About NEXT
In January 2018, NEXT Mortgage Events broke the mortgage industry’s unspoken barriers that limit women’s access to competitive intel and networking-based information exchange when it introduced NEXT, the women’s executive mortgage summit and first mortgage industry event specifically for high ranking women executives.
A Lender-Centric Event Held Three Times Each Year
NEXT hosts its flagship event twice each year, in winter and in summer. NEXT’s sessions feature several lender executives, each of whom delivers experience-based intel on a topic relevant today’s top executives. Past topics include RESPA-compliant marketing, the ROI of company culture, avoiding the pitfalls of system implementations, and much, much more. In 2019, NEXT Mortgage Events added a third event, NEXTDC, which is produced in partnership with Housing Finance Strategies and focuses on housing policy and fintech.
Intimate Environment that Attracts Senior Execs and Decision Makers
Each NEXT event targets a select group of decision making executives and is limited to 200 attendees, which fosters an open, welcoming environment for networking. Roughly 85-90% of lender attendees hold a title of VP or higher and approximately 85% of attendees are women.
In less than two years, NEXT has emerged as the mortgage industry’s preferred gathering point for high ranking, accomplished executives to meet, learn and exchange information.
Who Should Attend NEXT
Mortgage lending CEOs, CIOs, CTOs, Compliance Executives, Senior Management, Department Heads.
See a Sampling of Past NEXT Attendees:


CEO SWBC Mortgage
Chief Compliance Officer Better Mortgage
Chief Compliance officer First Guaranty Mortgage Corporation
Chief Compliance Officer Guaranteed Rate
Chief Compliance Officer Legacy Mutual Mortgage
Chief Credit Risk Officer – Single Family Freddie Mac
Chief HR Officer Fairway Independent Mortgage
Chief Information Officer Guidance Residential LLC
Chief Legal Officer General Counsel First Guaranty Mortgage Corporation
Chief Marketing Officer Laurel Road
Chief of Mortgage Operations Cardinal Financial
Chief Operating Officer Finance of America Reverse
Chief Operating Officer First Guaranty Mortgage Corporation
Chief Operating Officer SWBC
Chief People and Communications Officer Mr. Cooper Group
Chief Risk Officer Stearns Lending
Chief Strategy Officer TMS
CIO CSO CrossCountry Mortgage Inc
CIO Guidance Residential LLC
CIO Quicken Loans
CMO CrossCountry Mortgage
Compliance Officer HighTechLending Inc.
Compliance Officer NewCastle Home Loans
COO Envoy Mortgage
COO First Guaranty Mortgage Corporation
COO of Fulfillment EVP Planet Home Lending LLC
COO SWBC Mortgage Corporation
President AFR – American Financial Resource Inc.
President Finance of America Reverse
President LoanStream Mortgage
President Taylor Morrison Home Funding
EVP National Operations Planet Home Lending LLC
EVP Training and Opertional Support Fairway Independent Mortgage
EVP–Development & Communication Guaranteed Rate
Executive Director Illinois Mortgage Bankers Association
Executive Director Sr. Lending Manager Chase Bank
Executive Vice President Academy Mortgage
First Vice President Quality Control/Assurance East West Bank
First VP QC Mortgage Manager East West Bank
FVP – Operations Manager East West Bank
FVP Quality Control Fay Financial
General Counsel First Guaranty Mortgage Corporation
General Counsel/CCO Better Mortgage Corporation
Internal Development Configuration and Release Manager SunTrust
Manager of Digital Alliances Fannie Mae
Marketing & Communications Lead Guidance Residential
Marketing & Communications Manager Freddie Mac
Marketing and Communications Manager Guidance Residential LLC
Mortgage Investor Specialist NBKC Bank
Mortgage Systems and BI Manager TDECU
National VP New American Funding
Operations Morty
PR & Community Manager TMS
Regional Vice President TCF Home Loans
Senior Counsel Zillow
Senior Vice President Embrace Home Loans
Senior Vice President Independent Bank
Senior Vice President of Processing Operations The Federal Savings Bank
SEVP Director of National Sales TowneBank Mortgage
Sr. Vice President Corr. Ops Wells Fargo
SVP and Senior Director MPF Risk Management Federal Home Loan Bank of Chicago
SVP Business Development SWBC Lending Solutions
SVP Chief Mortgage Lending Officer CoVantage Credit Union
SVP Chief Operations Officer HighTechLending Inc.
SVP Closing & Compliance The Federal Savings Bank
SVP Correspondent Lending New Penn Financial
SVP Digital Freedom Mortgage
SVP Embrace Home Loans
SVP Head of Correspondent Lending TIAA Bank
SVP Head of WFHM Retail Diverse Segments Wells Fargo
SVP Marketing Fairway Independent Mortgage Company
SVP Mortgage Transformation Suntrust
SVP Mortgage Transformation SunTrust Bank
SVP Mr. Cooper
SVP National Correspondent Sales Plaza Home Mortgage
SVP National Operations and Ops Support Planet Home Lending
SVP National Retail Operations Guild Mortgage
SVP NewRez
SVP of Loan Retention RoundPoint Mortgage Servicing
SVP of Marketing First Guaranty Mortgage Corporation
SVP of Operations Homestead Funding
SVP Operations Churchill Mortgage
SVP Operations Homestead Funding Corp.
SVP Operations Key Mortgage Services
SVP Operations Manager Warehouse Lending Texas Capital Bank
SVP Quality Assurance Fay Servicing
SVP Sales and Marketing Homestead Funding Corp.
