New England Mortgage Expo— Uncasville, CT  

January 13, 2022

Enjoy a rich lineup of engaging sessions and product showcases.

12:30 pm

 — 

Concurrent Sessions
Session A
Non-QM Summit Opens
Map Pin Icon
Presented By

Non-QM Summit opens with morning refreshments.

No items found.
Session B
Map Pin Icon
Presented By

1:00 pm

 — 

Concurrent Sessions
Session A
Welcoming Remarks
Map Pin Icon
Steven Winokur
Presented By
Steven Winokur
Angel Oak Mortgage Solutions
No items found.
Session B
Map Pin Icon
Presented By

1:15 pm

 — 

Concurrent Sessions
Session A
The State of Non-QM
Map Pin Icon
Presented By

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?

Ben Scribner

Ben Scribner

Regional Sales Manager
Angel Oak Mortgage Solutions
Sam Bjelac

Sam Bjelac

SVP of Wholesale
Sprout Mortgage
Luke Turner

Luke Turner

Regional Sales VP of Wholesale
Deephaven
Session B
Map Pin Icon
Presented By

2:00 pm

 — 

Concurrent Sessions
Session A
Today's Options
Map Pin Icon
Presented By

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?

Jamie Bellingham

Jamie Bellingham

Wholesale Director
Angel Oak Mortgage Solutions
Carla Biancaniello

Carla Biancaniello

Account Executive
A&D Mortgage
Tony Guidicessi

Tony Guidicessi

Regional Sales Manager
Acra Lending
Session B
Map Pin Icon
Presented By

2:30 pm

 — 

Concurrent Sessions
Session A
Collecting Clients
Map Pin Icon
Presented By

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
Jamie Bellingham

Jamie Bellingham

Wholesale Director
Angel Oak Mortgage Solutions
Christine Stepanian

Christine Stepanian

Account Executive
A&D Mortgage
Sam Bjelac

Sam Bjelac

SVP of Wholesale
Sprout Mortgage
Session B
Map Pin Icon
Presented By

3:00 pm

 — 

Concurrent Sessions
Session A
How To Originate Today's Non-QM Loan
Map Pin Icon
Presented By

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
Mike Dattorre

Mike Dattorre

Account Executive
Angel Oak Mortgage Solutions
Tony Guidicessi

Tony Guidicessi

Regional Sales Manager
Acra Lending
Luke Turner

Luke Turner

Regional Sales VP of Wholesale
Deephaven
Session B
Map Pin Icon
Presented By

3:45 pm

 — 

Concurrent Sessions
Session A
What To Look For When Partnering With A Non-QM Lender
Map Pin Icon
Presented By
Ben Scribner

Ben Scribner

Regional Sales Manager
Angel Oak Mortgage Solutions
Session B
Map Pin Icon
Presented By

4:00 pm

 — 

Concurrent Sessions
Session A
Time With Exhibitors
Map Pin Icon
Presented By
No items found.
Session B
Map Pin Icon
Presented By

4:30 pm

 — 

Concurrent Sessions
Session A
Non-QM Summit Adjourns
Map Pin Icon
Presented By
No items found.
Session B
Map Pin Icon
Presented By

Sponsors

Thank you to our sponsors, who you can meet at the event.
Title Sponsor
No items found.
No items found.

Speakers

Find these industry leaders sharing their insights at the event.
Jamie Bellingham

Jamie Bellingham

Wholesale Director
Angel Oak Mortgage Solutions
Mike Dattorre

Mike Dattorre

Account Executive
Angel Oak Mortgage Solutions
Christine Stepanian

Christine Stepanian

Account Executive
A&D Mortgage
Tony Guidicessi

Tony Guidicessi

Regional Sales Manager
Acra Lending
Carla Biancaniello

Carla Biancaniello

Account Executive
A&D Mortgage
Luke Turner

Luke Turner

Regional Sales VP of Wholesale
Deephaven
Sam Bjelac

Sam Bjelac

SVP of Wholesale
Sprout Mortgage
Ben Scribner

Ben Scribner

Regional Sales Manager
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

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.

Connect

American Business Media Logo

American Business Media LLC

88 Hopmeadow St
Weatogue, CT 06089

Originator Connect Network Logo

Find more events through the Originator Connect Network.

See all shows

Originator Connect Network and its events are produced by American Business Media, LLC.
All rights reserved © 2022 | Privacy Policy