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Page 1: CHRISTINE BECKWITH...OPENING KEYNOTE TOPIC: LOAN OFFICER PERSONAL BRANDING FOR SALES During Christine Beckwith’s presentation, mortgage professionals can expect to learn about the
Page 2: CHRISTINE BECKWITH...OPENING KEYNOTE TOPIC: LOAN OFFICER PERSONAL BRANDING FOR SALES During Christine Beckwith’s presentation, mortgage professionals can expect to learn about the

CHRISTINE BECKWITHPRESIDENT & COO AT 20/20 VISION FOR SUCCESSVISIONYOURSUCCESS.NET

ABOUT CHRISTINE:

Christine Beckwith became a 30-year mortgage industry veteran in 2018. Over 3 decades she consis-tently won awards and accolades in mortgage sales originations at all ranks, all the while producing at the top 5%.

For 18 years she ran mortgage companies at a senior and executive level. And she continued to win awards for breaking glass ceilings. She is a sought-after public speaker and in January spoke on Gary Vaynerchuk’s bill at Agent2021, and will co-host the NAMMBA Convention in April.

This past year Christine won awards including Most Elite Women in Mortgage from the MPA. Addi-tional awards include being named Most Connected Mortgage Professional by National Mortgage Publications and Most Powerful women in Banking also given by NMP.

She released two books in 2018 and won an award for her sales book Wise Eyes while her book Clear Boundaries became a best seller on Hot New Releases on Amazon.

On November 1st, Christine fully launched her Coaching company 20/20 Vision for Success Coaching & Consulting. When asked about future plans, she says in all seriousness with a huge smile, “I plan to go in and grab market share—again—from the boys who dominate this space in our field!”

OPENING KEYNOTE TOPIC: LOAN OFFICER PERSONAL BR ANDING FOR SALES

During Christine Beckwith’s presentation, mortgage professionals can expect to learn about the following:

• How to brand yourself as a loan officer on social media

• Establishing a personal branding strategy

• Closing more loans as a result of good social media practices

• Ensuring consistency in your brand voice and image on social media

• Identifying and engaging with industry influencers

Page 3: CHRISTINE BECKWITH...OPENING KEYNOTE TOPIC: LOAN OFFICER PERSONAL BRANDING FOR SALES During Christine Beckwith’s presentation, mortgage professionals can expect to learn about the

NAIKEYA “NIKKIE” HALEYLOAN ORIGINATOR AT ACRE MORTGAGE & FINANCIAL INCCEO/FOUNDER AT MAKE IT BETTER MARKETING ACREMORTGAGE.COM

ABOUT NIKKIE:

After studying Communications and Applied Technology at Drexel, Nikkie Haley started out in digital marketing as a WordPress blogger, Youtuber, freelance web designer and social media manager.

She then began her career in the mortgage industry as a Marketing Coordinator at AnnieMac Home Mortgage, and soon began to expand her role to become an Account Manager for the Recruiting and Renovation divisions.

Looking to further expand her horizons, Nikkie took a position as marketing director with TAM Lending Center. That required her to develop marketing strategies, do networking events with Branch Managers, and increase business for the entire company which inspired Nikkie to be-come a Mortgage Loan Originator herself.

As a proud native of Southern New Jersey, Nikkie wanted to help the public by educating them on credit, finances, and the home buying process. In May of 2018, she passed the Uniform State Exam through NMLS, and joined the team at Acre Mortgage & Financial to pursue her career goals. She is now working diligently to build her business and expand her referral base.

