National Sales Conference


Todd Duncan Promo
Elliot Eisenberg Promo
Jake French Promo

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When

November, 10-12th 2016

Big Al's Welcome Party
7pm Thursday


Where

LoanStar National Headquarters

Event Hosting & Accommodations
by Embassy Suites Hotel

Event Schedule

Thursday 10th

  • 7:00pm - 10:00pm
    Welcome Party @ Big Al’s

Friday 11th

  • 6:30am – 8:00am
    Registration | Vendor Expo | Breakfast
  • 8:00am – 12:00pm
    Morning Session
  • FOCUS 2017: Todd Duncan
  • Breakout sessions
    Database Marketing: The LoanStar "Star!"
    with Sue Woodard, William LeBaron & Brenda Carter
    Managers: Focus on Leadership
  • New LoanStar Reverse Mortgage Program
  • President’s Club Best Practices Panel
  • FOCUS 2017: Action Plan
  • 12:00pm – 1:00pm
    Lunch
    President’s Club Status Update & Destination Announcement
  • 1:00pm – 6:00pm
    Afternoon Session
    Guest Presentations
    New Sales & Marketing Rollouts
    Keynote Presentations
  • 6:00pm – 7:30pm
    Happy Hour
  • 7:30pm – 11:30 pm
    LoanStar Third Anniversary Party
    Casino Royale Theme
    Dinner & Drinks
    Casino Action
    Live Music & Dancing featuring Petty Fever

Saturday 12th

  • 6:30am – 8:00am
    Registration | Vendor Expo | Breakfast
  • 8:00am – 12:00pm
    Morning Session
    Continuing Education Course
    presented by Ken Perry, The Knowledge Coop
  • 12:00pm – 1:00pm
    Guest Presentation by Rob Chrisman, The Chrisman Report
  • 1:00pm – 4:30pm
    Afternoon Session
    Continuing Education Course
    presented by Ken Perry, The Knowledge Coop
  • 5:00pm – 9:00pm
    Helium Comedy Club Dinner Party
  • 9:00pm – 12:00am
    Pub Crawl in the Pearl District, Downtown Portland
    PUB CRAWL CANCELLED
    In lue of the protests in downtown Portland,
    this portion of the event has been concelled.

Event Speakers

Todd Duncan

FOCUS 2017 Presenter

Todd Duncan

Public Speaker, Author, Mentor, Dreamer

Over the past two decades Todd Duncan has built a respected enterprise while continuing to observe and study the lives of achievers who thrive on and off the job. His ongoing discoveries continue to be synthesized into compelling resources for living in a meaningful, enriching, and profitable way. His 14 books and popular seminars have influenced millions to pursue a generous and abundant life, and have landed on prestigious bestseller lists including the New York Times, Los Angeles Times, Wall Street Journal, Barnes & Noble, Amazon.com, CEOread.com, and BusinessWeek.

Todd began his loan origination career at the age of twenty-three and he quickly learned what it takes to succeed amidst the rising pressures and incessant temptations of the marketplace. By the age of twenty-five, Todd was listed in the top one-percent of the industry. By the time he was thirty, he had been involved in successfully closing over 5000 loans.

In 1992, Todd founded The Duncan Group to meet the growing demand for innovative training and leadership in the mortgage banking industry where he began his career. Like Peter Drucker, Dale Carnegie, and Bill Gates, Todd became an innovator who transformed his industry and improved the lives of millions. As a father of relationship-based selling for mortgage professionals, Todd has single handedly developed more successful mortgage professionals and enhances the quality of service they provide in the mortgage industry today.

Today, world-wide audiences praise Todd’s authentic, balanced approach to success because he speaks from a platform of triumph. Todd’s passion is to unlock the potential in every individual crossing his path, and his personal story has given hope to many. In designing world-renowned content and universal success strategies, Todd’s ultimate goal is to help people lead healthy lives of fulfillment and satisfaction.

Todd and his wife, Debra, and his two sons, Jonathan and Matthew live in Newport Beach, California.

