2026 Schedule at a Glance

Thursday, February 26, 2026

8:00 am – 9:00 am: Breakfast, and Exhibit Hall Networking

9:00 am – 9:45 am: Concurrent Educational Sessions

10:00 am – 10:45 am: Concurrent Educational Sessions

10:45 am – 11:30 am: Exhibit Hall Networking

11:30 am – 12:15 pm: Concurrent Educational Sessions

12:15 pm – 1:15 pm: Lunch & Exhibit Hall Networking

1:15 pm – 2:30 pm: General Sessions

2:30 pm – 3:30 pm: Keynote Speaker

3:30 pm – 4:00 pm: Thousands of Dollars in Cash & Prize Giveaways

4:00 pm: Show Concludes

Below are the sessions for 2026. Check back often for updates and more information.

AI in Mortgage: Hype vs Reality vs Actual Adoption (Where We Are… and Where It’s Actually Going)

Artificial intelligence is everywhere in today’s mortgage conversation—but what’s truly transformative, what’s still emerging, and what’s just noise? This session cuts through the buzz to give mortgage professionals a grounded, practical understanding of AI’s real impact across the lending lifecycle. We’ll explore the tools that are actually being adopted today—from underwriting assist and workflow automation to borrower engagement and QC—and contrast them with the future-focused innovations still in development. Attendees will gain clarity on where AI is delivering measurable ROI, where regulatory and operational barriers remain, and how lenders can prepare their teams, tech stacks, and processes for what’s coming next. Whether you’re a skeptic, an early adopter, or somewhere in between, this session will equip you with a realistic roadmap for navigating AI in mortgage with confidence.

Social Media Mastery: Driving Growth and Building Trust — The Modern Mortgage Professional’s Playbook

In today’s hyper-connected world, your next borrower is just one scroll away — but so is your next compliance risk. For mortgage bankers and brokers, social media is no longer just a marketing tool; it’s a core business channel for customer engagement, brand building, and lead generation. The challenge? Growing your digital presence while staying firmly within the guardrails of RESPA, Truth in Advertising, and ever-evolving NMLS and state compliance rules.

Join us for this dynamic live presentation where marketing strategists and compliance specialists come together to share actionable strategies for building a compliant, high-impact social media presence that drives growth and builds customer trust.

What You’ll Learn:

Building a Winning Digital Strategy: How to create authentic, educational content that connects with today’s homebuyers and referral partners — without sounding “salesy.”

Platform-by-Platform Best Practices: The do’s and don’ts of using Facebook, Instagram, LinkedIn, TikTok, and YouTube for mortgage marketing in 2025.

Turning Engagement into Applications: Proven techniques for turning followers into loyal clients through education, transparency, and relationship-driven marketing.

Reputation & Risk Management: How to respond to online reviews, monitor employee posts, and manage compliance across distributed teams.

Staying Compliant in a Digital World:

• Understanding what counts as a “mortgage advertisement” online
• Proper disclosures, NMLS identifiers, and recordkeeping requirements
• Avoiding RESPA Section 8 pitfalls when co-branding with real estate agents
• Navigating state-specific rules and recent regulatory updates on digital communications
• AI & Automation in Social Media: Leveraging smart tools for scheduling, content creation, and engagement — while maintaining human authenticity and compliance oversight.

You’ll walk away with:

• A practical, compliant content framework you can use immediately
• A checklist for audit-proofing your social media activity
• Fresh ideas to humanize your brand and build borrower trust online
• Insights from experts who’ve successfully scaled their presence — and avoided costly compliance missteps

Future-Proofing Your Business: Non-QM Insights For 2026

This presentation aims to empower mortgage industry professionals with the knowledge and foresight needed to navigate the evolving landscape of the market. By exploring innovative strategies, technological advancements, and market predictions, participants will be equipped to elevate their practices and stay ahead in this dynamic and competitive market.

Learning Objectives:

• Setting yourself apart in the Non-QM marketplace
• Non-QM market opportunity in 2026 and beyond
• Deep dive into Non-QM Programs
• Typical Scenarios and Frequently Asked Questions

Condo & Co-op Lending in Flux: Navigating Ineligibility, Non-Warrantable Risk, and the Road Back to Eligibility

Condo and co-op financing is changing faster than most loan pipelines can adapt. Between tightened Fannie Mae and Freddie Mac property eligibility rules, the proliferation of non-warrantable designations, and increasingly conservative stances from big-box lenders, brokers and bankers must rethink how they originate, underwrite, and rescue deals — or risk losing business.

This high-energy session gives you the context, the rules, and the tools you can use the next time you hit a condo/co-op snag. We’ll demystify what “ineligibility” really means under the GSEs today, identify the structural and governance issues that push a project into the non-warrantable bucket, and review how major lenders are responding — from narrow overlays to broad, portfolio-level refusals. Most importantly, you’ll walk away with a specific, practical pathway for returning an ineligible property to eligibility: what documentation to gather, governance fixes that matter, temporary underwriting workarounds, and how to position the file with different buyer/lender channels.

What attendees will learn

• Why projects are being deemed ineligible today — the GSE red flags and lender overlays that matter.
• Clear differences between Fannie Mae/Freddie Mac ineligibility and private non-warrantable designations.
• How “big box” lenders are reshaping the market and what that means for pricing, product availability, and secondary market options.
• A step-by-step, actionable pathway to return a property to eligibility — short-term fixes and long-term governance changes that underwriters accept.
• Practical file-building tips for originators and brokers to increase the chance of approval across lender types.

