Agenda

All Days
Sunday, September 22
3:30 p.m. - 7:00 p.m.
Early Registration & Badge Pick Up
Monday, September 23
7:30 a.m.
Registration Opens + Coffee
8:25 a.m. - 8:50 a.m.
8:50 a.m. - 10:05 a.m.
Demo Session #1
1. Exos 2. Mortgage Cadence 3. Brace 4. Capsilon 5. NestReady 6. Black Knight. Inc. 7. FinLocker 8. Land Gorilla
10:05 a.m. - 10:40 a.m.
Breakfast Networking Break
10:40 a.m. - 11:15 a.m.
Wholesale Market Disruption: Broker at the Center
While the rest of the industry has experienced growth from advancements in technology over the past decade, demand for automation in the Broker channel has finally come to the forefront from Wholesale lenders and Brokers alike. With the rise of Broker-focused tech, the Wholesale market share is expected to nearly double in the next year. Join industry experts as they explore the latest advancements in Broker innovation and the potential it has to disrupt the mortgage industry.
Sponsored by
11:15 a.m. - 11:30 a.m.
Survey: The Mortgage Industries AI Enabled Future
KPMG will share insights from their research on why and how the largest 100 US companies across industries...
Sponsored by
11:30 a.m. - 12:40 p.m.
Demo Session #2
9. First American Mortgage Solutions 10. CoreLogic 11. DocuSign. Inc. 12. BeSmartee 13. Capacity 14. Wolters Kluwer 15. Floify 16. LoanLogics
12:40 p.m. - 1:20 p.m.
Lunch
Sponsored by
1:20 p.m. - 1:40 p.m.
A Fully Digital Mortgage — It’s Closer than You Think
The first technology automation hit mortgage markets 25 years ago to complement the existing human-centered process....
1:40 p.m. - 2:05 p.m.
Give It to Me Straight: Technology and Digital Trends in the Mortgage Industry
In the past year, Garth Graham has spent a great deal of time talking technology with lenders. Anyone who has engaged in a technology conversation...
2:05 p.m. - 3:05 p.m.
Demo Session #3
17. Anow 18. Factom 19. Origence 20. Finicity 21. ValueLink Software 22. Tavant
3:05 p.m. - 3:50 p.m.
Break in Innovation Hall
3:50 p.m. - 4:20 p.m.
Borrower Experience
Leveraging Customer Journeys to Create an End-to-End Human-Digital Experience
People don’t buy a mortgage, they buy a house. With that customer lens, Citizens Bank conducted customer journeys to understand and identify opportunities to improve the home buying process. The bank believes...
Data
Sponsored by Fannie Mae
The Data is in the Details: Thoughtfully Bringing Together New Technology, Processes and Culture
Realizing the benefits of new technology requires more than just integrating it into your systems. It demands vision, commitment, new processes...
Emerging Tech
Sponsored by Freddie Mac
Strangling the Monolith - Microservice-based System Architectures for Customer-Centric Organizations
Consumers are demanding delightful digital experiences and fintechs are providing just that, therefore...
Marketing
Achieving 100% Digital Mortgage Adoption
According to Forrester, most CIO's rank employee adoption as the key barrier to realizing the ROI of emerging tech. This session will walk you through marketing strategies designed to quickly supercharge adoption within your organization and make meaningful tech-driven change part of your company culture.
Strategy
Top 10 Automation and Mortgage Technology Setbacks and How to Prevent Them
In this session, we will ask the panelists to identify the most costly, broken and ineffective processes that have led to automation and digital mortgage set-backs and provide insights that will enable lenders to proactively address these challenges before they occur.
eClose
The eNote Tipping Point
As more and more industry stakeholders string together an end to end digital mortgage experience for the consumer, the adoptions of electronic closings and eNotes is growing significantly. This panel will discuss what is working well, what continues to evolve, what remains to be solved and the steps for implementation and share perspectives on the evolving space of remote online notarization.
4:20 p.m. - 4:55 p.m.
Borrower Experience
Redefining the Borrower Experience by Leveraging Design Thinking Best Practices from Outside Mortgage
This is no longer up for debate – experience is critical. While most in the industry would agree with this point...