Rob Chrisman

Rob Chrisman

Public Speaker, Author

Rob Chrisman began his career in mortgage banking - primarily capital markets - 31 years ago in 1985 with First California Mortgage, assisting in Secondary Marketing until 1988, when he joined Tuttle & Co., a leading mortgage pipeline risk management firm. He was an account manager and partner at Tuttle & Co. until 1996, when he moved to Scotland with his family for 9 months.

He returned to the United States in mid-1997 and ran Secondary for Standard Financial, a sub-prime lender in northern California. In late 1997 Rob was hired by CrossLand Mortgage to start, and be the president of, a sub-prime company named OnCall Mortgage (a division of CrossLand). OnCall Mortgage was in existence until Wells Fargo purchased First Security Bank (the owner of CrossLand) at the end of 2000.

Rob then joined CMG Mortgage, a wholesale mortgage bank, as the Director of Secondary Marketing. In early 2003 and re-joined Tuttle Risk Management Services, Inc. TRMS (now Compass) provides mortgage pipeline risk management for mortgage companies and thrifts that seek to originate and sell loans into the secondary mortgage market. In November of 2006 Rob left TRMS to become the Director of Capital Markets for RPM Mortgage, a retail residential lender, leaving there in late 2008 to focus on not only publishing a widely read daily market commentary on current mortgage events but also on his family.

He is on the board of directors of Peoples Bank, a mid-sized depository in Kansas, of Inheritance Funding Corporation, a financial services company which advances capital to heirs, of International City Mortgage, and of the California MBA. He is also a member of the Secure Settlements Advisory Board, an associate of the STRATMOR Group, and of the Mortgage Bankers Association of the Carolinas and its membership committee. Rob has provided expert witness services for mortgage and real estate-related cases, has lectured to groups around the country.

Elliot Eisenberg

Elliot Eisenberg

Economist & Public Speaker

Elliot Eisenberg, Ph.D. is a nationally acclaimed economist and public speaker specializing in making the arcana and minutia of economics fun, relevant and educational. He earned a B.A. in economics with first class honors from McGill University in Montreal, as well as a Masters and Ph.D. in public administration from Syracuse University. Eisenberg, a former Senior Economist with the National Association of Home Builders in Washington, D.C., is the creator of the multifamily stock index (the first nationally recognized index to track the total return of public firms principally involved in the ownership and management of apartments), the author of more than eighty-five articles, serves on the Expert Advisory Board of Mortgage Market Guide and is a regular consultant to several large real estate professional associations, hedge funds and investment advisory groups. He has spoken to hundreds of business groups and associations, often as keynote speaker. Dr. Eisenberg has been invited to testify before lawmakers and is often asked to comment on proposed legislation. His research and opinions have been featured in Bloomberg, Business Week, Bureau of National Affairs, Forbes, Fortune, and many other publications. He is a regularly featured guest on cable news programs, talk and public radio.

Dr.Eisenberg is the Chief Economist for GraphsandLaughs, LLC, an economic consulting firm that serves a variety of clients across the United States. He writes a syndicated column and authors a daily 70 word commentary on the economy. He is a frequent speaker on topics including economic forecasts, economic impact of industries such as home building and tourism, consequences of government regulation, strategic business development and other current economic issues.

JakeFrench

Jake French

Motivational Speaker

Jake French is a dynamic, young motivational speaker who is a living example of what’s POSSIBLE when the right ATTITUDE, MINDSET, and STRATEGIES are in place. Audiences are immediately engaged by his real-world story, empowering insights, and the kind of take-with-you-tools that allow them to leap forward and make a positive difference in their life.

Sue Woodard

President & CEO, Vantage Productions

Sue Woodard is president & CEO of Vantage Production, the nation's premier provider of technology and services supporting the sales and marketing of mortgage products, as well as the professional development of mortgage loan officers. Sue brings perspective and expertise to Vantage Production that is truly extraordinary among mortgage technology company CEOs: more than twenty successful years of direct experience in virtually every aspect of mortgage originations. Sue's success in and passion for the industry as well as great depth in training others to succeed make her uniquely qualified to oversee all aspects of the company's activities. Among the industry's most recognizable public figures, Sue Woodard is a highly sought-after speaker, writer and advisor.

