Making Time Away From The Office Worth It
Rich Swerbinsky
Business Consultant & Career Coach @ Onward & Upward Consulting | Owner & Creative Director @ The Cardboard Jungle
There have never been so many conferences in the mortgage industry. At the same time, effective management of time and expenses has never been more crucial to mortgage bankers.
With that in mind, we have two primary goals when it comes to planning and executing on our biannual conferences. We want people leaving with actual, tangible, real-world ideas and initiatives they can implement into their businesses when returning home that will positively impact their companies. And we want all of our lender members to feel like they received "extreme return on investment" of their time and travel costs.
We let our lender members dictate the content and the format of our conferences, and we let them lead the sessions, which are all discussion based & interactive. No one is "talked at" while at a TMC conference. There are no moderators, no panelists, no classroom style seating. No generic watered down sessions named "The Digital Mortgage" or "Regulatory Compliance". Roll up your sleeves. Engage. Interact. Talk through successes, challenges, strategies and best practices with people that do what you do for similar type organizations in another part of the country. A conference experience comprised of almost exclusively breakout sessions, focused on very targeted issues.
Based off feedback from our lenders, the format of a TMC Conference starts early Sunday afternoon with some roundtable and networking sessions, followed up of course with an epic opening reception Sunday night. We do Part I of our CEO Roundtable, roundtables on servicing strategies, affordable lending initiatives, and effective use of the data benchmarking took our members can use as part of their membership. Our women's networking group meets, and we get our community bank and IMB members together for the first of two general networking sessions we'll conduct. The opening general session Monday features breakfast, a keynote, and an update on the state of TMC. We spotlight our best-in-class preferred industry providers. Then after lunch on Monday, its a day and a half of very specifically targeted breakout sessions, led by our best and brightest lenders, on the issues they've deemed as most vital to discuss through a couple different surveys we sent them.
For our 2019 Winter Conference in Austin February 17-19, they asked for four tracks to those breakout sessions: efficiency, production, strategy, and technology. Below are the sessions those tracks are comprised of:
EFFICIENCY TRACK
- Am I Overstaffed? Measuring & Monitoring Employee Productivity Mortgage Marketing Strategies & Trends
- Day One Certainty Implementation & Best Practices
- File Flow & Operational Best Practices from Application to Underwriting Submission
- Using Business Intelligence & Benchmarking Data to Improve Your Operating Efficiency
- Creatively Restructuring How We Compensate Our Employees
PRODUCTION TRACK
- Mortgage Marketing Strategies & Trends
- Strengthening Your Sales Force - Recruitment, Retention and LO Compensation
- Creative Strategies to Generate More First Time Homebuyer Business
- Create New Builder Business With Innovative Programs & Hedging Solutions
- Marketing Services Agreements & Online Disruption to Traditional Real Estate Brokerages
STRATEGY TRACK
- Freddie Mac: Servicing Released Exchange Platform
- Mergers & Acquisitions Roundtable
- Best Execution - Squeezing Every Basis Point Out Of Your Loan Sales
- Cultivating Your Own Talent - Hiring College Grads & Others With No Mortgage Industry Experience
- Effectively Using Social Media to Grow & Market Your Business
TECHNOLOGY TRACK
- E-Closings & Going Completely Paperless
- Implementing a True End-To-End Digital Mortgage Strategy
- Evaluating Technology Options - Build vs. Buy
- A Look at API's - Benefits & Values to Adoption
- Building a Better Mousetrap - Using Technology to Rethink the Loan Manufacturing Process
Click here for more info on our conferences. Or email me.