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Event Schedule
Day 1 – September 12
Day 2 – September 13
Day 3 – September 14
Day 1 – September 12
Day 2 – September 13
Day 3 – September 14
Day 1 – September 12
Day 2 – September 13
Day 3 – September 14
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Hall of AIME – Gatsby Party (Invite Only)
7:30 PM - 9:30 PM
Exhibit Hall Happy Hour
4:00 PM - 6:00 PM
Ed Mylett VIP Meet & Greet
4:00 pm - 4:40 pm
VIP Only
Ed Mylett: Best-Selling Author, Speaker, Coach, Entrepreneur
3:00 PM - 4:00 PM
Keynote
Wholesale Young Guns: New LOs Changing the Game
2:30 PM - 3:00 PM
Panel
Break
2:00 PM - 2:30 PM
Visit Exhibit Hall
How to Use Content & A.I. to Double Your Business
1:30 PM - 2:00 PM
Mastermind
Retail vs. Wholesale: Untold Stories of Brokers Who Made the Switch
1:00 PM - 1:30 PM
Panel
General Session Kick-Off
12:45 PM - 1:00 PM
Day 1 – September 12
Day 2 – September 13
Day 3 – September 14
Day 1 – September 12
Day 2 – September 13
Day 3 – September 14
Day 1 – September 12
Day 2 – September 13
Day 3 – September 14
Get Tickets
Exhibit Hall Happy Hour
4:15 pm - 6:15 pm
Overcoming Adversity and Preparing for the Upcoming Boom
3:30 pm - 4:15 pm
Keynote
Clash of the Coaches
3:00 PM - 3:30 PM
Panel
Break
2:30 pm - 3:00 PM
Visit Exhibit Hall
Disrupt or Die: The Future of Mortgage Brokering
2:00 PM - 2:30 PM
Panel
Loan Legends: Top Producers' Blueprint for Success
1:30 Pm - 2:00 PM
Panel
Lunch & Exhibit Hall
12:00 PM - 1:30 PM
Mat Ishbia: Want more? Do more! How to 3x Your Mortgage Business
11:00 AM - 12:00 PM
Keynote
Jonathon Haddad: CHairman & CEO, AIME
10:30 AM - 11:00 AM
Keynote
Break
10:00 AM - 10:30 AM
Visit Exhibit Hall
The Secret to Turning News into Leads: How to Leverage the NAR Lawsuit to Drive Value to Agents
9:15 AM - 10:00 AM
Keynote
The Future of Homebuying: The Broker's Guide to Leading the Market
8:00 AM - 8:30 AM
Fireside Chat
Precision Leadership: Mortgage Strategies from the Field
8:30 Am - 8:45 AM
Spotlight
Becoming a Mortgage Designer
8:45 AM - 9:15 AM
Mastermind
Day 1 – September 12
Day 2 – September 13
Day 3 – September 14
Day 1 – September 12
Day 2 – September 13
Day 3 – September 14
Day 1 – September 12
Day 2 – September 13
Day 3 – September 14
Exhibit Hall Opens
8:00 AM - 6:00 PM
Breakout Sessions
8:00 AM - 11:40 AM
Break
(Lunch not provided)
11:40 AM - 12:45 PM
Exhibit Hall Opens
8:00 AM - 6:15 PM
Perfecting Processes
Salon F, G, H - 3rd Floor
Growth Gameplan
Salon D - 3rd Floor
Marketing Mastery
Salon E - 3rd Floor
8:00 am - 8:40 AM
Go Consumer Direct: Shifting Processes for NAR's Changes
Amir Nurani breaks down the NAR settlement, how it affects every broker, and what brokers can do to compete with new regulations and sites like Zillow & Redfin by adapting a 'consumer direct' model of service.
Amir Nurani: Broker Owner, Left Coast Leaders
8:00 am - 8:40 AM
The Friendly Neighborhood LO: Making A Local Impact
Andrew ‘Kuni’ Kunisawa shows us how to 'start where you are' by becoming more involved in your local community, and how you can establish yourself and your brand as an essential local homebuying resource.
Andrew "Kuni" Kunisawa: Loan Officer, Accelerated Lending Group
8:00 am - 8:40 AM
Branding for Leads, Data for Service
Catch finance wizard Kurt Brandly to get his winning strategy of ‘personal branding’ to find & connect with your new clients, then, how to engage and empower your homebuyers by utilizing real market data to support their decisions.
Kurt Brandly: President, Green Side Capital
8:45 am - 9:25 AM
Perfecting Our Process: Processing/Broker Collaboration
Learn how Processors and Brokers can best work as a unified force. Get the step-by-step roles, tasks, and assignments to streamline the perfect conveyor-belt operations system for ideal Broker / Processor collaboration.
