Past Events

• Webinar

• Sep 6, 2018

Connect Your Business With Optimal Blue's APIs & Partner Ecosystem

Leverage SEAMLESS INTEGRATIONS with innovative technology providers relied upon for lead generation, marketing, CRM, consumer-direct, business analytics, point-of-sale, LOS, pipeline risk management, and much more.

• Roundtable

• Sep 12, 2018

Executive Roundtable | Philadelphia, PA

Join one of our small format programs for executives to plan, strategize and learn from top coaches.

• Webinar

• Sep 13, 2018

The Single Security Initiative Explained

This important change is scheduled to go live on June 3rd of 2019. However, the changes will impact trading as early as March of next year. To help you be prepared to deal with this important transition, we welcome you to attend our informative national webinar.

• Webinar

• Sep 13, 2018

Accomplish More With Your Investment In Optimal Blue

Discovering innovative ways to leverage data, maximize margins and efficiencies, automate tasks and provide digital tools to all of your employees are essential components to drive organizational success in today’s dynamic landscape.

• Conference

• Sep 23, 2018

FreddieMacCONNECT 2018 | Chicago, IL

Get training on creative ways to expand homeownership and reimagine the mortgage experience. Walk away with actionable best practices to create a faster, simpler and less costly path for you and your customers.

• Webinar

• Sep 27, 2018

Digitizing Secondary Marketing With Leading Product and Pricing Capabilities

MAXIMIZE PROFITABILITY by leveraging the industry’s most widely used PPE and pipeline risk management capabilities. We will also highlight the various tools that can empower your organization with one touch access to real-time pricing and increased efficiency

• Webinar

• Oct 4, 2018

eClosing with Lenders One

Lenders One is at the forefront of eClosing, and we've worked with many members as they explore this frontier. Watch our webinar to gain some practical advice on how to effectively rollout eClosing beyond the upfront vendor selection.

• Webinar

• Oct 4, 2018

Critical Decisions: A Roadmap for Transitioning to Mandatory Delivery

Optimal Blue believes that making the transition from Best Efforts to Mandatory is one of the most critical decisions an organization can make. This transition will not only significantly improve your BOTTOM LINE, but it will have a substantial impact on several aspects of your business.

• Webinar

• Oct 11, 2018

Improve Decisions With Real-Time Pricing, Performance & Competitive Analytics

Our panel of industry experts will demonstrate the ACTIONABLE DATA VISUALIZATION that originators need to gain complete visibility, make advanced decisions, and increase efficiency.

• Conference

• Oct 14, 2018

MBA Annual Convention & Expo | Washington, D.C.

The agenda is packed with general sessions, breakouts, meetings and networking events for a variety of experience levels in residential mortgage lending.

• Webinar

• Oct 25, 2018

Investor Automation: TPO Due Diligence & Investor Marketing

Protect your organization’s reputation and reduce professional and personal liability through continual monitoring.

• Webinar

• Nov 1, 2018

Driving into the Digital Age with End-to-End Secondary Marketing Automation

Drive your organization into the digital age and maximize profitability with the most widely used and most robust ENTERPRISE SECONDARY MARKETING SOLUTION in the mortgage industry.

• Webinar

• Nov 29, 2018

Leverage the Power of Social Media: Lower Risk & Protect Your Reputation

Equip your organization with robust tools to ACCURATELY & CONFIDENTLY oversee, manage, and remediate social communications in accordance with regulatory guidelines.

• Roundtable

• Dec 5, 2018

Executive Roundtable | Miami, FL

Join one of our small format programs for executives to plan, strategize and learn from top coaches.

• Webinar

• Dec 13, 2018

Digitizing Secondary Marketing With Robust Pipeline Risk Management Capabilities

MAXIMIZE PROFITABILITY by leveraging the industry’s most widely used PPE and pipeline risk management capabilities. We will also highlight the various tools that can empower your organization with one touch access to real-time pricing and increased efficiency

• Webinar

• Jan 24, 2019

2019 Outlook with THE CMLA

2:30 - 3:30 pm EST

Join us for an insightful hour with THE CMLA as we delve into issues facing each of us for 2019, including: QM Patch Implications, when the CFPB will move on LO comp, tiered regulation of IMBs • Administrative reform of GSEs • Cashouts and other changes on the horizon

• Webinar

• Feb 21, 2019

Digital Mortgages: Redefining the Closing Process

1:30 - 2:30 pm EST

Join Raj Jagani, Senior Product Development Manager at Fannie Mae for a discussion about the changing industry landscape and why digital mortgages are becoming an integral business strategy that many lenders are adopting.

• Summit

• Mar 3 - Mar 6, 2019

Lenders One March 2019 Summit

Austin, TX

More than a conference, the Lenders One Summit is designed to bring together the most ambitious minds in mortgage to connect and grow.

