NAMBCentral Jan 2023: #NAMBFocus2023 Show Guide

NAMB’S MARKETING, SALES & TECHNOLOGY CONFERENCE

JANUARY 12-14, 2023 MARGARITAVILLE | ORLANDO FL

ASSOCIATION OF MORTGAGE BROKERS

welcome president’s welcome president’s

Happy New Year and welcome to #NAMBFocus2023. We’re excited to kick off 2023 with this conference. In a market of uncertainty, it’s especially good to spend time with associates, friends, exhibitors, sponsors and industry professionals.

We have an outstanding line-up of expert speakers this year. A committed and dedicated group of exhibitors and sponsors make this event possible. Without their support and your attendance, #NAMBFocus2023 could not be realized.

The NAMB Board of Directors looks forward to meeting and speaking with attendees. We are grateful to everyone participating this year. Please reserve time to visit with our exhibitors and sponsors.

Enjoy the conference, best wishes for a prosperous 2023 and stay safe.

Ernest Jones, Jr. NAMB President

NAMB FOCUS STAFF

Valerie Saunders, Brandie Starks, Hunter Higginbotham, Jilly MacDowell Conference Committee Chair: Lisa O’Connor

Technology is the key to success in 2023 and beyond. Learn how to better serve your borrowers and realtors using mobile technology. Michael Neef of Preapprove Me, a mobile and web experience that puts your customers first, introduces a platform your borrowers and realtors can use to generate pre-approval letters on the fly, satisfy conditions, track loans and much more. Best of all, you can customize all of it from the branding to the content!

GREG OAKS

with the Florida Office of Financial Regulation

Presented by Greg Oaks, Director of Consumer Finance

ON VACATION

LUNCH AVAILABLE FOR $50

Greg Oaks, Director of Consumer Finance for the Florida Office of Financial Regulation, shares information to help protect you and your business! The Florida Office of Financial Regulation (OFR) provides regulatory oversight for Florida’s financial services industry. The OFR was created in 2003 as the result of the Cabinet Reorganization Act of 2002. Although the OFR is a relatively new agency, its beginnings as a banking, consumer finance and securities regulator date back to the mid-1800s with the creation of the former Comptroller’s Office.

agenda agenda

Thursday

JANUARY 12, 2023

1 – 5pm

How to Set Goals and a Vision for Success

Presented by Chris Vinson, Windsor Mortgage

 ON VACATION

SESSION SCHEDULE:

1 – 1:45pm Getting Ready for 2023

1:45 – 2:30pm Perfect Loan Officer Model

2:30 – 2:45pm Break

2:45 – 3:30pm Working with Realtors & Builders

3:30 – 5pm 1 Year Business Plan / 5 Year Goals

Chris Vinson is the CEO of Windsor Mortgage and mastermind behind the Mortgage Division at Plains Commerce Bank. He has an undeniable passion to help others succeed both personally and professionally, coaching hundreds of mortgage professionals throughout the years. Chris inspires, equips and empowers others with the tools they need to grow –and that’s exactly what we’ll be doing in this session.

This isn’t just another well-intentioned planning session in which you create lofty goals filled with hollow results. Nobody’s got time for that!

Instead, Chris will walk you through how to create a 1-Year Business Plan and a 5-Year Goal Setting & Vision Plan that aligns with your values and puts the future you desire into perspective. We’ll set big goals, but also create a map to follow so you get to the results you want… and deserve!

The National Association of Mortgage Brokers is the voice of the mortgage industry, representing the interests of mortgage professionals and homebuyers since 1973.

7 – 9:30pm

5pm – 7pm

Exhibit Hall Open



COMPASS ROSE BALLROOM

It’s 5 o’Clock Somewhere Party

Featuring the NAMB House Band!

 ON VACATION TERRACE

Join us for a fun-filled night with your fellow attendees and exhibitors for hors d'oeuvres, drinks and dancing under the stars!

9:30 – 11pm

The PACLounge

An exclusive after-party hangout!

 ON VACATION TERRACE

Are you a NAMBPAC contributor? You'll get exclusive access to our new PACLounge, featuring bourbon tasting, margarita tasting, cigar rollers and more!

NAMBPAC is the National Association of Mortgage Brokers’ voluntary, non-partisan Political Action Committee (PAC). This is the only Political Action Committee that represents Mortgage Brokers’ interests on Capitol Hill. NAMBPAC represents the Mortgage Broker Industry’s voice in the halls of Congress.

