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

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 leverage personas

  • How to use personalization even within your automated marketing efforts

  • How to use video, podcasts, and voice effectively

  • How to avoid potential compliance issues


11:45 AM - 1:00 PM

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

12:00 PM - 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 four 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.

How I Built this: Putting Together Your Marketing Tech Stack

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, two 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.

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

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.

How to Attract New Buyer Groups

3:30 PM - 4:15 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 Asian borrowers, and the social media and content marketing strategies that made a difference.

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

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

  • Recognize and neutralize potential compliance hot spots

Summit Closes

11:45 AM