WHY ATTEND?
Technology is at the center of your success
Serving your borrowers during this unprecedented time requires innovation and creativity. Many of you are using your origination platforms in new ways or incorporating completely new fintech to maximize efficiencies. Now is the time to connect with Calyx software specialists for training and support.
This won't be your typical webinar style conference. It will be packed with equal parts productivity, inspiration, and education. You'll also have an opportunity to chat with lenders, integrated partners, and other industry experts.
Vision Speakers & Hosts

Josh Linkner
Keynote Speaker - Big Little Breakthroughs

Keith Bilodeau
SVP Wholesale Lending - Freedom Mortgage

Kristopher Martin
EVP Capital Markets - Oaktree Funding

David Schroeder
EVP Third Party Originations - Caliber Home Loans

Jeff Leinan
Executive Vice President - Plaza Home Mortgage

Steve Grady
Chief Marketing Officer - UnifyCRM

Denise Rivoal
Sr Project Manager - Fannie Mae

Colleen Flaxington
Project Mgt Sr Business Lead - Freddie Mac

Vince Wilson
In-House Counsel - IDS

Earl McLain
Director of Training - UnifyCRM

Kevin Bjork
Chief Operating Officer - UnifyCRM

Drew Jackson
Speaker and YouTube Content Creator

Patrice Power
Marketing Director & Master of Ceremonies - Calyx

Sherry Patterson
Sr Manager of PSG - Calyx Path

Ryan Schnurr
PSG/Customer Support Manager - Calyx

Monica Danh
PSG Supervisor - Calyx Path

Landon Williams
Professional Services Supervisor - Calyx
Vision 2020 at a Glance
Day 1: August 18
Keynote Session: Big Little Breakthroughs - Presented by Josh Linkner & Sponsored by Unisource National Lending Services.

Josh Linker, Keynote Speaker
Virtual Registration Open
Keynote: Josh Linkner Sponsored by Unisource National Lending Services
Live Chat with Vendors and Lenders - Interaction Hub
Point: Time is Money: Simplify Processes with Templates
Product Spotlight: Take Flight with Path: Enterprise LOS in the Cloud
Path: The Fine Details for Initial Disclosures
Product Spotlight: Let’s Talk Automated Portfolio Underwriting
Industry Session: A Chat with the Experts: Fannie Mae® and Freddie Mac® Discuss the New URLA, Sponsored by IDS
Point: Special Mortgages for Unique Needs: Originating Specialty Loans
Point: Disclose Confidently: Mastering Fees in Point
Zenly Training: Administrator Training
Path Training: Processing Essentials
Live Chat with Vendors and Lenders - Interaction Hub

Day 2: August 19
General Session: Wholesale Lender Panel - Lending in the Pandemic
General Session: Wholesale Lender Panel. Lending in the Pandemic
Live Chat with Vendors and Lenders - Interaction Hub
Point Training: Working with Borrowers Digitally
Path Training: Contact-Free Document Management
Product Spotlight: PointCentral. Everything You Love About Point and MORE
Product Spotlight: Introducing Zenly, the Easy-to-Use Cloud-Based Origination Platform
PointCentral Training: Administrators’ Feature Overview
Industry Session: The POWER Strategies That Achieve Your Next Level Business Growth, Sponsored by Unify CRM
Path Training: Set the Foundation
PointCentral Training: Business Rules for Administrators
Industry Session: How to Stay Sane in an Insane World. Sponsored by Plaza Home Mortgage
Path Training: Unique Needs, Unique Solutions
Interaction Hub Open – Live Chat with Vendors and Lenders
Day 3: August 20
Prizes, Announcements and More!

Prizes, Announcements and More!
Product Spotlight: Zip, Mobile-Friendly Technology for a Remote World
Interaction Hub Open – Live Chat with Vendors and Lenders
Point Training: See the New URLA in Point
Path Training: Generate Reports in a Flash
Point Training: How to Customize Point for Enhanced Data Collection
Path Training: See the New URLA in Path
Zenly Training: User Training + the New URLA
Point Training: Quick Resolutions for Common Error Messages
Point Training: Contact-Free Document Management
Thank You to Our Valued Sponsors
-1.jpg)
