Mortgage market keeps changing, and professionals need reliable places to regroup and stay on track. This is exactly what the Carolinas Connect Mortgage Expo 2026 offers: a moment for the regional community to pause, reconnect, and refocus on what matters this year.
Taking place on March 10, 2026, in Charlotte, the expo brings together originators, lenders, and industry partners for a day of practical insights and conversations. This event helps attendees prepare for upcoming market trends and start the year with clear direction.
Register now and make sure to use promo code ADFREE to attend the event for free.
Professional Development Opportunities at the Expo
The conference agenda centers on skill-building, market awareness, and professional development. Throughout the day, attendees can take part in sessions covering:
- jumbo lending strategies
- relationship-based business development
- artificial intelligence in mortgage operations
- broker business growth
- Non-QM market insights
- productivity strategies for loan officers
Together, these sessions provide a practical and well-rounded view of the tools, programs, and approaches that are influencing today’s lending environment.
Education remains one of the key benefits of attending the Carolinas Connect Mortgage Expo. For instance, sessions address both operational and strategic challenges facing mortgage professionals, including evolving borrower needs, competitive market conditions, and the growing role of technology in lending. The event supports learning that can be applied directly to daily business practices.
Furthermore, networking is another central part of the expo experience. The exhibit hall opens in the afternoon and offers time for attendees to connect with exhibitors while enjoying refreshments. This portion of the event provides a relaxed setting for mortgage professionals to build relationships and exchange perspectives with peers. These conversations often play an important role in helping professionals better understand how others are navigating similar market conditions.
Fulfill Your NMLS CE Requirements at No Cost
In addition to the main conference, the event offers an optional NMLS-approved continuing education class on March 11, 2026. This separately scheduled, eight-hour course allows participants to fulfill their complete continuing education requirements for NMLS license renewal. The class is provided by MaxClass and is available at no cost with pre-registration. Attendance at the main event and completion of the exhibit hall passport are required to qualify for entry to the continuing education course.
In‑Person Insights from AD Mortgage Experts
AD Mortgage will take part in the Carolinas Connect Mortgage Expo and is excited to join this key regional event. Being present at gatherings like this reflects AD Mortgage’s continued commitment to staying actively engaged in conversations shaping the future of the mortgage industry.
During the event, make sure to visit the AD Mortgage booth, represented by Edward Webb, Wholesale Team Lead, and Jill Johnson, TPO Account Executive. Edward and Jill are open to clear, practical conversations about market trends, lending situations, and the challenges brokers and loan officers face in their regions. These in-person discussions provide an opportunity to exchange insight and explore how AD Mortgage can support partners in a competitive and evolving environment.


The Carolinas Connect Mortgage Expo 2026 gives mortgage professionals a chance to gain industry insight and connect with peers. It also helps them prepare for the year ahead. Networking and continuing education opportunities shape the experience. Together, they support professional growth and meaningful engagement. AD Mortgage is looking forward to connecting with attendees in Charlotte.
Register now
March 10 @ 7:30 am EST
Sonesta Charlotte | 5700 Westpark Dr, Charlotte, NC 28217