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2020 NRMLA Virtual Summer Conference

07/14/2020 @ 11:45 am - 07/15/2020 @ 5:00 pm

Thank you to everyone who attended NRMLA’s Virtual Summer Conference, July 14-15 and to all of our sponsors for supporting this effort. You can watch the recordings from the conference by clicking on the YouTube links below.

 

 

 

 

 

Show Full Agenda

Tuesday, July 14

Time Description
11:45am

Kick Off With Allegiant Reverse Services

Summary: Allegiant’s senior management shares their experience running interference against COVID-19.

Presented by

12:15pm

NRMLA Executive Committee Roundtable

Summary: NRMLA’s executive leadership discuss the state of the reverse mortgage market and NRMLA’s priorities for the balance of 2020.

Presenters:

  • Joe DeMarkey, Strategic Business Development Leader, Reverse Mortgage Funding LLC, Milford, MA
  • Reza Jahangiri, CEO, America Advisors Group, Orange, CA
  • Mike Kent, President, Liberty Reverse Mortgage, Rancho Cordova, CA
  • Chris Mayer, CEO, Longbridge Financial, LLC, Mahwah, NJ
  • Michael McCully, Partner, New View Advisors, Naples, FL
  • Scott Norman, National Field Retail Sales Manager, Finance of America Reverse, Austin, TX
  • Kristen Sieffert, President, Finance of America Reverse, San Diego, CA
  • Robert Sivori, Chairman and CEO, Celink. Lansing, MI
1:15pm

Break

1:30pm

Update from HUD's Homeownership Center Directors

Summary: Our presenters discuss how their respective organizations have responded to COVID-19, what HECM issues and trends they are seeing in their regions, an overview of the new Catalyst system, and other priorities. Sponsored by Liberty Reverse Mortgage. 

Moderator: Elly Johnson, President, All Reverse Pro, Hiram, GA

Presenters:

  • Scott Bice, Director, Denver Homeownership Center, U.S. Department of Housing and Urban Development, Denver, CO
  • Thomas Rose, Director, Santa Ana Homeownership Center, U.S. Department of Housing and Urban Development, Santa Ana, CA

Presented by

 

(Approved for 1 CRMP Credit)

2:30pm

Break

2:45pm

Are You Starting Your Own Fires?

Summary:  One of the reverse mortgage industry’s top trainers talks about our word choices when meeting with clients and how they impact sales outcomes.

Presenter:

  • Tabatha Addison, Vice President, Wholesale Lending, American Advisors Group, Orange, CA

Presented by

Documents
3:45pm

HighTechLending Virtual Networking Lounge

Summary: A session discussing and highlighting direct mail, internet marketing, social media and reverse mortgages one, two, three. Look out for lots of gifts and prizes.

Presented by

3:45pm

Real Talk with Reza & Team!

Summary: AAG’s CEO and Team (Kim Smith, SVP, Wholesale Lending & Tabatha Addison, VP, Wholesale Lending) gets real on everything from Economy, Industry, the “new norm” and whatever else you bring to the table.

Presented by

 

Wednesday, July 15

Time Description
11:45am

Moving Originators Forward, Faster

Historically, the time and effort investment required to successfully build a reverse mortgage business has been a huge drag on an originator’s momentum. FAR has tools to reduce this friction and help partners accelerate their mastery of the reverse industry, products, process, target consumer, and how to market with ease.

Presenter:

  • Ryan Schmidt, Wholesale Marketing Director, Finance of America Reverse

Presented by

12:15pm

Rapid Fire 1: Contactless Appraisals

Summary: Subject matter experts share insights on appraisal issues, trends and challenges in the current marketplace.

Moderator: Scott Norman, National Field Retail Sales Manager, Finance of America Reverse, Austin, TX

Presenters:

  • John Dingeman, Chief Appraiser, Class Valuation, Van Nuys, CA
  • Erik Morin (formerly Richard), Chief Operating Officer, Class Valuation, Van Nuys, CA

(Approved for 0.5 CRMP Credit)

12:45pm

Rapid Fire 2: NBS

Summary: What are the key distinctions between HECMs originated prior to and after August 4, 2014 and the protections offered to non-borrowing spouses? This is one of several NBS topics that will be explored during a special rapid fire discussion with servicing experts.

Presenters:

  • Rex Lamb, SVP, Risk & Compliance Officer, Celink, Austin, TX
  • Michael Kressin, VP, Reverse Mortgage Servicing, Champion Mortgage, Irving, TX
  • Leslie Flynne, SVP, Loan Servicing, Reverse Mortgage Solutions, Houston, TX

(Approved for 0.5 CRMP Credit)

1:15pm

Break

1:30pm

How to Succeed at Virtual Sales To Grow Your Reverse Mortgage Business

Summary: Our panel of sales experts will share their experiences with “virtual client interaction” highlighting the process, experience and secure tools.

Moderator: Harlan Accola, Reverse Mortgage Manager, Fairway Independent Mortgage, Marshfield, WI

Panelists:

  • Christina Harmes Hika, CRMP, C2 Reverse Mortgage, San Diego, CA
  • Steven Sless, Primary Residential Mortgage, Inc., Owings Mills, MD
2:30pm

Break

2:45pm

New Tech in Reverse Processes

Summary: Our panelists will discuss digitization opportunities and impediments.

Panelists:

  • Megen Lawler, President, Bay Docs, Novato, CA
  • Tina Meilinger, SVP, Allegiant Reverse Services, Roseville, CA
  • Jim Milano, Weiner Brodsky Kider, PC, Washington, DC

(Approved for 1 CRMP Credit)

3:45pm

The LRES Wine Challenge – How Well Do You Know Your AMC / REO Partner?

Presented by

Last modified:

2020 Virtual Summer Meeting

Cutoff Date NRMLA Member Non-Member
Regular Rate
July 15, 2020
N/A $150.00

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Session Patron

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Virtual Social Patron

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Details

Start:
07/14/2020 @ 11:45 am
End:
07/15/2020 @ 5:00 pm