Event Agenda

Most loan officers plateau because they're running someone else's playbook. Rebecca Richardson walks you through the five Built by Design archetypes (Visionary, Strategist, Operator, Connector, Advocate), helps you pinpoint which one you are, and shows you how to build your systems, your hires and your referral relationships around how you actually work instead of against it.

Be more memorable because of how you communicate. Jamie Miller shows you how to open conversations that turn into stellar relationships, the kind where clients send you business and referrals without being asked.

Learn how Jeff went from zero YouTube experience to building a nationwide mortgage origination business driven by educational content. He'll share the strategies, mistakes, and lessons that helped turn videos into qualified leads and closed loans, along with a practical roadmap loan officers can use to build their own YouTube-driven business.

Progress over procrastination: breaking the cycle between knowing, doing and growing. You've heard it all before, so why are implementation and consistency still so hard? Whether you're building production, pushing toward your next milestone or already a top producer, walk away from an honest conversation about what's holding you back with practical tools to turn what you know into what you actually do.

A mortgage loan is dead just days before closing, and everybody has a different story about what happened. In this interactive 90-minute investigation, you'll examine the evidence, question the suspects, and follow a trail of clues that may not lead where you expect. Think you know who killed the loan? Don't be so sure.

Loan officers used to think greatness meant structuring the perfect loan. Then it meant being the trusted advisor. Then it meant becoming the rainmaker. Today, all three are just the price of admission. Dustin Owen opens with a line that stops the room: "I think we need to fire all loan officers." What got you here won't get you there. The future belongs to the Mortgage Operator, the originator who runs their business like an owner and grows it one small, measurable step at a time. This 90-minute working session ends with 30 minutes building your own operator framework: how to structure your days, weeks and months, what to track and what to ignore, and the numbers that matter most (ROE, ROT, CAC, and the version of LTV that has nothing to do with loan-to-value).

Most loan officers have tried every AI tool out there. The subscriptions pile up, the tabs multiply, and the business looks the same as it did last year. The problem isn't the tools. This workshop is about using AI to do more of what already makes you great: letting AI handle the prep and follow-up so you can do more of what you love, staying consistent every day by connecting the tools you already use, and cutting the tasks you hate or handing them off to AI entirely. You won't need a new personality or a pile of new subscriptions. You'll leave with a plan built around the business you already run, and a real way to get some of your life back.