Mortgage Schedule


Wednesday, January 16

Welcome Reception (The Diplomat Beach Resort)

5:00PM - 7:00PM

VIP Dinner hosted by Gary Vaynerchuk

6:00PM - 9:00PM

Thursday, January 17


7:30AM - 8:30AM


7:30AM - 8:30AM

Opening Fireside Chat with Gary Vaynerchuk & Matt Higgins

8:30AM - 9:00AM

Break Off for Industry Tracks

9:00AM - 9:15AM

9:15AM - 9:55AM

Using Digital Data to Develop New Leads

For mortgage brokers, generating a steady stream of new and qualified leads is your lifeblood. The days of going door to door are over – digital marketing channels provide sophisticated targeting and advertising tools that can be used to generate highly qualified and valuable leads. We’ll hear from a group of experts on some of the most effective and creative tactics and tools for identifying trigger events and generating new leads for your mortgage business.


  • Jeff Nicholson, Chief Media Officer, VaynerMedia

  • Todd Bookspan, Founder, Win by Noon

  • Geoff Zimpfer, Chief Truth Teller, National Mortgage Radio Podcast

  • Trish Leto, President & Founder, Trish Leto LLC & 5 Minute Lives™️

  • [Moderator] John Downs, Area Manager, MVB Mortgage

10:05AM - 10:45AM

Social 101: The State of Consumer Attention in 2019

In 2019, social media has fragmented, but that doesn’t mean you need to be on every platform. Which platforms, features, and technologies are the most important for the mortgage industry? This presentation will survey the current digital and social landscape, discuss the strategic and creative opportunities available on each platform, and discuss emerging technologies and features that are must-knows for mortgage marketers.

Speakers: Matt Guerin, VP of Partnerships, VaynerMedia

10:55AM - 11:35AM

Reputation is Everything: Managing Your Online Reviews

Positive customer reviews and recommendations are crucial in aiding new customers as they make a purchase decision. With so many fragmented review channels available, it’s more important than ever to have a unified strategy for obtaining and managing your online and social reviews. In this panel, we’ll dig into strategies from leaders in the Mortgage industry on how to secure more reviews and leverage them to drive new business.


  • Avery Durnan, VP of Media, VaynerMedia

  • Pat Kinsel, CEO, Notarize

  • Jake Fehling, VP of Marketing, Movement Mortgage

  • Brian Manning, Senior Loan Officer, Guild Mortgage

  • Scott Harris, CEO & Co-Founder, SocialSurvey

  • [Moderator] Kristin Messerli, Managing Editor, Mortgage Women Magazine


11:35AM - 12:30PM

Keynote Presentation with John Henry

12:30PM - 1:00PM

Break Off for Industry Tracks

1:00PM - 1:15PM

1:15PM - 1:55PM

Instagram Story School for Mortgage (presented by Instagram)

Whether you're new to Instagram Stories or a seasoned pro, this fun and interactive workshop shows you how to maximize Instagram's in-app toolkit for creative reporting and storytelling. Learn the latest Stories hacks and get inspired by best-in-class examples in this hands-on session.

2:05PM - 2:45PM

Building Authority & Trust: A Deep Dive into Content Marketing for Mortgage

With the financial market in constant flux and mortgage clients more heavily valuing research before they buy, it’s never been more beneficial to establish yourself as a trusted source for your clients. Through content marketing, mortgage brokers and lenders can build name recognition, position yourself as an industry expert, display transparency, and build trust. In this session, we’ll dig into how to outline your content market strategy, how to develop creative, and how to measure your success.


  • Dustin Brohm, Host, Massive Agent Podcast

  • Jason Frazier, Founder & CEO, The Agent Marketer

  • Patty Arvielo, President & Co-Founder, New American Funding

  • Ginger Bell, Education Specialist, Go2Training

  • [Moderator] Matt Guerin, VP of Partnerships, VaynerMedia

Networking & Snack Break

3:00PM - 4:30PM


Deep Dive Sessions at the VaynerMedia Cabana (first come, first serve):

Personal Branding (3:00PM - 3:45PM)

Join Lindsay Blum, Head of VaynerTalent, for a deep dive on personal branding in 2019. In this 45 minute session, a group of 10-15 will be taken through an interactive workshop and learn how to build awareness and equity around your passions, stories, and skills in a way that drives future business opportunities. Sign-up will take place at the VaynerMedia cabana on January 17 (first come, first serve).

Creative (3:45PM - 4:30PM)

Join Steve Babcock, VaynerMedia's Chief Creative Officer, for an interactive 45 minute session that teaches you how to create and produce effective creative for the now. This session will cover how to effectively market yourself and your business in today's fragmented landscape, how to hook consumers, how to create content that works, and more. Sign-up will take place at the VaynerMedia cabana on January 17 (first come, first serve).

Closing Keynote with Gary Vaynerchuk

4:30PM - 5:00PM


*Schedule subject to change



By purchasing a ticket to Agent2021, you agree that: (a) VaynerProductions, LLC, its parents, affiliates, and subsidiaries and each of their owners, directors, officers, managers, members, employees, agents, and licensees (“VP”) and any authorized event sponsors are permitted to photograph, video, and sound record you and utilize your voice, image and likeness, in whole or in part, in any media whatsoever, in commercial advertising materials in any manner, including promoting VP and any authorized event sponsors; (b) you will not use content that you capture at the Agent2021 (including but not limited to photos, video and/or audio) (collectively, the “Captured Content”) for commercial purposes without the prior written consent of VP; (c) you will not use Captured Content to imply any endorsement or sponsorship of your business, services and/or products by VP; (d) you will not transmit in real-time any video (“livestream”) of any panel or speaker; (e) you are responsible for obtaining all consents, approvals, and releases necessary from any third-party for your use of the Captured Content (including any individuals, trademark owners, etc. appearing in the Captured Content); (f) Captured Content may not be licensed to a third-party for any purposes without the prior written approval of VP; (g) you grant to VP a non-exclusive, worldwide, sub-licensable, royalty-free license to all copyrights associated with the Captured Content; and (h) you will follow the instructions of VP, Agent2021, and venue staff and only access the Agent2021 event area.

By clicking on "Tickets", you understand that you will be instructed to provide us with certain personal data.

By completing and submitting the personal data requested, you agree that you are opting in to receiving information, including newsletters, and advertisements regarding upcoming events, products and services from VaynerX, LLC and its subsidiaries and affiliates, including VaynerProductions, LLC, via email or through advertising on various social media platforms or websites (both desktop and mobile) that you may visit. All information collected is subject to our Privacy Policy.

If you no longer wish to receive promotional emails or other information from VaynerX please feel free to unsubscribe by clicking on this link