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Thursday, February 9
 

12:00pm MST

Registration Opens

Registration opens at 12:00. Bring your lunch and bask in the warmth of the courtyard while you peruse the full schedule for the coming two days. We'll have a few words around 1:00pm to get things started and then break for learning! See you there.


Thursday February 9, 2012 12:00pm - 1:15pm MST
Arizona School of Real Estate and Business 7142 East 1st Street, Scottsdale, Arizona 85251

1:15pm MST

5 Skills You Need to Become a Productivity Ninja

What do many busy real estate agents have in common? Not enough time in the day.

Dean Ouellette will show you some of the tips and tricks he has learned and implemented over the last few years to organize his day better and stay on top of the important things. Dean will show you the tools he uses to be a productivity ninja and control your work day so it does not control you. From to-do lists to managing your email to staying organized with Evernote and much more.


Speakers
avatar for Dean Ouellette

Dean Ouellette

Dean Ouellette is the VP of Business Development and technology at Thompson's Realty as well as a Phoenix area Realtor. Dean is obsessed with tweaking systems to create more time in his day for one objective, so he can have a life. Dean is currently writing a book Evernote for... Read More →


Thursday February 9, 2012 1:15pm - 2:00pm MST
Annex: Room B 7142 East 1st Street, Scottsdale, Arizona 85251

1:15pm MST

Your Database as an Origination Mission Control Center

Derek has built one of the most advanced ACT databases in the business, and uses it as the command center of his practice. With a focus on automating tasks, streamlining workflow, and maximizing overall efficiency from lead to closing to referral, Derek will provide a look inside this fine-tuned system and show you how you can put technology to work for you.


Speakers
avatar for Derek Egeberg

Derek Egeberg

Derek Egeberg originates mortgage loans from Yuma, AZ and has built a business around helping homeowners understand the "New Rules of Equity Management". This along with exceptional service and a personal touch have enabled him to market himself uniquely to homeowners & real estate... Read More →


Thursday February 9, 2012 1:15pm - 2:00pm MST
Annex: Room A 7142 East 1st Street, Scottsdale, Arizona 85251

2:15pm MST

New Media Marketing in 15 Minutes a Day

Many social media experts,  ninjas, and gurus lay out way too much for the busy RE professional to even attempt.

Bill Risser will cut through the crap and focus on the sole reason you should be on any social network.  Engagement. 

He will lay out his strategies for using Google, Facebook and Twitter that take just minutes a day to manage, yet lead to the creation, building and strengthening of lasting business relationships.


Speakers
BR

Bill Risser

VP/Director, New Media & Education for Chicago Title Arizona. Bill has over 12 years in the industry and has conducted hundreds of hands on workshops to help real estate professionals understand new media networks. Married, with a son at ASU (Go Devils!), Bill admits he has a Barbra... Read More →


Thursday February 9, 2012 2:15pm - 3:00pm MST
Annex: Room B 7142 East 1st Street, Scottsdale, Arizona 85251

2:15pm MST

How to Get Clicks: They Found Your Website, NOW What?

You've built your website and mastered SEO. However, unless you have the proper mechanisms in place to convert your site traffic, it's like you're driving around town with your windows down and the heater on. 

In this session you'll learn from a true leader in online mortgage origination as Dan's shares tips & tricks, and lessons learned by trial & error at the point of sale.

It takes a well developed strategy to convert readers into meaningul business opportunites. Leverage the experience and insights of one of the industry's best.

 


Speakers
avatar for Dan Green

Dan Green

Loan Officer, Waterstone Mortgage
Dan Green is a loan officer and author of the premier mortgage blog in the country, The Mortgage Reports. Dan's mortgage market commentary appears in the Wall Street Journal, MarketWatch, HSH Associates, and on Bankrate.com. He is a regular guest on the First Business television program... Read More →


Thursday February 9, 2012 2:15pm - 3:00pm MST
Annex: Room A 7142 East 1st Street, Scottsdale, Arizona 85251

3:15pm MST

Using Support Forums to Build an Awesome Website

Ever wondered how to build a great looking and effective blog but either didn't have the money or just didn't find the value in the cost?  

