Virtual Conference
Sponsored By

What will I get out of the virtual conference?

Personalize
your schedule

choose which sessions you want to view and work around YOUR calendar!

Discover the newest trends in mortgage technology

not just a regional event - hear from speakers across the country!

Interact with exhibitors

in their booth and during their tech demos

Chat LIVE

with industry experts and C-level execs

Engaging Conference Experience Kit

mailed directly to you!

Earn gamification points

throughout the conference, including networking in the Event App - remember lenders attend for free after earning 500 points!

on-demand sessions

after the event

Network and mingle

before, during, and after the conference

Attend the live reception

featuring a professional bartender and craft cocktails and live interactive musical mash up!

Learn how to deepen your customer relationships

exciting and immersive surprise performances

Innovation to Better Connect with Your Customer

Experience the ALL NEW Mortgage Innovators Conference LIVE August 17-18, 2020 from the comfort of your home. 

19

Industry Leading Tech Partners

19

Powerful
Sessions

1:1

Networking Experience

Practical learning

Designed to offer attendees an opportunity to learn how to utilize existing and emerging technology and techniques to build better relationships with borrowers, make the mortgage process easier, and engage and excite a whole new generation of homeowners. Content delivered by top-notch, nationally-recognized experts, entrepreneurs and those who know what’s “next” in mortgage lending.

Immersive experience

Our 100% virtual conference is an industry event that invites you to experience cutting-edge speakers, interactive technical demonstrations, one-to-one virtual networking opportunities, and the “Innovation Lab” – an open concept, 100% virtual immersive experience designed to foster idea sharing and build a better mortgage market.

Real-Time Networking Opportunities

Maximize your conference experience with LIVE engagement while collaborating with attendees from around the nation. Send instant meeting requests and one-to-one chats to speakers, sponsors, and/or attendees in real-time.

We are bringing the conference experience
to your FRONT DOOR!

Our exclusive experience kit is filled with cool resources and materials to engage with the virtual event and sponsors. Sponsor collateral will also include possible prizes by engaging with them at the conference through QR codes and gamification

2 days of industry breakthrough
including these innovators

Dave
Andersen

CIO

Vishal
Patel

VP, Enterprise Digital Transformation

Josh
Friend

CEO & Founder

Sue
Woodard

Chief Customer Officer

Chuck
Iverson

EVP, Loan Production

Paul
Gigliotti

COO

Jim
Deitch

Chairman, President and CEO

Aaron
King

CEO

Kenon
Chen

EVP, Corporate Strategy

Chuck
Walker

VP, Single-Family Digital Alliances and Distribution

Ike
Suri

Chairman & CEO

Brent
Chandler

CEO

Maggie
Mae

Lead Product Manager

Rick
Lang

VP Customer Technology Integration

David
Battany

EVP, Capital Markets

Matt
Hansen

CEO

Faith
Schwartz

President

Robert
Moore

President

Veronica
Nguyen

Co-Founder

Alex
Kutsishin

CEO and Chief ROI Booster

Dan
Catinella

Chief Digital Officer

John
Seroka

Principal

Co-Chair, California MBA Mortgage Technology & Marketing Committee (MTAM)

Abhinav
Asthana

Senior Director & Head of Products

Brad
Sivert

Head of Proptech & Marketing

Matthew
Wood

Senior Director, Fintech

Conference Agenda

Day 1
August 17, 2020
Day 2
August 18, 2020
Time 09:00am - 09:05am
Location Online

CO - CHAIR WELCOME

Paul Gigliotti
Chief Operations Officer
Chuck Iverson
EVP of Loan Production
Time 09:05am - 09:35am
Location Online

INNOVATOR INSIGHT

CIO Panel – Practical insights on effective planning and vendor selections

Dan Catinella
Chief Digital Officer
Dave Andersen
Managing Director, Business Operations, and Chief Information Officer
Vishal Patel
VP, Enterprise Digital Transformation
Time 09:35am - 09:45am
Location Online

SPONSOR BREAK

Time 09:45am - 10:00am
Location Online
Speakers Josh Friend

TECH TALK

Radically Transform Borrower Engagement

Josh Friend
CEO/Founder
Time 10:00am - 10:30am
Location Online
Speakers Jim Deitch

