August 18, 2022

Las Vegas

NV

 — 

Planet Hollywood Resort & Casino

Aug
18

Friday, August 19, 2022

1:00 pm

 — 

5:00 pm

Planet Hollywood Resort & Casino
Las Vegas
NV

OriginatorConnect 2022

Attend the Private Lender Forum on 
Thursday, August 18, 2022
, and stay for  
OriginatorConnect 2022
 
Friday
 through 
Sunday
.
This edition of the Private Lender Forum is part of the 
OriginatorConnect 2022
 conference. To attend, you must register for the conference and select to add the Private Lender Forum to your registration.
Register

Originating profitable opportunities for investors & lenders.

Aug
18

August 18, 2022

 | 

1:00 pm

 — 

5:00 pm

Planet Hollywood Resort & Casino
Las Vegas
NV

Agenda

12:30 pm

 — 

Private Lender Forum Opens

Moderated by

Private Lender Forum opens with afternoon refreshments.

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1:00 pm

 — 

Welcoming Remarks

Moderated by
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1:15 pm

 — 

The State of Private Lending

Moderated by

Join our roster of presenters who will discuss the current state of the sector (retail, wholesale and correspondent) and what the future looks like.

Private lending is expected to grow in 2022, where is that growth going to come from? What are some common misconceptions about private lending? And why are so many lenders getting into this space? Finally, how have the changes in the Agency space impacted private lending?

Stephen Ballard

Stephen Ballard

Business Development Manager
RCN Capital
Gregg Kennedy

Gregg Kennedy

Director of Business Development
Haus Lending by Roc360
Robert Greenberg

Robert Greenberg

Chief Marketing and Technology Officer
Patch Lending

2:00 pm

 — 

Today's Options

Moderated by

Which borrowers does private lending best serve? What programs are available to borrowers?

Jeffrey Tesch

Jeffrey Tesch

CEO
RCN Capital
David Young

David Young

VP Correspondent & Strategic Partnerships
Sharestates
Robert Greenberg

Robert Greenberg

Chief Marketing and Technology Officer
Patch Lending

2:30 pm

 — 

Collecting Clients

Moderated by

What are the best practices for marketing to, targeting and finding private money borrowers.

  • What are you finding is your highest-yielding strategy?
  • Comparisons vs. other standard mortgage products
  • What is successful on the social media side? Digital marketing?
  • Non-traditional lead sources: Which one(s) really work
  • Why loan officers from banks and credit unions are good sources of leads
Erica LaCentra

Erica LaCentra

Chief Marketing Officer
RCN Capital
David Young

David Young

VP Correspondent & Strategic Partnerships
Sharestates
Robert Greenberg

Robert Greenberg

Chief Marketing and Technology Officer
Patch Lending

3:00 pm

 — 

How To Originate Today's Private Money Loan

Moderated by

Underwriting, Pre-Qualification Procedures, Calculating Bank Statement Income & Ability to Pay

  • Ability vs. willingness to pay
  • What kind of scenarios do you look for when evaluating the ability to pay?
  • Assessing product suitability
  • Jumbos vs. super jumbos
  • What is the “not so secret sauce?”
  • Where is the risk?
  • Alternative methods of income validation
  • What should you look for in an underwriting system?
  • What kind of documentation do you use?
Jeffrey Tesch

Jeffrey Tesch

CEO
RCN Capital
Michael Ramin

Michael Ramin

EVP of Sales
Sharestates
Gregg Kennedy

Gregg Kennedy

Director of Business Development
Haus Lending by Roc360
Robert Greenberg

Robert Greenberg

Chief Marketing and Technology Officer
Patch Lending

3:45 pm

 — 

What To Look For When Partnering With A Private Lender

Moderated by
Erica LaCentra

Erica LaCentra

Chief Marketing Officer
RCN Capital
Gregg Kennedy

Gregg Kennedy

Director of Business Development
Haus Lending by Roc360

4:00 pm

 — 

Time With Exhibitors

Moderated by
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5:00 pm

 — 

Sessions Adjourn.

Moderated by
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Speakers

Find these industry leaders sharing their insights at the events.
Erica LaCentra

Erica LaCentra

Chief Marketing Officer
RCN Capital
Stephen Ballard

Stephen Ballard

Business Development Manager
RCN Capital
Jeffrey Tesch

Jeffrey Tesch

CEO
RCN Capital
Robert Greenberg

Robert Greenberg

Chief Marketing and Technology Officer
Patch Lending
Gregg Kennedy

Gregg Kennedy

Director of Business Development
Haus Lending by Roc360
Michael Ramin

Michael Ramin

EVP of Sales
Sharestates
David Young

David Young

VP Correspondent & Strategic Partnerships
Sharestates

Sponsors

Thank you to our sponsors, who you can meet at the event.
Title Sponsor
Title Sponsor
No items found.
No items found.
Aug
18

OriginatorConnect 2022

Attend the Private Lender Forum on 
Thursday, August 18, 2022
, and stay for  
OriginatorConnect 2022
 
Friday
 through 
Sunday
.
This edition of the Private Lender Forum is part of the 
OriginatorConnect 2022
 conference. To attend, you must register for the conference and select to add the Private Lender Forum to your registration.
Attend FREE using code OCNFREE
Register

Where to attend:

Jan
12

January 12, 2023

Uncasville
CT
 — 
Mohegan Sun Casino & Resort
This edition of the Private Lender Forum is part of the 
New England Mortgage Expo 2023
 conference. To attend, you must register for the conference and select to add the Private Lender Forum to your registration.
Aug
18

August 18, 2022

Las Vegas
NV
 — 
Planet Hollywood Resort & Casino
This edition of the Private Lender Forum is part of the 
OriginatorConnect 2022
 conference. To attend, you must register for the conference and select to add the Private Lender Forum to your registration.

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