Not a contributor yet? Be part of our representation in DC and gain access to this exclusive party spot for only $99! Already a contributor? Grab your entry ticket at registration!

Learn more about NAMBPAC on page 8!

CHRIS VINSON

Why PAC and What Is It?

BY MIKE FARRELL, PAC COMMITTEE CHAIRMAN

For years, we’ve heard the proverbial question, “What is NAMBPAC?” And, “Why should I support it?” Or, “What does it do for me?”

In brief, NAMBPAC is the voice and honor guard of our industry! That voice starts in the ears of our politicians and, to get there, we must support our allies in Congress. Lobbying takes tremendous effort, patience and time, during which we fundraise, and promote and distribute our messages.

NAMBPAC needs an active membership to support this work. Some contribute annually, while others decide a monthly participation like the $99 Club is better – either way, it’s essential and appreciated.

If NAMB is to truly be the voice of our industry, we must find ways in which every member can participate. The PAC Committee has found a solution:

FiveStar PAC Officer Supporter Club

Star Officer: Annual contribution of $5,000, participation in NAMB LRC Conference

Star Officer: Annual contribution of $3,500, participation in two of the three NAMB conferences

Star Officer: Annual contribution of $2,500, participation in one of the three NAMB conferences

Star Officer: Annual contribution of $1,000 or (be a $99 monthly Club Member) ★

Star Officer: Annual contribution of $99-$999 to NAMBPAC or entry to NAMB events.

All contributions throughout the year accumulate and raise your PAC Officer Star Level. Discounts for NAMB events increase as your stars increase. And entry to the Focus PACLounge earns you an initial PAC Officer Star!

MARK BOLEKY

NAMBInspire, founded by Past President Linda McCoy, is a mentoring group to help encourage, educate and inspire all women to ultimately achieve their goals. We’re working to ignite their passion and help them move forward into rewarding & successful careers. Join us for a spirited discussion about “how we got here.”

In the last two years, many have been faced with unprecedented challenges. These obstacles have created opportunities and a significant shift in the housing industry. Learn from Freddie Mac experts –Nora Guerra, Affordable Lending Manager, and Thomas Smith, Client and Partner Delivery, Single-Family Strategic Technology Integration –how to navigate the road ahead and create an impactful mortgage business for you in 2023.

For busy mortgage professionals, third-party process ing services can be a scalable, cost-saving solution –under any market conditions. When business is booming, lean on third-party processing professionals. When business slows, avoid unnecessary processing costs. Join wemlo’s panel session, hosted by VP of Operations Chelsea Balak, to see how third-party processing can help profit margins. Chelsea has been with wemlo since the company’s inception. She’s proud to be on NAMB’s Membership Committee and is a co-founder of NAMB Inspire.

MICHAEL KIRK CHELSEA BALAK

agenda agenda

Saturday

JANUARY 14, 2023

8am – 5pm

Certified Veterans Lending Specialist (CVLS) Class

 NAUTICAL WHEELER

$199 FOR MEMBERS, $399 FOR NON-MEMBERS

Is your focus on VA loans? Would you like to separate yourself from the competition? Don't miss this opportunity to become a Certified Veterans Lending Specialist (CVLS).

VA loans are an amazing benefit that veterans have earned, and it's our responsibility as loan originators to help them take advantage of it. To maximize that benefit, though, a veteran needs their loan officer to know all the nuances.

Lender guidelines often cover the top level information and you can do a VA deal from them. However, those guidelines miss the “how” for many of the subtle details of VA loans, and often include limitations that can be worked around if you know how. With this extra information, you'll be able to get deals done that nobody else can, help more veterans in the process and stand out to referral partners.

By the way, it doesn't matter if you're in a military town or in a non-military town, it's likely you'll be the only VA expert, which will make you stand out even more.

The certification training will cover all the basics and will also dig into super-advanced topics like:

Proving eligibility for everyone including reservists and surviving spouses

Tips for getting DU & LP approvals, and why manual underwriting isn't something to be feared

The truth about VA appraisals and especially “Tidewater”

Ways to find double the number of VA approved condos

New rules around refinances and being ready for when that market returns

Weird stuff like assumptions, EEM, Rehab, non-owner occupant co-borrowers, etc.

In addition, we'll emphasize the detailed knowledge & stories that you can use to show your value to real estate agents and help grow your business with VA as your niche.

Immediately following the class, a test will be given and, upon passing, you will be presented with your certification and all the marketing materials that you need to promote yourself!