Digital Lending
Workshop

Learn how how to automate marketing

The Digital Lending Workshop is your opportunity to explore and review the entire technology chain driving the digital mortgage. Take one day to hear from some of the leading experts creating and deploying this technology within the mortgage industry. Learn how this technology can be used in your business today to help lead your company into the future.

Overview

What is the Digital Lending Workshop?

The traditional platforms of lending are evolving with fast moving technological enhancements. This rapidly changing digital lending landscape requires businesses within the mortgage space to embrace these new ways of electronic lending or risk becoming obsolete.

The Digital Lending Workshop is your opportunity to explore and review the entire technology chain driving the digital mortgage. Take one day to hear from some of the leading experts creating and deploying this technology within the mortgage industry. Learn how this technology can be used in your business today to help lead your company into the future.

 

What will I learn at the Workshop?

The Digital Lending Workshop is designed to provide you with a complete overview of the digital mortgage. It will walk you through the entire chain of a digital mortgage, from lead buying, web portal, borrower self-service, automated disclosures and fees, lead distribution and management, engaging content and sales presentation, automated closing and underwriting, and electronic delivery and signing.

The Digital Lending Workshop will then provide a track-based curriculum designed to provide actionable items that each lender can implement immediately.

Connection – Exploring the initial interaction with the borrower (lead buying – lead distribution).

Engagement – Understand how to engage and manage your customers in the initial sale, while in processing and post close. Discussion on initial contact strategy, initial message, how to re-engage, how to pull customer down the sales path and how to create repeat business.

Borrower Journey – The borrower journey, what do they need and how will they initiate the transactions? Discover the tools to help the borrower experience and process their loan easier. Discussion includes the use of web portal, online pricing, e-signature, electronic document delivery and pull down.

Operational tools and automation – Review some of the latest processor and UW tools to increase efficiencies. Explore further ways to automate income analysis, automatic validation, and pipeline management.

 

 

 

 

 

 

 

Schedule

09:30 – 10:00 AM        Coffee and Registration

10:00 – 10:15 AM        Welcome

10:15 – 10:45 AM        Keynote Speech

10:45 – 11:00 AM        Break

11:00 – 12:00 PM        Start to Finish: the journey of a lead.

12:00 – 01:30 PM        Lunch

01:30 – 04:00 PM        Break-Out Sessions (30 min Each)

  • Connection – Understanding the initial interaction with borrower ( lead buying- lead distribution)
    • Initial contact strategy , initial message, how to re-engage , how to pull customer down the path and how to create and get repeat business
  • Engagement – Understanding how to engage and manage your customers in the initial sale, while in processing and post close
  • Borrower Journey – The borrower journey, what do they need and how will they initiate the transactions, and tools to help the borrower process easier
    • Web portal, online pricing , e signature , electronic document delivery and pull down.
  • Operational Tools and Automation – Understanding  processor, and UW tools to increase efficiencies
    • Income analysis, automatic validation, pipeline management

04:00 – 04:55 PM        Technology Demonstrations

04:55 – 05:45 PM        Dinner

05:45 – 07:00 PM        Mixer and Social Hour

 

 

Speakers

David Moynan

Principal

David Moynan joined STRATMOR in 2016 after successfully partnering with STRATMOR on several mortgage product launches and initiatives while VP of Product Management & User Experience at Velocify (formerly Leads360). At STRATMOR, David has assisted clients with a design and launch of digital mortgage initiates, and point of sale lead management processes.

As an executive with Velocify, David was responsible for delivering scalable growth for the market leading cloud-based intelligent sales and dialer software that converts over 1.5M leads annually for many household brand names. The 20,000+ user community relied on his team to deliver speed, efficiency and reliability as they took 150M actions, placed 60M calls and sent 45M emails each year.

At Velocify David led the teams responsible for innovating on behalf of its 1,500+ customers to deliver useful, usable and high value solutions. David has a passion for harnessing latest technologies to deliver a definitive edge for clients operating in the highly competitive consumer direct space.

Earlier in his career, David worked at Enterprise Holdings, the parent company of Enterprise, Alamo and National Car Rental brands and Elite, a Thomson Reuters business. He has 15 years of experience delivering key strategic domestic and global solutions for industry leaders that increased revenue, created competitive barriers and provided cost savings. He was named inventor on a SaaS patent for a global inventory management, CRM and transaction solution operating the world's largest private vehicle fleet of 1.1M vehicles.

David holds an MA degree in Economics from Heriot-Watt University in the United Kingdom, and lives with his wife Melissa and two young daughters, Liliana and Madeleine in Redondo Beach, California.

Josh Friend

CEO InSellerate

Josh Friend founded InSellerate in 2010, a simple-to-use, yet sophisticated sales force automation and lead management platform. InSellerate delivers incremental sales and revenue by optimizing consumer direct lead channels, increasing prospect conversion and maximizing sales opportunities through an automated lead nurture program. With over 15 years experience in mortgage industry lead management, Friend has launched six loan origination production centers and pioneered the use of technology to deliver efficiency and cost effectiveness in lead generation and conversion. Friend was recently named as one of Mortgage Professional America Magazine’s Hot 100 for 2015.

