14
JULY 7 – 9
Ultimate Mortgage Expo 2014:
Jazzing Up Mortgage Originations
THE HOTEL MONTELEONE,
NEW ORLEANS, LOUSIANA
CONTACT: 860.922.3041
ONLINE: ULTIMATEMORTGAGEEXPO.COM
JULY 14 – 16
42nd Annual Western Secondary
Market Conference
WESTIN ST. FRANCIS HOTEL,
SAN FRANCISCO, CALIFORNIA
CONTACT: 916.446.7100
ONLINE: CMBA.COM
JULY 17 – 20
21st Annual Northeast Bankruptcy
Conference and Northeast
Consumer Forum
STOWE MOUNTAIN LODGE,
STOWE, VERMONT
CONTACT: 703.739.0800
ONLINE: ABIWORLD.ORG
JULY 20 – 23
12th Annual Leadership Conference
THE BROADMORE,
COLORADO SPRINGS, COLORADO
CONTACT: 636.887.6802
ONLINE: ALFNANSWERS.COM
JULY 24 – 27
19th Annual Southeast Bankruptcy
Workshop
THE RITZ-CAROLTON,
AMILIA ISLAND, FLORIDA
CONTACT: 703.739.0800
ONLINE: ABIWORLD.ORG
JULY 27 – 29
WVBA Annual Convention
THE GREENBRIER,
SULPHER SPRINGS, WEST VIRGINIA
CONTACT: 304.333.8838
ONLINE: WVBANKERS.ORG
FORMFREE is a provider of technologies
that help financial institutions determine
the ability of their customers to repay loans.
eir product, Accountchek, streamlines
the verification of borrower deposits and
assets in the loan process by providing digital
statements from more than 15,000 financial
institutions. Gone are the days of waiting for
a borrower to fax statements from multiple
institutions and then sifting through paper
copies to make your determination. is
service allows users to gain insight into a
prospective borrower's credit worthiness in
mere minutes.
OPTIFINOW.COM – No matter the market,
the process of purchasing real estate can
be confusing to the average consumer.
OptifiNow makes it easier. eir product,
Leads OnDemand, is a CRM tool designed to
allow for improved communication between
agents and their buyers using feedback of
responses to streamline the process. Properties
can be marketed via text message, email, and
social media, then responses can be logged to
expedite follow-up or make necessary changes
to unsuccessful strategies.
TRELLO.COM – When undertaking a large-
scale project, getting organized can be half
of the battle. Trello is a collaboration tool
that allows its users to organize projects into
"boards" and get all of their employees on the
same page. It allows users to gather opinions,
assign tasks, set due dates, and track progress.
In one glance, Trello can tell you which task
is being worked on, who's working on it, and
where the task fits in the overall process of the
project. It syncs with Google Apps accounts
and even allows users to add clients in "read-
only mode" so that they too can monitor the
progress.
OPTIFINOW.COM
2
FORMFREE.COM/ACCOUNTCHEK
1
TRELLO.COM
3
CONFERENCE CALENDAR
PLACES TO BE THIS MONTH
ON THE WEB
WEBSITES TO GET TO KNOW
