Session Descriptions 

Breakout Session 11:00 am-12:00 pm Eric Jackson, Optimal Blue Leverage The Power Of Social Media While Lowering Risk & Protecting Your Reputation Today’s loan officers find social media as an important business development tool.  However, many lenders are concerned with the financial and reputational risks that come with the heightened regulatory scrutiny around their social media activity.  Join our session to learn how Optimal Blue’s Social Media Compliance solution can help to protect your business while you fully leverage this exciting growth opportunity.

Breakout Session 11:00 am-12:00 pm Jack Kauffman, XINNIX The Science of Retention You may have the best product, the best price and the most experience but if your Loan Officers don’t understand the psychology of why people buy and why they buy from them, your company may never experience its true potential. Customer retention may begin before your Loan Officers even speak to a customer but it is definitely influenced the minute they say hello. The key to enormous success is to know and understand the social science behind how we engage and influence our customers from beginning to end. Loan Officers will learn how to: • Articulate the five steps of the buying process • Identify the customer’s driving force and respond accordingly • Use social proof to attract more customers • Create a four step process to resolve customer issues Discover the proven “formula” for retaining customers and grow your business!

Lunch/Keynote 12:30-1:30 pm Tom Farley, Director of Marketing, Fairway Cares Bio Link Tom Farley will speak about his experiences growing up with his brother, the late actor and comedian Chris Farley. He will also talk about how he created The Chris Farley Foundation and his effective use of humor to talk about the serious subject matter of substance abuse. You cannot separate humor from a Farley. However, more than humor, success came to both Tom and Chris because of one other key ingredient – their Wisconsin DNA. Tom connects success to a unique ability to communicate with humor, and tapping into his deep Wisconsin roots.

Breakout Session 2:00-3:00 pm Wayne Breitbarth, Power Formula LLC LinkedIn for the Mortgage Banking Professional Join the 80,000+ people who have learned how to achieve business and career success with LinkedIn, the world's most popular professional networking site, from Wayne Breitbarth, a nationally recognized speaker, consultant and author of the best selling book The Power Formula for LinkedIn Success (now in its third edition.) Wayne will be sharing with us the very best LinkedIn strategies and tactics for improving your profile, searching, connecting and sharing your expertise and professional brand.

Breakout Session 2:00-3:00 pm Eric Jackson, Optimal Blue Driving Into The Digital Age With Secondary Marketing Automation As today’s lenders innovate their businesses with modern, best-of-breed mortgage technology systems to drive growth, efficiency, and a competitive edge, the need for integration of data, product eligibility, and pricing is paramount.  Join our session to learn how Optimal Blue’s end-to-end Enterprise Secondary Marketing Solution can accomplish that and optimally position your organization as you drive into the digital age.

Breakout Session 2:00-3:00 pm Jack Kauffman, XINNIX Generating Leads A business that is diverse and has multiple referral sources to stand on will be stronger over the course of time. One way to develop those referral sources is to leverage every customer, business and community opportunities available. Loan Officers will learn to: • Identify the various lead buckets to grow their business • Identify the opportunity for each lead bucket • Create a specific strategy for each lead bucket • Qualify the leads and loans on a monthly basis Generating leads is all about identifying the sources that can generate the greatest referrals, maximizing opportunity within that source, creating and executing a specific strategy and finally, analyzing performance against the rate of return.

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