In this session, you will learn how to use support forums to help you build a blog with great looks, functionality and design that of a professional web designer and for a fraction of the cost.  This session is designed to help you  bring great value to your referral partners by assisting them on building their blog.  Its all about the "UVP" Baby!


Speakers
avatar for Ted Canto

Ted Canto

Ted Canto has originated home loans for the past 13+ years and has branded himself as a nationally recognized mortgage advisor, real estate commentator, speaker and internet marketing instructor. Ted is the brain child behind ActiveRain.com’s RainCamp seminar and has instructed... Read More →


Thursday February 9, 2012 3:15pm - 4:00pm MST
Annex: Room B 7142 East 1st Street, Scottsdale, Arizona 85251

3:15pm MST

Case Study: How to Use the WordPress CMS to Generate Mortgage Leads

www.HomeownershipUniversity.com Case Study.  In 45 minutes I will dissect the why and the how we were able survive and thrive using WordPress as a lead generation system.  


Speakers
SS

Scott Schang

Branch Manager, Broadview Mortgage Corporation
As a Branch Manager of Broadview Mortgage in Orange, CA Scott’s approach to the business has been to identify and develop niche opportunities within specific demographics of home buyers making buying decisions online. He developed www.FindMyWayHome.com using WordPress as a central... Read More →


Thursday February 9, 2012 3:15pm - 4:00pm MST
Annex: Room A 7142 East 1st Street, Scottsdale, Arizona 85251

4:15pm MST

Database Segmentation - Stop Talking AT Your Customer

Master your database with advanced segmentation to minimize your risk of being perceived a mortgage spambot. Optimize the impact of email marketing, and master the 'perfect timing' approach to staying in touch with your clients. 

Tips and tricks for organizing, tagging, and categorizing your clients that goes beyond tracking their loan rates and ARM resets. 

Segmentation will help you maximize the efficiency of your outbound messaging and extend your marketing reach, leading to increased client retention and decreased 'noise violations'.

 

 


Speakers
avatar for John Glynn

John Glynn

Real Estate Finance
John is a full time originator in Oakland, CA. Caught particularly vulnerable when the 2007 ‘mortgage meltdown’ hit, he committed to a complete business reboot. Three years into his second run in the business, in 2010 he enjoyed personal records in both production and revenue... Read More →


Thursday February 9, 2012 4:15pm - 5:00pm MST
Annex: Room B 7142 East 1st Street, Scottsdale, Arizona 85251

4:15pm MST

From Lead to Lock: Tips and Tools to Move Consumers Through Your Sales Funnel

David has built a successful blog with content based on Frequently Asked Questions and become the master of streamlining the lead nurturing process. 

Using some key technologies to manage new leads and loan workflow, he has further refined the process between first contact and commitment. 

This session will be an overview of his appraoch from lead to lock.


Speakers
avatar for David Krushinsky

David Krushinsky

David Krushinsky has originated mortgages in Scottsdale, AZ since 2002. Early on, David realized the value of business relationships and referrals and built his business around serving real estate agents. In 2007 when the real estate boom ended in Arizona, David realized his top... Read More →


Thursday February 9, 2012 4:15pm - 5:00pm MST
Annex: Room A 7142 East 1st Street, Scottsdale, Arizona 85251

5:00pm MST

Business Development Idea Lab Roundtable

Got an idea that you need to get to market? Something swimming around in your head, but missing a key element that might help it get some traction? Sometimes the journey from your mind's eye to a finished product is a long and arduous one where you encounter hurdles you never imagined possible. This will be an organic collaboration session where you can bounce ideas off of colleagues, leverage the experience of the room, and who knows - maybe find a co-pilot for your next big adventure in the business. 

Interactive, collaborative session to segue into happy hour.


Thursday February 9, 2012 5:00pm - 5:45pm MST
Annex: Room B 7142 East 1st Street, Scottsdale, Arizona 85251
 
Friday, February 10
 

8:15am MST

Checkbook SEO: Is PPC Worth It For Lenders?

Explore the world of paid advertising in the mortgage space. Luke is a seasoned vet who will paint the portrait of smart mortgage Pay Per Click advertising.

Everything you need to know about Ads, Tight Knit "themes", Search Network vs Display separated out, Negative Keywords, Landing Pages, and Offers. 

