Snug-LevelUp-Logo
SimpleNexus User Group 2023
March 13-16, 2023
Snowbird Mountain Resort
Agenda
Monday, March 13th
Opening Reception
6pm-8pm
Tuesday, March 14th
Wednesday, March 15th
Breakfast
7am-9am | Tues.
Breakfast
7am-9am | Wed.
Opening Keynote
9am-10:30am | Tues.
Taking SimpleNexus to the Next Level (Up)
Breakouts
9am-9:50am | Wed.

The mortgage industry is in the middle of a transformational change. What does that mean for real estate and the state of eClose adoption across the industry? Join SimpleNexus and industry experts for a discussion on the strategic initiatives that all mortgage bankers should implement in 2023 and how to move beyond adoption to modernize the back office. These actionable insights will help you and your team focus on what will increase revenues, control costs, and better manage all stakeholder experiences throughout 2023 and beyond.

As the single largest loan origination expense, incentive compensation has major impact on your profitability. To prepare for market shifts, it is vital to have incentive compensation plans that can help you scale your business and drive behavior. We’ll review how to evaluate, consolidate, and fine-tune plans to ensure profitability and preserve margins, while retaining and rewarding top producers.

Breakouts
11am-11:50am | Tues.

We have been busy since our last SNUG! Listen to Chief Technology Officer Lori Brewer recap this past year’s releases and Chief Product Officer Shane Westra as he shares how we plan to level up the SimpleNexus Solution Suite in 2023 and beyond.

Breakouts
11am-11:50am | Wed.

Have you heard? We have a new look for our loan application – one we’re transitioning all existing customers to by the end of 2023. In this session, you’ll hear from the experts on why we’ve redesigned our loan application, get the chance to ask questions about pricing and configuration options, and learn from a SimpleNexus client on how their transition went. Once this session wraps, you’ll be excited to start your transition and start seeing the benefits of the new loan app for your team, your borrowers, and future platform enhancements.

RESPA. Privacy acts. LEP questions. Data security. TILA requirements. Does it ever begin to feel manageable? Let’s make sense of the ever-changing regulatory landscape of mortgage compliance and have a little fun (that’s right, fun) in the process. Level up your strategies for these hot-topic requirements and explore ways to fulfill your obligations.

Lunch
Noon-1:30pm | Tues.
Lunch
Noon-1:30pm | Wed.

(12:30-1:15) When driving adoption of the SimpleNexus platform or latest features across your organization, what tactics have been most successful? Any lessons learned or creative strategies that helped you overcome internal hesitations? What adoption challenges are you facing now that we can brainstorm on together? Come share your success strategies, suggest new ideas, and hear from peers who have been through it too.

Breakouts
1:30pm-2:20pm | Tues.

Come learn about latest mortgage market forecasts and commentary. Use the latest data to help make informed, efficient decisions for 2023, and learn about key insights to better support your staff and more seamlessly serve your borrowers.

In today’s market, mortgage lenders need reliable tools to level up their data-driven decision making. We’ll review the state of the market and discuss how business intelligence and analytics can enable you to deploy unified data strategies across your organization. With a focus on increasing productivity and efficiencies, we will examine how analytics, KPIs, and visualizations can provide you with the key insights you need to compare projections to actuals, monitor employee, branch, and company performance, and define best practices.

Breakouts
1:30pm-2:20pm | Wed.

As the market evolves, our product leaders continue to innovate and improve our Solution Suite so loan officers close more loans and help you level up. Meet the team behind the technology in a Shark Tank-style showcase and see the most engaging, interesting innovations as they pitch new product ideas and get your feedback!

Building relationships with partners is key in a purchase market, but especially in times of economic downturn. How can the right tech facilitate more referrals and connections? This session will show lenders how to better collaborate with real estate agents, title staff, and settlement professionals throughout the entire homebuying process.

This session will cover:
  • How to build authentic relationships with partners in the digital realm
  • How lenders can use our customizable, sharable mobile app to connect with real estate agents
  • How real estate agents can use our integrated home search and mortgage scenario calculator options to enhance homebuyer experience
  • What benefits settlement and title staff receive from an end-to-end platform that allows them to collaborate closely with lenders
Break
2:30pm-3pm | Tues.
Break
2:30pm-3pm | Wed.
Breakouts
3pm-3:50pm | Tues.

