As we wind down from the excitement of The Summit 2024, we want to extend our heartfelt thanks to each and every attendee who contributed to the success of the event.  It was a privilege to attend an event that brought together an incredible community of loan officers dedicated to excellence and professional growth.

A special thank you goes out to our sponsors and presenters who generously shared their knowledge, expertise. and time. Their contributions elevated the event, providing valuable perspectives and insights that will undoubtedly shape the future endeavors of our community.

As we express our gratitude, we also look ahead with excitement. The success of this event has fueled our determination to continue creating opportunities for our community to learn, connect, and thrive together. Stay tuned for updates on future gatherings, workshops, and events that will further contribute to your professional growth.

Please use the form sent via email to submit your receipts for The Summit 2024. Double check the policy to ensure your form is filled out completely. Incomplete/inaccurate forms may be delayed in processing due to additional review time.

Thursday-

State Of The Company Address and 2024 Economic Forecast

• Presenter(s): Josh Romney- Intercap Lending

Improv Techniques to Elevate Your Business

• Presenter(s): Corey Husted with Brock Worthen & Steve Roberts- Intercap Lending
• We will be learning improvisation techniques to enhance communication with clients, collaboration with your team, and creativity in your marketing.

Friday-

Survivor: 7 Essential Elements For 2024 (And Beyond)

• Presenter(s): Sue Woodard- STRATMOR Group
• In today’s world, it can feel like a jungle out there, trying to survive with all the elements seemingly against you.  But with the right skills, tools, mindset and plan, you can be prepared to survive and even thrive.  In this engaging presentation, Sue Woodard shares a tactical playbook for how to survive a turbulent and competitive marketplace, outlast your competition, and ultimately build a business that is strong enough to survive for the long run.

Condo Financing Mastery

• Presenter(s): Sam Winchester- Intercap Lending
• A customized session designed exclusively for Loan Officers seeking comprehensive insights into the nuanced world of condominium financing. In this workshop, we will deep-dive into the intricacies of financing for condominiums, providing essential knowledge to empower Loan Officers for success in this specialized field.

How To Get Agents To Send You More Clients… TODAY

• Presenter(s): Steve Roberts and Mike Anderson- Intercap Lending

• The average homeowner has nearly three times more home equity than debt ($275k vs $104k), yet they struggle to see how this unrealized gain can help their overall financial position. Ironically, many are paying over 20% interest on credit cards and this debt keeps mounting. Only 4% of potential home buyers are in the market at any given time, yet 33% said they would make a move if they could figure it out financially. Join us for a discussion on how to help homeowners and first-time buyers get excited about a home purchase or refinance based on an overall picture of their debt, net worth, and financial goals. The current mortgage interest rate and potential or earned equity could be the perfect financial solution RIGHT NOW.

  We’ll provide recent examples of people who made a move based on the Debt Consolidation Calculator, Buy vs Rent, Cost of Waiting, Pathway to Qualification, and other tools you have to help buyers see the big picture of home ownership.

Revolutionizing Loan Officer Success: Harnessing ChatGPT and LinkedIn

• Presenter(s): Hewan Elias- Foundation Escrow
• Join Hewan Elias, Director, Sales & Marketing with Foundation Escrow, for an insightful speaking engagement where we explore the transformative power of integrating ChatGPT and LinkedIn into your business & marketing strategy as a Loan Officer. In today’s rapidly evolving digital realm, staying ahead of the curve is crucial. This session is dedicated to educating you on how these powerful tools can be pivotal in redefining the way loan officers operate, connect, and succeed. Whether you are new to the world of AI and social media or are looking to enhance your existing strategies, this session is will give you comprehensive insights on leveraging ChatGPT & LinkedIn to fuel productivity and generate more leads.

Understanding Reverse Mortgages

• Presenter(s): Michael Jones & Suzy Murray-Brothers- Intercap Lending
• An essential session designed to provide up-to-date insights and knowledge about reverse mortgages. In this workshop, we’ll briefly explore the intricacies of reverse mortgages and equip participants with the information they need to navigate these transactions.

Thursday-

• Overcoming Adversity in a Changing Market
  • Presenter(s): Tiff Leishman & Dave Johnson- Intercap Lending
  • Description: How are you maximizing your loan production? As a loan officer, we need to be prepared to effectively navigate changes in the market, engage with reliable lead sources, improve sales techniques, and deliver exceptional customer service. We intend to dive into lead sourcing techniques with practical tips and strategies to enhance your sales skills to increase loan production. Our goal is to provide insights and have an open dialogue on how to adapt to changing market conditions and close more deals successfully
• The Other R&R- Relationships and Referrals
  • Presenter(s): Emilie Jensen- Intercap Lending
  • Description: Are you ready to build more relationships and gain more referrals this year? Emilie Jensen will give you a roadmap on how to do just that through call nights and thinking outside the box!
• Best Practices & The In’s & Outs of Total Expert’s Customer Intelligence
  • Presenter(s): Kyle Clark- Intercap Lending, along with Bobbi Jo Dallas and Ben Carlson- Total Expert
  • Description: Learn best practices and the ins and outs of Total Expert’s Customer Intelligence. Also, learn about any new and upcoming features for Total Expert in 2024.
• Reel in Results: Intermediate Strategies for Brand Growth on Instagram
  • Presenter(s): Rand Al-Ghussein- Foundation Escrow
  • Description: This hands-on workshop delves into building a winning video structure and implementing proven engagement tactics to widen your reach and attract more clients. Instagram account required.
• Creating A Personal Brand
  • Presenter(s): Dorian Rogers- Intercap Lending
  • Description: Dorian will cover how to develop a creative personal brand that not only sets you apart but also leaves a lasting impression. Be ready to go out and set yourself apart from the competition.

Friday-

• The Rule of 100.
  • Presenter(s): Alli Bills, Dewey Warner & Julie Campbell- Intercap Lending
  • Description: What is the compounding effects of LIVING life???? Come find out a little bit more about your inner Jason Bourne and how to become your community expert.
• Loan Status Update Video Journey in Total Expert
  • Presenter(s): Kyle Clark- Intercap Lending
  • Description: Learn about the new Loan Status Update Video Journey in Total Expert. See the content, learn how contacts are pulled into the journey and the different routes contacts can take through the journey.
• Elevate Your Content Creation Game: Advanced
  • Presenter(s): Rand Al-Ghussein- Foundation Escrow
  • Description: Delve deeper into the art of crafting short-form video scripts in this interactive workshop. Gain insights into social media advertising strategies and long-form content to enhance your overall brand growth.
• Mindfulness In The Workplace
  • Presenter(s): Katie Johnson
  • Description: A transformative experience designed to empower sales teams with tools for enhanced focus, resilience, and well-being. In this dynamic workshop, participants will embark on a journey to cultivate mindfulness practices tailored to the fast-paced world of sales.
• How To Stand Out In Your Personal Videos
  • Presenter(s): Cody Harrison & Ana Doran- Intercap Lending
  • Description: This class teaches best practices when creating videos as well as best practices for posting onto social media for higher reach and better traction.