In the Bay Area, Jumbo loans are the everyday reality for most MLOs working with local buyers. At the California Mortgage Expo 2026, the local lending community meets to discuss topics that shape their business daily. The event takes place on September 15 at the DoubleTree by Hilton Livermore, CA.
AD Mortgage is proud to be part of it and wants to make it easier for you to attend. Use promo code ADFREE at registration to attend at no cost.
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Hear from Industry Professionals
Sessions run from 8:30 a.m. to 12:30 p.m. and cover topics Bay Area MLOs encounter every day:
- Jumbo market updates and current guidelines
- Foreign National lending strategies
- Non-QM options for self-employed borrowers and retirees
- AI and automation in mortgage operations
- Building a resilient broker business across market cycles
AD Mortgage’s Michael Pearson Takes the Stage
At 12:00 p.m., Michael Pearson, SVP of Business Development at AD Mortgage, presents «20 Years in Mortgage Lending: Then and Now». Michael takes attendees through the regulatory shifts, market cycles, and technological changes that have reshaped lending since the early 2000s.
Attendees will learn:
- Key industry milestones that shaped today’s lending environment
- How the borrower profile has evolved over two decades
- What the rise of technology has changed
- What MLOs should expect from lending partners in today’s market
- How understanding the past helps position your business for what’s ahead
NMLS Continuing Education
MLOs who need to complete their annual license renewal can register for the optional 8-hour CE class on September 16. MaxClass provides the class, covering the 7-hour CORE requirement and a 1-hour California State Elective.
Pre-register to secure your spot. To qualify for entry, collect stamps from every exhibitor in your Exhibit Hall Passport during the main event – you cannot register on the day of the class.
The Exhibit Hall
The Exhibit Hall opens at 12:30 p.m. with open bar and refreshments and runs until 2:30 p.m. Morning conversations continue there. You’ll have a chance to speak to mortgage lenders and other attendees to hear how other MLOs are handling the same market conditions. This information often turns out to be more useful than what you usually receive from a rate sheet.
Meet AD Mortgage at the Expo
AD Mortgage believes that the most useful conversations happen in person. That’s why we are taking part in this expo. Ann Heinz, TPO Account Executive, and Mark Cook, SVP TPO Lending Regional Director, will be at the AD Mortgage booth on September 15. You’ll also have a chance to speak with Michael Pearson, who’ll be at the booth after his presentation.
Stop by to discuss a specific file or find out how AD Mortgage approaches non-standard borrower profiles.
See You There
One day at the California Mortgage Expo 2026 can shape how you close deals for the rest of the year. AD Mortgage looks forward to seeing you there on September 15.