Get an inside look at how lenders are evolving to drive successful digital transformation in 2023. Learn how innovators are thinking beyond point solutions focused on mortgage and retail lending. With borrowers increasing their expectations for lenders, loan officers, and settlement agents, it’s crucial to level up your processes to meet their demands. This session will feature expert advice on growing your business and how lending partners can continue to build trust and keep up with this digital demand.

While some Loan Officers are quick to adopt the SimpleNexus platform and latest features, others need a boost to leverage the platform to its fullest potential. Join us to hear tips and tricks on driving adoption with LOs, including best practices and creative tactics we’ve heard from customers on the ground. We’ll also share our favorite Loan Officer “hacks” to streamline day-to-day tasks and win with borrowers and partners.

Closing Session
3pm-4pm | Wed.
Free Block
4pm-6pm | Tues.
Free Block
4pm-6pm | Wed.
Dinner / Evening Event
6pm-9pm | Tues.
Ski & Spa Day
Thursday, the 16th
Wednesday, March 15th
Breakfast
7am-9am
Breakouts
9am-9:50am

The mortgage industry is in the middle of a transformational change. What does that mean for real estate and the state of eClose adoption across the industry? Join SimpleNexus, an nCino company, and industry experts for a discussion on the strategic initiatives that all mortgage bankers should implement in 2023 and how to move beyond adoption to modernize the back office. These actionable insights will help you and your team focus on what will increase revenues, control costs, and better manage all stakeholder experiences throughout 2023 and beyond.

As the single largest loan origination expense, incentive compensation has major impact on your profitability. To prepare for market shifts, it is vital to have incentive compensation plans that can help you scale your business and drive behavior. We’ll review how to evaluate, consolidate, and fine-tune plans to ensure profitability and preserve margins, while retaining and rewarding top producers.

Break
10am-11am
Breakouts
11am-11:50am

You may have heard that we have a new look for our loan application – one we’re transitioning all existing customers to by the end of 2023. In this session, you’ll hear from the experts on why we have redesigned our loan application, ask questions about pricing and configuration options, and learn from a SimpleNexus client on how their transition went. Once this session wraps, you’ll be excited to start your transition and start seeing the benefits of the new loan app for your team, your borrowers, and future platform enhancements.

RESPA. Privacy acts. LEP questions. Data security. TILA requirements. Does it ever begin to feel manageable? Let’s make sense of the ever-changing regulatory landscape of mortgage compliance and have a little fun (that’s right, fun) in the process. Dive into the strategies for the hot topic requirements you face and explore ways to fulfill your obligations.

Lunch
Noon-1:30pm

(12:30-1:20) When driving adoption of the SimpleNexus platform or latest features across your organization, what tactics have been most successful? Any lessons learned or creative strategies that helped you overcome internal hesitations? What adoption challenges are you facing now that we can brainstorm on together? Come share your success strategies, noodle on new ideas, and hear from peers who have been through it too.

Breakout
1:30pm-2:20pm

As the market continues to evolve, our product leaders continue to brainstorm innovative ideas to improve our Solution Suite to help loan officers close more loans and take you to the next level. Meet the team behind the technology in a SHARK TANK STYLE SHOWCASE! and see the most engaging, interesting innovations as they pitch new product ideas and get your feedback!

Building relationships with partners is key in a purchase market, but especially in times of economic downturn. How can the right tech facilitate more referrals and connections? This session will show lenders how to better collaborate with real estate agents, title staff, and settlement professionals throughout the entire homebuying process.

This session will cover:
  • How to build authentic relationships with partners in the digital realm
  • How lenders can use our customizable, sharable mobile app to connect with real estate agents
  • How real estate agents can use our integrated home search and mortgage scenario calculator options to enhance homebuyer experience
  • What benefits settlement and title staff receive from an end-to-end platform that allows them to collaborate closely with lenders
Closing Session
3pm-4pm
Thursday, March 16th
Ski & Spa Day
SimpleNexus an nCino Company
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