You're invited to join us at the Hilton Downtown in Columbus, OH on November 3 and 4, 2025 for an elevated gathering of lending pros. Please RSVP by September 22, 2025 to let us know you will be attending.
8:15 - 9:15 am
Registration & Networking Breakfast
General Session Ballroom
9:15 - 10:30 am
Opening General Session & Prize Giveaway Session 1
General Session Ballroom
10:30 - 11 am
Sponsor Alley/Networking
Sponsor Alley
11 am - 12:15 pm
Breakout Session 1
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Breaking Boundaries: Winning Market Share
with Non-QM Lending — with Danielle Mink
Bellows E
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Unlocking Growth with Movoto: What it Means for
Lower Originators — with Adam Weiner and John Berkowitz
Bellows F
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How to Get More Loans and Secure More Relationships
by Using Model Match Data
— with Eric Levin and Thomas Seelbinder
Burkhart A
12:15 - 1:15 pm
Networking Lunch
General Session Ballroom
1:15 - 1:30 pm
Networking & Client Call Break
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1:30 - 2:45 pm
Breakout Session 2
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Winning with Candid: How Lower's CRM Powers Originator
Success — with Kathryn Rion, Brad Bieber, Sam Lam,
and Catherine Simoneaux
Bellows E
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Understanding Today's Condo Environment
— with Patti Triplett and Michael Fitzpatrick
Bellows F
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MSA Mastery: How Originators Create, Win and Grow
Marketing Service Agreements — with Jared Ward
Burkhart A
2:45 - 3:15 pm
Networking & Client Call Break
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3:15 - 4:30 pm
Breakout Session 3
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AI in Action: Everyday Tools for Loan Officers
— with Catherine Simoneaux
Bellows E
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Winning the Recruiting Game in Your Local Market
— with Craig Montgomery, Nick Gallagher,
Connor Bartley, and Eric Levin
Bellows F
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Becoming a VA Originator Expert in 75 Minutes
— with Leslie Bergen
Burkhart A
4:30 - 4:45 pm
Networking & Client Call Break
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4:45 - 5:15 pm
Day 1 Wrap-Up & Teaser for Day 2
General Session Ballroom
6:30 - 8:30 pm
Evening Reception
FYR - Tower 402, 1st Floor
8 - 9 am
Breakfast & Networking
General Session Ballroom
9 - 10 am
Top Producer Panel
General Session Ballroom
10 - 10:15 am
Networking & Client Call Break
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10:30 - 11:45 am
Breakout Session 4
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Winning with Candid: How Lower's CRM Powers Originator
Success — with Kathryn Rion, Brad Bieber, Sam Lam,
and Catherine Simoneaux
Bellows E
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Hidden Gold: Unlocking Manufactured Housing Origination
Opportunities — with Blake Herring and Angie Lewis
Bellows F
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How to Get More Loans and Secure More Relationships
by Using Model Match Data
— with Eric Levin, Thomas Seelbinder
Burkhart A
11:45 am - 12:45 pm
Networking Lunch
General Session Ballroom
1 - 2 pm
Breakout Session 5
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Building Your Personal Brand on Social Media
— with Catherine Simoneaux
Bellows E
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Building Your Business with BUILD, Lower's CTP Product
— with Dan Stich
Bellows F
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Becoming the Go-To Lender: Mastering Realtor Relationships
& Value Propositions — with Randy Thomas
Burkhart A
2:15 - 3:15 pm
Closing Session & Prize Giveaway
General Session Ballroom
