November 16-18, 2020

COMPLETE

Insight from today’s leading market voices.

MAXOUT 2020 Fall is the second edition of Maxwell’s 100% free, web-based “unconference” series designed to teach, challenge, and inspire you to grow your lending business into 2021 and beyond.

Miss the live conference? No worries! Watch all sessions below to catch up on what you missed.

Session #1: Capitalizing Your Business In A Growth Market

Presented by: Maxwell

Selling high is always better than selling low, but what options do you have? During the panel discussion, they will examine options high-performing lenders have to capitalize on their companies beyond the IPOs reserved for large lenders.

Host/Moderator:
John Paasonen, CEO & Co-Founder Maxwell

Panelists:
Rob Chrisman, Founder RobChrisman.com
Les Parker, Managing Director Transformational Mortgage Solutions

Session #2: Economic and Mortgage Market Outlook – w/ Mike Fratantoni

Presented by: National MI

2020 has been an exceptional year. Mike Fratantoni, Chief Economist of the MBA goes through expectations for 2021 and beyond for the mortgage industry and the broader economic outlook for the country.

Host: Mike Fratantoni, Chief Economist MBA

Session #3: Lender Reflections: How 2020 Changed Mortgage Lending & How These Changes Will Impact 2021

Presented by: The Mortgage Collaborative

Everything we know flipped upside down in 2020, while the mortgage industry quickly adapted and kept humming in a remote environment. Join us as we take a look back at examples of how mortgage lenders have pivoted their operation and processes during this unprecedented year, and how these changes will impact mortgage lending in 2021.


Hosts:
Rich Swerbinsky, COO The Mortgage Collaborative
Jodi Hall, President Nationwide Mortgage Bankers

Session #4: Outsourcing Your Back Office As A Midmarket Lender

Presented by: Maxwell

Reshaping your business model by outsourcing non-core aspects of your organization can lead to benefits of shifts from fixed to variable costs, flexibility to scale quickly and meet cyclical volume demands, and in many situations, stronger economic margins. But how to bein? Brian Simons, President at Maxwell sits down with a panel of lender executives discussing how a midmarket lender can best maximize their potential with outsourcing.   

Host: Brian Simons, President Maxwell

Panelists:
Bill Case, CEO American Mortgage Service Co.
Jamil Atcha, CRO Home123 Mortgage
Lauren Reames, SVP National Fulfillment Planet Home Lending

Session #5: Using Technology to Lever Efficiencies in the Lending Process

Presented by: MIAC Analytics

Hosts:
Joe Furlong, Managing Director MIAC Analytics

Session #6: How to Uplevel Your Recapture Strategy

Presented by: Matic

Reshaping your business model by outsourcing non-core aspects of your organization can lead to benefits of shifts from fixed to variable costs, flexibility to scale quickly and meet cyclical volume demands, and in many situations, stronger economic margins. But how to bein? Brian Simons, President at Maxwell sits down with a panel of lender executives discussing how a midmarket lender can best maximize their potential with outsourcing.   

Host: Ben Madick, CEO & Co-Founder Matic

Panelists:
Susanne Livingston, Co-Founder/Co-Owner RWM Home Loans
Kevin Peranio, Chief Lending Officer PRMG
Jeffrey Gravelle, Chief Production Officer New Rez, LLC

Session #7: How to Implement a Mortgage Tech Adoption Roadmap

Presented by: Spruce

According to STRATMOR’s Technology Insight® Study, the biggest obstacles lenders say they face when it comes to their pursuit of digital technologies are system and vendor integration requirements. In a very close second is the difficulty lenders face getting loan officers to change processes and behaviors. Our panelists discuss how they implemented their mortgage tech adoption roadmap and offer some tips and tricks along the way.


Host:
Patrick Burns, CEO and Founder Spruce

Panelists:
Sean Gillilan, COO LoanMonkey
Patrick Sells, CIO Quontic Bank

Session #8: AI & RPA (Robotic Process Automation) in the Mortgage Industry

Presented by: Ellie Mae

AI & RPA: What do they mean, and where are they in the maturity cycle in our industry? Ellie Mae and a veteran industry panel discuss what AI & RPA mean for the industry, where these technologies can be applied, and what to look out for.

Host: Eric Kujala, Director, Product Marketing Ellie Mae

Panelists:
Mike Hammond, President NexLevel Advisors
Keith Kemph, President & CEO BlackFin Group

Session #9: The Covid Acceleration Effect: Speeding the Move to Real-Time Data

Presented by: Finicity

Open banking is creating a new relationship with financial data that benefits both lenders and consumers. The covid crisis has accelerated the consumer demand for seamless, digital experiences from lenders. The growing consumer demand for better experiences can help lenders create a better way forward, and in turn, give consumers more control when it comes to their financial data.


Host:
Andy Capener, SVP Marketing Finicity

Panelists:
Mike Simmons, Director of Business Development
Matt Bradley, Client Success Trainer

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