Also, learn from a key mortgage client case study, where campaign optimiziation efforts successfully lowered cost per acquisition, through a series of offer improvements, landing page tweaks, bid management, etc. 

 


Speakers
LA

Luke Alley

Luke is the Director of PPC at Dream Systems Media - a trend setting Internet marketing firm with locations in Utah and Arizona. He graduated from Brigham Young University - Idaho with a degree in Business Management and an emphasis in marketing. He was president of the American Marketing... Read More →


Friday February 10, 2012 8:15am - 9:00am MST
Annex: Room A 7142 East 1st Street, Scottsdale, Arizona 85251

8:15am MST

Website Images Optimized

A picture is worth a thousand words, but a picture added to your site can also hurt your page load time, and have a negative effect on your SERP.

This session will talk about the importance of images and the proper way to use them on your site to maximize their effect and not slow down your site.

Simple steps to setup your Wordpress media settings and adding images to blog posts and pages.  Make it visual, keep it fast.


Speakers
DS

David Smith

Wordpress geek and photo buff living in Tucson, AZ.  Blogger & Photographer.  Designing and building online marketing solutions for small business  which create a better custom experience.


Friday February 10, 2012 8:15am - 9:00am MST
Annex: Room B 7142 East 1st Street, Scottsdale, Arizona 85251

9:15am MST

Secret Weapon Facebook: Forget Consumers, Focus on Real Estate Agents

Stacey Harmon has been helping Real Estate Agents develop Facebook strategies since before Facebook was a household name. Her experience in this area gives her unique view into the mind of Real Estate Agents and how they are using the platform. Attending this session will help you develop a more partner focused approach on Facebook and teach you how the Mortgage Originator can leverage this marketing tool to grow your mortgage business.

You'll learn

  • Finding, connecting, and building relationships with Realtors on Facebook
  • Effective strategies for engaging with Realtors and influencers on Facebook

Speakers
avatar for Stacey Harmon

Stacey Harmon

Principal, Harmon Enterprises
Stacey Harmon is a productivity coach on a mission to empower you to be effective and organized in a digital world. She is an Evernote Certified Consultant and GTD® practitioner with a flair for systems and organizing. These talents are expressed through her company, Harmon Enterprises... Read More →


Friday February 10, 2012 9:15am - 10:00am MST
Annex: Room B 7142 East 1st Street, Scottsdale, Arizona 85251

9:15am MST

Is Content King? SEO Soup to Nuts

Myth - New mortgage and real estate bloggers don't have to worry about SEO if they focus on writing great content. 
Fact - Start with these basic SEO fundamentals, and your site will rank for targeted keyword phrases in your city: 

  1. Identify The Demand (Keyword Research)
  2. Website Architecture With SEO In Mind (Blueprint)
  3. WordPress Development

Don't waste your time aimlessly writing content and hoping that someone will find you online.  
If your site is optimized properly from the foundation up, your great content will be able to reach the specific people that matter most to growing your mortgage business.  


Speakers
avatar for Mark Madsen

Mark Madsen

The Las Vegas housing market officially collapsed on Feb. 14, 2007, and all but one of Mark Madsen's real estate partners disappeared within months of that Valentine's Day Massacre. With eight years wasted in the back-breaking, 24/7 lifestyle of building a mortgage business based... Read More →


Friday February 10, 2012 9:15am - 10:00am MST
Annex: Room A 7142 East 1st Street, Scottsdale, Arizona 85251

10:15am MST

Automating With Quality - 45 Minutes of Down and Dirty Implementation

Top of Mind was the first company we approached about Demo'ing at MTS'12 AZ. We've been 'hearing' through the grapevine that Top of Mind has the goods. Top of Mind Networks President, Mark Green, will demo the Surefire suite and show you how to automate and systematize just about every component of your origination practice. From prospect to funding, you'll hear how easy it is to implement a high-touch best-practice based solution into your origination workflow.


Speakers
MG

Mark Green

Mark Green is the President of Top of Mind Networks, a company specializing in helping mortgage and real estate professionals drive repeat and referral business through CRM (customer relationship management) techniques. He is married & went to the University of Florida... Read More →


Friday February 10, 2012 10:15am - 11:00am MST
Annex: Demo Room 7142 East 1st Street, Scottsdale, Arizona 85251

10:15am MST

Building Facebook Ads that Work!