Mikel Erdman

Mikel Erdman

Founder and President, MySMARTblog.com

Mikel Erdman’s 20+ years of sales and marketing experience includes a unique combination of the real estate and mortgage industry along with several start-up technology ventures built to improve the capabilities of individual sales professionals and business owners throughout North America.

Mr. Erdman started his sales and marketing career in the mortgage industry as a loan officer shortly after graduating with a Bachelor’s Degree in Political Science from the University of Oregon in 1995. He successfully closed over $250 million dollars in loan volume throughout his 15-year career as a loan originator and broker/owner.

His hands on experience in relationship-based selling provided him with a unique perspective on how one can maximize the use of technology to help drive a business forward to achieve exceptional results.

Mr. Erdman has become an expert authority on internet marketing, online lead generation systems, and social marketing strategies. He has successfully consulted with top level business leaders to improve their online marketing performance and leverage cutting-edge technology systems to improve business processes.

Mr. Erdman is the Founder and President of MySMARTblog.com which helps thousands of busy salespeople and business owners maintain a professional appearance online while maximizing marketing automation to drive greater repeat and referral business.

WilliamLeBaron

William LeBaron

Account Executive at MonitorBase

Promoting a positive approach, leveraging his firsthand experience to assist others with building their business is important to William. He graduated Summa Cum Laude with a Bachelors of Advertising. William began his career as a direct to consumer Loan Officer licensed in 11 states, with 97% of his loan volume coming from Monitorbase marketing.

Believing in the platforms ability to bring value to Loan Officers, he decided to make the switch and currently enjoys visiting his West Coast Mortgage clients in his 4 passenger single engine airplane.

Ken Perry

President & CEO, The Knowledge Coop

Ken was born and raised in Concord, CA where he graduated high school at Clayton Valley High. While in California he worked 3 years at the Concord Police Department and played drums in many bands. Married in 1995, Ken and his bride Mindy moved to Denver, Colorado where she got her Masters degree while Ken got his Bachelors in Speech Communication.

In 2000, Ken transferred to the Pacific Northwest to take a sales job with a major wholesale lender. That allowed him the opportunity to call on originators throughout the Portland market. He found himself saddened by the lack of training for originators, so in 2003 he left a high paying job and started Broker Knowledge Group with his Mother-in-Law, Pam. In September of that year, he was invited to speak at a conference, and that led to more and more speaking gigs throughout the country. In 2005, he became the first private company to be approved to teach live continuing education classes in Oregon. With the passage of the SAFE Act in 2008, these continuing education classes became required in every state. Broker Knowledge Group was one of the first providers approved, and the company took off like wild fire.

In December 2011, Ken attended a technology conference in Vegas that changed his life and rewrote the future of his business. In 2012, with the guidance of his business partner Frank, a partnership with two amazing men named Dan and Larry, a spectacular sales director named Gwen, an organizational wizard named Yvonne, and of course, his very special mother-in-law Pam, Ken launched The Knowledge Coop®, a social learning system that allows companies to upload and assign documents, videos and notes and grow their companies through collaboration and education. This is Ken’s third cutting edge web innovation, and the one for which he is most proud.

Ken lives in Camas, WA with his wife of 18 years, and the most amazing three kids you could ever meet!

Transportation

To and From the Airport

BlueStar Charter Busses Airport Pickup

We have arranged private Airport shuttle services for most travelling LoanStars. Simply find BlueStar Shuttle Bus at the Charter Bus sign outside of baggage claim Island 2.

Thursday
  • Portland Airport to Embassy Suites (3:00pm, 4:00pm, 6:00pm, 7:15pm)
Sunday
  • Embassy Suites to PDX International (6:45am, 7:15am, 7:30am, 8:00am, 8:30am)

Radio Cabs

When you arrive and have your bags please call RadioCab at (503) 227-1212. LoanStar's account number is 5885. Let them know you’re at the airport and need to be picked up and they will send their nearest cab.