• Symposium

• Apr 3 - Apr 4, 2019

L1 Prospect Symposium

Chicago, IL

With so many disruptive players around us, it’s never been more important for mortgage bankers to embrace new ideas to compete in these dynamic times. Lenders One is a national alliance of independent mortgage bankers that helps you grow today — and takes your business to the next level tomorrow.

• Webinar

• Apr 8, 2019

The Fundamentals of Mortgage Process - Session 2: Taking a Loan Application and Processing the Loan

2:00 - 3:00 p.m. EDT

In the second of our 3-part Fundamentals series, learn about loan types and...

• Webinar

• Apr 10, 2019

How to Use the Reverse Mortgage to Purchase a Home

2:00 - 3:00 p.m. EDT

Join Mark Reeve, Plaza's VP, Reverse Mortgage Division, and he’ll tell you everything you need to know to help your clients use a Plaza Reverse Mortgage to purchase a home.

• Webinar

• Apr 11, 2019

Plaza's VA Renovation Loans (Correspondent)

2:00 - 3:00 p.m. EDT

In support of our dedicated active and retired service members, Plaza Home Mortgage is pleased to offer a VA Renovation program that’s like having two loans in one – with no down payment for VA-eligible borrowers.

• Webinar

• Apr 12, 2019

Seizing the Market Share

2:00 - 3:00 p.m. EDT

Join us to learn how to differentiate yourself from the competition and gain market share by becoming the best choice for mortgages among borrowers and Realtors.

• Webinar

• Apr 15, 2019

Death by Cliché and Other Business Buzzwords

2:00 - 3:00 p.m. EDT

In this session, we will explore common business clichés and how they need to be changed to be relevant in today’s evolving market. But we won’t stop simply at the exploration of these concepts and buzzwords.

• Webinar

• Apr 16, 2019

Optimizing LinkedIn

2:00 - 3:00 p.m. EDT

You’ll learn tactics specific to LinkedIn, but you’ll find that the brand and marketing lessons are transferable to your other social media platforms as well.

• Apr 18, 2019

Single Close Construction with GSF Mortgage

2:00 - 3:00 p.m. EDT

In our low-inventory environment, GSF’s program delivers a smart solution that brings together builders and buyers effectively and efficiently, helping to reduce the risk of piecing together a package on your own

• Webinar

• Apr 25, 2019

Plaza Home Mortgage’s Fannie Mae HomeStyle Energy Mortgage Program (Correspondent)

2:00 - 2:30 p.m. EDT

Attend this 30-minute webinar to learn more about the HomeStyle Energy...

• Webinar

• Jun 12, 2019

eMortgage Resources Webinar with Fannie Mae and Lenders One

2:00 - 3:00 p.m. EDT

We invite you to join Fannie Mae’s eMortgage Team for an interactive discussion with Raj Jagani and Ridaa Mian, Product Development Managers, about the digital mortgage transformation, and why eMortgages are becoming an integral business strategy that many lenders are adopting.

• Webinar

• Jun 18, 2019

State of the Co-op

2:00 - 3:00 p.m. EDT

Ahead of August’s Summit, please join President Brian Simon for a State of the Co-op. He looks forward to sharing more on my vision for the remainder of 2019 and beyond and connecting with you ahead of our time together in Seattle

• Roundtable

• Jun 19 - Jun 20, 2019

Executive Roundtable

Boston, MA

Our Executive Roundtables are designed based on feedback from members who are seeking opportunities to tackle the toughest decisions business leaders make and to learn best practices from a group of like-minded peers.

• Summit

• Aug 4 - Aug 7, 2019

Lenders One August Summit

Seattle, WA

More than a conference, the Lenders One Summit is designed to bring together the smartest, most ambitious minds in mortgage to connect and grow. The Lenders One Summit provides a forum to learn from peers and experts in the field to bring new ideas back to your business.

• Roundtable

• Sep 18 - Sep 19, 2019

Executive Roundtable

Denver, CO

Our Executive Roundtables are designed based on feedback from members who are seeking opportunities to tackle the toughest decisions business leaders make and to learn best practices from a group of like-minded peers.

• Roundtable

• Dec 4 - Dec 5, 2019

Executive Roundtable

Nashville, TN

Our Executive Roundtables are designed based on feedback from members who are seeking opportunities to tackle the toughest decisions business leaders make and to learn best practices from a group of like-minded peers.

• Conference

• Feb 3 - Feb 6, 2020

IMBC

New Orleans, LA

Meet with the L1 leadership team at the MBA’s meeting space at the Independent Mortgage Banker’s Conference in the Crescent City, where you can hear about the latest insights and updates on industry trends impacting IMBs

• Summit

• Mar 1 - Mar 4, 2020

L1 March Summit

Miami, FL

Lenders One Summits are about new connections, ideas and opportunities. We are excited to continue the momentum in Miami, March 1-4, 2020.