Data
Sponsored by Fannie Mae
Dynamic People-based Marketing Using Alternative Data
With 88% of consumers choosing to fund their mortgage with the first or second lender they engage with, it is becoming vitally...
Emerging Tech
Sponsored by Freddie Mac
Mortgage APIs 2.0: Where Will True API Innovation Come From?
Panelists will discuss...
Marketing
Not Your Typical Millennial Panel
There are plenty of stereotypes out there about millennials, and, consequently, an abundance of panels, articles and...
Strategy
How to Be Razor-Sharp Competitive On a Thin Budget
In a world where Quicken, Zillow and Amazon are spending hundreds of millions of dollars on consumer technologies, smaller banks and...
eClose
Achieving Hybrid Digital Closings at Scale: Evergreen’s Success Story
While most of the industry has struggled to adopt digital closings, Evergreen Home Loans successfully...
4:55 p.m. - 5:30 p.m.
Borrower Experience
Insider Insights on Borrower Experience by Today’s Highest Ranked Originators
This panel is made up of originators that top the Mortgage Origination Satisfaction Study...
Data
Sponsored by Fannie Mae
From Main to Wall Street: How Two Companies Are Using Data to Drive Radical Business Transformation
What if there was one investment you could make today that would not only...
Emerging Tech
Sponsored by Freddie Mac
The Next Tech Stack: What Tools Will Be Table Stakes by 2025
The future of mortgage, and banking as a whole...
Marketing
Multi-channel Attribution – Connecting the Dots for Best Results
Multi-channel marketing is no longer the way of the future, but the way of today – and has brought with it a new level of marketing complexity...
Strategy
Leveraging the Credit Union Ecosystem to Define Your Digital Strategy
This group of leaders will provide perspectives on providing the best digital mortgage strategy for your membership. The evolution of the home...
Women in Mortgage Tech
Roundtable discussions + Cocktails
eClose
The Risk-based Benefits of Digital Closings
Digital Closings offer tremendous opportunities for lenders, vendors and investors to redefine the costs of closing...
5:30 p.m.
Opening Reception
Sponsored by
7:00 p.m. - 10:00 p.m.
Private Networking Event (Invite Only)
Sponsored by
8:00 p.m. - 11:00 p.m.
Digital Mortgage Industry Party
Sponsored by
Tuesday, September 24
7:30 a.m.
Registration Opens + Coffee
8:30 a.m. - 8:55 a.m.
Disruption Is Just Beginning: The Savior & Threat of Big Tech, iBuyers, Lead Providers
Two major trends keep getting more intense: (1) Customers increasingly expect a one-stop shop for buying, financing, improving...
8:55 a.m. - 9:55 a.m.
Demo Session #4
23. Roostify 24. Snapdocs 25. LBA Ware 26. Cloudvirga 27. Reggora 28. SoftworksAI
9:55 a.m. - 10:25 a.m.
Breakfast Networking Break
10:25 a.m. - 11:00 a.m.
Top Digital Priorities 2020: Purchase Market Conversion & Multi-Product Engagement
Ironically, it's getting harder to convert and retain customers as technology makes it easier...
11:00 a.m. - 11:20 a.m.
Reimagining the Loan Officer Experience
Digitization of the mortgage process has progressed significantly, but ...
11:20 a.m. - 12:20 p.m.
Demo Session #5
29. TopofMind 30. Qualia 31. Indecomm 32. Pavaso 33. Yext 34. Infutor 35. Salesforce
12:20 p.m. - 1:15 p.m.
Lunch
1:15 p.m. - 1:50 p.m.
Bringing the Secondary Market Into the First
In the age of automation and “data not documents” we have created a new type of funnel that gives borrowers options in how they share...
1:50 p.m. - 2:30 p.m.
Leveraging Appraisal Modernization: How to Use Emerging Tech For a Better Customer Experience
Appraisal modernization is rapidly moving from theoretical conversations and pilots to live platforms positively impacting...
2:30 p.m. - 2:55 p.m.
Re-imagining the Digital Mortgage Experience - Going Beyond the Loan
Consumers are expecting more from their lenders. Something that goes beyond the traditional application through the closing process...
2:55 p.m. - 3:25 p.m.
4:00 p.m. - 5:00 p.m.
