About
Welcome Innovators, Let's Shape the Future
The Mortgage Innovators Conference is the only industry conference specifically designed to highlight all innovators!  This premier mortgage industry event will feature engaging, expert speakers on a variety of timely topics – from Day 1 Certainty to blockchain and everything in between.  You’ll be empowered with practical innovation and improvement strategies to take back to your company.  You’ll also get a chance to meet some of the top tech companies in the industry!

Don’t Be Left Behind

9 Reasons You Need To Attend

Learn from presentations by some of the best minds in the industry – our “Tech Talks”

Check out demos from the industry’s “best in class” tech companies

Hear from Fannie and Freddie on their innovation strategies and updates

Experience the Innovation Lab – a casual technology meeting place to discuss ideas with vendors and partners

Connect with attendees through our new event app, powered by Brella!

How to turn “Big Data” into actionable intelligence

How will customers experience your business in 5 years?

The “e” space: notes, closing, notary and more

See and discuss ways to improve execution and delivery

Mortgage Mavericks On The Midway
$99/single ticket
Schedule
3 Days For Innovators

Enjoy three days in sunny San Diego and plan some fun around our sessions and events.

First Day
August 11, 2019
Second Day
August 12, 2019
Third Day
August 13, 2019
8:00 am
CAMPAC Annual Golf Tournament registration opens
Sun, Golf, and helping support the California MBA’s Political Action Committee - CAMPAC | Rancho Bernardo Inn Golf Course, 17550 Bernardo Oaks Dr, San Diego
9:00 am
Shotgun start for golf tournament
Participation is separate registration from conference
3:00 pm - 7:00 pm
Registration
Now offering easy, self-serve check-in at the conference!
5:00 pm – 7:00 pm
Kick Off Reception
With an interactive presentation at 5:30 pm | Setting the Stage: What Do Lenders Need Out of Their Tech Partners?
5:30pm - 6:00pm
Setting the Stage: What Do Lenders Need Out of Their Tech Partners?
Moderated by Matt Hansen, CEO, SimpleNexus | Speakers: Michael Guidotti, Director of Integration & Branch Technology, American Pacific Mortgage | Chuck Iverson, Chair, Mortgage Innovators Conference | Jim Connell, CIO, Sierra Pacific Mortgage | Anthony Balsamo, EVP, Corporate Strategy, RWM Home Loans | Dawn Meshel, SVP, Special Projects, Plaza Home Mortgage
8:30 am
Continental Breakfast and registration open
9:00 am – 9:15 am
Welcoming Remarks
Chuck Iverson, Conference Chair
9:15 am – 9:45 am
Innovator Insights
Bill Dallas, President & CEO, Finance of America – Preparing Your Organization for Survival in the Digital Future of Mortgage Banking
9:45 am – 10:25 am
Tech Demos
9:45 am – AI Foundry | 9:55 am – Cloudvirga | 10:05 am – Notarize | 10:15 am – Talk’uments | Hosted by John Seroka, Principal, Seroka Brand Development, Chairman, Mortgage Technology and Marketing Committee (MTAM)
10:45 am - 11:00 am
Tech Talk
Latest on Remote Online Notarization Efforts | Samantha Budzyn, Director, Special Projects, Amrock
11:00 am - 11:30 am
Innovator Insights
Lender Technology Leaders Discussion: Lenders perspective on where digital lending is going and how it will help you. Max Wegner, VP Enterprise Client Relationships, Quicken Loans | Hans Dumayag, VP, Enterprise Innovation and Digital Strategy, loanDepot | Moderated by Linn Cook, SVP, Sales & Marketing, Lender Price
11:30 am – 11:45 am
Tech Talk
Adding Value in a World Full of Noise with Jonas Kruckeberg, VP Sales, Top of Mind Network
12:00 pm – 1:00 pm
Networking lunch – Garden Terrace
1:15 pm – 1:45 pm
You’ve Been Hacked!