SVP Strategic Planning Eagle Home Mortgage
SVP Warehouse Lending Comerica Bank
SVP/ Attorney Mr. Cooper
SVP/Mortgage Operations Manager Trustmark National Bank
Technology Sales Manager Freddie Mac
Underwriter Newcastle Home Loans
Vice President – Systems Development & Support M&T Bank
Vice President Comerica Bank
Vice President Correspondent Banking Bankers’ Bank
Vice President Federal Policy and External Affairs Quicken Loans
Vice President FHLBC
Vice President of Public Policy Quicken Loans
Vice President Regions Bank
Vice President Sales Freddie Mac
Vice President Taylor Morrison Home Funding
VP – Communications & Marketing Highlands Residential Mortgage
VP – Correspondent Sales Verus Mortgage Capital
VP – Project Management Office PrimeLending
VP Area Manager Wintrust Mortgage
VP Business Systems SWBC Mortgage
VP Compliance & Systems GMH Mortgage Service
VP Enterprise Lead Gen Fairway
VP External Affairs Quicken Loans
VP Information Systems Origination Technology Mr. Cooper
VP Market Production Synergy One Lending
VP marketing Alterra
VP Marketing Guidance Residential
VP Mortgage Lending Mutual of Omaha Mortgage
VP Mortgage Ops Risk Supervisor East West Bank
VP National Underwriting Manager Planet Home Lending LLC
VP National Underwriting Planet Home Lending
VP Northpointe Bank
VP of Mortgage Lending TDECU
VP of Sales and Marketing Homestead Funding Corp.
VP of Secondary Marketing Guaranteed Rate Inc.
VP Operations Manager East West Bank
VP Product Owner Fulfillment Solutions Pacific Union Financial
VP Public Policy Quicken Loans
VP Quality Control Planet Home Lending
VP Technology Product Manager PrimeLending
VP Wholesale and Non-Delegated Fulfillment FGMC
VP- Division Sales Leader Mr. Cooper Wholesale
West Division Manager Goldwater Bank
Admin VP – Mortgage Senior Technology Manager M&T Bank
Administrative Assistant Wells Fargo
Assistant Vice President Foreclosure Fay Financial LLC
AVP Business Analyst Team Lead East West Bank
AVP Correspondent Operations Northpointe Bank
AVP Loan Doc & Funding Supervisor East West Bank
AVP Marketing Risk and Compliance Mr. Cooper
AVP Marketing Stearns Lending
AVP Mortgage Compliance & Projects Mountain America Credit Union
AVP National Operations Caliber Home Loans
AVP of Quality Assurance Fay Servicing LLC
Business Solutions Manager Republic State Mortgage Co.
Correspondent Lending Senior Account Executive Associated Bank
CRA Market Manager Wintrust Mortgage
Director Digital Products Fannie Mae
Director Digital Technology Gateway First Bank
Director Human Resources First Guaranty Mortgage Corporation
Director Mortgage Fulfillment TDECU
Director of Acquisitions and Business Development Draper and Kramer
Director of Business Development Fannie Mae
Director of Digital Alliance Partnership Fannie Mae
Director of Marketing First Guaranty Mortgage Corporation
Director of Mortgage Operations Pinnacle Mortgage Funding LLC
Director of Operations CBC Mortgage Agency
Director of Operations Supreme Lending
Director of Sales Freddie Mac

Not Your Ordinary Mortgage Event
NEXT’S ATTENDEES INCLUDE MORE LENDERS THAN VENDORS — There’s virtually no searching involved. With NEXT’s high lender to vendor ratio, meeting the right people is effortless.
- NEXT’S über-high lender-to-vendor ratio is 10:6 — 10 lenders for every 6 vendors
- Industry average is roughly 1:10 — one lender for every 10 vendors
NEXT’S LENDER ATTENDEES ARE PRIMARILY SENIOR EXECUTIVES & DECISION MAKERS — With a room full of high ranking executives, lender attendees can spend the entire event collaborating with fellow executives and vendor attendees can meet the contacts that move their sales cycles forward faster.
- 89-90% of NEXT’s lender attendees hold a title of VP or higher
- Roughly 20% of lender attendees are in the C-suite
- Lender attendees at other industry events include significant numbers of non-decision making middle management.
NEXT’S NET PROMOTER SCORES (NPS) ARE OVER 80 AND FAR EXCEED THE INDUSTRY STANDARD — NEXT’s consistent high satisfaction ratings are clear indication that NEXT exceeds the expectations of attendees, speakers and sponsors.
- Each of NEXT’s segments (attendees, sponsors and speakers) achieved NPS between 80 and 94
- Since its inaugural event, NEXT has never achieved a NPS below 40
- NPS scores over 80 are extremely rare in any industry, and virtually unheard of in mortgage events.
- THINKING OF SPONSORING? NPS score for vendor attendees (including sponsors) at #NEXTSUMMER19 was 94
NEXT LENDER ATTENDEES COME TO NEXT TO DISCOVER, VET AND BUY NEW TECH — Lender attendees can find the technology that make a tangible improvement in their businesses, and vendor attendees can make contacts that deliver ROI.
- Lender executive attendees report buying technology as a direct result of attending NEXT
- One lender attendee scheduled meetings with six tech providers she discovered at NEXT and credits NEXT for saving her at least 6 months in research and vetting
NEXT Sponsors
NEXT is proud to partner with these companies.
