#NEXTWINTER21 On Demand

Economic Update with Odeta Kushi, First American

 

Join audience favorite, First American’s Deputy Chief Economist Odeta Kushi as she discusses the impact of 2020’s big events on 2021. In another one of her captivating discussions, Odeta shares her insights on what can be anticipated for 2021, including the possible risk of a double dip recession in winter and Q1.

Featuring:

  • Odeta Kushi, Deputy Chief Economist, First American

Keynote: The ROI of D&I

 

NAMMBA CEO Tony Thompson shares the impact of Diversity and Inclusion on companies’ bottom lines, and provides direct, concrete reasons a diverse, inclusive workforce yields higher ROI.

Featuring:

  • Tony Thompson, CEO of NAMMBA, the National Association of Minority Mortgage Bankers of America

Avoiding Closing Delays in High Volume Markets

 

As the industry faces record-breaking originations, they also face major scalability challenges. Join a panel of experts as they discuss how technology and processes can either make way for faster closings, or cause days- and weeks-long backlogs.

Featuring:

Suzy Lindblom, COO, Planet Home Lending
Natalie Cooke, VP, Operations at Kind Lending, LLC
Kristal Sharp, VP Operations Support, loanDepot
Chanté Coury, Vice President, Mortgage Connect

Three Phases of eClosings

This session features top lender execs and fintech eClosing experts as they discuss the different phases of eClosings, and the right eClosing solutions for different situations.   

Featuring:

  • Briana Ings, Head of Product and Design, Snapdocs
  • Katherine Campbell, Chief Digital Officer, Assurance Financial
  • Suzy Lindblom, COO, Planet Home Lending

Sponsored by 

20-Minute Mentor

 

Featuring:

  • Kristy Folino, Managing Director, Valutions, ServiceLink

 

Sponsored by

Futureproofing with Technology and Process Design

 

It’s fine to go into survival mode, putting out fires at the beginning of a high volume market. However, it’s not a wise strategy in the long term. In this high-takeaway session, lenders learn how to marry technology and process design to create the smart strategies that will carry them forward with sustainability, scalability, higher profits, and lower loss and risk.    

Featuring:

  • Lisa Schreiber, President, LSK Consulting

Secrets of Successful Salesforce Implementations

There’s a reason companies across the globe use Salesforce, the top performing CRM on the market. However, like any sophisticated solution, implementation can be as complicated as the system is powerful. In this informative session, you’ll learn the top issues companies have when implementing Salesforce, along with the tips and tricks for a smooth transition. It’s a must-see, whether you’re looking for a top performing CRM, or you’re a current Salesforce user.

Featuring:

  • Tanya Brennan, Managing Partner, PhoenixTeam
  • Paul Weakley, Partner, PhoenixTeam

Solving Appraisal Turn Times and Workflow Efficiencies

Join lender execs and a C-suite valuation fintech exec as they tackle the big challenges in the valuation process, from slow processes and lack of transparency to the appriaser shortage — And what lenders can do to successfully address these issues.

Featuring:

  • Brian Zitin, CEO, Reggora
  • Jan Valencia, Systems Admin, Alpha Mortgage Corporation
  • Suzy Lindblom, COO, Planet Home Lending

Sponsored by

20-Minute Mentor

Featuring:

  • Diana McKeever, SVP Technology Product Manager, PrimeLending

 

Inside Caliber Home Loans’ DREAM D&I Program

 

Executives from this top lender discuss DREAM, the company’s new D&I program.

Featuring:

  • Ann Thorn, EVP, Chief Loan Administration Officer
  • Sean Harding, Chief Human Resources Officer
  • Renee Galitis, EVP, Chief Information Officer
  • Chaunine Shanks, SVP, Business Controls
  • Helen Miller, SVP, Human Resources

Appraisal Automation Amid a Pandemic

Lenders weren’t prepared for Covid-19’s impact on the appraisal process, so they did what any company would do — they scrambled to find the best possible solutions to unprecedented circumstances, all in the midst of uber-high origination volumes. But now that the dust has cleared, it’s time to make conscious, strategic decisions. Find out where the industry stands now with regard to valuation fintech. Learn what other lenders are doing, what’s working, and what’s not, as Vlad Bien-Aime, one of the best known names in the valuation space, talks big picture and specific details with a top senior mortgage executive.

Featuring:

  • Vlad Bien-Aime, CEO, Global DMS
  • Jennifer Folk, VP, Division Manager, Western TPO, Sierra Pacific Mortgage

Sponsored by

HECMs: Why Reverse Mortgages, and Why Now?

Reverse mortgages have come a long way and they’re are not all created equal. This session features senior lender executives in conversation with a leading HECM expert, as they discuss why these formerly overlooked products are making their way into the product lines of lenders of all sizes. HECMs, or Home Equity Conversion Mortgages, are the only reverse mortgages to be insured by the federal government, and are only available through FHA-approved lenders.

Featuring:

  • Wendy Peel, VP, Sales & Marketing, ReverseVision
  • Kimberly Smith, SVP, Wholesale Lending, AAG, American Advisors Group
  • Lisa Moriello, National Reverse Mortgage Lending Manager at loanDepot

    Sponsored by

The Present and Future of Digital Lending

A conversation with one of mortgage lending’s visionary leaders.

Featuring:

  • Brent Chandler, CEO, FormFree
  • Jennifer Folk, VP, Division Manager, Western TPO, Sierra Pacific Mortgage

Sponsored by

NEXT 2021 Anchor Sponsor

Success Gameplans in Mergers & Acquisitions

Financial opportunities abound in high volume markets. But it’s not all about going public and Series A funding. There are a lot more choices for financial advancement, and high volume markets mark an ideal time to explore them. Join this session to get intel from an industry veteran with decades of leading start-ups and turnarounds through investment, growth and eventual sale to public companies. A must-attend for executives, founders, shareholders and owners who want to know about M&A options for their companies’ growth.

Featuring:

  • Phil Huff, Managing Partner, MorningView Advisors

20 Minute Mentor Reunion

 

Join several of speakers that kicked off NEXT’s most popular series, for The 20 Minute Mentor  Reunion. In this session, top lending executives discuss their views on the challenges and responsibilities of being a leader, and what leadership means to them in today’s climate. Find out what they’re currently doing, and how they’re paying it forward to the next generation of leading mortgage executives.

Featuring:

    • Suzy Lindblom, COO, Planet Home Lending
    • Terri Merlino, EVP and Chief Credit Officer, Freddie Mac
    • Julie Lane, Chief Digital Officer, Union Home Mortgage
    • Cerita Battles, Managing Director, Head of Affordable & Community Lending, Chase Home Lending

Social Action, Volunteerism & ROI

Between today’s uber high volume market and remote, work-from-home workforces, it’s easy for employees to feel overworked and disconnected. Add to that the alluring recruiting strategies of competitors, and companies are at risk of losing critical laborforces. In this session, a top employee volunteer programs expert discusses how companies can use volunteer programs to boost morale, increase productivity and engagement, and prevent staff attrition.

Featuring:

  • Sarah Hayes, Principal and Chief Consultant, SEH Consulting
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