May 5, 2020
Michigan's top gathering for mortgage pros.
Register
February 18, 2020
The southeastern Coastal Region's top gathering for mortgage pros.
Register
DoubleTree by Hilton Jacksonville
Located in Jacksonville, FL at the DoubleTree by Hilton near the Riverfront. Need to stay the night? Enjoy our discounted room rates.
February 18, 2020
Attend the Coastal Connect Mortgage Expo and the optional NMLS renewal course, the following day on February 19.
Free NMLS CE Course
Attend the Coastal Connect Mortgage Expo and we'll give you the option to take the NMLS Renewal Course the following day for free.
Coastal Connect Mortgage Expo
Do you have what it takes
to be the best?
The mortgage industry is going through a significant change. For mortgage origination professionals, it’s a struggle to keep on top of all the changes, and to keep your sales strategies and marketing initiatives at their peak. You need to keep your pipeline filled, and you need the tools and directions to stay profitable, efficient, and effective. We’ve brought together the best in the business to create a top tier event specifically designed for mortgage origination pros.
Coastal Connect Mortgage Expo
Do you have what it takes
to be the best?
The mortgage industry is going through a significant change. For mortgage origination professionals, it’s a struggle to keep on top of all the changes, and to keep your sales strategies and marketing initiatives at their peak. You need to keep your pipeline filled, and you need the tools and directions to stay profitable, efficient, and effective. We’ve brought together the best in the business to create a top tier event specifically designed for mortgage origination pros.
Industry leaders
2020 Speakers
Don Frommeyer
National Mortgage Chair
American Business Media
Paul Yatooma
Vice President of Sales
Quicken Loans Mortgage Services
Ralph Rosynek
Senior Vice President
Moneyhouse
John Jeanmonod
Regional Sales Manager
Angel Oak Mortgage Solutions
David Luna
President
Mortgage Educators
James Baisley
National Outside Sales Manager
Temple View Capital
2020 Agenda
Schedule of Events
Tuesday, February 18
7:30 am
Registration Opens
Presented by 

Registration opens. First education session begins at 8:00am, exhibit hall opens at 10:15 am.

8:00 am — 8:45 am
Buy, Rehab, Repeat. Making More With Fix-and-Flip Loans
Presented by 
James Baisley

Expand your reach to professional real estate investors as wellas build better relationships with real estate agents by using fix-and-fliploans. Learn how these popular programs can boost your income and give you moreproduct to offer your clients. Gain knowledge about our rental finance productsfueled by products such as a 10-year investor-owned program that will be anoutlet for your investors looking to buy or refinance rental properties. Finally, learn the power of these loans and the ability to generate wealth inreal estate investing. Presented by James Baisley of Temple ViewCapital.

8:45 am — 9:30 am
Finding Opportunity in Reverse
Presented by 
Ralph Rosynek

Are you prepared for one of the fastest growing origination opportunities? Loan origination activities for 2019 continue to reflect the fastest growing homeowner demographic, as 10,000 or more Americans reach age 62, needing specific retirement planning and resource tools as components to a financial longevity strategy. Today’s Home Equity Conversion Mortgage will be one of those important components for many. Are you prepared to address the lending needs of older Americans with loan programs, product education, staffing and a marketing plan? Do you need to fast track this demographic to increase your potential growth and marketshare objectives? Let’s expedite the discussion and  begin a pathway to this growing origination opportunity. Presented by Ralph Rosynek, SVP of Moneyhouse.

9:30 am — 10:15 am
Harnessing Your Superpower
Presented by 
Paul Yatooma

Discover how a 3-person brokerage firm grew, re-invented and went head-to-head with big banks to become America’s largest mortgage lender. Paul Yatooma, Vice President at Quicken Loans, shares philosophies that you can use to shape innovation, client service, marketing, technology and partnerships. Learn what top brokers are doing to grow their business and how you can leverage your superpower. Bring your questions, because this is an interactive presentation.