SESSION TOPICS: CONTENT IS KING & MEETING MILLENNIAL HOMEBUYERS ON SOCIAL MEDIA

During Naikeya “Nikkie” Haley’s presentations, mortgage professionals can expect to learn about the following:

Content Is King:

• Why social media content matters in the mortgage industry

• How to create shareable content

• Getting your audience engaged

• Adding value to your services

• Content and how it affects SEO

Meeting Millennial Homebuyers on Social Media:

• Knowing your audience

• Customzing your communication efforts

• Providing relatable content

• Acting as a resource for first-time homebuyers

• Becoming quick and responsive

Page 4: CHRISTINE BECKWITH...OPENING KEYNOTE TOPIC: LOAN OFFICER PERSONAL BRANDING FOR SALES During Christine Beckwith’s presentation, mortgage professionals can expect to learn about the

COURTNEY GR AHAMDIRECTOR OF MARKETING AT PRINCETON MORTGAGEPRINCETONMORTGAGE.COM

ABOUT COURTNEY:

Courtney is the Director of Marketing of Princeton Mortgage. At Princeton, she loves working with some of the best minds in the mortgage industry and building a growing team of marketing professionals. Over the past eighteen months, Courtney and her team have helped relaunch Princeton Mortgage and build out a best-in-class marketing and sales prospecting system for Loan Originators utilizing a combination of direct, digital, and social media marketing.

Courtney graduated top of her class from Oral Roberts University in Oklahoma with a Bachelor of Science in Marketing. She began her career with the New York City public relations firm, Industry Publicity, where she took her first deep dive into the world of influencer marketing. After Industry Publicity, Courtney joined MRM // McCann, a world-renowned advertising agency headquartered in New York City. It was at MRM // McCann she developed her love for “brand”, and helping brands grow and gain market share utilizing multi-pronged strategies and approaches. While at MRM // McCann the company founded their social media department and she was able to experience, from the very beginning, the importance and power of social media marketing and its ability to build brand awareness, voice, and customer engage-ment.

Courtney lives in New Jersey with her husband, and three young children. She loves design - of all kinds - and loves to create. She is in the process of planting a new church, Ecclesia, in Princeton, NJ with her husband. You can find her on LinkedIn or on Instagram @courtgraham.

SESSION TOPIC: LINKEDIN

During Courtney Graham’s presentation, mortgage professionals can expect to learn about the following:

• What is LinkedIn?

• How to utilize LinkedIn effectively

• Differentiating between LinkedIn and other social media platforms

• Staying professional on LinkedIn

• Best practices on LinkedIn

Page 5: CHRISTINE BECKWITH...OPENING KEYNOTE TOPIC: LOAN OFFICER PERSONAL BRANDING FOR SALES During Christine Beckwith’s presentation, mortgage professionals can expect to learn about the

KELSEY R AUCHUT NATIONAL BUSINESS DEVELOPMENT MANAGER AT ANNIEMAC HOME MORTGAGEANNIE-MAC.COM

ABOUT KELSEY:

Kelsey Rauchut is an industr y leading National Business Development Manager with An-

nieMac Home Mor tgage. Award winning media exper t, qualif y ing for top producer Presi-

dents Club in 2016 & 2018. Kelsey is a Mor tgage & Real Estate connector, a personal de-

velopment hunter, driven by faith. She is the Host & Creator of “The Inside Edge” podcast

featuring industr y leading women both Mor tgage and Real Estate Exper ts.

As seen on Mor tgage Marketing Animals “Loan Of f icer Freedom” Podcast powered by Carl

White, highlighting “Women in the Mor tgage Industr y.” She takes an innovative approach

providing new solutions for increasing monthly transactions for mor tgage and real estate

professionals nationally to thrive in today’s condensing market.

SESSION TOPIC: LEVER AGING YOUR SOCIAL MEDIA CONNECTIONS

During Kelsey Rauchut’s presentation, mortgage professionals can expect to learn about the following:

• Getting your audience engaged

• Best types of content on social media

• Offering value to potential homebuyers

• Optimizing your profile for success

• Demonstrating appreciation to your connections on social media

Page 6: CHRISTINE BECKWITH...OPENING KEYNOTE TOPIC: LOAN OFFICER PERSONAL BRANDING FOR SALES During Christine Beckwith’s presentation, mortgage professionals can expect to learn about the

KYLE PLASHABUSINESS DEVELOPMENT OFFICER AT WEBMAXWEBMAXCO.COM

ABOUT KYLE:

With a Bachelor of Business Administration degree from Saint Joseph’s University, Kyle Plasha

serves as WebMax’s Business Development Officer. In addition to being a key player in sales,

he has spearheaded the development of the company’s product, “LeadMax”, a lead generation

platform revolving around social media advertising and the best practices.