Happy Hour
Sunday, September 22
3:30 p.m. - 7:00 p.m.
Early Registration & Badge Pick Up
Monday, September 23
7:30 a.m.
Registration Opens + Coffee
8:25 a.m. - 8:50 a.m.
8:50 a.m. - 10:05 a.m.
Demo Session #1
1. Exos 2. Mortgage Cadence 3. Brace 4. Capsilon 5. NestReady 6. Black Knight. Inc. 7. FinLocker 8. Land Gorilla
10:05 a.m. - 10:40 a.m.
Breakfast Networking Break
10:40 a.m. - 11:15 a.m.
Wholesale Market Disruption: Broker at the Center
While the rest of the industry has experienced growth from advancements in technology over the past decade, demand for automation in the Broker channel has finally come to the forefront from Wholesale lenders and Brokers alike. With the rise of Broker-focused tech, the Wholesale market share is expected to nearly double in the next year. Join industry experts as they explore the latest advancements in Broker innovation and the potential it has to disrupt the mortgage industry.
Sponsored by
11:15 a.m. - 11:30 a.m.
Survey: The Mortgage Industries AI Enabled Future
KPMG will share insights from their research on why and how the largest 100 US companies across industries...
Sponsored by
11:30 a.m. - 12:40 p.m.
Demo Session #2
9. First American Mortgage Solutions 10. CoreLogic 11. DocuSign. Inc. 12. BeSmartee 13. Capacity 14. Wolters Kluwer 15. Floify 16. LoanLogics
12:40 p.m. - 1:20 p.m.
Lunch
Sponsored by
1:20 p.m. - 1:40 p.m.
A Fully Digital Mortgage — It’s Closer than You Think
The first technology automation hit mortgage markets 25 years ago to complement the existing human-centered process....
1:40 p.m. - 2:05 p.m.
Give It to Me Straight: Technology and Digital Trends in the Mortgage Industry
In the past year, Garth Graham has spent a great deal of time talking technology with lenders. Anyone who has engaged in a technology conversation...
2:05 p.m. - 3:05 p.m.
Demo Session #3
17. Anow 18. Factom 19. Origence 20. Finicity 21. ValueLink Software 22. Tavant
3:05 p.m. - 3:50 p.m.
Break in Innovation Hall
3:50 p.m. - 4:20 p.m.
Borrower Experience
Leveraging Customer Journeys to Create an End-to-End Human-Digital Experience
People don’t buy a mortgage, they buy a house. With that customer lens, Citizens Bank conducted customer journeys to understand and identify opportunities to improve the home buying process. The bank believes...
Data
Sponsored by Fannie Mae
The Data is in the Details: Thoughtfully Bringing Together New Technology, Processes and Culture
Realizing the benefits of new technology requires more than just integrating it into your systems. It demands vision, commitment, new processes...
Emerging Tech
Sponsored by Freddie Mac
Strangling the Monolith - Microservice-based System Architectures for Customer-Centric Organizations
Consumers are demanding delightful digital experiences and fintechs are providing just that, therefore...
Marketing
Achieving 100% Digital Mortgage Adoption
According to Forrester, most CIO's rank employee adoption as the key barrier to realizing the ROI of emerging tech. This session will walk you through marketing strategies designed to quickly supercharge adoption within your organization and make meaningful tech-driven change part of your company culture.
Strategy
Top 10 Automation and Mortgage Technology Setbacks and How to Prevent Them
In this session, we will ask the panelists to identify the most costly, broken and ineffective processes that have led to automation and digital mortgage set-backs and provide insights that will enable lenders to proactively address these challenges before they occur.
eClose
The eNote Tipping Point
As more and more industry stakeholders string together an end to end digital mortgage experience for the consumer, the adoptions of electronic closings and eNotes is growing significantly. This panel will discuss what is working well, what continues to evolve, what remains to be solved and the steps for implementation and share perspectives on the evolving space of remote online notarization.
4:20 p.m. - 4:55 p.m.
Borrower Experience
Redefining the Borrower Experience by Leveraging Design Thinking Best Practices from Outside Mortgage
This is no longer up for debate – experience is critical. While most in the industry would agree with this point...
