precisely created a process to tells stories during their sales presentations. Story Selling is the art and science of finding, structuring and incorporating stories into your sales and marketing process, with purpose, to influence your audience into action.
Learn the process to find your own stories, how to to incorporate stories into different presentation mediums, and deliver with charisma. Roberto also walks through the six different types of story that every salesperson must recognize, and shows you how to create your own signature story.
targeting the market, generating the lead, converting the lead, cultivating the lead, the right CRM, credit repair, timeframes, etc
Learn how to better relate to your agent/broker clients and prospects to build stronger relationships and earn more business.
Listen to seasoned, in the trenches Realtor Jacob Swodeck, who has closed over 1,100 transactions, give you the insider scoop about what is happening in the real estate business from our perspective. Also learn the trends and forecast for 2013 and 2014 to be prepared in your own business. This session will be enlightening, interesting, and entertaining. A great way to gain the business of Realtors is to build trust and rapport through understanding their world, and using that information to create a solution-based mortgage/lending strategy. b
Learn how to create slide show presentations that go viral with referral partners and consumers. Scott will show you how to build a presentation using SlideRocket, and incorporate engaging audio and video elements, as well as lead capture forms and calls to action.
Is Affiliate Marketing a good option for you? Seasoned Marketing pro Wade Schlosser provides a look behind the scenes of Affiliate Marketing for the mortgage industry. Explore the possibility this channel to drive quality traffic to your own landing pages by understanding the pro’s and con’s of Affiliate Marketing, and the various resources available to support it. At the very least, you will have a great understanding of what goes on in the sector of our marketplace.
On a cool Atlanta night, several years ago, a group of people attending Mortgage Revolution got together over some pizza & beer and just talked about the mortgage industry. Tears flowed, promises were made, friendships blossomed.
MTS World Domination is a hat-tip to Mortgage Revolution and the fellowship created that evening.
Who should come to World Domination?
Join us after-hours on Thursday night in the Main Room and kick-start your efforts at dominating the world. (We jest w/that last part, We aren't that cocky!)
Pizza & Beer Sponsored by Best Rate Referrals
Learn how to to be better with Evernote, the popular cloud-based note taking tool that has the power to transform your professional and personal productivity. Evernote Ambassador Stacey Harmon will lead this information packed workshop which will cover specific Evernote tips, tricks, and processes that will help your be a better Originator with Evernote (and there might even be some Evernote swag).
Jim provides an overview of various available outsourcing resources, and the tasks that are approapriate to delegate to each. A great way to leverage the trial and error knowledge of an industry peer who will discuss what has and has not worked, as well as how to manage and trust in the process.
The only way to reach your full potential is to build a team that can handle the volume you are capable of generating. In this session, Khai McBride will discuss the DISC personality profiling system, and how it can be leveraged for team building. With the right team members and management insight, you'll learn how to delegate work abd grow your market share, allowing you to do more loans and work fewer hours.
You close a deal, you open another. You complete a mountain of tasks only to have a new pile waiting the next morning. Learn how to manage tasks, identify bottlenecks, and optimize your constant workflow using a Kanban system.
Think about all the job functions you have for which you must be shackled to a desktop computer to accomplish. Now, get ready to shed your cubicle skin and get out of the office, as real estate agent Jeremy Lehman details the ways he has mastered the art of doing business while in the field.
Jeremy provides an overview of the tools and utilities that facilitate mobile business, and the communication styles and methods that go hand in hand with this approach Then, he turns the focus on the mobily-inclined loan originator, and highlights key attributes that would appeal to agents like himself for doing business together.
It's time to step off the refinance treadmill for a minute to see the market ahead. Two of the biggest upcoming trends in our trade (mobile technology and the swing back to purchase market activity) come together in this session!
Do you ever feel like real estate agents, or your clients run you ragged? Like you're always on that fine line between needing their business and feeling like you have no control over your day? What if you could invert that relationship, take charge of your business partners and clients, and teach people exactly how to work with you?
