REGULATORY CONFERENCE NOVEMBER 14-16, 2011 DORAL GOLF RESORT & SPA MIAMI, FL

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1 13TH ANNUAL Mortgage Technology REGULATORY SYMPOSIUM Demands for efficiency and compliance are driving the mortgage industry. Learn best practices and see cutting edge technology to meet your origination and servicing needs. Key topics we ll cover: LOS Selection: Everything You Need to Know Compliance Challenges, Technology Solutions TECHNOLOGY STRATEGIES YOU NEED TO SURVIVE THE CREDIT CRUNCH AND EMERGE STRONGER Mark Fogarty Editor-in-Chief NATIONAL MORTGAGE NEWS Austin Kilgore Managing Editor MORTGAGE TECHNOLOGY Bringing Servicing Up to Speed 30,000-Foot View: Tech Challenges and Strategies for 2012 and Beyond Call Joe Frega at (212) or go to Visit mortgagetechnologyconference.comconference.com

2 13TH ANNUAL Mortgage Technology The mortgage technology arena is changing at the speed of light. There are so many things you have to know to keep your operation profi table! TECHNOLOGY STRATEGIES YOU NEED TO SURVIVE THE CREDIT CRUNCH AND EMERGE STRONGER There are new developments at MERS. There is the ongoing UCDP (Uniform Collateral Data Portal) initiative at Fannie Mae and Freddie Mac. MISMO has a new iteration. There are hundreds of new solutions on the default servicing side. Loan mods, loss mit, short sales, deeds-in-lieu of foreclosure, you name it. You need to know it. Mortgage technology is bubbling along right now. That s because the mortgage industry is under tremendous stress. Now, more than ever, lenders need help in targeting resources and achieving effi ciencies. Now, more than ever, vendors have the opportunity to be brilliant. Luckily, National Mortgage News and Mortgage Technology are resuming their standout mortgage technology conference. We have always featured the most timely sessions and the most in-depth speakers. I hope you will join me at the Doral Golf Resort in Miami on Nov to learn what you absolutely need to know! Sincerely, Mark Fogarty Conference Chairman Editor-in-Chief, NATIONAL MORTGAGE NEWS Who Should Attend: Call Joe Frega at (212) or go to Senior mortgage management, technology executives, as well as experts involved in loan production, servicing and secondary market operations. Visit mortgagetechnologyconference.com

3 Agenda Monday, November 14, :00 p.m. Registration Opens Sponsored by 1:00 p.m. - 3:30 p.m. Pre-Conference Workshop: Social Media and Mortgages-Trends and Technical Considerations Mike Mueller, Author, AREWECONNECTED.COM Former mortgage banker and broker Additional $145 fee applicable. Must be a registered paid attendee. 4:00 p.m. - 4:45 p.m. Keynote Presentation To Be Announced 4:45 p.m. - 5:30 p.m. Featured Session: Update from Ellie Mae When Ellie Mae bought Del Mar DataTrac last summer it laid claim to the potential to originate more than 30 percent of all residential mortgages this year. Ellie Mae s CEO Sig Anderman will offer his views of consolidation within the industry, his company s integration plans and the near-term future of the mortgage technology industry. Sig Anderman, Founder & CEO, ELLIE MAE 5:30 p.m. - 6:30 p.m. Meet-and-Greet Reception in the Exhibit Hall Sponsored by Tuesday, November 15, :00 a.m. - 8:45 a.m. Continental Breakfast in Exhibit Hall 8:45 a.m. - 9:00 a.m. Welcome by Conference Chair Mark Fogarty, Editor-in-Chief, NATIONAL MORTGAGE NEWS 9:00 a.m. - 10:00 a.m. 30,000-Foot View: Tech Challenges and Strategies for 2012 and Beyond Transforming mortgage operations to deal with the new regulatory, consumer and economic environment is paramount for most lenders and servicers. This panel of experts has implemented successful technology strategies within their organizations and will come together to discuss: Will e-mortgages ever become a reality? What are the roadblocks, and interim steps, that lenders can take to get there from here? Servicers continue to struggle with lagging technology tools. What s on the horizon for servicing performing and nonperforming loans? Where are technology budgets headed in 2012 and what types of projects will get funded? How technology is being used to meet a myriad of new regulatory demands? Moderator: Austin Kilgore, Managing Editor, MORTGAGE TECHNOLOGY Panelists: Nancy Alley, VP and General Manager, XEROX MORTGAGE SERVICES Ingrid Beckles, Founder & CEO THE BECKLES COLLECTIVE, LLC David Zugheri, President, ENVOY MORTGAGE 10:00 a.m. - 10:45 a.m. Featured Session: Technology Update, Check. Now What? This session gives a unique view of the mortgage industry, giving focus to technology changes and updates. Now that you have heard all about the technology for the industry, challenges, etc., now what? Learn valuable advice on how to incorporate technology into your business plan today, six months from now, fi ve years from now and maintain a successful technology platform for the future. Rene Rodriguez, CEO, VOLENTUM 10:45 a.m. - 11:15 a.m. Networking Break in Exhibit Hall 11:15 a.m. - 12:00 p.m. Bringing Servicing Up to Speed Loan origination systems get the bulk of the attention, but servicing performing and non-performing loans is a pain point throughout the industry. This case-study session will present servicers who have recently implemented new platforms with their chosen vendors to talk about the challenges they faced, the selection process, and why they ultimate chose the platform they did. Panelists: Rodney Bechdoldt, SVP, Mortgage Systems Division, ARVEST MORTGAGE CO. / CENTRAL MORTGAGE CO. EJ Kite, SVP of Information Management WINGSPAN PORTFOLIO ADVISORS Fred Melgaard, EVP and COO, DRI MANAGEMENT SYSTEMS David Vida, Corporate Strategy and Loan Servicing LENDERLIVE NETWORK 12:00 p.m. - 1:15 p.m. General Lunch Industry Innovation Session Sponsored by

