Seminar

Lodging | Venue

Marriott Legacy Town Center | 7121 Bishop Rd, Plano, TX 75024
Reservations: (972) 473-6444

ALTERNATE LODGING

Courtyard by Marriott Dallas Plano in Legacy Park | (972) 403-0802
Renaissance Dallas at Plano Legacy West Hotel | (469) 925-1800
Cambria hotel & suites Plano-Frisco | (972) 473-9010


General Information

On November 6th & 7th, TMBA's Annual Educational Seminar & Marketplace will bring together hundreds of real estate finance professionals to listen to dynamic speakers from the industry. Register today to participate in this year's Educational Seminar which will be unlike any prior year, with more exciting opportunities than ever to display your Company to Texas Mortgage Bankers.

The MED Talk theme is breaking the mold for the typical seminar agenda, eliminating the long keynote speeches from singular speakers in favor of a more contemporary format using a TED Talk inspired structure. We are creating additional sessions aimed at increasing attendance from a more diverse group of attendees, including technology, operational, and compliance decision-makers.

NOTE: Photo ID required to pick up your badge.


BE SURE TO CAST YOUR VOTE BY NOVEMBER 3rd (early voting deadline) for the November 7th election date to avoid missing out on this year's Educational Seminar and Marketplace.


TOPICS

MED Talks:
Hear from four dynamic industry leaders as they discuss their thoughts and tactics on managing a well-run business. The TED-style speakers will each have 10 minutes to entertain and inform you on how to identify issues with your business, determine the best strategies to address these issues, successfully implement these strategies and finally determine the effectiveness and efficiency of your solutions. Join us for this is a unique opportunity to tap into the minds of busy, successful, active business leaders. 

Industry SWOT:
This highly interactive session led by FNMA’s Sr. Relationship Director, Jon Hodge, will encourage participants to discuss the current state of the mortgage industry and brainstorm ideas for the long-term sustainability of our business. Come prepared to get creative with your fellow mortgage professionals!

Interactive Panels #1
Sales:
Ever wanted to have a Q &A with some of the top producers in the business? This interactive session will be the perfect opportunity to ask questions to perennial performers who have built their business on all fronts. Bring your note pad and come ready to bring best practices back to your office. Didn’t get to your question in session, no worries, there will be the opportunity to follow up one on one in the exhibitor halls post session.

Operational/Compliance:
This interactive panel will focus on best practices for determining work flow and processes, determining performance metrics and high-level operations and compliance related topics.  We will be focusing on Q&A from the audience so come with lots of questions to ask this group of seasoned experts!  All of our speakers are actively engaged in day to day business and are able to speak to successful business tactics that can be implemented to drive efficiency and profitability in all areas of the lending process. There will be a follow up Q&A with the panelists in the exhibitor hall following the session.

Interactive Panels #2
Sales:
Trying to break in to a specific niche or utilize a new product you are unfamiliar with? This is an interactive session where you can text questions to some of the best in the industry. These Originators are some of the best in their niche of clientele. If you want to learn more about Builder, Renovation, New Construction, Jumbo, or Condo loans and their best practices this is a great learning opportunity. Bring your note pad and come ready to bring best practices back to your office. Didn’t get to your question in session, no worries, there will be the opportunity to follow up one on one in the exhibitor halls post session.

Operational/Compliance:
This interactive session will focus on specific operational issues such a developing training programs, implementing changes to a process and incorporating technology into your process. There will be a follow up Q&A with panelists in the exhibitor hall following the sessions.

Check back for information on the Sales Sessions...


Whose Customers Are They Anyway? Challenges Arising when Loan Originators Join or Leave a Lender in a Post-“Guaranteed-Rate-Case” World.

This is a bootcamp. Arrive November 6th at 1:00 pm and be ready to identify and address issues arising when production personnel join or leave your company with customer information, loans, or other proprietary data.

Troy Garris will lead attendees through the various risks and protections applicable under Federal and state law in these scenarios, including how to protect the company when soliciting, onboarding and offboarding loan originators. Applicable laws discussed will include the Texas Uniform Trade Secrets Act, and the Federal Defend Trade Secrets Act of 2016.  Go home with practical ideas ready to put them into effect.

You MUST register seperately for this event.

LOS Roundtable

This two-hour LOS Roundtable on November 6th will provide LOS administrators with a forum to discuss common configuration challenges, especially with HMDA and the new 1003 just around the corner. Participants will also have the opportunity to share best practices, and to create a networking group of fellow admins from around the state.

This event is ONLY open for registered Seminar attendees. If you would like to participate, please register for the Seminar and then email Erin Dee at edee@askinfinity.com in order to receive your invitation to the LOS roundtable.


Annual Mortgage Industry Seminar

The Texas Department of Savings and Mortgage Lending will be having their annual Mortgage Industry Seminar on November 6th. Click here for updated schedule of events.. This session is complimentary; however, seating is limited.

 

CURRENT SPONSORS

GOLD SPONSOR

SILVER SPONSORS
Genworth Mortgage Insurance
PrimeLending

BRONZE SPONSORS
Arch Mortgage Insurance Company
Benchmark Mortgage
Black, Mann & Graham, LLP
Colonial National Mortgage, F.A.
Essent Guaranty, Inc.
Fidelity National Financial, Inc.
First Continental Mortgage Company
First United Bank Mortgage
Guild Mortgage
Legacy Mutual Mortgage
Mortgage Guaranty Insurance Corporation
National MI
NexBank SSB
OS National
Polunsky Beitel Green, LLP
RUTH RUHL, P.C.
SWBC Mortgage Corporation

GENERAL SPONSORS
Appraisal Shop
Certainty Home Loans
Georgetown Mortgage
HNB Mortgage
IDS, Inc.
McGlinchey Stafford and Youngblood & Associates, PLLC
Mortgage Banking Solutions
Network Funding LP
Origin Bank
Pacific Union Financial, LLC
Robertson Anschutz Vetters
Rocky Mountain Mortgage Company
Sente Mortgage
Stewart Lender Services
Texas Capital Bank

 

CURRENT EXHIBITORS

AllRegs by Ellie Mae
IL Group
MicroBilt
NLCC
Optimal Blue
Pavaso
Texas Department of Savings and Mortgage Lending
Velocity Mortgage Capital