Alissa Alvaraz runs you through her process for establishing her unique "culture" of business conduct. From the first meeting with a borrower all the way through closing, and after. Using carefully craftged language to train, she has a system to educate borrowers so that they follow a consistent routine, and a system for instructing agents how to submit buyer leads and referrals.
Attend this session to see some of the tools she uses to manage workflow. the scripts and temploates she uses, how she communicates updates to all parties, and how she tracks her pipeline and business sources.
Few Mortgage Professionals ever reach their desired production volume. Those that do have one thing in common – follow through. A business plan is simply not enough. To consistently meet and exceed your own expectations you have to be able to help yourself sort through the noise of our industry to be your best every day. We all know we can be our own worst enemy when we get busy, We begin focusing on tasks and distractions that quickly detour us from our full potential .
Fear not – the technology you already own and nearly perfect market conditions make it possible to take charge of your bottom line like never before. You do not need a different team or an army of assistants. You just need YOU to be 100% effective 100% of the time. Join Joe Puthur as he explores proven methods, lessons, ideas, and experiences to help you help yourself everyday the right way.
Learn how to set up your business leveraging FREE Google resources.
From Lead Capture through Close of Escrow and Beyond! With Google Sales Tools you can set up systems to:
Local cuisine expert (literally lives in the neighborhood) Eric Stegemann recommends:
Rubios tacos is good, Togos Sandwiches ok, There is a sushi place that's really great I go to all of the time called Wasabi, and Fresh Griller is like Chipotle (no soda options, but decent), and stay away from Thai Spice (YUCK). There is also a Quiznos and Subway in walking distance. Driving, there is tons of (places) up by the mall.
As originators we focus on getting leads and converting them to a closed transaction. Retention however often gets missed or isn't tended to as well as it could be. Come see the Most Innovative Technological Retention System Ever developed as presented by Frank Garay and Brian Stevens with the National Real Estate Post. When implementing this new FREE system, it's guaranteed to quadruple your retention results!
How diligent are you about adding new clients and prospects to your database? If you want to learn how to ensure that your closed deals lead to repeat customers and referral machines, attend this session with Jonas Kruckeberg about manufacturing raving fans along the way to closing.
He'll dive deep into some of the concepts of database segmentation and management that can be used in any advanced platform, including
Rhonda Porter's business is 100% from social media (blog, twitter and facebook), referral and returning clients. She buys zero leads and does not take “up calls”. In this session, Rhonda outlines her plan to keep in touch with clients over time with the goal of their return and referral business.
By letting her clients get to know her on a personal level, she has built up loyalty, and increased referrals. Learn about her carefully-crafted approach to keeping things warm and personal, and staying in front of her database.
Rhonda will detail her offline plan for post closing surveys, scheduled follow-up letters, and offline newsletters with specific 'calls to action', as well as her plan for effective use of Social Media and the art of talking about business without talking specifically about business.
Seasoned video marketers Ted Mackel (real estate agent) and John Yang (originator) give you a rundown of the presence video content has in their respective practices.
They will be covering the nuts and bolts: equimpent, software, tools, apps and channels to produce and disemminate video efficiently, effectively.
Then, they turn to analytics, testing, SEO, and the process of keeping in touch with your clients, and being visible and accessible when they need your help, or want to send a referral down the road.
Are we on our way to becoming a nation of renters? What would that mean for your business down the road? Most originators today have their hands so full doing Bernanke's dirty work to refinance the masses, that they don't have time to think beyond the present. If that sounds familiar, then this is going to be a session you don't want to miss.
Real Estate industry Consultant Robert Hahn will help you lift above the frenzy of new techy ideas and tools you've been learning about, and see the bigger picture. Where is the Real Estate business headed? What do generational trends and characteristics portend for a mortgage career? How do you position yourself to prosper when the unique time in our economic history comes to an end?