Facebook Designer & former mortgage originator Mike Mueller will help you explore Facebook Ads.

In this fast paced session, Mike Mueller will show you how to

  • Target your ad to the right demographic
  • Monitor the performance of you Facebook Ad
  • Pay the lowest cost
  • Identify the 5 different Ad types and the pros & cons of each
  • How to create a squeeze page on Facebook

Speakers
avatar for Mike Mueller

Mike Mueller

Mike is a former Mortgage Banker and Broker turned "Tech Geek" who specializes in Social Media. He builds engaging Custom Facebook Business Pages and WordPress blogs for real estate professionals. Mike writes AreWeConnected.com, a blog dealing with social media and technology as... Read More →


Friday February 10, 2012 10:15am - 11:00am MST
Annex: Room B 7142 East 1st Street, Scottsdale, Arizona 85251

10:15am MST

The SEO Triangle - How To SEO Your Lead Generation

In the SEO Triangle, we'll take a look at the big picture of search and it's natural evolution from global to hyper local.  We'll take a deeper look at what you can do now in order to explode your rankings get more leads online.
==>> Local Search==>> social seo strategies==>> Authority secrets of old man google


Speakers
avatar for Paul Dunn

Paul Dunn

Paul is an originator with Sunstreet Mortgage in Tucson Arizona who takes a Webernet Experimentalist approach to originating.  He has been originating since '91 and has developed his business model around generating all his loans online. Paul has focused on combining old fashioned... Read More →


Friday February 10, 2012 10:15am - 11:00am MST
Annex: Room A 7142 East 1st Street, Scottsdale, Arizona 85251

11:15am MST

Demo: Rate Quote Widget

Free Wordpress Plug-in that allows you to capture leads for the states you lend in and earn income for the states you don't. You won't want to miss this demo on the latest product from Dan Green!


Speakers
avatar for Dan Green

Dan Green

Loan Officer, Waterstone Mortgage
Dan Green is a loan officer and author of the premier mortgage blog in the country, The Mortgage Reports. Dan's mortgage market commentary appears in the Wall Street Journal, MarketWatch, HSH Associates, and on Bankrate.com. He is a regular guest on the First Business television program... Read More →


Friday February 10, 2012 11:15am - 12:00am MST
Annex: Demo Room 7142 East 1st Street, Scottsdale, Arizona 85251

11:15am MST

Consumer Review Sites: How One Mortgage Originator is Playing Local

Google Places, Yelp, Etc. - These sites are considered secondary sites. Sites where you can register your mortgage practice but beyond that it's relatively static. However, Shashank Shekhar has some innovative strategies for using these hyper local sites to build a presence and ultimately a steady stream of business referrals. In this session, you'll hear how Shashank approaches getting his customers to recommend him on these sites and how he approaches reputation management in general ... including <GASP> a negative review!


Speakers
avatar for Shashank Shekhar

Shashank Shekhar

Shashank is an active Loan Originator with Arcus Lending. He has written two books, "Real Estate Unleashed" and "First Time Home Buying 101" and actively blogs at Lending Expert Blog and Homes.com. Shashank has spoken at Virtual RE Bar Camp and Mortgage Revolution and been featured on Y! News, Pen TV, KCBS Radio, SF Examiner and the San Francisco Chronicle. Shashank was also recently listed in the "Top 40 under 40 most influential mortgage professionals in the country" by NMP Magazine... Read More →


Friday February 10, 2012 11:15am - 12:00am MST
Annex: Room B 7142 East 1st Street, Scottsdale, Arizona 85251

11:15am MST

SEO: What's a Ranking Signal?

When it comes to SEO, everyone has a different idea how to get to the top of the search engines but they all have one thing in common: ranking signals. Learn not only what a ranking signal is but also learn how to acquire more of the right kinds of ranking signals such as links, likes, tweets, pins, and more.


