Conference Agenda

Wednesday, May 29, 2019 

6:00 PM - 8:00 PM | Mix & Mingle Cocktail Reception at Coopers Mill at the Westchester Marriott sponsored by UWM (beer, wine, food, raffles, & networking)
President Mark Favaloro welcomes you to a relaxing night out with your Broker Owner colleagues and our host/sponsor Allen Beydoun, EVP United Wholesale Mortgage.   Come enjoy the food, fun  and comradery!  

Thursday, May 30, 2019

7:45 AM - 9:00 AM | Broker/Lender Roundtable Breakfast 
Exclusive for Mortgage Broker Owners Only
(includes full breakfast)
Topics of Discussion to include: Product, Technology, Direction of the Market, Q&A

The ultimate opportunity to collaborate with other Broker Owners and Wholesale Lenders.  This is an open forum to listen and speak with your colleagues about the challenges, triumphs and future direction of the business.  This is an NYAMB event favorite among Broker Owners.  Come join us for breakfast and be prepared to share your thoughts.

Facilitator: Mark Favaloro, President, NYAMB & Aamtrust Mortgage
Lender Panel: UWM, Plaza Home Mortgage, Ridgewood Savings Bank, Emigrant Mortgage

Allen Beydoun
EVP of Sales, UWM

Michael Falowski
Sales Manager Emigrant Mortgage Company

Deborah Robertson

Sales Manager
Plaza Home Mortgage

Arthur Saitta

Residential Business Development Manager Ridgewood Savings Bank

9:15 AM - 9:35 AM | Welcome Address & Federal & State Regulatory Updates

NYAMB President, Mark Favaloro to address the membership regarding the direction of your Association, it’s role in the protection of your business model, and our continued legislative efforts and accomplishments in NYS and Washington DC.


Mark Favaloro
President, NYAMB & Aamtrust Mortgage

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9:40 AM - 10:15 AM | General Session A: Generate More Qualified Leads with Zip

How would a 76 percent application completion rate change your business? Discover how Zip, the mobile-friendly borrower interview, can transform your business, help you generate more qualified leads, and increase your profits. Zip connects with Point. Now all your applications can be in one, easy system of record.

See how to: 

  • Capture your prospective borrowers in real-time, the minute they decide to apply for a loan
  • Transact seamlessly with industry-leading wholesale lenders, with NO forced lender restrictions
  • Give your borrowers the digital experience they expect

Are you ready to grow your business?

Calyx Software is a provider of innovative solutions to help streamline and simplify all phases of the loan process.  In this session Calyx Software presents “Zip”, a Dynamic Borrower Loan Interview Solution.  See an actual demonstration of this impressive technology that allows borrowers to conveniently and easily begin the loan application process via any mobile device with or without MLO assistance.


Jenny Harlowe
Customer & Prospect Engagement Manager, Calyx Software

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Virginia Minter
National Sales Consultant

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10:30 AM - 11:45 AM | General Session B: New York State Department
of Financial Services (NYS DFS) Updates

Attention all Broker Owners, MLOs and Wholesale Lenders!  Do NOT miss this session.  NYSDFS Deputy Superintendent, Rholda Ricketts highlights the changes to come to DFS examinations for 2019.  Be prepared to take notes as much will be expected of Mortgage Brokers in future examinations.  We all should be welcoming Linda Lacewell, NYSDFS New Acting Superintendent.  Learn what new directives may be issued in terms of regulatory compliance and enforcement for Mortgage Brokers and MLOs.   


Rholda Ricketts
Deputy Superintendent, Mortgage Banking Division, NYSDFS

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11:55 AM - 12:30 PM | General Session C: Presentation by Freddie Mac

Freddie Mac continues their incredible growth toward becoming the Agency go-to.  Find out how borrowers can benefit immediately from less restrictive underwriting guidelines and product enhancements that only Freddie Mac offers.  Learn the Freddie Mac difference and start adding additional dollars to your bottom line.


Carmen Mercado

Single Family Affordable Lending Business Development Manager, Freddie Mac

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12:45 PM - 7:00 PM | Exhibit Hall Open 

Over 50 Vendors will be present in an all new format showcasing their latest products & services. 

12:45 PM - 2:15 PM | Lunch with Keynote Speakers

Allen Beydoun, EVP United Wholesale Mortgage, leads a team of over 450 account executives.  He is one of the most recognized wholesale mortgage professionals in the country today.  Join us for lunch while Allen shares his story of success with UWM and his thoughts on the direction of the wholesale marketplace and the role of the Mortgage Broker in the ultra-competitive age of Direct Lenders, Highbred Credit Unions and On-Line lenders.

Keynote Speaker:

Allen Beydoun
EVP of Sales, United Wholesale Mortgage (UWM)

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2:30 PM - 3:45 PM | General Session D: Regulatory Compliance Panel

Compliance, what you don’t know can hurt you!  Finally, a single session to sum it all up for us.  This is an in-depth summary and compilation of questions and answers to some of the most asked questions and topics your Association has received from NYS Mortgage Broker Members.   The recent complex array of regulatory requirements has left many understandably confused.  DO NOT MISS THIS SESSION as we explore the final word on what will be expected of Mortgage Brokers for 2019 and beyond.  

Michael Barone

Partner, AGMB, LLC

Bonnie S. Nachamie, Esq.
Principal Partner, Law Office of Bonnie S.  Nachamie, P.C.

Jonathan Pinard

Partner, First National
Compliance Solutions

3:55 PM - 4:55 PM | General Session E: Cybersecurity & Your First Day Letter...Lets Break it Down! 

This session will breakdown the “New” Cybersecurity requirements in preparation for your next DFS Examination. Very IMPORTANT session for all Broker Owners. Don't miss this one!

Guest Speaker:

Al Alper
President  & CEO of Ablsolute Logic & CyberGuard360

5:00 PM - 7:00 PM | Networking Reception with the Exhibitors
Vendors,  Food, Drink, Live Entertainment, Prizes, Raffles, Networking and so much more....

This is the icing on the cake!  An all new expanded tradeshow venue and format.  Do not miss the opportunity to meet all the new lenders and vendors that may have that perfect program or product for your business needs.  Reception with  food, networking, prizes, raffles and more.  It’s business and fun all in one! We look forward to seeing you there!


New York Association of Mortgage Brokers
501 East Boston Post Rd., Suite 6 | Mamaroneck, New York 10543
P (914) 315-6644 | F (888) 900-1602 | 

NMLS Provider # 1400060