Non-QM Summit 2022 - Las Vegas | American Business Media LLC | 19 August 2022 | Planet Hollywood Las Vegas Resort & Casino, 3667 S Las Vegas Blvd, Las Vegas, NV 89109, US

Collecting Clients

What are the best practices for marketing to, targeting and finding non-agency borrowers:

• What are you finding is your highest-yielding strategy?
• Comparisons vs. other standard mortgage products
• What is successful on the social media side? Digital marketing?
• Non-traditional lead sources: Which one(s) really work
• Why loan officers from banks and credit unions are good sources of leads
• Your friend the real estate agenda and divorce lawyer

How To Originate Today's Non-QM Loan

Underwriting, Pre-Qualification Procedures, Calculating Bank Statement Income & Ability to Pay:

• Evaluating at self-employed customers and gig economy participants
• Ability vs. willingness to pay
• What kind of scenarios do you look for when evaluating the ability to pay?
• Assessing product suitability
• Jumbos vs. super jumbos
• What is the “not so secret sauce?”
• Where is the risk?
• Alternative methods of income validation
• What should you look for in a non-QM underwriting system?
• What kind of documentation do you use?
• Managing risks of undocumented foreigners

2022 Speakers

Alexander Inda
Senior Account Executive, FundLoans

Steve Cutter
Senior VP, Acra Lending

Dan Bayer
SVP Non-QM Development & Strategy, NewFi

Will Fisher
EVP of Non-QM & Jumbo Lendin, LoanStream Mortgage

Frank Razi
SVP Specialty Products Lending, Carrington Mortgage Services

Joe Altomonte
Business Development, Silver Hill Funding

John Wise
Nationwide Business Development, Angel Oak Mortgage Solutions

Steven Winokur
Chief Marketing Officer, Angel Oak Mortgage Solutions

Eric Morgensen
Business Development Manager, Angel Oak Mortgage Solutions

2022 Sponsors

PRESENTING SPONSOR:
• Angel Oak Mortgage Solutions

SPONSORS:
• NewFi
• Silver Hill Funding
• LoanStream Mortgage
• Carrington
• Quontic Bank
• ACC Mortgage
• Fundloans
• A&D Mortgage
• Acra