Speakers
avatar for Justin McHood

Justin McHood

Justin works on various lead generation projects and manages to find time to play with new ideas on the web.  In Arizona, he works for Academy Mortgage doing whatever they ask.  The thing he likes most about the web is how he doesn't have to get a job that requires him to wear pants... Read More →


Friday February 10, 2012 11:15am - 12:00pm MST
Annex: Room A 7142 East 1st Street, Scottsdale, Arizona 85251

1:15pm MST

Demo: (leadmagnit.com) Close More Loans & Help Agents With Their Lead Generation

• Case Study: How one mortgage company leveraged our software to close more loans, and establish a relationship with 50 agents...in less than 30 days.

• Agents struggle with lead generation. In fact, 80% of agents say they aren't satisfied with the amount of leads they are getting each month. Our software program solves this problem for agents, immediately upon signup. Our rapid craigslist poster, SEO tools and cutting-edge training, allow agents to generate and convert leads to clients, in literally minutes

• For a mortgage professional, this means that you are killing two birds with one stone. You are strengthening you relationship with realtors, who are willing to refer their clients to you, which you are helping them find!


Speakers
avatar for Danny Loschiavo

Danny Loschiavo

Danny is a co-founder of LeadMagnit, a lead generation software for realtors & mortgage originators.


Friday February 10, 2012 1:15pm - 2:00pm MST
Annex: Demo Room 7142 East 1st Street, Scottsdale, Arizona 85251

1:15pm MST

Originating with a Mac: 45 minutes of Oooh's & Aaah's

Anyone who has originated for a few years knows that the mortgage industry has a strong affection for everything Windows. Making the shift is terrifying and many folks stay the line because they believe it will be too hard and disruptive to learn something new.

In 2006, Jason Berman moved his origination practice online. As part of that transformation, he switched back to the Mac platform. If you have even the slightest curiousity about the Mac platform and wonder if originating on the Mac is possible, come to this session.

Jason will dispell the myths about Macs that perpetuate & provide dozens of examples of how the platform can save time and energy thereby producing a competitve advantage. He'll expand on apps he's using, utilities & system optimization tips, backup strategies and more.

Oftentimes, it comes down to how much pain you're willing to endure to make the shift. Jason will make the argument that the pain is worth it and will help you gain the confidence to begin mastering your content so that you can create, share, & expand your business opportunities.

Sidenote: If most the attendees are already Mac converts - this presentation will shift into 45 minutes of heavy duty geek app exploration & review.


Speakers
avatar for Jason Berman

Jason Berman

Owner, JB Group
Mortgage Loan Officer for Colorado Lending at JBerman Group, Uptown Mortgage; Event Host - Mortgage Tech Summit... Read More →


Friday February 10, 2012 1:15pm - 2:00pm MST
Annex: Room B 7142 East 1st Street, Scottsdale, Arizona 85251

1:15pm MST

Mortgage Internet Advertising Compliance

There are four general ways to advertise online and each come with a unique set of rules that require a specific approach to staying compliant. This session by law-abiding mortgage originator Steve Lines will provide you with the clarity needed to avoid fines, losing your license and even getting thrown in jail. Stay on the right side of the law and know the rules for Websites, Social Networks, Email Marketing and Online Classified Advertisements (ex. Craigslist). This session will provide information on local and federal rules and regulations pertaining to advertising mortgages online and will cover areas such as: trade and commerce law, SAFE Act,  HUD regulations, fraud and spam.


Speakers
avatar for Steve Lines

Steve Lines

Branch Manager for Academy Mortgage in Scottsdale, AZ and Mesa, AZ. I have been involved in real estate finance since 1996. I worked through college as a Spanish-speaking loan officer. Upon graduation I began working as an auditor for Ernst & Young, one of the “Big 4″ accounting... Read More →


Friday February 10, 2012 1:15pm - 2:00pm MST
Annex: Room A 7142 East 1st Street, Scottsdale, Arizona 85251

2:15pm MST

Demo: Loan Elerts

Ryan Minick is going to demo his Loan Elerts product. We stumbled onto Loan Elerts last year when it was fresh out of the gate. Ryan's session will cover some of the backstory around how he ended up developing a technology solution for other originators and what that process was like. He'll talk a little bit about the first 9 months in business and where he sees the product heading in 2012.