He has made it his priority to create a well functioning system that provides mortgage lend-

ers with qualified potential homebuyers knocking at their door. In fact, he has made it so that

lenders have no contact with the buyer until they are already considered a qualified lead. In

doing so, he has become an industry innovator, reaching homebuyers where they spend the

most time- on social media.

Previously, Plasha served as the Executive Vice President and Partner at Sheer Venture Solu-

tions, by helping small businesses in raising capital, marketing excellence, and achieving sales

success. With his experience, he has been able to achieve greatness in marketing and sales

through social media practices.

SESSION TOPIC: DRIVING TR AFFIC TO YOUR DIGITAL MORTGAGE APPLICATION

During Kyle Plasha’s presentation, mortgage professionals can expect to learn about the following:

• Lead generation tactics

• Increasing traffic to your mortgage website through social media

• Advertising through social media

• Building granular demographic markets for specific reach

• Attracting potential homebuyers

Page 7: CHRISTINE BECKWITH...OPENING KEYNOTE TOPIC: LOAN OFFICER PERSONAL BRANDING FOR SALES During Christine Beckwith’s presentation, mortgage professionals can expect to learn about the

KELCEY BROWNEVP & CHIEF STR ATEGY OFFICER AT WEBMAXWEBMAXCO.COM

ABOUT KELCEY:

Kelcey Brown is responsible for developing, communicating, executing, and sustaining strategic

initiatives at WebMax. He acts as a key advisor to president on critical changes in the competi-

tive landscape, internal employee development and the external business environment while also

ensuring that appropriate metrics are in place to measure performance and progress towards

strategic goals.

Brown served in the US Navy as a Disbursing Clerk and reached E5/ Petty Officer Second Class.

While in the Navy, he entered the Real Estate industry as a Title Help Desk Representative at

Cendant Settlement Services and was recognized for his leadership skills and ability to work well

within a team. He was awarded with Team Member of the month, three months in a row.

He attended Northwood University for Finance while in the United States Navy. Additionally,

Brown attended Phoenix University in Philadelphia for Information Technology and earned his

Real Estate license for the State of New Jersey. As a philanthropist, Brown is passionate about his

volunteer work for Virtua Memorial Hospital and Habitat for Humanity.

SESSION TOPIC: REGULATORY COMPLIANCE AND SOCIAL MEDIA

During Kelcey Brown’s panel discussion, mortgage professionals can expect to learn about the following:

• Do’s and Dont’s when posting on social media and online

• Legality of social media practices in the mortgage industry

• Understanding what you can and can’t say to potential homebuyers

• When your company needs to provide NMLS #

• Becoming your homebuyers’ trusted advisor

Page 8: CHRISTINE BECKWITH...OPENING KEYNOTE TOPIC: LOAN OFFICER PERSONAL BRANDING FOR SALES During Christine Beckwith’s presentation, mortgage professionals can expect to learn about the

MATTHEW VANFOSSENCEO AT ABSOLUTE HOME MORTGAGE CORPOR ATIONAHMCLOANS.COM

ABOUT MATTHEW:

Matthew VanFossen is the Chief Executive Officer of Absolute Home Mortgage Corporation. Bringing years of leadership, technology expertise, and executive management experience to the company.

With over a decade in residential mortgage lending and overseeing over 7 billion in retail origina-tions, Matthew knows what truly drives a successful mortgage operation. A passion for technology and strong interests in compliance and system automation give Matthew an inherent leg up on the competition. It’s not just about having great processes, it’s how well you integrate compliance tech-nology into those processes, while educating the workforce, ensuring proper implementation.