10:15 am — 11:15 am
Break with Exhibitors
Presented by 

Exhibit hall opens, sessions break.

11:15 am — 12:00 pm
Get on The Non-QM Train Before It's Too Late
Presented by 
John Jeanmonod

Alternative lending is the fastest growing segment of the mortgage industry - come learn why. With a growth potential of upwards of $200 billion, it’s imperative to get involved today. By offering non-agency/non-QM products, lenders can break into an untapped market, increase their reach and help millions of underserved American homebuyers find a mortgage that fits their needs – ultimately growing their business. Presented by John Jeanmonod, Regional VP of Sales at Angel Oak Mortgage Solutions.

Learning Objectives include understanding:

  • What exactly is non-QM
  • Common misconceptions regarding non-QM
  • What programs are available to help challenging borrowers
  • How technology is helping make non-QM even easier to close
  •  How to identify and reach potential non-QM borrowers
  • How to qualify and actively market to add volume
  • What to look for in a non-QM investor      
12:00 pm — 12:30 pm
Lunch with Exhibitors
Presented by 

Buffet lunch inside the exhibit hall.

12:30 pm — 1:15 pm
How To Stay Out Of Mortgage Jail
Presented by 
David Luna

 Do you know the best practices for marketing with real estate agents, title companies, and other industry professionals?  Are you aware of current regulations that could affect your license and ability to do business? Do you want to stay out of mortgage jail?  Let's start 2020 off right!  David Luna with Mortgage Educators and Compliance will be teaching us how we can market correctly within our industry, make us aware of any regulation changes we need to be aware of to keep doing business in this market, and give us a market outlook for 2020. This is information you do not want to miss!

1:15 pm — 1:30 pm
Last Chance with Exhibitors & Raffle
Presented by 

Final chance with exhibitors, raffle prizes announced inside the exhibit hall.

Wednesday, Febraury 19
8:00 am — 5:00 pm
8- Hour NMLS Course
Presented by 
David Luna

Optional — Must Pre-Register

Fulfill your complete 8 hour continuing education requirements for your NMLS license renewal! This is a separately-ticketed bonus offering. Make the most of your time this year by getting all your federally-required CE at the expo, in addition to a conference full of networking, education, opportunities and prizes. Continuing Education course provided by Mortgage Educators & Compliance.

Important Note: You must take the entire 8 hour class to qualify for credit. We cannot give partial credit.

IMPORTANT: In addition to pre-registration, in order to qualify for admission to the free NMLS License Renewal Class, you must have attended the expo and had your Exhibit Hall passport marked by all exhibitors. Only one Exhibit Hall passport given per person.

Presented by
7:30 am
Registration Opens

Registration opens. First education session begins at 8:00am, exhibit hall opens at 10:15 am.

Presented by
James Baisley
8:00 am — 8:45 am
Buy, Rehab, Repeat. Making More With Fix-and-Flip Loans

Expand your reach to professional real estate investors as wellas build better relationships with real estate agents by using fix-and-fliploans. Learn how these popular programs can boost your income and give you moreproduct to offer your clients. Gain knowledge about our rental finance productsfueled by products such as a 10-year investor-owned program that will be anoutlet for your investors looking to buy or refinance rental properties. Finally, learn the power of these loans and the ability to generate wealth inreal estate investing. Presented by James Baisley of Temple ViewCapital.

Presented by
Ralph Rosynek
8:45 am — 9:30 am
Finding Opportunity in Reverse

Are you prepared for one of the fastest growing origination opportunities? Loan origination activities for 2019 continue to reflect the fastest growing homeowner demographic, as 10,000 or more Americans reach age 62, needing specific retirement planning and resource tools as components to a financial longevity strategy. Today’s Home Equity Conversion Mortgage will be one of those important components for many. Are you prepared to address the lending needs of older Americans with loan programs, product education, staffing and a marketing plan? Do you need to fast track this demographic to increase your potential growth and marketshare objectives? Let’s expedite the discussion and  begin a pathway to this growing origination opportunity. Presented by Ralph Rosynek, SVP of Moneyhouse.