4 1:15 p.m. - 2:15 p.m. MERS Update This panel will provide an update on the latest happenings at MERS with a special emphasis on the growing adoption of the MERS eregistry. In the wake of the collapse, the mortgage industry is increasingly focused on providing the right data to the right stakeholders in a secure way, and on facilitating effective, compliant and stable operations. MERS is the technology infrastructure that allows for this migration to a real time mortgage market. Attendees will hear from the trenches stories about implementing electronic mortgages with MERS and the resultant value proposition. Panelists: Chris Christensen, Council, PEIRSON PATTERSON LLP Doug Danko, Vice President, Customer Group Manager, MERSCORP, INC. Steve Wolf, Mortgage Systems Administrator BECU (BOEING EMPLOYEES CREDIT UNION) 2:15 p.m. - 3:15 p.m. Compliance Challenges, Technology Solutions Congress and Federal regulators are vigorously reshaping the mortgage industry with new regulations, at the same time as lenders and servicers are looking for any signs of market recovery. This session will explore new technologies that can be used to meet the regulatory and compliance challenges posed in today s mortgage market. Panelists: Dain Ehring, Executive Management CoreLogic Dorado Founder, DORADO Melanie Feliciano, Esq., Chief Legal Officer, DOCMAGIC, INC. Noel Watts, Regional Manager, Premier Home Mortgage 3:15 p.m. - 3:45 p.m. Networking Break in Exhibit Hall 3:45 p.m. - 5:00 p.m. Tech Showcase: Rapid-Fire Solutions for the Biggest Mortgage Technology Challenges Come join us for this exciting technology showcase moderated by Austin Kilgore, Managing Editor of Mortgage Technology, as we hear from a range of leading edge technology providers, including: Document Management Solutions Loan Origination Systems Appraisal & Valuation tools Credit Scoring and Automated Underwriting Session Leader: Austin Kilgore, Managing Editor MORTGAGE TECHNOLOGY 5:00 p.m. - 6:30 p.m. Networking Reception in the Exhibit Hall Wednesday, November 16, :00 a.m. - 8:45 a.m. Continental Breakfast in Exhibit Hall 8:45 a.m. - 9:30 a.m. LOS Selection: Everything You Need to Know Some portion of the quagmire in mortgages in the past few years can be blamed on lack seamless technology systems to process applications and service loans. Now, as the industry revamps, new loan origination systems are top of mind for many lenders. This session will feature lenders who have recently implemented technologies to improve their business processes and can talk about the selection process and return on investment. Moderator: Craig Hughes, Managing Director/Financial Services, CC PACE Panelists: Jeffery D. Coward, VP, Mortgage Lending, Real Estate Lending, VIRGINIA CREDIT UNION Dan Jones, VP, Technology, CHURCHILL MORTGAGE Marc Sarkissian, CIO, METLIFE BANK 9:30 a.m. - 10:30 a.m. The Technology Behind ewarehouse Lending The concept of ewarehouse lending is well-known being able to secure a line of credit, lending your loans and paying back your LOC electronically, allowing for quicker transactions, more lending opportunities and thus, more profit. The technology behind the concept, as well as building a strategy that works with your business model, is a bit trickier. This session will review how the use of technology has decreased loan turn-around time and how the cost-savings advantages can be realized. Moderator: Austin Kilgore, Managing Editor, MORTGAGE TECHNOLOGY Panelist: Harry Gardener, President, SIGNIADOCS Chris George, President, CMG Mortgage Stanley M. Street, President & Founder STREET RESOURCE GROUP, INC. 10:30 a.m. - 11:00 a.m. Networking Break in Exhibit Hall 11:00 a.m. - 12:00 p.m. Consumer-Facing Mobile Mortgage Technology: When, Why and How What role will mobile technology play in the future of mortgage finance? This session combines the big-picture perspective of a consultant who studies the mortgage technology and mobile markets with real-world case study about how Quicken Loans built one of the industry s first consumer-facing mobile app, and the early results from its deployment. Panelists: Matt Cardwell, Vice President, QUICKEN LOANS Jeff Lebowitz, President, MORTECH Additional panelists to be announced 12:00 p.m. Conference Concludes

