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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. 

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Wednesday, February 27
 

5:30pm

Evernote MTS meet-up

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!

 


Moderators
avatar for Stacey Harmon

Stacey Harmon

Principal, Harmon Enterprises
Stacey Harmon is Principal of Harmon Enterprises, which helps businesses work better with Evernote. She is an Evernote Business Certified Consultant, Evernote Ambassador, and co-author of Untethered with Evernote (GetUntethered.com). Her office is located at WeWork Austin.

Wednesday February 27, 2013 5:30pm - 7:30pm
Bordeaux Wine Bar - DoubleTree Hotel
 
Thursday, February 28
 

7:30am

Registration Opens, Breakfast: Meet the Speakers!

Join us for an Executive Continental breafast sponsored by Broadview Mortgage Wholesale.

Caffeine... CHECK

Calories... CHECK

Conversation... CHECK!


Moderators
avatar for Jason Berman

Jason Berman

Owner, JB Group
Mortgage Loan Officer for Colorado Lending at JBerman Group, Uptown Mortgage; Event Host - Mortgage Tech Summit
avatar for John Glynn

John Glynn

Real Estate Finance
John is a full time originator in Oakland, CA. Caught particularly vulnerable when the 2007 ‘mortgage meltdown’ hit, he committed to a complete business reboot. Three years into his second run in the business, in 2010 he enjoyed personal records in both production and revenue. He attributes the recent success to his willingness to explore and adopt new technology, a vehement appetite for knowledge, and a renewed commitment to... Read More →

Thursday February 28, 2013 7:30am - 8:30am
Registration

8:30am

Opening Comments
Speakers
avatar for Jason Berman

Jason Berman

Owner, JB Group
Mortgage Loan Officer for Colorado Lending at JBerman Group, Uptown Mortgage; Event Host - Mortgage Tech Summit
avatar for John Glynn

John Glynn

Real Estate Finance
John is a full time originator in Oakland, CA. Caught particularly vulnerable when the 2007 ‘mortgage meltdown’ hit, he committed to a complete business reboot. Three years into his second run in the business, in 2010 he enjoyed personal records in both production and revenue. He attributes the recent success to his willingness to explore and adopt new technology, a vehement appetite for knowledge, and a renewed commitment to... Read More →


Thursday February 28, 2013 8:30am - 9:00am
Room 1

9:10am

How Anyone Can Hack Your WordPress Site In Less Than 5 Minutes And What You Can Do To Prevent It

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.

Key Takeaways:

  • Better understanding of overall risks to running a website
  • Understand common website attack types
  • How to better approach website security
  • What to do if you or a loved one is attacked/infected
  • Tools to help you get back on track

 


Speakers
avatar for Dre

Dre

CEO, Co-Founder, Sucuri Security
Dre is the CEO and Co-Founder of Sucuri Security. Dre is a 12 year Navy veteran with experience in multiple technical disciplines. After his Navy days, Dre held various leadership positions in the tech start-up world including companies such as Applied Watch Technologies, and Secure-i Inc. Dre is a Certified Information Systems Security Professional (CISSP) and studied Computer Science at Capella University and National University. He also... Read More →


Thursday February 28, 2013 9:10am - 10:00am
Room 2

9:10am

Outbox - Ninja Email Marketing To Generate New Business

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.  


Speakers
avatar for Zach South

Zach South

President, Best Rate Referrals
Zach South is president of Best Rate Referrals, a direct mortgage marketing company located in Las Vegas, NV that has been specializing in organic lead generation strategies since 2005. 


Thursday February 28, 2013 9:10am - 10:00am
Room 1

10:10am

Casting a Net on Cragslist

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.


