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 ExecutivesSenior ManagementDepartment 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. 

  • N​EXT’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. 

  • E​ach 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

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