TMBA 102nd Annual Convention | Texas Mortgage Bankers Association | 29 April 2018 | JW Marriott San Antonio Hill Country Resort & Spa, 23808 Resort Pkwy, San Antonio, TX 78261, USA

A focused and open discussion regarding the customer facing digital origination experience, starting with the loan officer and how they use a customer interface applications to initiate the loan application, and the processing of loan documentation for submission to underwriting. The discussion will follow the mortgage process from application to submission to underwriting, with comments regarding the benefits, challenges and best practices to have a successful digital customer experience.

The second half of digital mortgage session discussing the mortgage process from underwriting to loan closing/settlement, focusing on what mortgage bankers should be aware of and how they can offer a digital closing experience. Similar to Part I, Part II panelist will discuss benefits, challenges and best practices to have a successful customer experience

Discuss the importance that a strong culture and onboarding process can impact retention and successful employees. Panelist will discuss how to create and maintain a positive culture, the impact it can have on employee performance, and attract prospects. Similar with the onboarding process, why it is important to have a successful onboarding process? Other talking points will include millennials, attracting graduates to the mortgage industry and how to recognize/appreciate employees.

The impact of potential increase of fraud with the growth of electronic document processes.

Panel discussion on best practices and successful ways to have a smooth loan origination process from start to finish; realtor interaction with a loan officer; loan officer interaction with underwriter; title company with customer; and realtor with originator.

2018 Speakers and Keynotes

Deric Barnett
PlainsCapital Bank

Barbara Corcoran
“Shark” on ABC’s “Shark Tank”

Scott Gillen
CMB, AMP—Sr. Vice President, Industry Relations, Stewart Title

John Gordon
Best-Selling Author

Julie Gross
EVP, Chief Training Officer and Culture Keeper, Certainty Home Loans

Robb Hagberg
FHLMC

Jennifer B. Horne
Vice President, Fannie Mae

Nisa Howard
PrimeLending

Raven Johnson
Project Manager, Legacy Mutual

Todd Krell
Managing Director, CrossCheck Compliance

Stacy Lasseter
Capital Title

Jennifer Link
Caliber

Colin McCormick
Innovation Executive, Chase

Dan McGrew
Chief Operating Officer,Pavaso

J. David Motley
CMB─Chairman, Mortgage Bankers Association and President, Colonial Savings, F.A.

Kevin Murphy
COO, Nations Reliable

John Paasonen
Maxwell CEO

Barbara Van Poole
Chairman, Van Poole Properties

Joey Putnam
Senior Vice President of Learning & Development, TMS

Rebecca Ranucci
Roostify

Dawn Robinson
Senior Vice President, PrimeLending

Jennifer Seward
Texas Capital Bank

Bryan Traeger

Julie Voss
Operations Manager, Premier Nationwide Lending

Brendon Weiss
Chief Operating Officer, MERSCORP Holdings, Inc.

Jared Wilson
Service First Mortgage

2018 Sponsors:

DIAMOND:
• Cornerstone Home Lending, Inc
• Mid America Mortgage Inc
• Prime Lending

PLATINUM:
• Fannie Mae
• Goosehead Insurance
• Texas Capital Bank
• Zoccam

GOLD:
• Arch Mortgage Insurance
• Black Knight
• Black, Mann & Graham, LLP
• Cenlar FSB
• Chase
• Colonial National Mortgage, F.A.
• Comerica Bank - Warehouse Lending
• NexBank SSB
• Stewart Lender Services
• SWBC Mortgage Corporation

SILVER:
• Altavera Mortgage Services,
• Computershare Company
• AmCap Mortgage
• Benchmark Mortgage
• Certainty Home Loans
• Essent Guaranty, Inc.
• LenderLive
• Moss Adams, LLP
• Mr. Cooper Correspondent
• Radian Guaranty
• Redwood Trust
• Republic State Mortgage Company
• Robertson Anschutz Vetters
• Security Service Federal Credit Union
• Wells Fargo Home Mortgage

BRONZE:
• Austin Capital Bank
• Caliber Home Loans
• First Continental Mortgage
• First United Bank Mortgage
• Flagstar Bank
• Franklin American Mortgage Company, Inc.
• Genworth Mortgage Insurance
• Guild Mortgage
• Mortgage Guaranty Insurance Corporation
• National MI
• Nations Reliable Lending, LLC
• New American Funding
• Pacific Union Financial, LLC
• PlainsCapital Bank
• Plaza Home Mortgage, Inc.
• Richey May & Co., LLP
• Rocky Mountain Mortgage Company
• RUTH RUHL, PC - Attorney At Law
• Sente Mortgage
• Simmons Bank

GENERAL:
• AMBA
• Fidelity National Financial, Inc.
• HNB Mortgage
• MERSCORP Holdings, Inc.
• Network Funding LP

EXHIBITORS:
• 1st Reverse Mortgage
• 360 Mortgage Group
• ACES Risk Management (ARMCO)
• Angel Oak Mortgage Solutions
• Appraisal Nation
• Bank 2
• BB&T
• Byte Software
• Calyx Software
• Capsilon
• Certified Credit Reporting
• CoreLogic| Mercury Network
• Cornerstone Home Lending, Inc.
• CourthouseDirect.com
• Credit Plus
• CSC
• Data Facts Inc
• DocProbe
• Dovenmuhele Mortgage
• Ellie Mae
• Fannie Mae
• Goosehead Insurance
• Gregg & Valby, LLP
• IBC Equity
• IDS Inc.
• Land Gorilla
• Lenders Allies, LLC
• Maxwell
• Mid America Mortgage
• Money House
• Mortgage Peer Network
• MRG Document Technologies
• Notarize
• NotaryCam
• Open Doors Foundation
• Optimal Blue
• Pavaso
• PitchPoint Solutions
• PRMG
• Quest Soft
• Residential Home Funding
• Retirement Funding Solutions
• Sarma
• Silver Hill Funding, LLC
• Simple Nexus
• Springhouse
• Texas Capital Bank
• TDHCA
• TDSML
• Top Of Mind
• Total Expert, Inc
• Trelix
• Valuation Partners
• Velocity Mortgage Capital
• Venture Solutions
• Western Technology Group (WTG)
• ZOCCAM