Select Sessions from #NEXTWINTER20 — February 23-25, 2020, The Ritz Carlton Dallas

A Conversation with the GSEs

Hosted by Suzy Lindblom, COO of Planet Home Lending


Planet Home Lending COO Suzy Lindblom sits down with executives from Freddie Mac and Fannie Mae to get the inside scoop on their new and interesting intiatives. From LPA and DU to The Freddie Edge™ and Fannie Mae’s Ask Poli, the GSEs are constantly launching initiatives to address the industry’s challenges. How can companies get more involved with GSE initiatives? In this session, GSE representatives share how they determine which initiatives to work on; how they engage with lenders, MI companies and tech firms; how they select their partner companies; and more.

20 Minute Mentor

Julie Lane, Freedom Mortgage; Laura Escobar, Eagle Home Mortgage; Tawn Kelley, Taylor Morrison Home Funding; Loretta Ibañez, Freddie Mac


Decades of experience in 20 minutes. Top executives share lessons learned the long way. Featuring Julie Lane, Chief Digital Officer at Freedom Mortgage; Laura Escobar, President of Eagle Home Mortgage; Tawn Kelley, President of Taylor Morrison Home Funding, and Loretta Ibañez, Mortgage Innovation Senior Director, Single-Family Strategic Delivery, Data and Operations at Freddie Mac.

Sponsored by Freddie Mac

2020 Housing Market: Macroeconomics, Growing Demand, a Nation of Homebodies and Builder Woes

Odeta Kushi, Chief Deputy Economist at First American

The brave new real estate world is upon us and right now there’s a lot of talk about domestic and global factors that can impact lenders’ business going forward. In this session, Deputy Chief Economist at First American Financial Corporation demystifies the connection between global and domestic factors on the US housing market. She’ll cover factors that range from AI, Brexit, recession risk and the impact of monetary policy, to increasing homeownership demand from the largest generation in US history and homeowners’ increased desire to live in the same home significantly longer. This is definitely a must-attend for any executive seeking a deeper understanding of today’s world and tomorrow’s mortgage market.

Sponsored by Wells Fargo Home Mortgage

Minding the Gap: Making Homeownership Accessible for Single Women

Keosha Burns, Chase Home Lending

Watch Keosha Burns with Chase Home Lending on the power of single women to the mortgage lending economy at #NEXTWINTER20. How to make housing affordable and accessible to single women in the United States.

DC Update: Housing Policy in an Election Year

Nicole Booth, Quicken Loans; Faith Schwartz, Housing Finance Strategies; Cindy Snow, FormFree

The world is changing: How do we keep the consumer front and center in this fast paced world of technology, data assets and regulation? Lending is going through a transformation and navigating the issues from Washington and state legislators is important to safe and sound lending practices. Partners and practices remain key to the food chain of lending. These leading women talk about the top issues around fintech, products and programs and pleasing the consumer. Hear from the number one lender what the top issues are for 2020 and what that means to manage and lead public policy efforts. Key highlights will be ADA compliance, data privacy, and why partners matter.

Growing through Partnerships

Tawn Kelley, Taylor Morrison Home Funding; Daniela Bigali, Homestead Funding; Christy Moss, FormFree

Join top executives as they share their experience in growing business through B2B partnerships, mergers and acquisitions in the mortgage space. Panelists include Tawn Kelley, President of Taylor Morrison Home Funding and Daniela Bigali, SVP of Sales & Marketing for Homestead Funding, with host Christy Moss, Executive Director of Partner Relationships for FormFree, a 2020 Anchor Sponsor of NEXT

Inside loanDepot

Tammy Richards, loanDepot; Nicole Carrillo, loanDepot; Lyndi DeLisio Young, ServiceLink


 Come hear one of the great growth stories in our industry. Join a panel of loanDepot executives to learn how, in less than 10 years, loanDepot rocketed from startup status to the industry’s #2 non-bank lender. Learn about the initiatives behind the achievement, from positive, employee-friendly policies to technology that supports employee empowerment, find out how loanDepot built a corporate culture that continues to fuel the company’s meteoric ascent and growth.


Data & Customer Experience 

Kim Hoffman, Envoy Mortgage; Julie Lane, Freedom Mortgage; Courtney Keating Chakarun, Roostify 


Every lender has billions of pieces of data at its disposal, but it’s a long walk from a mass of bits, bytes and data points to actionable information. In this session, a panel of top lending executives share how they evaluate data to deliver a better customer experience. Join Kim Hoffman, CMB, AMP and COO of Envoy Mortgage, Julie Lane, CDO at Freedom Mortgage and Courtney Keating Chakarun, CMO at Roostify.

The Growing Broker Market: What Lenders Need To Know

Amy Mahar, Sierra Pacific Mortgage; Katie Sweeney, AIME; Jacob Gaffney, Gaffney Austin


Watch Amy Mahar, EVP of TPO Channel at Sierra Pacific Mortgage and Katie Sweeney, Head of Strategy at AIM, with Jacob Gaffney of Gaffney Austin on The Growing Broker Market at #NEXTWINTER20. The broker market has nearly doubled since the period following the crisis and there’s no sign of a slow down. It reached 17% in 2019 and many estimate its trajectory to reach 25% this year, in 2020. Some retail lenders think they can beat ‘em. Others may want to join them by creating wholesale divisions of their own. In this session, executives discuss the factors feeding the growing broker market, as well as the challenges and opportunities for retail and wholesale lenders.

Technology Showcase

Hosted by Suzy Lindblom, COO of Planet Home Lending

Veteran technology buyer and COO of Planet Home Lending, Suzy Lindblom hosts the #NEXTWINTER20 Technology Showcase. Learn more about technology from DocMagic, Global DMS, EXOS, Mortgage Cadence, Snapdocs, Roostify, Ellie Mae, ReverseVision, MCT, Agent Find, FormFree and First Close. Suzy asks the questions lenders want to know and qualifies the technology onstage. Presenters then showcase the top features of their technology.

NEXT, connecting women in the mortgage industry to grow and advance their leadership and careers.

Stay in the know

Get the daily intel that impacts your customers, employees and market. 

Up NEXT eNewsletter — Industry news

Thank you!

Share This