5 13TH ANNUAL Mortgage Technology Conference Pricing BEST RATES Attendee Type Early Bird 2 Standard Lending Institutions $795 $995 All Others $1,095 $1,295 Pre-Conference Workshop $149 $149 EXPIRATION DATE 10/21/11 Two Easy Ways to Register: 1. Register ONLINE at mortgagetechnologyconference.com 2. Please call Joe Frega at (212) (Ask about group registrations) PAYMENTS: Please make checks payable to SourceMedia and include the name(s) of the attendee(s) on the face of the check. We accept American Express, Diners Club, Discover, Visa, and MasterCard. Registration fees include all meals, refreshment breaks, receptions and a copy of the conference workbook. In order to receive early bird discounts, special rates or promotions, full payment must be made prior to the offer expiration date. Any registration not paid in full at that time of offer expiration date will be subject to the current rate. Full Payment must be received 14 days prior to the event or your registration will automatically be cancelled. Registrations with declined or invalid credit cards will not be processed. We reserve the right to verify your company profi le and adjust your registration if necessary. SUBSTITUTIONS AND CANCELLATIONS: Substitutions may be sent at any time. No refunds or letters of credit are available later than the event cut off date (14 days prior to start date). All cancellations must be made in writing, submitted within 90 days prior to the cut off date of the event and will be subject to a cancellation fee equal to 50% off the registration fee or a letter of credit which will cause forfeiture of the entire registration fee but allow one admittance to a future SourceMedia event to be used in the same year. No refunds will be issued on any Exhibit Hall Only passes when applicable. DISCLAIMER: SourceMedia reserves the right to cancel an event at any time. SourceMedia reserves the right to replace or cancel speakers or make any other changes to the agenda without notice. All information is subject to change. For more information regarding administrative policies such as complaints and refund, please contact our offi ces at (800) Sponsorship & Exhibit Opportunities Don t miss this chance to create long-term strategic partnerships with C-level and senior executives in mortgage technology. Our team will help you customize your sponsorship package based on your needs, allowing you to convey your unique message to this highly targeted audience and identify and forge strategic partnerships mutually benefi cial for longterm business goals. Platinum Sponsor Sponsors TECHNOLOGY STRATEGIES YOU NEED TO SURVIVE THE CREDIT CRUNCH AND EMERGE STRONGER Travel & Venue Doral Golf Resort & Spa 4400 N.W. 87th Avenue Miami, FL Toll free reservations number: (800) Group Room Block Code: MTCMTCA General Hotel Information: Room Rate: $ per night (excludes taxes and fees) Attire: Business casual SourceMedia has secured a block of rooms at the Doral Golf Resort & Spa exclusively for attendees of the 13th Annual Mortgage Technology Conference. Please be sure to reference the 13th Annual Mortgage Technology Conference and the Group Code: MTCMTCA when making your reservation. Please make your reservation by October 20, Rooms will be available on a fi rst come fi rst served basis there s no guarantee that rooms will be available after the cut-off date. Call Joe Frega at (212) or go to Don t miss the opportunity to: Build viable relationships through face to face meetings with Presidents, CEOs, VPs and Directors Set your company apart from the competition with customized branding opportunities Deliver your unique message to this highly targeted group of decision makers Improve ROI and grow your business potential For information regarding sponsorship and exhibit opportunities, please contact Adam Dadich at (212) or via at Adam.Dadich@sourcemedia.com. Don t delay, call today! Visit mortgagetechnologyconference.com

6 SourceMedia, Inc. One State Street Plaza, 27th Floor New York, NY Call Joe Frega at (212) or go to 13TH ANNUAL Mortgage Technology REGULATORY SYMPOSIUM TECHNOLOGY STRATEGIES YOU NEED TO SURVIVE THE CREDIT CRUNCH AND EMERGE STRONGER Visit mortgagetechnologyconference.com