Arranged by Larry West, WGBIB | Speakers: Elaine Harwell, JD, Privacy & Data Security, Procopio | Pierson Clair, Associate Managing Director, Cyber Security & Investigations, Kroll | Jeff Macko, CISSP, MSCE, MCTS, Senior Director, Cyber Security & Investigations, Kroll | Kevin Kershisnik, Cyber Practice Leader, Socius Insurance Services
1:45 pm – 2:25 pm
Tech Demos
Hosted by John Seroka, Principal, Seroka Brand Development, Chairman, Mortgage Technology and Marketing Committee (MTAM)
2:25 pm – 2:45 pm
Refreshment Break in the Exhibit Hall
2:45 pm – 3:00 pm
Swipe Right for Another Loan
Presented by Alex Kutsishin, CEO and Chief ROT Booster at Sales Boomerang
3:00 pm – 3:15 pm
Innovation in Fraud & Risk Management During the Digital Transformation
Presented by Adam Chaudhary, President, FundingShield LLC and Ike Suri, Chairman and CEO, FundingShield LLC
3:15 pm – 4:05 pm
Tech Demos
3:15 pm – SimpleNexus | 3:25 pm – ABT | 3:35 pm – Finlocker | 3:45 pm - Homebot | Hosted by John Seroka, Principal, Seroka Brand Development, Chairman, Mortgage Technology and Marketing Committee (MTAM)
4:05 pm – 4:20 pm
Tech Talk
Lessons Learned from Amazon & Other Industries for Mortgage Business | Sarvesh Mahesh, CEO Tavant and Chuck Iverson, Chair, Mortgage Innovators Conference
4:20 pm – 5:05 pm
Innovator Insights
Innovation and the Future of Mortgage Lending from the GSEs | Brian E. Martin, Head of Business Development & Partnerships at Blend | Natalie Hunt, Director of Digital Alliances & Technology Integration at Fannie Mae | Rick Lang, VP Customer Technology Integration at Freddie Mac | Moderated by: Kevin Peranio, Chief Lending Officer, PRMG
6:00 pm – 10:00 pm
Mortgage Mavericks on the Midway – USS Midway
Monday Night Mortgage Mavericks on the Midway! Presented by Tavant and sponsored by Arch MI and Cloudvirga. This fun event includes live music, dancing, costume contest, Top Gun theme with a Tom Cruise look-a-like, light appetizers and plenty of 80s music! Register Today
8:00 am
Continental Breakfast and registration open
8:30 am – 9:00 am
Innovator Insights
Strategic Digital Trends for Lending – Dave Zitting, CEO, Avenu | Sarvesh Mahesh, CEO Tavant Joe Langner, CEO, Blue Sage Technologies | Brent Chandler, CEO Form Free
9:00 am – 10:00 am
Tech Demos
9:00 am – Blend | 9:10 am – Metasource | 9:20 am – Sales Boomerang | 9:30 am – BeSmartee | 9:40 am – WGBIB | 9:50 am – Fiserv | Hosted by John Seroka, Principal, Seroka Brand Development, Chairman, Mortgage Technology and Marketing Committee (MTAM)
10:00 a.m. – 10:15 a.m.
Tech Talk
Machine Learning and AI – Why You Need to Know About Them? How Will They Shape Your Business Now and in the Future? Presented by Atul Varshneya, Vice President Artificial Intelligence, Tavant
10:15 am – 10:45 am
Networking break in Innovation Lab
10:45 am - 11:45 am
Tech Demos
10:45 am – Capsilon | 10:55 am – Top of Mind Networks | 11:05 am – Optimal Blue | 11:15 am – SocialSurvey | 11:25 am – Magilla Loans | 11:35 am – FundingShield | 11:45 am – SecureDock | Hosted by John Seroka, Principal, Seroka Brand Development, Chairman, Mortgage Technology and Marketing Committee (MTAM)
12:00 pm - 1:00 pm
Networking lunch – Garden Terrace
1:00 pm - 1:15 pm
Tech Talk
The Importance of Technology Coexistence for Senior Lending Presented by John Button, CEO & President ReverseVision, Inc
1:15 pm – 1:45 pm
Innovator Insights
Digital Battle for the Consumer - Presented by Rick Arvielo, CEO, New American Funding and Scott Harris, President SocialSurvey
1:45 pm - 2:30 pm
HousingWire Tech100 All-Star Q&A
Hosted by Christi Lingard-Humphries, Senior Regional Sales Director, HousingWire. Featuring top execs from some of HousingWire’s Tech100 winning companies! Bring your questions!
Looking To Sponsor?
Speakers
Who's Speaking?
Hear and learn from some of the best minds in the industry.