Speakers
avatar for Tim Swierczek

Tim Swierczek

Mortgage Loan Officer, iLoan
Tim Swierczek (pronounced: swer-zic) is an active originator with iLoan, a Minnesota-based Mortgage company. A business-development and origination expert, Tim has owned his own brokerage and has served the mortgage industry for over nine years. He served on the board of directors of the Minnesota Mortgage Association (MMA) for 4 years where he served as the 2010-2011 President. Tim is a self-professed mortgage geek, who is known for his... Read More →


Thursday February 28, 2013 10:10am - 11:00am
Room 2

10:10am

YouTube Marketing to Consumers, Partners

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.


Speakers
BY

Ben Yost

Senior Loan Officer, NOVA Home Loans
Ben Yost is a loan officer for Nova Home Loans. He has been a Mortgage Loan Officer for 20 Years and has been marketing his services on the internet since 2007. | Ben regularly teaches classes on Social Media, Blogging, & Internet Marketing to real estate professionals and is noted for his fun "No-Fluff" style.


Thursday February 28, 2013 10:10am - 11:00am
Room 1

11:10am

How to Hire a Web Developer

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.


Speakers
avatar for Steve Zehngut

Steve Zehngut

Steve Zehngut is one of the nation’s leading designers and builders of the most effective web sites, mobile applications, content management systems and casual Internet games. Over the last 17 years his unique approach, combining creativity, mastery of technology and a focus on bottom line results has resulted in highly successful projects and thrilled clients. | | Steve is currently the Founder/CTO of Zeek Interactive, a well respected... Read More →


Thursday February 28, 2013 11:10am - 12:00am
Room 1

11:10am

Local World Domination

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.


Speakers
avatar for Jonathan Blackwell

Jonathan Blackwell

FHA 203K | HomeStyle | HomePath Renovation Specialist, Prime Lending
Residing in Atlanta, GA & a graduate of Auburn University, Jonathan & his team are focused on delivering the best refinance experience anywhere. | Specializing in helping home-buyers purchase and renovate foreclosures since 2007, Jonathan and his team have turned their focus to helping current home-owners stay in their homes and take advantage of current market conditions. | In addition to company recognition for service and production... Read More →


Thursday February 28, 2013 11:10am - 12:00pm
Room 2

12:10pm

Panel: Mortgage Bloggers in the Hot Seat

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.  


Moderators
avatar for Mark Madsen

Mark Madsen

Internet Marketing, Best Rate Referrals
Las Vegas mortgage and real estate professional. Started originating in 1999, now I manage over 5800 consumer focused niche websites for a mortgage marketing firm. I get to hide and play on the web all day for a living.

Speakers
avatar for Justin McHood

Justin McHood

Justin works on various lead generation projects and manages to find time to play with new ideas on the web.  In Arizona, he works for Academy Mortgage doing whatever they ask.  The thing he likes most about the web is how he doesn't have to get a job that requires him to wear pants every day.
avatar for Geof McLaughlin

Geof McLaughlin

Mortgage Rockstar ;-), Mortgage Master, Inc.
Geof McLaughlin is a Mortgage Rockstar and has the URL to prove it (www.MortgageRockstar.com). | | Geof is a top loan originator at one of the country's largest independent mortgage companies, Mortgage Master, Inc. He enjoys the freedom of being a virtual loan originator generating business solely from referrals and a significant online presence without being tied to an office or delivering donuts to Realtors. | | Outside of work... Read More →
avatar for Leesa Sandoval

Leesa Sandoval

National Loan Originator | Renovation Specialist, PrimeLending, A PlainsCapital Company
Nine years ago I entered the mortgage industry in Dallas, TX. While I do have the ability to write a wide variety of loans I have developed a niche in doing rehab loans. With more foreclosures on the market then ever evolving into the specialty of renovation lending just made sense. The range of rehab loans include FHA 203k, FannieMae HomeStyle, FannieMae HomePath and Escrow Hold Back.
avatar for Scott Schang

Scott Schang

Branch Manager, Broadview Mortgage Corporation
Scott Schang is a branch manager at Broadview Mortgage’s Katella team in Orange, Calif. His approach to marketing has been to develop niche opportunities within specific demographics of online homebuyers. Scott’s expertise includes WordPress, content marketing and online lead generation and conversion. Reach him at Scotts@BroadviewMortgage.com, or by texting or calling (714) 336-8286. Visit www.FindMyWayHome.com for more information.


