Eastern Mortgage Summit

Experience the Best

November 10-11, 2011
Charlotte Marriott City Center

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SUMMIT PARTNERS

FEATURED SPEAKERS

	Brian Stevens & Frank Garay, Think Big Work Small (TBWS) Frank & Brian are hosts of the TBWS Daily Show and have recently made Inman’s Top 100 Most Influential People in Real Estate list for 2010. Their video blog has over 100,000 unique viewers each month and gets over 20,000 views on each daily show. Over the past three years they have carefully documented what they’ve learned, which translates into quick success for those they teach. “Making a video is one thing, making it in such a way that it retains viewers, gets new subscribers, gets forwarded and generates business is another.”

	Carl White - President of MortgageMarketingAnimals.com Carl White is a nationally recognized speaker / results coach, who after earning $729,311 as a “one man” loan officer shop was asked to share his secret marketing tips. Carl and his team have figured out how to automate your mortgage business so that it produces closed transactions while allowing you to spend valuable time working with clients, agents and hanging out with friends and family. The biggest problem with loan officers is that many of them are “busy”, yet don't close a loan or make any money. That has all changed with Carl’s training, which is a fresh approach for today’s new market.

	The Mortgage Marketing Animals As the number one Net Branch in the country for three years in a row, Carl White was asked to share what he did to make his branch so profitable and what he did to form solid relationships with referral partners. After winning a marketing contest and being invited to speak at a national sales conference, it was suggested that he take his training nationwide. The rest, as they say, is history. The Marketing Animals teach Mortgage Professionals and Real Estate Professionals how to market and brand themselves using video marketing, social technology, the Internet and webinars. The training is designed to help make them "King or Queen" in their community. They also teach their members how to make alliances with other businesses in the community and how to use those relationships to double, even triple their business. The foundation of their training is how to take an idea, implement it, automate it, and then delegate it.

	Roberto Monaco Roberto Monaco arrived in America in 1995 with no money, no connections, no friends, and with no English. By 2002, he was a full-time speaker, coach and trainer, and today he has conducted more than 3,100 presentations for corporate America and over 100 presentations in Brazil. He has worked with the Anthony Robbins Companies for 6 years and from 2004-2007, he was the top producer and revenue generator in the country. From 2005-2008, Roberto also coached and trained all the other Peak Performance Strategists at the Anthony Robbins Companies. Today Roberto is the Co-founder of InfluenceOlogy, a coaching and training firm that teaches influence, presentation and marketing skills to sales professionals, entrepreneurs and executives.

	Todd K. Ballenger - CEO, Kendall/Todd Todd has 23 years' experience in the financial services industry as a licensed securities, insurance, real estate, and mortgage lending professional. Todd founded three companies; Capital Savings Co, Inc., Advantage Capital Mortgage, USA, and PlanMax Financial. Todd is considered an industry pioneer in the area of capital market and credit market convergence, and has published courses on lending and equity management currently approved for Realtors, Appraisers, Builders and Lenders in over 42 states. Todd was a two-time Inc. 500 winner, a three-time KPMG Fast 50 winner, and the 1998 NC Mortgage Lender of the year. Todd has a business degree from the University of North Carolina. He is the author of Borrow Smart Retire Rich.

	Casey Cunningham Casey Cunningham is a 27 year mortgage industry veteran who has served as an Executive Vice President of a $4 billion dollar mortgage company and a former top originator who closed an average of 50 loans per month. She has designed two of the most successful retail mortgage training programs in the country that are responsible for 40% of the Mortgage Originators Magazine’s Top Rookie Superstars for 5 consecutive years. Casey has been recognized as the city’s 5th most influential business owner by The Atlanta Women’s Pacesetters and is the President and co-founder of XINNIX.


	LUNCH SPEAKERS

	Robert Lotstein, Managing Attorney, LotsteinLegal PLLC Robert Lotstein is an expert on state and federal requirements, including RESPA, Truth in Lending, ECOA, Fair Housing, licensing, fair credit reporting, and HMDA. Robert served as General Counsel to the National Association of Mortgage Brokers (“NAMB”) and was a member of the NAMB Board of Directors for six years. He provided legal counsel as well as lobbying efforts on behalf of the Association. Currently, Robert serves on several task forces and working groups related to the Federal Reserve’s loan officer compensation rule, RESPA 2010, state and federal repayment ability standards, synchronization of disclosures under RESPA and TILA, and changes from the Dodd-Frank law.

	Marc S. Savitt, CRMS, President, National Association of Independent Housing Professionals Previously, Marc served as the 2008-2009 President of the National Association of Mortgage Brokers. He also held the positions of NAMB's President-elect, Vice President, Director, Chairman and Founder of the Consumer Protection Committee and was awarded NAMB's highest honor, Broker of the Year. While Government Affairs Chair, he began a campaign against the unfair and deceptive practices by some of the nation's largest home builders that not only caused harm to consumers, but also to small business housing professionals as well.

	Bill Kidwell President, IMPACT Mortgage Management Advocacy & Advisory Group, LLC (IMMAAG) Bill has spent over 20 of his 44 years gaining experience in financial services, secondary market activity, and loan product development and management. He was elected to the board of directors of the Colorado Association of Mortgage Brokers, was selected as the 2006 Colorado Mortgage Broker of the Year and elected President of the Colorado Association of Mortgage Brokers in 2007. He was appointed to the Colorado Division of Real Estate Mortgage Broker Rule Making Task Force, served on the Governor’s Blue Ribbon Panel for Affordable Housing and continues to serve on the Government Affairs committee for both the state and national association of mortgage brokers (now termed “professionals”).