Bill Dallas – President of Finance of America Mortgage

Dave Zitting – Chairman & CEO of Avenu

Natalie Hunt – Director of Digital Alliances & Technology Integration at Fannie Mae

Scott Harris – CEO/Co-Founder, SocialSurvey

Michael Guidotti – Director of Integration and Branch Technology, American Pacific Mortgage

Sarvesh Mahesh, CEO, Tavant

John Button, CEO, ReverseVision

Rick Arvielo,, CEO, New American Funding

Matt Hansen, CEO, SimpleNexus

Dom Marchetti, Chief Technology Officer, loanDepot LLC

Samantha Budzyn, Director, Special Projects, Amrock

Jonas Kruckeberg, VP Sales, Top of Mind Network

Joe Langner, CEO, Blue Sage Solutions

Rick Lang, VP Customer Technology Integration, Freddie Mac

Ike Suri, Chairman and CEO, FundingShield, LLC

Christi Lingard-Humphries, Real Estate Media Specialist, HousingWire

Adam Chaudhary, President, FundingShield

Brent Chandler, CEO, Form Free

Atul Varshneya, Vice President, Artificial Intelligence, Tavant

Brian Martin, Head of Business Development and Partnerships, Blend

Kevin Peranio, CLO, PRMG

Alex Kutsishin, Co-Founder, CEO and Chief ROI Booster, Sales Boomerang

Max Wegner, VP Product Strategy, Quicken Loans

Jim Connell, CIO, Sierra Pacific Mortgage

Anthony Balsamo, EVP, Corporate Strategy, RWM Home Loans

Dawn Meshel, SVP, Special Projects, Plaza Home Mortgage

Linn Cook, SVP, Sales & Marketing, Lender Price

Hans Dumayag, VP, Enterprise Innovation and Digital Strategy, loanDepot

Elaine Harwell, JD, Privacy & Data Security, Procopio

Pierson Clair, Associate Managing Director, Cyber Security & Investigations, Kroll

Jeff Macko, CISSP, MSCE, MCTS, Senior Director, Cyber Security & Investigations, Kroll

Kevin Kershisnik, Cyber Practice Leader, Socius Insurance Services

Ernie Graham, CEO, Homebot

Matthew Wood, Senior Director, Digital Lending, Tavant

Jeremy Moreno, Director, Sales & Business Development, Optimal Blue

Jason Price, Senior Product Manager, ReverseVision

Arvin Sahakian, Co-Founder, BeSmartee

Eric Kujala, Director, Industry Relationships and Partnerships, Capsilon

Van Vaziri, Account Executive, Blend

Will Vickers, VP, Industry Technology, Arch MI

David Burner, Strategic Planning & Partnership Manager, Notarize, Inc.

John P. Seroka, Principal, Seroka Brand Development

Dave Andersen, CIO, AmeriHome Mortgage Company

Location
Sheraton San Diego

1380 Harbor Island Drive San Diego, CA 92101

Room reservation information will be sent to you upon your registration or sponsorship confirmation.

$209 Single/Double | $229 Triple | $249 Quad

$
575

California MBA Member

  • Networking Access
  • Breakfast and Lunch
  • Exhibit Area Access
  • Priceless Strategies
  • Live Technology Demos
$
695

Non Member

  • Networking Access
  • Breakfast and Lunch
  • Exhibit Area Access
  • Priceless Strategies
  • Live Technology Demos
Registration
Information
The Mortgage Innovators Conference is a unique event designed to allow lenders and investors to discover the best in mortgage technology in 2019. The event brings together the top companies and minds in the industry to showcase how technology is re-shaping the mortgage industry, both for the borrower and lender. The Mortgage Innovators Conference will provide opportunity for dozens of companies to demonstrate their products/services, and we’ll hear from can’t-miss speakers.

Day Passes Available 

 

Our Sponsors

Sponsors

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Attending
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