Jamie Cavanaugh: President, Amerifund Home Loans
8:45 AM - 9:25 AM
The 90-Day Blueprint: How to Start and Scale Your Loan Originations
Amerifund's CEO Brad Rice consistently closed 40-60 loans per month when he originated. Now, he shares the blueprint for a brokerage to last for decades. Learn to build and scale your origination business in just 90-days.
Brad Rice: Founder & CEO, Hompie & Amerifund
8:45 AM - 9:25 AM
The Social Media Money-Makers
Join the mortgage influencer Shane Kidwell to learn the types of social media posts that close the most loans, and learn to focus on your brand, instead of beating other content creators at their own game.
Shane Kidwell: CEO, Dwell Mortgage
9:30 AM - 10:10 AM
Your Ops Process, Redefined
Catch an updated version of Brendan McKay’s beloved operations and processes presentation! Get the time-tested, proven steps of a top originator’s processes that will simplify and elevate both your business and user experience.
Brendan McKay: Owner, McKay Mortgage | Chief Advocacy Officer, BAC
10:15 am - 10:55 am
Breaking Into Commercial & Business Lending
Learn how to overhaul your business by adding Commercial and Business Lending to your services. Plus, get the high-level tips so you can navigate Commercial & Business loans like a seasoned expert.
Megan Marsh: President , Co/Lab Lending
11:00 am - 11:40 am
Face to Face: A Solution to Every Scenario
Answer any mortgage question and solve any homebuying problem: through ‘Face to Face’ business. Learn how to align with your homebuyers and your network to anticipate every need and ensure long-term success.
MacKenzie Barrett: Chief Sales Officer, Safetrust Mortgage
9:30 am - 10:10 AM
Overcoming FHA & VA Objections: Top Streamlining Strategies
Get the winning strategies and your questions answered for FHA & VA streamlines from wholesale leaders Jonathon Haddad and Jimmy Hobson, who combined, have solved thousands of FHA & VA objections.
Jonathon Haddad: Chairman & CEO, AIME
10:15 am - 10:55 am
Scaling Hacks to Triple Your Business
Triple your brokerage's business within one year with Hunter Bolling's proven strategies. Learn the secrets of high-level networking, defining your branding, and level up your marketing using just your social media.
Hunter Bolling: Sr. Mortgage Planner, Grow Mortgage
11:00 am - 11:40 am
NAR Navigated: Broker to Agent
The NAR settlement has sparked countless unanswered questions from the wholesale community. In this session, get clear, actionable advice on how to navigate these conversations with your agents. Gain the confidence to address concerns and capitalize on the changes ahead.
Jonathon Haddad: Chairman & CEO, AIME
9:30 am - 10:10 am
The Power of 5 STARS
Catch last years' Fuse speaker & panelist Wade Betz, as he shares his process and strategies for getting the most 5-star Google reviews, and learn how to gift yourself the strong local representation via your Google business listing.
Wade Betz: Senior Loan Officer, Mpire Financial
10:15 am - 10:55 am
A.I. Revisited
Russell and Enrique revisit their acclaimed A.I. session from Fuse last year; this time, learn about new developments and advancements that A.I. can offer wholesale professionals in 2024, leading into 2025.
Enrique Braunschweiger: Director of Membership (Local), AIME
Moderator:
Neel Dhingra: CEO, Forward Academy (IG: NeelHome)
Jonathon Haddad: Chairman & CEO of AIME
Marc Summers: Founding Director, AIME
Tom Ahles: Director of Membership (National), AIME
Enrique Braunschweiger: Director of Membership (Local), AIME
Julie Yarbrough: Director of Growth, AIME
11:00 AM - 11:40 AM
5 Key Questions for Success: The Live Branding Workshop
Discover your voice and establish your brand in a LIVE branding workshop with nationally-acclaimed marketing expert, Robert Courtney! During the workshop, we'll explore how connecting these five foundational elements—Passion, Purpose, Promise, Proof, and Plan—can create a magnetic force in your industry, naturally attracting the tribe that is meant for you.
Robert Courtney: Founder & Lead Brand Strategist, Robert Courtney & Associates
Gina Wariebi: Owner & Operator, Innovative Edge Processing
Jimmy Hobson: National Sales Leader, UMortgage
Russell Petty: Sr. Mortgage Planner & Owner, Grow Mortgage
Justin Ford: Associate Broker & Agent, eXp Realty
Panelists:
Jamie Cavanaugh: President, Amerifund Home Loans
Rylan Maddox: Sr. Mortgage Broker, Hi Five Team Derek McGowan: Branch Manager, McGowan Mortgages Gabi Wiartalla: Director of Sales, Next Door Lending Phil Lucrezia: Sr. Loan Officer, Go Rascal
Join us in kicking off the new era of Fuse! It's a new time, new place, and new faces, and we're excited to unveil everything we have in store for the broker community over the next two days to revolutionize broker business.
