2017 Elevate Mortgage Summit Schedule of Events

Saturday, September 9, 2017
8:00 AM Coffee Service  
8:30 AM – 8:45 AM Elevate Mortgage Summit – Welcome
Gary Acosta, Co-Founder and CEO, NAHREP
Danny Gardner, Vice President, Affordable Lending & Access to Credit, Freddie Mac
Brien McMahon, EVP, Chief Franchise Officer, Radian Guaranty
8:45 AM – 9:15 AM The Hispanic Market and NAHREP’s Best Business Opportunities for Lenders
Speaker: Gary Acosta, CEO & Co‐Founder, NAHREP
9:15 AM – 9:55AM Go Big or Go Home – The Keys to Major Success
Speaker: Danny Morel, CEO, Intero Real Estate Service Southern California
9:55 AM – 10:35 AM Emotional Intelligence – Top Producers Mindset
Speaker: Kate Raetsch, VP, National Training, Radian Guaranty
10:35 AM – 10:50 AM Morning Break
 
10:50 AM – 11:10 AM State of the Industry
Speaker: David Kittle, Vice Chairman & President, The Mortgage Collaborative
11:10 AM – 11:50 AM Getting the Most Out of Today’s Loan Products
Moderator: Marshall Gayden, SVP, National Sales & Account Management, Radian Guaranty

Panelists:
Sam Luna, Single Family Affordable Lending Director, Freddie Mac
Joe Weisbord, Director, Credit & Housing Access, Fannie Mae
11:50 AM – 12:20 PM Working Lunch
Grab n’ Go boxed lunch will be provided
12:20 PM – 1:00 PM Get the Business
Prospecting – A metric driven approach

Introduction: Jerry Ascencio, Chairman, Hispanic Wealth Project
Speaker: Rene Rodriguez, CEO, Volentum
1:00 PM – 1:40 PM Top Producers Top 250 Panel – A Day in the Life of a Top Producing MO
Moderator: Leo Pareja, 2017 National President, NAHREP

Panelists:
Jesus Neri, Sales Manager, Alterra Home Loans
Rick Sanchez, Private Mortgage Banker, Wells Fargo
1:40 PM – 2:20 PM Building Your Brand
Speaker: Sue Woodard, Industry Executive and Speaker
2:20 PM – 2:35 PM Afternoon Break
 
2:20 PM – 2:35 PM Managing the Relationship
Client Management and Building Relationships with Agents ‐ Top 250 Agent Panel

Moderator: Sara Rodriguez, Principal, Ekko Title

Panelists:
Carissa Acker, Owner, Real Estate By Design
Mark Dimas, Mark Dimas Properties, #1 Agent NAHREP Top 250
Jesselynn Rivera, Real Estate Associate Broker, Douglas Elliman
Alicia Treviño, CEO, Century 21 Alicia Trevino Realtors
3:20 PM – 4:05 PM Major Producers – Taking Your Business to the Next Level
Mastermind Groups and Building a Team – Top Producer Panel

Moderator: David Acosta, Principal, Keller Williams Realty David Acosta Real Estate Group

Panelists:
Tom Ramirez, New American Funding, #2 Mortgage Originator NAHREP Top 250
Maria Salas, Mortgage Loan Officer, Texas Bank Mortgage Company
Alex Varela, PrimeLending, #1 Mortgage Originator NAHREP Top 250
4:05 PM – 4:45 PM Accomplishing the Impossible
Speaker: Daniel Rodriguez, Veteran and former NFL player
5:00 PM – 7:00 PM Elevate Mortgage Summit Cocktail Reception
Sponsored by: PrimeLending
7:00 PM END  
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