INNOVATOR INSIGHTS

Profiting From Disruptive FinTech

Jim Deitch
Co-Founder and CEO
Time 10:30am - 11:00am
Location Online

TECH DEMOS

• Loan Logics
• Meta Source
• Secure Dock
• Tavant

Time 11:00am - 11:15am
Location Online

TECH TALK

E-closing and Remote Online Notarization

Aaron King
Founder/CEO
Chuck Iverson
EVP of Loan Production
Time 11:15am - 12:15pm
Location Online

LUNCH BREAK

Time 12:15pm - 12:30pm
Location Online
Speakers Kenon Chen

TECH TALK

Leaning Into Appraisal Modernization for a Better Borrower Experience

Kenon Chen
Executive Vice President, Corporate Strategy
Time 12:30pm - 12:45pm
Location Online

TECH TALK

A Borrower Centric Digital Experience

Matthew Wood
Senior Director, Fintech
Brad Sivert
Head of Proptech & Marketing
Time 12:45pm - 01:15pm
Location Online

TECH DEMOS

• Simple Nexus
• Loan Score Card
• Top of Mind
• Salesboomerang

Time 01:15pm - 01:30pm
Location Online

TECH TALK

Presented by Tavant

Time 01:30pm - 01:45pm
Location Online

SPONSOR BREAK

Time 01:45pm - 02:15pm
Location Online

TECH DEMOS

• Total Expert
• First Funding
• Funding Shield
• BeSmartee

Time 02:15pm - 02:45pm
Location Online

INNOVATOR INSIGHTS

Putting together an effective digital experience – in real world.

Chuck Walker
VP, Single-Family Digital Alliances and Distribution
David Battany
EVP of Capital Markets
Faith Schwartz
President
Rick Lang
VP, Customer Technology Integration
Brent Chandler
CEO
Time 02:45pm - 03:30pm
Location Online

Surprise Entertainment and Craft Cocktail Hour

Time 09:00am - 09:30am
Location Online

INNOVATOR INSIGHTS

Using Technology to Build Better Relationships

Paul Gigliotti
Chief Operations Officer
Sue Woodard
Chief Customer Officer
Time 09:30am - 10:00am
Location Online

TECH DEMOS

• Insellerate
• Reggora
• Optimal Blue
• Snapdocs

Time 10:00am - 10:15am
Location Online

SPONSOR BREAK

Time 10:15am - 10:30am
Location Online
Speakers Matt Hansen

TECH TALK

The Importance of a Common MISMO API Standard

Matt Hansen
CEO
Time 10:30am - 11:00am
Location Online

TECH DEMOS

• Cloudvirga
• FormFree
• Qualia
• Mortgage Cadence

Time 11:00am - 12:00pm
Location Online

LUNCH BREAK

Time 12:00pm - 12:15pm
Location Online
Speakers Maggie Mae

TECH TALK

How to Maximize Repeat and Referral Business at Scale

Maggie Mae
Lead Product Manager
Time 12:15pm - 12:45pm
Location Online

INNOVATOR INSIGHTS

Cyber Security – What you need to be doing immediately!!!

Veronica Nguyen
Co-Founder
Ike Suri
Chairman & CEO
Robert Moore
Co-founder and President
Time 12:45pm - 01:00pm
Location Online

SPONSOR BREAK

Time 01:00pm - 01:15pm
Location Online
Speakers Alex Kutsishin

TECH TALK

3 STEPS TO BUILDING YOUR EPO IMMUNITY

Alex Kutsishin
Co-Founder and Chief ROI Booster
Time 01:15pm - 02:00pm
Location Online

Conference Finale

If you're a lender,

All you have to do is register for the conference, and if you attend and participate, you’ll be eligible for a full refund of your conference registration! Offer includes choice of either full refund of registration fees paid OR option to apply registration fees towards a new California MBA membership.

California MBA MEMBEr Pricing

$125

  • 2 Full Days Of Engaging Content
  • Real-time virtual networking opportunities
  • MIC Experience Box (First 500 Attendees)
  • On-demand access to exclusive sessions after conference

Register by August 7th and be entered into a drawing for a $500 Amazon gift card.

Sponsored by

All California MBA members can take advantage of our 3under35 program which allows member companies to send up to
3 employees (35 years of age and under) to any (or all) of our conferences for FREE!

General Pricing

$150

  • 2 Full Days Of Engaging Content
  • Real-time virtual networking opportunities
  • MIC Experience Box (First 500 Attendees)
  • On-demand access to exclusive sessions after conference

Register by August 7th and be entered into a drawing for a $500 Amazon gift card.

Sponsored by

Thank you to our sponsors