Have you ever heard retail call wholesale the "Wild West"? Hear first-hand from our panel of top ex-retail brokers, as they shatter retail myths. Learn how they transitioned to grow and exceed their wildest dreams as independent brokers. Get the top-down perspective of how wholesale grants freedom, flexibility, and limitless earning potential.
Struggling to keep up with the competition's content? This is your chance to unlock limitless growth potential. Join Neel Dhingra, a self-made multi-millionaire entrepreneur, and get the steps to how YOU can powerful online presence,and generate high-performing content by leveraging AI.
Are you ready to reignite your success? Learn the fresh, game-changing tactics of top-performing LOs that are crushing it, in spite of being new to the wholesale market. Don’t miss these innovative strategies & tips to propel your business to new heights!
Moderator:
Panelists:
Julie Yarbrough: Director of Growth, AIME
Elizabeth Cassidy: Market Leader & Broker, Future Home Loans David Kakish: Mortgage Broker, Anchor Home Loans Kurt Brandly: President, Green Side Capital Chelsi Zajac: Loan Originator, CMS Mortgage
Join this insightful fireside chat on the pivotal role brokers will play in shaping the future of home buying. Learn how brokers can navigate the evolving homebuying landscape, leverage data to stay ahead of the curve, anticipate key trends & technological advancements, and gain essential strategies from industry leaders.
Moderator:
Panelist:
Jonathon Haddad: Chairman & CEO, AIME
Praveen Chandramohan: SVP, Origination Growth Solutions, CoreLogic
Tyler Hodgson: EVP of Growth, UMortgage
Harness the power of precision in the mortgage industry with Tyler Hodgson, a Marine Corps Veteran and EVP of Growth at UMortgage. Get the crucial leadership principles from a Section Chief operating the M777A2 howitzer and learn how to command your team to ensure precision, strategic communication, and maintained focus amidst the chaos of the mortgage industry.
This is your opportunity to take charge of your mortgage career like never before. Led by Chris Vinson, this session will empower you to design a career that isn’t just about closing deals, but about crafting a path that reflects your goals, values, and potential. Chris will share actionable strategies to help you become a true leader in the industry—someone who doesn’t just follow the market but shapes it. Don’t miss this chance to transform your approach to both life and work and start building the career you’ve always wanted.
Chris Vinson: CEO Mortgage Division, Windsor Mortgage/Plains Commerce Bank
Evolve your communication skills with Best Selling Author and Keynote Speaker, René Rodriguez.Take a leadership role in every conversation, and master the art of controlling a room, guiding conversations, and shaping your narrative by making the best possible first connection.
This is not just another presentation; it’s a call to action. The strategies you’ll gain are designed for immediate implementation, ensuring you don’t just keep up with the competition—you outpace them. Mat’s insights will empower you to execute strategic moves that drive substantial growth and lasting success. Don’t miss the opportunity to learn from one of the industry’s most influential leaders. The time to act is now—join Mat and discover how to amplify your success and 3x your mortgage business. Your journey to exponential growth starts here!
President & CEO, UWM
Crack the code for large-scale wholesale success in the current market! Find out how to become a top wholesale producer, from this year’s top wholesale producers. Learn the newest, most winning, and most market-proof strategies from our panel featuring the nation’s top wholesale producers. Come prepared to take notes!
Moderator:
Panelists:
Tom Ahles: Director of Membership (National), AIME
Melissa Tubau: Loan Originator, Lock It Lending Todd Albrecht: Sr Mortgage Broker, Edge Home Finance Ashley Bedford: Mortgage Broker, Appli Home Loans Kevin Kenerson: President, Lending Hand Mortgage
Learn how these wholesale giants have established and retained their top positions in the market. See the forest through the trees in how being an industry disruptor will give you the tools you need to become an industry leader.
Moderator:
Panelists:
Jonathon Haddad: Chairman & CEO, AIME
Mike Kortas: CEO, NEXA Mortgage David Temko: President, C2 Financial Corrina Carter: Owner & CEO, CMS Mortgage
Witness LIVE as the top coaches CLASH & COLLIDE! Don’t miss the leading mortgage, mindset, and marketing minds as they face off and put their most powerful mindset hacks and success secrets to the test. This live competition guarantees to be a skill-sharing smackdown that will take your business to the next level!