Thursday February 28, 2013 12:10pm - 1:00pm
Main

1:00pm

Lunch
Thursday February 28, 2013 1:00pm - 2:10pm
On Your Own

2:10pm

Mortgage Mathletics - Using Math and Numbers to Gain Commitment
Brian illustrates various ways to answer consumer questions about mortgages with numbers. Comparing the math of short selling to HARP refinancing, renting vs. owning, and cash-in refinancing are a few examples where math can be used to override or confirm intuition, either way providing the consumer with the confidence to act.

Speakers
avatar for Brian Larrabee

Brian Larrabee

Founder, Mortgage Planning Specialist, Estate of Mind, MYCALX and Mortgage Master, Inc.
Brian Larrabee, CMPS® product architect and founder of Estate of Mind, Inc. has over 30 years of experience as an investor, developer, builder, mortgage banker/broker, financial advisor, author, speaker and trainer. His company, Estate of Mind, Inc., produces the Visual Guide to the Housing Market and other educational tools for the benefit of mortgage pros, consumers and real estate professionals.


Thursday February 28, 2013 2:10pm - 3:00pm
Room 1

2:10pm

Story Selling

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.


Speakers
avatar for Roberto Monaco

Roberto Monaco

Chief Presentation Officer, Influenceology
I am passionate about helping people!!! I am passionate about living with passion! I am passionate about my friends, family and creating positive impact! I arrived in America in 1995 with no money, no connections, no friends, and more importantly, with no English. By 2002, I was a full-time speaker, coach and trainer, and today I have conducted more than 3,200 presentations for corporate America and over 100 presentations in Brazil. | | I... Read More →


Thursday February 28, 2013 2:10pm - 3:00pm
Room 2

3:10pm

Buy Again After: Nurturing the Comeback Homebuyer

targeting the market, generating the lead, converting the lead, cultivating the lead, the right CRM, credit repair, timeframes, etc


Speakers
avatar for Steve Lines

Steve Lines

Branch Manager for Academy Mortgage in Scottsdale, AZ and Mesa, AZ. I have been involved in real estate finance since 1996. I worked through college as a Spanish-speaking loan officer. Upon graduation I began working as an auditor for Ernst & Young, one of the “Big 4″ accounting firms until I left to continue originating loans. I am also an instructor at the Arizona School of Real Estate and I routinely teach Mortgage Loan... Read More →


Thursday February 28, 2013 3:10pm - 4:00pm
Room 2

3:10pm

The Top Five Realtor and Real Estate Trends for 2013

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


Speakers
avatar for Jacob Swodeck

Jacob Swodeck

Realtor, Keller Williams
Jacob Swodeck occupies a unique niche in the real estate field. He is a nationally known real estate educator who has trained over 20,000 agents in short sales and other topics. In addition to delivering keynote presentations, he prepares industry updates for large national agent-networks, conducts webinars for the National Association of Realtors, and coaches hundreds of agents through his M.A.P.S. Short Sale Inner Circle program. Swodeck also... Read More →


Thursday February 28, 2013 3:10pm - 4:00pm
Room 1

4:10pm

Realtors: Learning to Love Them
Want to build a purchase business that brings you business for years to come?  In this session, Realtor and technology strategist Eric Stegemann discusses tools and techniques to build long term relationships with Realtor partners.

Speakers
avatar for Eric Stegemann

Eric Stegemann

Director of Strategy, TRIBUS
Having started in real estate at just 19 years of age, I've always had passion for an industry that rewards hard work. Today I spend my time helping Mortgage professionals, Brokers, and Realtors learn how to better engage with prospects and clients.