Known as a disruptive thinker, Matthew has worked to drive the vision and strategy of Absolute to the next generation of mortgage lending. He manages with a hands on approach and enjoys working closely with his amazing team of dedicated mortgage professionals.

Matthew has landed national Coverage with real estate boards as a Realtor business coach Including, PCBOR, ECBOR, RAPB, GTAR. Over the past 4 years he has successfully trained over 1,000 Realtors on advanced social media marketing. In addition to his extensive Mortgage experience, Matthew is a renowned public speaker. In 2015, 2016 & 2017 Matthew was recognized as one of 40 Under 40: The 40 Most Influential Mortgage Professionals Under 40 NMP Magazine.

SESSION TOPIC: REGULATORY COMPLIANCE AND SOCIAL MEDIA

During Matthew VanFossen’s panel discussion, mortgage professionals can expect to learn about the following:

• Do’s and Dont’s when posting on social media and online

• Legality of social media practices in the mortgage industry

• Understanding what you can and can’t say to potential homebuyers

• When your company needs to provide NMLS #

• Becoming your homebuyers’ trusted advisor

Page 9: CHRISTINE BECKWITH...OPENING KEYNOTE TOPIC: LOAN OFFICER PERSONAL BRANDING FOR SALES During Christine Beckwith’s presentation, mortgage professionals can expect to learn about the

JUSTIN DEMOLACOO AT MLB MORTGAGEMLBMORTGAGE.COM

ABOUT JUSTIN:

Justin Demola is a results-dr iven, dynamic, and versati le professional, of fer ing years of

exper ience in the f ields of mor tgage, consult ing, and business development. He has had

ver i f iable success in overseeing str ic t mor tgage compliance and operational work f low.

Demola is known for exper t ly advising c l ients on var ious areas of mor tgage operations

inc luding but not l imited to compliance, customer ser vice, operational work f low, and

technology solutions. He’s ef f ic ient in deliver ing and implementing innovative solutions

for the success of the company and c l ients, while possessing excellent communication,

conceptualization, and interpersonal skil ls .

As COO at MLB Mor tgage, Demola provides the leadership, management and vision

necessar y to ensure that the company has the proper operational controls, administra-

tive and repor ting procedures, and people systems in place to ef fec tively grow the orga-

nization and to ensure f inancial s trength and operational ef f ic iency.

SESSION TOPIC: REGULATORY COMPLIANCE AND SOCIAL MEDIA

During Justin Demola’s panel discussion, mortgage professionals can expect to learn about the following:

• Do’s and Dont’s when posting on social media and online

• Legality of social media practices in the mortgage industry

• Understanding what you can and can’t say to potential homebuyers

• When your company needs to provide NMLS #

• Becoming your homebuyers’ trusted advisor

Page 10: CHRISTINE BECKWITH...OPENING KEYNOTE TOPIC: LOAN OFFICER PERSONAL BRANDING FOR SALES During Christine Beckwith’s presentation, mortgage professionals can expect to learn about the

ASHLEY GR AVANOVP OF PRODUCT SOLUTIONS AT MORTGAGE CADENCEMORTGAGECADENCE.COM

ABOUT ASHLEY:

As former Vice President of National Sales & Marketing at Paradigm Title Group, Ashley Gravano lead a team of client engagement executives, developed new client relationships and suppor ted all existing clients for the company. She acted as a key advisor to the presi-dent on critical changes in the competitive landscape.

Gravano brings over two decades of success and experience in the title and settlement industry, devising and executing strategies while leading team ef for ts that have produced conclusive results, valuable business par tnerships and solid growth avenues for real estate products and services. With this experience, she became Vice President of Product Solutions at Mortgage Cadence.

Gravano is now VP of Product Solutions at Mor tgage Cadence and serves as an influenc-er on social media outlets such as Instagram. She is well known throughout the mortgage industry for her online presence.

