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.
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Register to see the new URLA and prepare for the required changes.
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There will be games and prizes throughout!
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Your favorite wholesale lenders will participate in an informative panel discussion.
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 "Vision 2020 | Our Valued Sponsors")
