MBA Annual

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Monday, October 28, 2019

  • MARKET OPPORTUNITIES TRACK: Don’t Miss a Beat – Win the Purchase Conversion Game in 2020

    Location: Level 4,
    Room 17


    Joe Welu, Founder and Chief Executive Officer, Total Expert

    Patricia Arvielo, Co-Founder and President, New American Funding

    Julian Hebron, Founder, The Basis Point

    Josh Lehr, Industry Development Manager, Mortech, a Zillow Group

    Breakout Session,

    Market Opportunities Track

    This year taught us that customer acquisition is just the tip of the iceberg in terms of success in the purchase market. Today’s always-online customers are picked off constantly even after pre-approval. This can’t-miss session with top customer acquisition and conversion leaders will teach you how to protect and grow your purchase market share and develop strong customer relationship management practices for your target markets.


    Joe Welu, Founder and Chief Executive Officer, Total Expert

    Joe Welu is the Founder and CEO of Total Expert, which he started in 2012 in the basement of a real estate office. Fast forward to 2019 and Total Expert is backed by some of the leading venture capital firms in Silicon Valley and has been named the fastest growing software company in the Midwest by the Inc. 500. Prior to starting Total Expert in 2012, Joe co-founded and led one of the top-selling real estate teams in the U.S., achieving over $1 billion in sales volume.

    Patricia Arvielo, Co-Founder and President, New American Funding

    Patty is an award-winning entrepreneur and the co-founder/President of New American Funding. A first-generation Latina, she leverages more than 36 years of experience in the mortgage industry to lead the company’s sales and operations efforts. In addition, Patty created the company’s Latino Focus and New American Dream initiatives to improve the home lending experiences for Latino and African-American homebuyers. Patty is also a popular keynote speaker for mortgage events across the nation. She is on numerous committees, including for the National Association of Hispanic Real Estate Professionals (NAHREP) and the Housing Counseling Federal Advisory Committee (HCFAC). She frequently visits Washington, D.C. to lobby for the industry and homeowners. Ernst & Young recognized Patty as 2016 EY Entrepreneur of The Year® Orange County.

    Julian Hebron, Founder, The Basis Point

    Julian Hebron is founder of The Basis Point, a sales & strategy consultancy for finance & real estate companies, and a financial media brand for consumers. Over the last 20 years, he's served in executive sales and marketing roles at UBS, Wells Fargo, loanDepot, and LendUS (formerly RPM Mortgage). Julian is known for bringing clear thinking and modern strategies to help companies maximize technology impact, elevate salespeople, and lead the way in this disruptive era.

    Josh Lehr, Industry Development Manager, Mortech, a Zillow Group

    As the Industry Development Manager at Mortech, Mr. Lehr evaluates and oversees relationships with mortgage technology partners for Mortech and Zillow Group. For the past 5 years, Josh has been involved in many phases of the Mortech business including API implementations, compliance, product management and opportunity assessment. Prior to joining  Mortech, Josh worked as a developer and project manager for a top 10 Visa card issuer working to implement new hardware and software solutions such as SMS messaging, CRM, IVR, and credit approval automation.


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