• Roundtable

• May 12, 2020

-SOLD OUT- Executive Roundtable

Virtual

Our Executive Roundtables bring you a rich, substantive day and a half of programming that allows you to delve into strategy and leadership development while also gaining new insight into the current state of the industry.

• Basecamp

• Jun 10, 2020

L1 Basecamp

Virtual
11:30 a.m. - 5:00 p.m. ET

A Basecamp brings you the best of Lenders One Summits in a one-day educational format. Make unforgettable connections on June 10, 2020 at Midtown Loft & Terrace in New York City

• Summit Series

• Aug 3, 2020

L1 SUMMIT SERIES | Session 1: State of the Industry with MBA CEO Bob Broeksmit

Virtual
2:00 p.m. - 3:00 p.m. ET

we are thrilled to be joined by President and CEO of the Mortgage Bankers Association (MBA), Bob Broeksmit, CMB. On August 3, he will share an overview of how major economic and social events have impacted the industry, and what we should anticipate for the remainder of 2020 and beyond.

• Summit Series

• Sep 14, 2020

L1 SUMMIT SERIES | Session 2: Results, Culture and the Pursuit of Happiness

Virtual
1:00 p.m. - 2:00 p.m. ET

Steve Scanlon, Founder and CEO of Rewire, Inc. joins us. More details coming soon!

• Conference

• Sep 17 - Sep 18, 2020

NAMMBA Connect

Virtual

Find our leadership team at NAMMBA’s largest event of the year, where you can network with mortgage professionals from across the industry and hear from some of the top speakers in the mortgage and real estate industry.

• Summit Series

• Oct 5, 2020

L1 SUMMIT SERIES | Session 3: The Re-Imagination of the Office

Virtual
2:00 p.m. - 3:00 p.m. ET

Mark Eltringham, Publisher at Workplace Insight and IN Magazine, and Simone Fenton-Jarvis, Workplace Consultancy Director, Ricoh UK join us

• Conference

• Oct 19 - Oct 21, 2020

MBA Annual

Virtual

Join Lenders One online October 19-21 at MBA Annual 20. Connect with us during one of the biggest industry events of the year.

• Summit Series

• Nov 9, 2020

L1 SUMMIT SERIES | Session 4: Moving to an eMortgage Process

Virtual
2:00 p.m. - 3:00 p.m.

Chrissy Brown, Chief Lending Officer, Atlantic Bay Mortgage, and Jason Wright, Director of eMortgage Services, Lenders One join us

• Summit Series

• Dec 7, 2020

L1 SUMMIT SERIES | Session 5: How to Plan for 2021

Virtual
3:00 p.m. - 4:00 p.m.

We will be joined by Dave Vermillion, Founder and CEO of Mortgage Champions, who will lead this session

• Roundtable

• Jan 21, 2021

Virtual Executive Roundtable

Meet online with fellow members to discuss pressing issues, share your best practices and network during this open and interactive forum.

• Event

• Feb 11 - Mar 18, 2021

Lenders One Virtual Poker Tournament

Compete in a series of fun and exciting regional competitions for a chance to advance to the big championship game. And there’ll be wine tasting too!

• Webinar

• Apr 1, 2021

Forbearances Update with the MBA

Virtual
2:00 - 3:00 p.m. ET

This webinar will provide a high-level look at residential servicing issues under the CARES Act, including the CFPB's heightened scrutiny of pandemic servicing efforts and the effect of forbearances on agency and/or investor EPD and repurchase provisions.

• Roundtable

• Apr 12 - Apr 13, 2021

Executive Roundtable

SLS Miami

Join fellow members for this live (remember those?) event to examine the current industry and other key topics.

• Webinar

• Apr 22, 2021

CFPB Webinar

Virtual

Coming soon

• Industry Conference

• Apr 20 - Apr 22, 2021

MBA Live Spring Conference & Expo

Virtual

We’ll be attending this major virtual event for in-depth knowledge on independent mortgage banks, secondary markets, servicing and technology

• Event

• Apr 27 - Apr 28, 2021

Advisory Council Meeting

Phoenix, AZ

Appointed members will gather live with our executive team to voice their questions and concerns and preview upcoming solutions.

• Summit

• Aug 8 - Aug 11, 2021

Lenders One Summit

Omni at ChampionsGate, Orlando, FL

The L1 event of the year! Join us live for three days of exciting new connections, ideas and opportunities.

• Industry Conference

• Oct 17 - Oct 20, 2021

MBA Annual Convention & Expo 2021

San Diego, CA

Our team will be attending the biggest live event of the season. We invite you to join us and other power players and innovators.

• Basecamp

• Dec 9, 2021

L1 Basecamp

Texas Motor Speedway, Dallas, TX

Head to the heart of Texas to experience the best of our L1 Summits in a live one-day educational format.