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NRMLA’s Virtual Summer Meeting

July 13 @ 11:30 am - July 14 @ 5:00 pm

NRMLA’s virtual conferences offer excellent opportunities for loan originators, counselors, underwriters, compliance and legal experts and senior management to convene, network and learn from one another — at a bargain price.

NRMLA’s 2021 Virtual Summer Meeting provides “best in class” educational content to help you excel at your job. Over the course of two afternoons, you’ll hear from the industry’s top sales and compliance subject matter experts.

Use this opportunity to virtually network with friends and colleagues and to stay abreast of important issues and trends impacting your businesses. 

All sessions will be held in Eastern Time. 

Registration Instructions

  1. Click the Register Now link located above the Patron logos
  2. Login with your username and password. If you don’t have this information, email Darryl Hicks, at dhicks@dworbell.com.
  3. Once you’re logged into your profile page, select Events and follow the various prompts.
  4. On the payment page, type in your credit card information and then click the box at the bottom labeled, “I am not a robot.”

Be a Conference Patron
Increase your company’s footprint in the reverse mortgage business by being a conference patron. Put your company in front of a qualified audience of decision makers in the reverse mortgage industry.

View the complete guide to patron opportunities. 

 

Show Full Agenda

Tuesday, July 13

Time Description
11:30am

Patron Session (EASTERN TIME)

Provided by

12:00pm

NRMLA's Executive Leadership Roundtable

NRMLA’s executive leadership discuss the state of the reverse mortgage market and NRMLA’s priorities for the balance of 2021.

12:45pm

Break

1:00pm

HECM Updates

Presenters: TBD

1:45pm

Break

2:00pm

Regulatory Considerations When Working With Financial Planners

Educating financial planners about reverse mortgages, and the opportunities that home equity provides as part of a comprehensive retirement plan, continues to be a hot topic for loan originators. However, there are compliance issues and firewalls that need to be considered when developing these relationships.

Presenters:

  • Shelley Giordano, Head of Enterprise Integration, Mutual of Omaha Mortgage, Washington, DC
  • Jim Milano, Member, Weiner Brodsky Kider, PC, Washington, DC

Provided by

 

 

Approved for 1 CRMP Credit

2:45pm

Improving HECM Penetration Rates

While production levels are improving, market penetration rates are not. The reverse mortgage industry’s top analytics provider explains what is happening, why it’s important, and what can be done to reverse the trend.

Presenters:

  • John Lunde, President, Reverse Market Insight, Inc., Dana Point, CA
  • Jon McCue, Director of Client Relations, Reverse Market Insight, Inc., Roanoke, TX
3:15pm

Break

3:30pm

Servicing Corner

Servicing experts address common questions that they get asked by loan officers and discuss the impact of FHA’s latest non-borrowing spouse changes.

Presenters:

  • Gail Balettie, Senior Vice President, Client Satisfaction, Celink, Austin, TX
  • Leslie Flynne, Senior Vice President, Loan Servicing, Reverse Mortgage Solutions, Houston, TX
  • Rex Lamb, Senior Vice President, Celink, Austin, TX
  • Michael Kressin, Vice President, Champion Mortgage, Irving, TX

Approved for 1 CRMP Credit

4:30pm

Patron Session

Wednesday, July 14

Time Description
11:30am

Patron Session (EASTERN TIME)

Provided by

12:00pm

Measuring Reverse Mortgage Consumer Satisfaction

ReverseVision, through a partnership with STRATMOR Group, periodically surveys borrowers to get their perspectives and feedback on obtaining a reverse mortgage. Some of those findings will be shared here.

Presenters:

  • Wendy Peel, Vice President, Sales and Marketing, ReverseVision, San Diego, CA
  • Mike Seminari, Director, MortgageSAT, STRATMOR Group, Los Angeles, CA
12:45pm

Reverse Mortgage Sales: What Are Your Missing Pieces?

Is your sales presentation complete? Is it too complex? Are you explaining products and features correctly? Are you doing more than qualifying your clients? Our panel of distinguished educators offer tips for improving your reverse mortgage sales presentations.

Presenters:

  • Barbara Cripple, Sales Trainer, Finance of America Reverse, New Franklin, OH
  • Sue Haviland, CRMP, National Sales Trainer- Wholesale Division, Finance of America Reverse, Marco, FL
  • Dan Hultquist, CRMP, National Reverse Sales Training Specialist, Fairway Independent Mortgage Corporation, Canton, GA
1:45pm

Break

2:00pm

Canada’s HomeEquity Bank Shares New Research and Ad Campaign

Yvonne Ziomecki, Executive Vice President of Marketing and Sales at Toronto-based HomeEquity Bank, shares the results of a recent consumer survey on the use of home equity in retirement and a new branding campaign that has had big results.

2:30pm

Improving Your Closing Rates

From new technology to traditional kitchen table discussions, we have invited a panel of highly-experienced loan originators to share strategies on what makes them successful.

Presenters:

  • Alison Calamia, CRMP, Loan Originator, America’s Mortgage Resource, Metairie, LA
  • Carlos Camargo, Branch Manager, Open Mortgage Corporation, Oxnard, CA
  • Chris Downey, President, Harbor Mortgage Solutions, Braintree, MA
  • Scott Harmes, CRMP, Reverse Mortgage Manager, C2 Financial Corp., San Diego, CA
3:30pm

Patron Session

Last modified:

Virtual Summer Meeting Registration Fee

Cutoff Date NRMLA Member Non-Member
Early Registration
May 27, 2021
$50.00 $75.00
Regular Rate
July 14, 2021
$75.00 $100.00
Register Now

Premier Patron

Presenting Patrons

Session Patrons

Media Sponsor

Details

Start:
July 13 @ 11:30 am
End:
July 14 @ 5:00 pm