Navigating the New Frontiers of Mortgage Operations: Latest Changes, Challenges & Best Practices

Expert Panel Discussion with Interactive Q&A

The mortgage operations landscape is transforming at a rapid pace — driven by regulatory shifts, evolving expectations at the Fannie Mae/Freddie Mac enterprises, heightened data-demands and market turbulence. This live panel brings together leading practitioners and industry experts who will dissect the latest changes, unpack real-world operational impacts, and deliver actionable best practices you can put into motion immediately.

Key Topics the Panel Will Cover

What Got Us Here Won’t Get Us There

Mortgage professionals who win in today’s market know how to leverage technology without losing the personal touch, because you can’t automate relationships no matter how much the industry evolves. What got us here won’t get us there, but it actually will if you master the things that have always worked and will always work. There is no wealth without work and no get rich strategy that lasts. I know because I’ve tried. This workshop gives you the tools to build, maintain, and protect your confidence as an everyday mortgage professional. You’ll walk away with a clear plan for prospecting, follow-up, and marketing habits that create real momentum. And remember, to attract other people we must become more attractive. Move in the opposite direction of the negative pull, distraction, and shiny objects and watch your mortgage business grow.

Navigating the Economy and Mortgage Market – Outlook for 2026

The session will cover the current economic environment, how it impacts rates, housing, and mortgage markets, and our forecast for 2026 and 2027. We will also discuss timely industry topics such as mortgage operating costs and profitability, technology usage, and affordability trends in the Northeast region.

Modernizing Appraisals: Preparing for the New Uniform Residential Appraisal Report (URAR)

The Uniform Residential Appraisal Report (URAR) has long been the foundation of residential valuation — but that foundation is being rebuilt. Fannie Mae and Freddie Mac are rolling out a completely modernized URAR designed to align with today’s data-rich, digital mortgage ecosystem. The shift will impact how appraisals are ordered, reviewed, and used in underwriting — and it’s coming sooner than many in the industry realize.

In this session, you’ll gain a clear understanding of what’s changing and why. We’ll unpack the new data structure, the shift toward dynamic digital reporting, and the GSEs’ goals for increased consistency, transparency, and automation. More importantly, you’ll walk away with practical insights on how lenders and brokers can prepare operationally and strategically — from technology readiness to communication with appraisal partners.

This is not just an update — it’s a blueprint for how valuation will function in the next generation of mortgage lending.

What attendees will learn

• What the new URAR is — and how it differs from the current report format.
• The timeline and implementation strategy from Fannie Mae and Freddie Mac.
• How the modernization initiative fits into the larger appraisal modernization framework (including data, APIs, and automated valuation tools).
• What lenders and brokers must do now to prepare internal systems and partners for adoption.
• How appraisal modernization will impact underwriting, compliance, and borrower experience.

Grit, Grind and Grace: A Leadership Journey

Grit gets you in the room. It’s the courage to show up when you’re scared. To speak up when you’re silenced. To stand up when you’re knocked down.

Grind keeps you in the room. It’s the discipline to outwork doubt. To outlearn limitations. To outperform expectations—especially your own.

Grace makes the room bigger. It’s the wisdom to bring others with you. To build bridges instead of walls. To leave every place better than you found it.

Grit is fighting for yourself when no one else will.  It is a resiliency of character, and quite frankly, you usually either have it or you don’t. While I truly believe you can learn most anything, Grit has to come from deep down inside of you.  It is a very hard thing to manufacture.

Grind isn’t about working yourself to death. It’s about working with intention.

Legislative Landscape 2026: Emerging Regulations & Strategic Impacts for Mortgage Professionals

The regulatory horizon for mortgage lending is shifting rapidly — and the strategic implications for originators, brokers, and lenders couldn’t be greater. Join us for a high-impact session led by seasoned policy advocates and legal experts, who will decode the legislative trends, rule-making activity and enforcement priorities slated for 2026 and beyond. This presentation will equip you with the foresight to adapt your business model, ensure compliance, and leverage change for competitive advantage.

Key Legislative Watch-List for 2026: What bills in Massachusetts, Connecticut and Rhode Island will be active in the coming year. What do we know about the future of the Consumer Financial Protection Bureau (CFPB) and Federal Housing Finance Agency (FHFA) and their plans. For example, the upcoming compliance date for Section 1071 data collection is shifting.

Emerging Rulemaking Trends:

Trends in private mortgage insurer (PMI) regulation under the FHFA, with new asset-backing standards becoming fully effective September 30, 2026.

HousingWire

Adjustments to asset-size exemptions under Regulation Z (Truth in Lending Act) that affect smaller creditors.

By the end of this session, participants will be able to:

• Identify at least three major regulatory/regime changes on the horizon for 2026 that will materially affect mortgage originators and brokers.
• Assess how those changes translate into operational and compliance actions required today and through the next year.
• Recognize the strategic costs and opportunities associated with regulatory transitions — from data collection to market differentiation.

Why You Can’t Miss It:

In the highly regulated mortgage landscape, waiting until a rule goes live is too late. This session gives you advance visibility and actionable insight from those shaping the policy environment. Whether you are a loan originator, branch manager, compliance officer or operations executive, the content will help you align your plans with the regulatory reality of 2026 — minimizing surprises and maximizing strategic advantage.

Reimagining Mortgage & Home Equity Operations for the Modern Era 

Key Takeaways: 

• Automate with Purpose: Discover how automated service ordering can streamline workflows and eliminate redundant steps in processing and underwriting. 
• Do What’s Needed, When It’s Needed: Shift from rigid task lists and linear workflows to dynamic, event-driven operations that prioritize relevance and efficiency. 
• Ditch the Checklist Mentality: Replace static checklists with intelligent workflows that adapt to each loan’s unique journey. 
• Human Resources, Optimized: Explore how to redeploy your team’s talent toward high-impact activities rather than repetitive tasks.