2019 engage.marketing Agenda


At our 2019 summit, we tackled how current market conditions impact marketing strategies and tactics, and how the smartest marketers and lenders are growing and winning market share. Our sessions featured actionable advice given by some of the industry’s top marketing minds.

Check out our 2019 highlight reel for some of these sound bites!

Want to know what sessions were included? Take a look below!


Day 1 — June 13, 2019

7:30 AM

Registration Opens

7:30 - 8:30 AM


8:30 - 9:15 AM


Brittany Hodak is co-founder of The Superfan Company, an author of more than 350 articles on business and marketing, and garnered a feeding frenzy on Shark Tank. Hodak specializes in marketing efforts that transform consumers into proactive brand advocates — becoming the most important ambassadors for your business. With a focus on providing actionable insights gleaned from her experience as an entrepreneur and a marketer, Hodak will kick off the summit with a keynote focused on customer engagement.   Learn more about her here.


Brittany Hodak, The Superfan Company, connect on LinkedIn

9:30 - 10:00 AM

Breakout Sessions


Breakout #1: How an Integrated Social Media Platform Can Improve Your Business

Uptown Ballroom


Breakout #2: Strategic Resale Partnerships and Tech Integrated ROI: What to Expect in the Next 2 Years

Providence Ballroom

10:00 - 10:15 AM

Networking and Coffee Break

Super Session

Personal Branding

June 13 - 10:15 - 11:45 AM

Creating a personal brand within a larger corporate brand is essential for the success of lender shops, but consumer-facing staff like LOs face significant obstacles, including time constraints and a lack of knowledge about branding/social channels. In this super session we’ll have experts covering everything the marketing team needs to know to grow their own brand as well as how to effectively educate, support and help grow the personal brand of LOs and others on the origination team. You’ll learn:

  • How to perfect social in the most important channels

  • How to use personalization even within your automated marketing efforts

  • How to use video, podcasts, and voice effectively

  • How to avoid potential compliance issues

Chelsea Peitz, Fidelity National Financial, connect on LinkedIn
Phil Treadwell, Mortgage Marketing Expert Podcast, connect on LinkedIn
Dustin Brohm, Massive Agent Podcast, connect on LinkedIn
Ginger Bell, Edumarketing, connect on LinkedIn
Adam Constantine, Pace Communications, connect on LinkedIn
Kelsey Rauchut, Annie Mac, connect on LinkedIn
Kevin Peranio, Paramount Residential Mortgage Group, connect on LinkedIn

Lunch Session

The Originator and Marketing Relationship

June 13 - 12:00 - 1:00 PM

Now more than ever, the marketing team is crucial to any lender’s success, but marketers may not know what LOs and others really need. For this session we’re bringing in three of the most successful producers in the country to reveal what marketing initiatives are fueling their growth, what they wish marketers knew about their workflow and how top-performing teams can work together for the best results.

Jake Fehling, Movement Mortgage, connect on LinkedIn
Ramon Walker, Mt. Diablo Mortgage, connect on LinkedIn
Lindsey Goins, Movement Mortgage, connect on LinkedIn
Daniel McCoy, MVB Mortgage, connect on LinkedIn


How I Built this: Putting Together Your Marketing Tech Stack

June 13 - 1:10 PM - 1:55 PM

Marketers are being inundated with requests to consider new solutions that promise to improve every part of your process, but how do you know where to start, much less what to choose? In this session, three CMOs will walk us through their experience of choosing and integrating marketing technology, and share what they learned along the way, then open it up for Q&A. This session is for everyone in the marketing organization — from the boots-on-the-ground marketers being presented with so many new options to C-suite executives considering an overall strategy.

Kevin Peranio, PRMG, connect on LinkedIn
Brittany Whitmire, FGMC, connect on LinkedIn
Brian Faux, Morty, connect on LinkedIn
Courtney Keating Chakarun, Roostify, connect on LinkedIn

2:00 - 2:30 PM

Breakout Sessions

Breakout #3: Humanizing the Customer Experience

Providence Ballroom

Joe Welu, Total Expert, connect on LinkedIn
Jim Anderson, Stearns Lending, connect on LinkedIn

Breakout #4: Utilizing Predictive Analytics to Personalize the Customer Journey

Uptown Ballroom

2:30 - 2:45 PM

Networking and Coffee Break

The modern marketer has to be a genie, pulling rabbits out of multiple hats when it comes to content: creating material for social channels, thought leadership pieces, internal blogs, and stories that inspire, move to action and get leads. And all this has to be done with a budget that gets squeezed along with margins. We hear you! That’s why we are bringing in some of the best content marketers in the B2C and B2B2C worlds to share their perspective on what works and what doesn’t in this constantly evolving space. Depending on your budget, what’s worth spending your time and resources on — and what isn’t? What are the keys to not just planning but also executing consistent content that gets results? Find out these answers and more from experts who have walked in your shoes.

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


Killing it with Content

June 13 - 2:45 PM - 3:30 PM

Reaching new buyer groups requires authentic communication and the ability to go where they are, instead of expecting them to come to you. This session features intel from panelists who have successfully expanded their influence among Millennial, Hispanic and other buyer groups, and the social media and content marketing strategies that made a difference.

Leora Ruzin, CMB, Guaranteed Rate, connect on LinkedIn
Keosha Burns, Chase Mortgage, connect on LinkedIn
Patricia Korth-McDonnell, Better.com, connect on LinkedIn
Riffat Lakhani, Guidance Residential, connect on LinkedIn


How to Attract New Buyer Groups

June 13 - 3:30 PM - 4:15 PM

4:15 - 5:15 PM

Happy Hour

Day 2 — June 14, 2019


7:30 — 8:30 AM

The Boardroom: How Mortgage Leaders think about Marketing Strategy

June 14 - 8:30 — 9:15 AM

Keynote: HousingWire CEO Clayton Collins will host a fireside chat with two 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.

Clayton Collins, HousingWire, connect on LinkedIn
Casey Crawford, Movement Mortgage, connect on LinkedIn
Vishal Garg, Better.com, connect on LinkedIn

9:30 — 10:00 AM

Breakout Session


Breakout #5: These 7 Tools Will Make You an Expert at Farming Your Database

Providence Ballroom

Super Session

Referral Marketing

June 14 - 10:00 — 11:45 AM

In a purchase market, relationships are key, and this super session is designed to deliver the practical tips you need for finding, building and scaling strategic referral relationships with Realtors, builders, financial planners and other valuable sources. With tight budgets, where will you get the most bang for your buck, and how should your strategy shift with new buyer behaviors? Find out how to:

  • Turn customer satisfaction into future business

  • Use lead gen as a pipeline builder

  • Work with Realtors, builders and financial planners to grow business

Amy Mahar, TPO Strategist, connect on Linkedin
Mike Eshelman, Jornaya, connect on LinkedIn
Jim Anderson, Stearns Lending, connect on LinkedIn
Dustin Brohm, Massive Agent Podcast, connect on LinkedIn
Raymond Bartreau, Best Rate Referrals, connect on LinkedIn
Jorge Davila, Flagstar, connect on LinkedIn
Grant Moon, Home Captain, connect on LinkedIn
Leigh Brown, RE/MAX Executive Realty, connect on LinkedIn

11:45 AM

Summit Closes