Data
Sponsored by Fannie Mae
Dynamic People-based Marketing Using Alternative Data
With 88% of consumers choosing to fund their mortgage with the first or second lender they engage with, it is becoming vitally...
Emerging Tech
Sponsored by Freddie Mac
Mortgage APIs 2.0: Where Will True API Innovation Come From?
Panelists will discuss...
Marketing
Not Your Typical Millennial Panel
There are plenty of stereotypes out there about millennials, and, consequently, an abundance of panels, articles and...
Strategy
How to Be Razor-Sharp Competitive On a Thin Budget
In a world where Quicken, Zillow and Amazon are spending hundreds of millions of dollars on consumer technologies, smaller banks and...
eClose
Achieving Hybrid Digital Closings at Scale: Evergreen’s Success Story
While most of the industry has struggled to adopt digital closings, Evergreen Home Loans successfully...
4:55 p.m. - 5:30 p.m.
Borrower Experience
Insider Insights on Borrower Experience by Today’s Highest Ranked Originators
This panel is made up of originators that top the Mortgage Origination Satisfaction Study...
Data
Sponsored by Fannie Mae
From Main to Wall Street: How Two Companies Are Using Data to Drive Radical Business Transformation
What if there was one investment you could make today that would not only...
Emerging Tech
Sponsored by Freddie Mac
The Next Tech Stack: What Tools Will Be Table Stakes by 2025
The future of mortgage, and banking as a whole...
Marketing
Multi-channel Attribution – Connecting the Dots for Best Results
Multi-channel marketing is no longer the way of the future, but the way of today – and has brought with it a new level of marketing complexity...
Strategy
Leveraging the Credit Union Ecosystem to Define Your Digital Strategy
This group of leaders will provide perspectives on providing the best digital mortgage strategy for your membership. The evolution of the home...
Women in Mortgage Tech
Roundtable discussions + Cocktails
eClose
The Risk-based Benefits of Digital Closings
Digital Closings offer tremendous opportunities for lenders, vendors and investors to redefine the costs of closing...
5:30 p.m.
Opening Reception
Sponsored by
7:00 p.m. - 10:00 p.m.
Private Networking Event (Invite Only)
Sponsored by
8:00 p.m. - 11:00 p.m.
Digital Mortgage Industry Party
Sponsored by
Tuesday, September 24
7:30 a.m.
Registration Opens + Coffee
8:30 a.m. - 8:55 a.m.
Disruption Is Just Beginning: The Savior & Threat of Big Tech, iBuyers, Lead Providers
Two major trends keep getting more intense: (1) Customers increasingly expect a one-stop shop for buying, financing, improving...
8:55 a.m. - 9:55 a.m.
Demo Session #4
23. Roostify 24. Snapdocs 25. LBA Ware 26. Cloudvirga 27. Reggora 28. SoftworksAI
9:55 a.m. - 10:25 a.m.
Breakfast Networking Break
10:25 a.m. - 11:00 a.m.
Top Digital Priorities 2020: Purchase Market Conversion & Multi-Product Engagement
Ironically, it's getting harder to convert and retain customers as technology makes it easier...
11:00 a.m. - 11:20 a.m.
Reimagining the Loan Officer Experience
Digitization of the mortgage process has progressed significantly, but ...
11:20 a.m. - 12:20 p.m.
Demo Session #5
29. TopofMind 30. Qualia 31. Indecomm 32. Pavaso 33. Yext 34. Infutor 35. Salesforce
12:20 p.m. - 1:15 p.m.
Lunch
1:15 p.m. - 1:50 p.m.
Bringing the Secondary Market Into the First
In the age of automation and “data not documents” we have created a new type of funnel that gives borrowers options in how they share...
1:50 p.m. - 2:30 p.m.
Leveraging Appraisal Modernization: How to Use Emerging Tech For a Better Customer Experience
Appraisal modernization is rapidly moving from theoretical conversations and pilots to live platforms positively impacting...
2:30 p.m. - 2:55 p.m.
Re-imagining the Digital Mortgage Experience - Going Beyond the Loan
Consumers are expecting more from their lenders. Something that goes beyond the traditional application through the closing process...
2:55 p.m. - 3:25 p.m.
4:00 p.m. - 5:00 p.m.
Happy Hour