Originator Connect — Las Vegas, NV

Non-QM is here to stay.

Learn from the pros working with Non-QM loans every day to understand why non-qualified mortgages are critical to achieving a competitive advantage, how they allow you to serve more borrowers, how to market to your real estate contacts, and so much more.

8:30 am

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Concurrent Sessions
Session A
Non-QM Summit Opens
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Moderated By

Non-QM Summit opens with morning refreshments.

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Session B
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Presented By

8:45 am

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Concurrent Sessions
Session A
Welcoming Remarks
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Steven Winokur
Moderated By
Steven Winokur
Angel Oak Mortgage Solutions
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Session B
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Presented By

9:00 am

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Concurrent Sessions
Session A
The State of Non-QM
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Steven Winokur
Moderated By
Steven Winokur
Angel Oak Mortgage Solutions

Join our roster of presenters who will discuss the current state of the sector (retail, wholesale and correspondent) and what the future looks like.

Non-QM is expected to double in 2022, where is that growth going to come from? What are some common misconceptions about non-QM? And why are so many lenders getting into this space. Finally, how have the changes in the Agency space impacted non-QM?

John Wise

John Wise

Nationwide Business Development
Angel Oak Mortgage Solutions
Dan Bayer

Dan Bayer

SVP Non-QM Development & Strategy
NewFi
Session B
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Presented By

9:30 am

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Concurrent Sessions
Session A
Non-QM and the Investment Community
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Steven Winokur
Moderated By
Steven Winokur
Angel Oak Mortgage Solutions

Without government backing, non-QM relies on private capital. Because of that, a whole new asset class has been created. Our panel of experts will address questions like:

  • What is the long-term viability of the non-QM sector?
  • “Originate to sell” and “Originate to retain” – understanding the benefits of each strategy and why originators should care
  • What is the investor appetite for non-QM and how has that changed
    over the past few years?
  • What happens to non-QM loans after they are closed?
  • Why is it so important to work with the right non-QM lender?
John Wise

John Wise

Nationwide Business Development
Angel Oak Mortgage Solutions
Joe Altomonte

Joe Altomonte

Business Development
Silver Hill Funding
Amy K. Marsh

Amy K. Marsh

Business Development Manager
Carrington Mortgage Services
Session B
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Presented By

10:00 am

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Concurrent Sessions
Session A
Today's Options
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Steven Winokur
Moderated By
Steven Winokur
Angel Oak Mortgage Solutions

Which borrowers does non-QM best serve? What programs are available to borrowers? We’ll look at programs such as

  • Bank Statements
  • Full Doc
  • Asset Depletion (use of assets instead of income)
  • ITIN
  • Foreign National
  • Debt Service Coverage Ratio (DSCR) for investors
  • Other more niche programs

What are some additional nuances that make these programs more powerful?

Will Fisher

Will Fisher

EVP of Non-QM & Jumbo Lendin
LoanStream Mortgage
Dan Bayer

Dan Bayer

SVP Non-QM Development & Strategy
NewFi
Hanna Roslyk

Hanna Roslyk

Correspondent Business Development
AD Mortgage
Session B
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Presented By

10:30 am

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Concurrent Sessions
Session A
Break
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Moderated By
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Session B
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Presented By

10:45 am

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Concurrent Sessions
Session A
Finding These Borrowers
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Steven Winokur
Moderated By
Steven Winokur
Angel Oak Mortgage Solutions

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 target loan officers from banks and credit unions
  • Your friend the real estate agent and divorce lawyer
  • How do you educate your referral partners
  • What are some common objections and how do you overcome them
Eric Morgensen

Eric Morgensen

Business Development Manager
Angel Oak Mortgage Solutions
Steve Cutter

Steve Cutter

Senior VP
Acra Lending
Alexander Inda

Alexander Inda

Senior Account Executive
FundLoans
Session B
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Presented By

11:30 am

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Concurrent Sessions
Session A
What To Look For When Partnering With A Non-QM Lender
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Eric Morgensen
Moderated By
Eric Morgensen
Angel Oak Mortgage Solutions
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Session B
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Presented By

12:00 pm

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Concurrent Sessions
Session A
Non-QM Summit Adjourns
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Moderated By
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Session B
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Presented By

Speakers

Find these industry leaders sharing their insights at the event.
Amy K. Marsh

Amy K. Marsh

Business Development Manager
Carrington Mortgage Services
Hanna Roslyk

Hanna Roslyk

Correspondent Business Development
AD Mortgage
Alexander Inda

Alexander Inda

Senior Account Executive
FundLoans
Steve Cutter

Steve Cutter

Senior VP
Acra Lending
Dan Bayer

Dan Bayer

SVP Non-QM Development & Strategy
NewFi
Will Fisher

Will Fisher

EVP of Non-QM & Jumbo Lendin
LoanStream Mortgage
Frank Razi

Frank Razi

SVP Specialty Products Lending
Carrington Mortgage Services
Joe Altomonte

Joe Altomonte

Business Development
Silver Hill Funding
John Wise

John Wise

Nationwide Business Development
Angel Oak Mortgage Solutions
Steven Winokur

Steven Winokur

Chief Marketing Officer
Angel Oak Mortgage Solutions
Eric Morgensen

Eric Morgensen

Business Development Manager
Angel Oak Mortgage Solutions

Sponsors

Thank you to our sponsors, who you can meet at the event.
Title Sponsor
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Reserve your spot.

Don't miss this exciting event, reserve your spot today.

Where to attend:

Aug
19

August 19, 2022

Las Vegas
NV
 — 
Planet Hollywood Resort & Casino
Register
This edition of the Private Lender Forum is part of the 
OriginatorConnect 2022
 conference. To attend, you must register for the conference and select to add the Non-QM Summit to your registration.
Jan
13

January 13, 2022

Uncasville
CT
 — 
Mohegan Sun Resort & Casino
This edition of the Private Lender Forum is part of the 
New England Mortgage Expo
 conference. To attend, you must register for the conference and select to add the Non-QM Summit to your registration.

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