And of course he'll talk about Loan Elerts. Getting Loan Elerts integrated into your workflow will allow you to ...

  • Reduce distracting REALTOR calls about client transactions.
  • Impress Listing Agents by keeping them in the loop.
  • Integrate video into the loan process and impress everyone.
  • Manage your pipeline at a glance.
  • Communicate with your entire pipeline with one click!

Speakers
avatar for Ryan Minick

Ryan Minick

Assistant Vice President, LeaderOne Financial Corporation
Ryan is a licensed mortgage originator as one of The 2 Mortgage Guys. His team has built a business around REALTOR referral purchases. They consistently rank as the top origination team in their company. Ryan is also the co-owner of Loan Elerts, a web based application designed to... Read More →


Friday February 10, 2012 2:15pm - 3:00pm MST
Annex: Demo Room 7142 East 1st Street, Scottsdale, Arizona 85251

2:15pm MST

Mac Track: I am a Warrior. The iPad is my sword.

Whether you are a "mac user" or not, the iPad is the one tool that can handle all of your marketing, communication, and origination needs.  Learn tools and concepts that will help you be a true mobile warrior with the iPad at your side.


Speakers
avatar for Shane Hollenback

Shane Hollenback

Shane Hollenback has been a loan officer for over 11 years and currently works for Academy Mortgage in Phoenix, Arizona. Shane is considered a social media pioneer in the Mortgage space and does zero “traditional” marketing for clients. He uses social networking platforms... Read More →


Friday February 10, 2012 2:15pm - 3:00pm MST
Annex: Room B 7142 East 1st Street, Scottsdale, Arizona 85251

2:15pm MST

Rules of Attraction: Curating the Perfect Clientele

There's not enough time in the day to spend it with clients who are unpleasant. In the mortgage business, finding the perfect client among a sea of leads is no different than searching for a needle in a haystack. 

Rhonda has developed the art of marketing herself at the forefront of her business, and in doing so, attracted the majority of new buisness from people who have already connected and identified with her by the time they walk in the door.

By demonstrating who she is through blogging and social media, she's effectively using technology to weed out the rotten eggs and bad apples before they ever have a chance to get in the way. 

Rhonda will talk about the importance of authenticity, and how it can help you build a book of clients that appreciate you and are enjoyable to work with.


Speakers
avatar for Rhonda Porter

Rhonda Porter

Licensed Mortgage Originator MLO 121324, Mortgage Master Service Corporation
Rhonda is a licensed mortgage originator at Mortgage Master Service Corporation and began blogging in 2006. Her blog, The Mortgage Porter, has evolved into becoming her primary source of new business for her mortgage practice in Washington State. She has been interviewed by NPR... Read More →


Friday February 10, 2012 2:15pm - 3:00pm MST
Annex: Room A 7142 East 1st Street, Scottsdale, Arizona 85251

3:15pm MST

What Tech Savvy Agents NEED from Mortgage Originators Today

Hear from one of the most forward thinking Real Estate agents in the greater Phoenix area as he shares insights into what tech savvy real estate agents want (strike that) NEED from mortgage originators in todays market. Jay always gives it to you straight. Want to learn how to develop relationships with high producing tech-savvy real estate agents? Don't miss this session.


Speakers
avatar for Jay Thompson

Jay Thompson

Zillow
Formerly the Designated Broker of Thompson's Realty in Phoenix. Currently Zillow's Director of Industry Outreach & Social Media. I'm a social media fanboy, an avid blogger, and a die hard University of Texas fan.


Friday February 10, 2012 3:15pm - 4:00pm MST
Annex: Room A 7142 East 1st Street, Scottsdale, Arizona 85251

4:00pm MST

MTS Denver Suggestion Box - Roundtable

MTS will be back! Mark your calendars for Denver, June 8-9. But first, help wrap up in Scottsdale with another roundtable session where you can weigh in about what you liked, what could have been better, what you would like to see more of next time, and what you're most excited about working into your business plan going forward. 

It's the decompression zone. Get your head straight. And help make the next event even better!

Interactive, collaborative session to segue into happy hour.


Friday February 10, 2012 4:00pm - 4:45pm MST
Annex: Room B 7142 East 1st Street, Scottsdale, Arizona 85251
 
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