Thursday February 28, 2013 4:10pm - 5:00pm
Room 1

4:10pm

SlideRocket: If you Build it, They Will Click

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.


Speakers
avatar for Scott Nicholson

Scott Nicholson

Production Manager, Prime Lending
"People ask me how I became creative in my work space. I'm not sure; but I attribute a lot of it to my golf background.   I guess I was the America version of Seve, mastering how it hit it from behind tress, rocks, bushes, off dirt and whatever else was not in the fairway. Today, I channel that creativity to help me express the different ways my consumers and referral partners can find the green. Instead of clubs, I use technology; I... Read More →


Thursday February 28, 2013 4:10pm - 5:00pm
Room 2

5:10pm

Master Affiliate Marketing

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.


Speakers
avatar for Wade Schlosser

Wade Schlosser

CEO, Forward Leap Marketing
I'm the CEO of Forward Leap Marketing. We are data driven lead-generation experts helping financial and real-estate companies increase quality leads and decrease costs through leading-edge online technologies. I’m a frequent speaker and contributor at the leading internet conferences, associations and websites. Lastly, check out our popular report "Top 10 Mortgage Marketing Myths Exposed," when you get a chance. In my spare time I enjoy... Read More →


Thursday February 28, 2013 5:10pm - 6:00pm
Room 2

5:10pm

Top Wordpress Plugins to Build a Site that Makes Business Happen
Speakers
avatar for Jim Marks

Jim Marks

President, Virtual Results
Jim Marks calls himself an Internet Anthropologist.  He has spent his career studying the habits and expectations of the Internet Consumer.  As President of Virtual Results, Jim teaches businesses of all breeds how to maximize their Internet efforts through the use of effective web design, integrated social media, data syndication and data management.  He has a reputation for casting aside common misconceptions and using statistical analysis... Read More →


Thursday February 28, 2013 5:10pm - 6:00pm
Room 1

6:30pm

World Domination

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?

  • You have a lifehack, workflow or a cool app you want to show off
  • You have a product or service you want to plug
  • You need feedback, a problem solved or a technology question answered
  • You need to build a website and don't know where to start
  • You need a cool product, app, plugin to solve a problem
  • You want to meet some of the geekiest mortgage originators in the country
  • You want to have a little fun and take the edge off after a long day of learning

 

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


Moderators
avatar for Mark Madsen

Mark Madsen

Internet Marketing, Best Rate Referrals
Las Vegas mortgage and real estate professional. Started originating in 1999, now I manage over 5800 consumer focused niche websites for a mortgage marketing firm. I get to hide and play on the web all day for a living.
avatar for Scott Schang

Scott Schang

Branch Manager, Broadview Mortgage Corporation
Scott Schang is a branch manager at Broadview Mortgage’s Katella team in Orange, Calif. His approach to marketing has been to develop niche opportunities within specific demographics of online homebuyers. Scott’s expertise includes WordPress, content marketing and online lead generation and conversion. Reach him at Scotts@BroadviewMortgage.com, or by texting or calling (714) 336-8286. Visit www.FindMyWayHome.com for more information.

Thursday February 28, 2013 6:30pm - 8:00pm
Main
 
Friday, March 1
 

9:10am

Evernote for Originators

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).


Speakers
avatar for Stacey Harmon

Stacey Harmon

Principal, Harmon Enterprises
Stacey Harmon is Principal of Harmon Enterprises, which helps businesses work better with Evernote. She is an Evernote Business Certified Consultant, Evernote Ambassador, and co-author of Untethered with Evernote (GetUntethered.com). Her office is located at WeWork Austin.


Friday March 1, 2013 9:10am - 10:00am
Room 2

9:10am

Free up Time to do More by Outsourcing Tasks and Projects

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.


