Pre-Summit — June 12, 2019

4:00 PM - 7:00 PM


Registration Opens

Day 1 — June 13, 2019

7:30 AM

Registration opens

7:30 AM - 8:30 AM


8:30 AM - 9:15 AM


Breakout Session

9:30 AM - 10:00 AM

Networking and Coffee Break

10:00 AM - 10:15 AM

Super Session: Personal Branding

10:15 AM - 11:45 AM

Chelsea Peitz, Fidelity National Financial
Phil Treadwell, Mortgage Marketing Expert Podcast
Dustin Brohm, Massive Agent Podcast
Ginger Bell, TheMortgageList
Adam Constantine, Pace Communications
Kelsey Rauchut, Annie Mac

Lunch Session — The Originator and Marketing Relationship : A Conversation with Top Producers

12:00 PM - 1:00 PM

Jake Fehling, Movement Mortgage
Ramon Walker, Mt. Diablo Mortgage
Lindsey Goins, Movement Mortgage

How I Built this: Putting Together Your Marketing Tech Stack

1:10 PM - 1:55 PM

Kevin Peranio, PRMG
Eric Engenhoefer, Novus
Brittany Whitmire, FGMC
Brian Faux, Morty

Breakout Session

2:00 PM - 2:30 PM

Networking and Coffee Break

2:30 PM - 2:45 PM

Killing it with Content

2:45 PM - 3:30 PM

Christine Beckwith, 2020 Vision
Jason Frazier, Shred Media
Sarah Wheeler, HousingWire
Adam O’Daniel, Movement Mortgage
Josh Pitts, Shred Media

How to Attract New Buyer Groups

3:30 PM - 4:15 PM

Leora Ruzin, Guaranteed Rate
Keosha Burns, Chase Mortgage
Patricia Korth-McDonnell, Better Mortgage
Riffat Lakhani, Guidance Residential

Happy Hour

4:15 PM - 5:15 PM


Day 2 — June 14, 2019


7:30 AM — 8:30 AM

Keynote — The Boardroom: How Mortgage Leaders think about Marketing Strategy

8:30 AM — 9:15 AM

HousingWire CEO Clayton Collins will host a fireside chat with three of the industry’s most influential leaders to talk about the executive angle of the decision-making process on national and local marketing investments and how those corporate and local strategies play together.

Breakout Session

9:30 AM — 10:00 AM

Super Session: Referral Marketing

10:00 AM - 11:45 AM

Mike Eshelman, Jornaya
Jim Anderson, Stearns Lending
Dustin Brohm, Massive Agent Podcast
Raymond Bartreau, Best Rate Referrals
Jorge Davila, Flagstar
Grant Moon, Home Captain

Summit Closes

11:45 AM