Presented by
Paul Yatooma
9:30 am — 10:15 am
Harnessing Your Superpower

Discover how a 3-person brokerage firm grew, re-invented and went head-to-head with big banks to become America’s largest mortgage lender. Paul Yatooma, Vice President at Quicken Loans, shares philosophies that you can use to shape innovation, client service, marketing, technology and partnerships. Learn what top brokers are doing to grow their business and how you can leverage your superpower. Bring your questions, because this is an interactive presentation.

Presented by
10:15 am — 11:15 am
Break with Exhibitors

Exhibit hall opens, sessions break.

Presented by
John Jeanmonod
11:15 am — 12:00 pm
Get on The Non-QM Train Before It's Too Late

Alternative lending is the fastest growing segment of the mortgage industry - come learn why. With a growth potential of upwards of $200 billion, it’s imperative to get involved today. By offering non-agency/non-QM products, lenders can break into an untapped market, increase their reach and help millions of underserved American homebuyers find a mortgage that fits their needs – ultimately growing their business. Presented by John Jeanmonod, Regional VP of Sales at Angel Oak Mortgage Solutions.

Learning Objectives include understanding:

  • What exactly is non-QM
  • Common misconceptions regarding non-QM
  • What programs are available to help challenging borrowers
  • How technology is helping make non-QM even easier to close
  •  How to identify and reach potential non-QM borrowers
  • How to qualify and actively market to add volume
  • What to look for in a non-QM investor      
Presented by
12:00 pm — 12:30 pm
Lunch with Exhibitors

Buffet lunch inside the exhibit hall.

Presented by
David Luna
12:30 pm — 1:15 pm
How To Stay Out Of Mortgage Jail

 Do you know the best practices for marketing with real estate agents, title companies, and other industry professionals?  Are you aware of current regulations that could affect your license and ability to do business? Do you want to stay out of mortgage jail?  Let's start 2020 off right!  David Luna with Mortgage Educators and Compliance will be teaching us how we can market correctly within our industry, make us aware of any regulation changes we need to be aware of to keep doing business in this market, and give us a market outlook for 2020. This is information you do not want to miss!

Presented by
1:15 pm — 1:30 pm
Last Chance with Exhibitors & Raffle

Final chance with exhibitors, raffle prizes announced inside the exhibit hall.

Register
Presented by
David Luna
8:00 am — 5:00 pm
8- Hour NMLS Course

Optional — Must Pre-Register

Fulfill your complete 8 hour continuing education requirements for your NMLS license renewal! This is a separately-ticketed bonus offering. Make the most of your time this year by getting all your federally-required CE at the expo, in addition to a conference full of networking, education, opportunities and prizes. Continuing Education course provided by Mortgage Educators & Compliance.

Important Note: You must take the entire 8 hour class to qualify for credit. We cannot give partial credit.

IMPORTANT: In addition to pre-registration, in order to qualify for admission to the free NMLS License Renewal Class, you must have attended the expo and had your Exhibit Hall passport marked by all exhibitors. Only one Exhibit Hall passport given per person.

* Please note that the Exhibit Hall and all expo activities take place on February 18 ONLY. The only scheduled event on February 19 is the 8-hour NMLS license renewal class, which you must preregister for. The Exhibit Hall will NOT be open.
Location
DoubleTree by Hilton — Jacksonville Riverfront
The expo is being held at the DoubleTree by Hilton Jacksonville Riverfront. Need to stay the night? Enjoy discounted room rates when you book with us.

1201 Riverplace Boulevard,
Jacksonville, FL 32207
You don't want to miss this.
Join us at the Mortgage Expo for career-building courses, inspiring speakers, and lasting professional relationships.
Register