Speakers
avatar for Jim Duffy

Jim Duffy

Sr. Loan Officer, Cole Taylor Mortgage
Jim Duffy is a loan originator with Cole Taylor Mortgage, and who has built a team to market and originate with each member playing to his or her strength. Stress is reduced, the team is happy, and that reflects on clients who enjoy a pleasant experience.


Friday March 1, 2013 9:10am - 10:00am
Room 1

10:10am

Building an effective mortgage team using DISC personality tests

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.


Speakers
avatar for Khai McBride

Khai McBride

President, Khai McBride Performance Coaching
Khai McBride's performance strategies and teaching methodologies are recognized by top companies and producers nationwide. As a top producing loan officer himself and faculty member of Mortgage Success Source, Khai is a highly sought after speaker and innovative coach, coaching some of the industry's top performers in the area of business and life balance, using methodoligies that utilize systems, mindset and behavior strategies.


Friday March 1, 2013 10:10am - 11:00am
Room 1

10:10am

Mastering the Treadmill

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.  


Speakers
avatar for Kelley Koehler

Kelley Koehler

Kelley Koehler is the Production Manager for Zeek Interactive out of Huntington Beach, CA. For more than a decade, Kelley has designed, analyzed and field-tested web systems. She is a testing expert and a process optimization specialist (and she kicks butt at teaching RE professionals WordPress).


Friday March 1, 2013 10:10am - 11:00am
Room 2

11:10am

Mobile Practice Perfection

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!


Speakers
avatar for Jeremy Lehman

Jeremy Lehman

Realtor, Premier Orange County Real Estate
Jeremy Lehman is a Realtor and real estate technology specialist, and Chief Technology Officer of Premier Orange County Real Estate. As an early adopter of technology and social media in real estate, Jeremy's tech savvy nature has led him to national speaking opportunities and relationships with major companies such as Apple & Inman News. He also helped develop one of the industry's first mobile MLS applications used by over 20,000 real... Read More →


Friday March 1, 2013 11:10am - 12:00pm
Room 1

11:10am

The Art of Herding Cats: Organize and Streamline your Team and Business

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.

 


Speakers
avatar for Alissa Alvarez

Alissa Alvarez

Loan Officer, Broadview Mortgage
I'm a loan officer at Broadview Mortgage, Katella Branch. I began as an industry grunt, worked up to a Realtor, and finally found my place as a Loan Officer. I strongly believe in educating the client so they can make informed decisions, and strive to take the "scary" out of lending! On my off time, I'm a Long Beach Foodie, Elvis Enthusiast, VW Cruiser, and Musical Librarian. |  


Friday March 1, 2013 11:10am - 12:00pm
Room 2

12:10pm

Accountability and the Art of Self-reliance: Take Control of your Production

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.


Speakers
avatar for Joe Puthur

Joe Puthur

President, Mortgage Coach
Joe is the President of Mortgage Coach where he has been re-inventing the industries most trusted selling strategy to embrace the Internet and mobile revolution.  Joe and the MC team have released a number groundbreaking technology solutions taking full advantage of his unique design approach including Mortgage Coach Edge.  | Throughout the past 15 years as  a technology leader in the mortgage industry his designs have always pushed... Read More →


Friday March 1, 2013 12:10pm - 1:00pm
Room 2

12:10pm

Google Sales Tools for Mortgage and Real Estate

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:

  • assist you manage the process
  • store files and marketing materials for easy access anywhere
  • reduce your risk and liability
  • generate leads for you with automated marketing

Speakers
avatar for Nate Ellis

Nate Ellis

Director of Education and Training, Contra Costa Association of REALTORS
Nate Ellis is a native of San Francisco East Bay City of Pinole, CA and has significant experience in the finance and real estate market throughout Contra Costa County as well as in professional development. Since 2001, Nate has worked with Keller Williams, GMAC, Bank of America and Wells Fargo in many capacities as a top producer, manager and trainer. | Nate has a long-standing passion for adult education and professional growth and has... Read More →


Friday March 1, 2013 12:10pm - 1:00pm
Room 1

1:00pm

Lunch Break

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.


