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NRMLA’s Virtual Summer Meeting

07/13/2021 @ 11:30 am - 07/14/2021 @ 5:00 pm

We wish to thank everyone who attended NRMLA’s Virtual Summer Meeting.

Copies of the slide decks and video recordings can be viewed by logging into NRMLAonline.org and then clicking the Documents tab that appears at the top of this page.

Access to the slides and videos is restricted to members and non-members who registered for the event.

If you have any questions, please contact Darryl Hicks, at dhicks@dworbell.com.

Show Full Agenda

Tuesday, July 13

Time Description

Energize Your Growth

At Liberty Reverse Mortgage, we believe that every loan counts. Listen to our partners tell their stories about how excellent customer service and customized pricing options and solutions have allowed them to close loans faster.


  • Michael Kent, President, PHH Mortgage Corp. dba Liberty Reverse Mortgage, Rancho Cordova, CA
  • Bob Marseilles, Vice President, Wholesale Sales, PHH Mortgage Corp. dba Liberty Reverse Mortgage, Rancho Cordova, CA

Provided by


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.

Introductions by Tina Meilinger, Senior Vice President, Allegiant Reverse Services, Roseville, CA


  • Jim Cory, CRMP, Open Mortgage, San Diego, CA
  • Joe DeMarkey, Strategic Business Development Leader, Reverse Mortgage Funding LLC, Holliston, MA
  • Steve Irwin, President, President, NRMLA, Washington, DC
  • Leslie Flynne, SVP, Loan Servicing, Reverse Mortgage Solutions, Houston, TX
  • Michael Kent, President, PHH Mortgage Corp. dba Liberty Reverse Mortgage, Rancho Cordova, CA
  • Chris Mayer, PhD, CEO, Longbridge Financial, Mahwah, NJ
  • Mike McCully, Partner, New View Advisors, Naples, FL
  • Scott Norman, Vice President of Field Retail & Government Relations at Finance of America Reverse LLC, Austin, TX
  • Robert Sivori, Chairman of the Board, Celink, Lansing, MI
  • Jules Vogel, Chief Legal Officer, American Advisors Group, Orange, CA

Provided by




HECM Updates From the New Deputy Assistant Secretary

FHA’s new Deputy Assistant Secretary for Single Family Housing Julienne Joseph will summarize important program changes made in 2021, provide program performance statistics and discuss future priorities.

Approved for 0.5 CRMP Credit




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.

Introductions by Lori Erskine, VP, Wholesale, Mutual of Omaha Mortgage, San Diego, CA


  • 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


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.


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

Proactive Servicing: The Longbridge Difference

Join Longbridge Head of Servicing Richard Burke and VP of Wholesale Lending Adrian Prieto as they cover key servicing functions designed to keep customers happy – even after their loans close. In this session, you will learn:

  • An overview of online servicing capabilities for 24/7/365 account access;
  • How Longbridge’s comprehensive servicing website and mobile application are paving the way for technological innovations in the servicing space; and
  • Proactive strategies Longbridge has adopted to help borrowers avoid loan default

Provided by


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 and foreclosure moratorium extension.


  • 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


Live Demo of Bay Docs’ Reverse Express Loan Origination System

Presented by Megen Lawler, President & CEO, Bay Docs, LLC, Novato, CA

Provided by


End of Day 1

Wednesday, July 14

Time Description

Driving the Industry Forward: How RMF is Growing the Market Through Simplified Borrower Qualification

Market expansion and simplifying borrower qualification criteria are at the forefront of Reverse Mortgage Funding’s current product development. This Q&A-style discussion will examine the impact of growth opportunities in the 60+ market and how mortgage professionals, both new and seasoned in the reverse mortgage space, can benefit from a streamlined process for qualifying customers, including broadening their target market.


  • Joe DeMarkey, Strategic Business Development Leader, Reverse Mortgage Funding LLC
  • Mark O’Neil, National Leader of Wholesale and Correspondent Sales, Reverse Mortgage Funding LLC, Harvard, MA

Provided by


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.


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

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.

Introductions by Ken Krajewski, Vice President and Head of Reverse Mortgage Lending, 1st Nations Reverse Mortgage, Ann Arbor, MI


  • 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

Provided by




Marketer’s Dilemma – Branding or Direct?

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.


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.

Introductions: Angel Booth, Senior Sales Executive, Premier Reverse Closings, Roseville, CA


  • 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

Provided by


How EquityAvail From FAR Can Grow Your Business

EquityAvail can grow your business and increase your opportunities because it fills a huge reverse industry gap! Attend the Finance of America Reverse LLC (FAR) session hosted by Wholesale Marketing Director Ryan Schmidt to see how mortgage professionals just like you are filling their pockets and granting more borrowers’ dreams with this NEW mortgage loan.

Provided by

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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

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07/13/2021 @ 11:30 am
07/14/2021 @ 5:00 pm