Moderator:
Panelists:
Chris Vinson: CEO Mortgage Division, Windsor Mortgage/Plains Commerce Bank
Christine Beckwith: CEO, 20/20 Vision for Success Coaching & Consulting Kyle Draper: Co-Founder, The Collective Coaching & Hire Culture VA Dale Vermillion: Founder & CEO, Mortgage Champions
Barry Habib: Founder & CEO, MBS Highway
Stand out from the crowd! Get equipped with the tools to craft a powerful value proposition that attracts opportunities like never before, from best-selling author and founder of MBS Highway, Barry Habib. Learn how to position yourself as the clear choice in your community, and watch your business thrive.
Second Line: The Broker Community
6:30 PM - 7:00 PM
Join the broker community for a traditional Second Line parade through the French Quarter to Jackson Square! Hurry, only 500 spots available - get your Second Line pass & wristband first come, first served from the AIME booth in the Exhibit Hall. Celebrate our incredible channel, and join us in a toast to the coming year as peers, collaborators, and a channel united!
Pre-Registered Attendees ONLY:
Registration Open
12:00 PM - 4:00 PM
Hurricane Happy Hour
4:00 PM - 7:00 PM
Exhibitor Move-in
12:00 pm - 8:00 pm
René Rodriguez: Best-Selling Author and Keynote Speaker
Preservation Hall Foyer - 2nd Floor
Preservation Hall - 2nd Floor
41st Floor
Preservation Hall - 2nd Floor
Salon E-H - 3rd Floor
Grand Ballroom - 3rd Floor
Grand Ballroom - 3rd Floor
Grand Ballroom - 3rd Floor
Grand Ballroom - 3rd Floor
Grand Ballroom - 3rd Floor
Galerie 2 & 3 - 2nd Floor
Preservation Hall - 2nd Floor
The Sazerac House
Preservation Hall - 2nd Floor
Grand Ballroom - 3rd Floor
Grand Ballroom - 3rd Floor
Grand Ballroom - 3rd Floor
Grand Ballroom - 3rd Floor
Grand Ballroom - 3rd Floor
Grand Ballroom - 3rd Floor
Preservation Hall - 2nd Floor
Grand Ballroom - 3rd Floor
Grand Ballroom - 3rd Floor
Grand Ballroom - 3rd Floor
Grand Ballroom - 3rd Floor
Preservation Hall - 2nd Floor
Preservation Hall Foyer - 2nd Floor
WMN Summit
8:00 am - 10:00 Am
Laura Brandao: CEO, Lighthouse Advisors, LLC Julie Yarbrough: Director of Growth, AIME
Jamie Cavanaugh: President, Amerifund Home Loans Christine Beckwith: CEO, 20/20 Vision for Success Coaching
Charting Our Path: WMN’s Mission
8:00 Am - 8:10 Am
Join 2024’s WMN Summit moderators to learn our mission statement, get briefed on our goals for today, and start our organization for our long-term goals of supporting and advancing the WMN community.
Choose Your WMN Track
8:10 am - 8:15 am
This year, we shake up the format. The WMN summit breaks off into four defined ‘tracks’ for you to choose from, all based on your long-term interests and goals.
Track 1: Employee to Entrepreneur
Julie Yarbrough: Director of Growth, AIME
Corrina Carter: Owner & CEO, CMS Mortgage
Track 2: Scaling your Business - Broker-Owner / CEO
Samantha Shelton: Broker Owner, Align Lending Jamie Cavanaugh: President, Amerifund Home Loans
Track 3: Scaling your Business - LO / Broker
Gabi Wiartalla: Director of Sales, Next Door Lending
Kahren Oxner: PNW Regional Manager, UMortgage
Track 4: Building Your Brand
Ashley Miller: Empire Home Loans
Christine Beckwith: CEO, 20/20 Vision for Success Coaching & Consulting
Track Moderator: Laura Brandao
WMN Track Workshops
8:15 AM - 8:45 aM
Meet with your track-mates, identify your 4 common topics, and develop your group’s core strategies and goals. Each WMN track will feature individual prompts, challenges, and resources, all of which must be accomplished by collaborating with your chosen team.
Break
8:45 AM - 9:00 AM
WMN Track Workshops (Continued)
9:00 AM - 9:35 AM
The Finish Line: Unifying WMN Community Goals
9:35 AM - 9:55 AM
All tracks converge here! Here, we unify all tracks to identify WMN's common goals to address how we can work together as a community. Speakers from each track join a panel discussion to discuss their groups’ takeaways and how each track can unite its goal with the rest of the community.
WMN: The Long Term
9:55 AM - 10:00 AM
While this is the end of the WMN Summit, this is where we receive our next mission. Here, we pledge to follow up with our track-mates and the WMN leaders to hold each other accountable in working towards our shared goals as brokers, as women, as allies, and most importantly, as the WMN community.
41st Floor
Cancelled
Panelist:
Tom Ahles: Director of Membership (National), AIME