Friday March 1, 2013 1:00pm - 2:10pm
On Your Own

2:10pm

The Most Innovative Technological Retention System Ever

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!


Speakers
avatar for Frank Garay and Brian Stevens

Frank Garay and Brian Stevens

Co Hosts of the National Real Estate Post, Real Estate Marbles
Frank Garay & Brian Stevens are the hosts of the extremely popular TBWS Daily Show.  Frank & Brian made the Inman 100 in 2010 which is a list of the top 100 most influential people in Real Estate along with several other notable achievements. Their mortgage and real estate commentary video blog has had over 50 million views in under 5 years. Over the past several years they've traveled the country training mortgage and real estate... Read More →


Friday March 1, 2013 2:10pm - 3:00pm
Main

3:10pm

Database Segmentation and Target Marketing for Retention

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 

  • Grouping by contact types
  • Grouping by "dynamic groups"
  • Eliminating data entry altogether via "smart forms”
  • One-to-One, targeted email drip marketing that engages the consumer in conversation

 


Speakers
JK

Jonas Kruckeberg

Jonas Kruckeberg is the National Account Executive for Top of Mind Networks, a powerful, scalable, sercure web based marketing and CRM platform. Jonas has originated loans for the past 8 years in California. He was a client of Surefire prior to coming on board with TOM and continues to use the system to automate his origination workflow.


Friday March 1, 2013 3:10pm - 4:00pm
Room 2

3:10pm

How to Touch Your Clients in all the Right Places

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.

 

 

 


Speakers
avatar for Rhonda Porter

Rhonda Porter

Rhonda Porter: The Mortgage Porter
Rhonda began blogging in 2006 because she wanted to correct misinformation being reported by the local evening news regarding the mortgage industry. She had no idea that her blog, The Mortgage Porter, would evolve into becoming her primary source of new business for her mortgage practice in Washington State. She has been interviewed by NPR, Associated Press, MSN Real Estate, and the Seattle Times/PI. She has presented at USC, RE BlogWorld... Read More →


Friday March 1, 2013 3:10pm - 4:00pm
Room 1

4:10pm

Under Construction
Friday March 1, 2013 4:10pm - 5:00pm
Room 1

4:10pm

Video Marketing for Retention

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.

 


Speakers
avatar for Ted Mackel

Ted Mackel

For the past 22 years I have lived in Simi Valley California and been involved in the construction industry, owned and operated a large retail business and worked in the real estate industry. These life experiences have seasoned me into a valuable asset for your real estate needs both on a personal and investment basis. | | There is no secret to what I do......I love what I do, I love the challenges, the people, the personalities and that... Read More →
JY

John Yang

Loan Consultant, Skyline Home Loans
John Yang is a 20 years veteran of the mortgage industry, licensed by the California Dept. of Real Estate. He is passionionate about helping his Realtors and business partners expand their business by using video marketing and social media. He has been a huge video marketing geek since early 2006.


Friday March 1, 2013 4:10pm - 5:00pm
Room 2

5:10pm

Keynote: Keep Your Tech in Check

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?


Speakers
avatar for Robert Hahn

Robert Hahn

Managing Partner, 7DS Associates
Rob Hahn is the founder and Managing Partner of 7DS Associates – a marketing, strategy, and technology consulting firm specializing in creative solutions rooted in strategic analysis and data. With a varied background from Wall Street, corporate law, technology, product development, media and entertainment, startups, fashion and professional card player, Rob brings a unique perspective to business problems.  Rob started in real... Read More →


Friday March 1, 2013 5:10pm - 6:00pm
Main

8:00pm

Unofficial Pub Crawl
Friday March 1, 2013 8:00pm - 10:30pm
TBA