SESSION TOPIC: INSTAGR AM

During Ashley Gravano’s presentation, mortgage professionals can expect to learn about the following:

• Instagram as a social media outlet for the mortgage industry

• How to reach prospects on Instagram

• Producing creative content that gets followers engaged

• Utilizing all of Instagram’s features to the fullest potential

• Growing your audience organically

Page 11: CHRISTINE BECKWITH...OPENING KEYNOTE TOPIC: LOAN OFFICER PERSONAL BRANDING FOR SALES During Christine Beckwith’s presentation, mortgage professionals can expect to learn about the

CR AIG POLLACKSENIOR VP OF BUSINESS DEVELOPMENT AT SOCIALSURVEYSOCIALSURVEY.COM

ABOUT CR AIG:

A li felong entrepreneur, Craig is the SVP of Client, Par tner, and Industr y Relations for SocialSur vey, the only Enterpr ise Reputation Management tool buil t specif ically for the mor tgage industr y.

Af ter owning and managing his own retail and wholesale apparel business for many years, he transit ioned to mor tgages in 2001 where he held numerous roles over a 10 year career. Switching to the tech side in 2012, Craig joined CEO and founder of Social-Sur vey, Scot t Harr is at a predecessor company to SocialSur vey where they of fered a va-r iet y of technology solutions to lenders. As SocialSur vey was born in 2015, Craig worked side-by-side with Mr. Harr is to introduce the solution to independent lenders and real estate brokerages.

Now that the company has grown to over 60 employees, Craig works c losely with many of the depar tments to ensure the founder ’s v ision is carr ied out “at scale”. The pr imar y core value at SocialSur vey is “Create Wow” and Craig works t irelessly with the team and industr y par tners to ful f i l l that mission.

SESSION TOPIC: TESTIMONIALS ONLINE AND CLIENT RETENTION ON SOCIAL MEDIA

During Craig Pollack’s presentation, mortgage professionals can expect to learn about the following:

• Improving customer experience and employee satisfaction

• Monitoring online activity among homebuyers and loan officers

• Ensuring compliant social posts and marketing content

• Improving your loan officer and mortgage company’s online reputation

• Growing business and creating social proof

Page 12: CHRISTINE BECKWITH...OPENING KEYNOTE TOPIC: LOAN OFFICER PERSONAL BRANDING FOR SALES During Christine Beckwith’s presentation, mortgage professionals can expect to learn about the

WENDY SALTZMANFOUNDER & CEO AT PHILLY POWER MEDIAPHILLYPOWERMEDIA.COM

ABOUT WENDY:

Wendy Saltzman is a three time Emmy Award Winning Investigative Journalist. She spent more than two decades working on camera in television news.

Most recently, she was the Investigative Reporter at Philadelphia’s powerhouse station, 6abc.

Wendy left TV News to launch her own media conglomerate. She is an executive coach who works with businesses, nonprofits, doctors, politicians, & professional athletes training them to speak more confidently on & off camera. She teaches the tips to be a more powerful communicator in interviews, presentations & when speaking in public.

In addition, her expertise includes corporate branding & teaching clients how to market themselves, their products & businesses.

She regularly speaks to groups about branding yourself in an on-line world. She uncovers the se-crets of social media marketing, how to create buzz & increase your client list.

Wendy is an entrepreneur who was named one of the top 50 Business Coaches to watch on Twitter in 2019.

CLOSING KEYNOTE TOPIC: VIDEO CREATED A MORTGAGE STAR

During Wendy Saltzman’s presentation, mortgage professionals can expect to learn about the following:

• Video marketing in the mortgage industry

• Conducting Q&A ideos to build interest and engagement

• Video marketing utilized to promote your mortgage business

• How video marketing differs on various platforms

• Using video marketing to build relationships

Page 13: CHRISTINE BECKWITH...OPENING KEYNOTE TOPIC: LOAN OFFICER PERSONAL BRANDING FOR SALES During Christine Beckwith’s presentation, mortgage professionals can expect to learn about the

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