Please provide LoanStar's account number to your driver.

Your destination will be Embassy Suites Hotel at 9000 SW Washington Square Road Portland, OR 97223.

You can tell the driver that it is near Washington Square Mall. When exiting the cab please write a tip amount on the slip provided, sign your name and that's it. Welcome to Portland!

Event Transportation

Thursday
  • Embassy Suites to Big Al's (6:30pm, 7:00pm, 7:30pm, 8:00pm & 8:30pm)
  • Big Al's back to Embassy Suites (9:00pm, 9:30pm, 10:00pm, & 10:30pm)
Friday
  • No Transportation Necessary
Saturday
  • Embassy Suites to Helium Comedy Club (4:30pm)
  • Pickup at Helium Comedy Club for Pub Crawl 8:30pm
    Those not attending pub crawl will be taken back to Embassy Suites.
  • Evening Pickups:
    From Brix Tavern at 11:00pm & Blue Hour at 12:00pm

Sponsors & Vendors

Frequently Asked Questions

FAQs

Q: Will there be any breaks to return calls and emails?
A: Yes, there will be a designated break in the morning session and of course at lunch. Being a holiday and knowing that you prepared your clients and referral partners about your out-of-the-office schedule in advance, we don’t anticipate you won’t have many messages to deal with.

Q: What is the dress code?
A: Business casual is appropriate. There will be a lot of photographs and video at the conference, so dress for the part!

Q: What is the dress code for the Third Anniversary Party on Friday Night?
A: Business casual or better is appropriate. Many are “dressing to the nine’s” for the casino themed party that will celebrate LoanStar’s Third Anniversary!

Q: When do I change clothes and freshen up between the Conference and the Third Anniversary Party?
A: After the Conference there is a Happy Hour next to the ballroom until 7:30. You should change and freshen up sometime during the Happy Hour period.

Q: Does the Third Anniversary Party have dinner and drinks?
A: Yes, a full-course dinner buffet will be served and you will be provided with drink tickets. There will also be a cash bar at the party.

Q: Can I bring my “significant other” to the Conference?
A: Yes, to the Third Anniversary Party on Friday evening, “SO’s” are welcome! The other conference events don’t have capacity to handle guests.

Passport Card

Each Loan Officer will receive a passport card requiring them to visit our vendors (receiving a sign-off by your booth). This will encourage our sales staff to interact with our vendors during the Vendor Expo.

Vendor Field Passes

Upon arrival, please locate your sponsor liaison (Adrian Khaki or Marie Miller) to register and receive your field passes for the event. These passes will grant you access to all event festivities (excluding the Saturday Loan Officer CE Training Day Session with Ken Perry). Passes will be available for pickup during the Thursday Evening Welcome Party at Big Al’s and Friday Morning during Vendor Expo setup.

Embassay Suites Map

Event Map

About

LoanStar Home Lending is a mortgage lender focused on providing government, conventional, jumbo and alternative qualification home loans to customers in the states we are licensed. The LoanStar Home Lending mission is to deliver expertise and efficient access to home loans with passion, pride and integrity. We continually seek to improve our service commitment to our customers and the communities where we live and work to accomplish our vision is to be the most dynamic and trusted lender. ...

 

Contact Us

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LoanStar Home Lending - NMLS: 1094582
9020 SW Washington Square Rd., STE 350
Portland, Oregon 97223
Phone: (855) 347-7691
Email: contact@goloanstar.com

 

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This communication is for informational purposes only, is not an offer, solicitation, recommendation or commitment for any transaction or as a confirmation of any transaction (unless expressly stated otherwise). LoanStar Home Loans, LLC, dba LoanStar Home Lending, 9020 SW Washington Square Road, Suites 250 and 350, Portland, OR 97223; NMLS 1094582. LoanStar Home Lending only conducts business in states in which it is licensed.
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