Sue Woodard

President and CEO Vantage Production

Sue Woodard is president & CEO of Vantage Production, the nation's premier provider of content, technology and services supporting the sales and marketing of mortgage products, as well as the professional development of mortgage loan officers. Simply put – Vantage Production seeks to make good things happen for other people. Sue brings perspective and expertise to Vantage Production that is truly extraordinary among mortgage technology company CEOs: more than 20 successful years of direct experience in virtually every aspect of mortgage originations. As president, she steered the company through a major growth curve and succeeded in securing relationships with hundreds of lenders and thousands of individual subscribers. Among the industry's most recognizable public figures, Sue is a highly sought-after speaker, writer and advisor. She has hosted a successful financial radio program and has made guest appearances on CNBC's Squawk Box and Jim Cramer's Mad Money. A Minnesota native, she earned B.A. degrees in both finance and business from Augsburg College, minoring in economics.

Tim Nguyen

CEO & President Be Smartee

Tim Nguyen is the CEO & Co-Founder at BeSmartee, a mortgage technology company empowering mortgage lenders with technology that streamlines and automates the loan origination process from application to close. With BeSmartee's patent pending AI 1003 Merge process, lenders are able to put a borrower into underwriting with a paid appraisal in about 20 minutes.

As CEO Tim sets the direction of the company, defines its culture, designs the software and leads the overall execution of the company from idea to market. Previously, Tim founded multiple mortgage services companies, including founding and leading InHouse, a nationwide provider of lender services and technology, from startup to 150+ FTEs before exiting in 2014.

Noah Staitman

Sr. Vice President of Sales and Operations at Leadpoint

Noah Staitman joined LeadPoint with over 15 years of experience in growing the sales of financial, telecommunications and Internet companies. As Leadpoint’s Sr. Vice President of Sales and Operations, he is responsible for its Lead Marketplace business including Sales, Direct Marketing, Business Development, Operations, Legal and Compliance.

Prior to joining LeadPoint, Mr. Staitman launched the United Kingdom division of LowerMyBills where he served as sales director and interim head of product. Prior, Mr. Staitman served as Sr. Director of Sales Operations for LowerMyBills in the U.S., where he led efforts to quadruple the headcount of the sales organization and increase revenues by over 1,500 percent. Earlier, Mr. Staitman served as the Director of Sales and Marketing at LoanWeb.com.

Mr. Staitman is an Accredited Mortgage Professional. He has served on the Mortgage Bankers Association Residential Loan Production Committee, its State and Local Regulatory Affairs Committee and has been active with MORPAC, the mortgage industry's largest political action committee.

Chris McInally

VP of Sales Ytel

Chris leads our Sales department. Chris has been with Ytel since its humble beginning and has made it his personal goal to match customers with the right products and make good on his promise that all Ytel customers get excellent service after the sales process.

Josh Lehr

Industry Development Manager at Mortech

As the Industry Development Manager at Mortech, Mr. Lehr evaluates and oversees relationships with mortgage technology partners for Mortech and Zillow Group Mortgages. For the past 5 years, Josh has been involved in many phases of the Mortech business including API implementations, compliance, product management and opportunity assessment. Prior to joining Mortech, Josh worked as a developer and project manager for a top 10 Visa card issuer working to implement new hardware and software solutions such as SMS messaging, CRM, IVR, and credit approval automation.

David Colwell

Strategic Business Development Mgr at LendingQB

David Colwell manages Strategic Business Development for LendingQB. He has more than 25 years of experience in financial services and technology and sectors and possesses expertise in strategic planning, business development, and enterprise optimization.

Greg Rodden

Vice President- National Sales

Greg began his career with Nations Holding Company 16 years ago after graduating from Mid America Nazarene University, where he majored in Business Administration and Marketing. Greg has been influential in the growth and success of not only the national title and settlement agency but also Nations Signature Closers, Nations wholly owned National Notary and Attorney Network. During his tenure there, Greg pioneered the “White Glove Concierge Notary Program” that has gained much success and is still widely used today. In 2003 he transitioned more into the Title and Escrow side of the Nations family of Companies. Since then, Greg has been a senior member of the steering committee, operations, business development and client relations. Additionally, Greg works daily on Client Based Technology Solutions and Integrations. Today, Greg oversees 150 employees and is based in Lenexa Kansas.

The Digital Lending Workshop is a groundbreaking hands on conference targeting CEO/CIO/CTO’s, senior level executives, business unit managers in loan production, and servicing and many other mortgage professionals. Use this as a cost effective, yet intimate, way to reach the decision makers for your products.

Sponsorship includes:

  • Info Kiosk Space (table top)
  • Spot on speaking panels and breakout sessions
  • Opportunity to participate in Product Demonstration (6-8 minutes)
  • Coffee, snacks, lunch, dinner and an open at reception for all guests

SOLD OUT

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