MARK YOUR CALENDARS!

TUESDAY NOVEMBER 12

MEET US IN CHARLOTTE, NC @ THE REVELRY

701 Keswick Ave #110, Charlotte, NC 28206

Join us for expert speakers, panel discussions, and live tech demos focused on boosting conversion ratios and cost efficiency. Engage with leaders, network with peers, and learn practical strategies.

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Sponsorship Opportunities

Leonard (Len) Kiefer is an economist who helps people understand what’s going on in the economy, housing, mortgage markets. Len joined Freddie Mac in 2009, and has served as Deputy Chief Economist since December 2012. Len is responsible for primary and secondary mortgage market analysis and research, macroeconomic analysis and forecasting.
Prior to joining Freddie Mac, Len was an assistant professor at Texas Tech University in Lubbock, Texas where he conducted research on macroeconomics and monetary policy. He has also taught economics at The Ohio State University and finance at George Mason University.
Kiefer holds a B.A. in economics from the University of Kentucky, and a PhD from The Ohio State University. Len is a member of the American Real Estate and Urban Economics Association (AREUEA) and the National Association for Business Economics (NABE).

Deputy Chief Economist, Freddie Mac

SPEAKERS

Along with her signature passion for people, Sue Woodard brings over thirty years of financial services and fintech experience to her roles as an independent consultant, Senior Advisor to the STRATMOR Group and industry “Evangelist At Large!”

Sue started her career at the ground level in banking, became a top producing loan originator, then leveraged her knowledge to become a highly acclaimed industry speaker, subject matter expert and fintech executive.

In addition to having hosted a successful financial radio program and making guest appearances on CNBC, Sue has been awarded numerous industry honors, including the NMP Most Powerful Women in Mortgage Banking and the Housing Wire Vanguard Award.

She also serves on the board of HOPE4Youth, a non-profit working to end youth homelessness, as well as on the board of Axis Lending Academy, an industry non-profit working to lift individuals into financial careers.

As a bit of a thrill seeker, she has sky-dived over Vegas, fire walked on hot coals, Harleyed down Route 66, run a Ragnar through the Arizona desert and cage dived with great white sharks in South Africa – but claims nothing has been more exciting than raising her millennial daughter in her home state of Minnesota.

Senior Advisor, STRATMOR Group

Jenny Masoud is the Director of Analytics at the Mortgage Bankers Association. As part of MBA’s Research team, she leads various benchmarking and reporting efforts including as Project Manager for MBA’s Quarterly Mortgage Bankers Performance Report. She serves as a primary analyst for the MBA and STRATMOR Peer Group Roundtable program (PGR) and MBA’s Servicing Operations Study and Forum (SOSF.) Her work on these studies involves benchmarking profitability, productivity, revenue and expense for both banks and independent mortgage companies. She also serves as staff representative for MBA’s Human Resources Networking Group and is the lead analyst for MBA’s Technology surveys. She is a graduate of Carnegie Mellon University where she received her B.S in Mathematical Statistics and Economics.

Director of Analytics, MBA

SCHEDULE OF EVENTS

Registration

11.12 8:30 am
Please bring your ID to the registration table to receive your event credentials. You must be registered to attend the event.
Enjoy breakfast, coffee, and networking with the other attendees.
Summit Program

11.12 9:35 am - 5:00 pm
Our Summit Program will follow a similar pattern to year's past. We will alternate between our headline speakers, panel discussions, and our Innovation Challenge segment that includes 9 live tech demos.
Our live tech demos include: Insellerate, Relcu, OptimalBlue, Haven, Friday Harbor, Ardley, Inflooens, Kastle, and MIRA.
We will provide a handful of breaks and lunch in the middle of the program.
Summit Reception

11.12 5:30 pm - 8:30 pm
We will be hosting our Summit Reception at Sycamore Brewing in South End. We will be providing transportation to the venue as well as home from the venue to both the Westin and the Courtyard City Center.

THANK YOU TO OUR SPONSORS

ActiveProspect is a SaaS platform on a mission to make consent-based marketing the best method for customer acquisition. ActiveProspect’s comprehensive product suite empowers companies to increase conversion rates by taking real-time action on leads, protect themselves from litigation by documenting independent proof of consent, and save money by providing new levels of data insights and control.
Botsplash helps businesses supercharge customer engagements to boost conversion rates. Serving as an omnichannel hub, Botsplash integrates multiple communication channels into a single, user-friendly dashboard. With the ability to deliver live, automated and AI powered interactions, Botsplash personalizes and enhances efficient conversations that improve customer relationships and ensure compliance.
Inflooens offers end-to-end mortgage SaaS built on Salesforce, unifying stakeholders in a single-pane-of-glass interface. Our Sales-in-a-box, Operations-in-a-box, and Retention-in-a-box solutions streamline loan processes, enhance lead generation, and drive retention, cutting costs and boosting production.
The Jaro suite offers a full set of appraisal management products that streamline the entire appraisal process. As a true end-to-end platform, Jaro serves every party involved, delivering innovative tools for a seamless experience. Jaro is the future of appraisal software, redefining efficiency and integration in the industry.
Newzip is a real estate as-a-service platform that enables mortgage lenders to offer a vertically integrated customer experience which boosts engagement, conversion, and customer satisfaction while lowering consumer transaction costs.
Optimal Blue bridges the primary and secondary mortgage markets to deliver the industry’s only end-to-end capital markets platform, helping lenders maximize profitability and operate efficiently so they can help American borrowers achieve the dream of homeownership.
Silk Title Co. provides title insurance, search and settlement services across the nation to the top institutional banks and independent mortgage lenders.

Additionally, we also provide services for foreclosure, default, REO, and traditional real estate transactions.
Title isn't sexy, but it's critical.
Our business is not to fill orders. Instead, we are constantly working to improve the process to give our clients and their borrowers a great experience at closing.