General Session E: 2:25 PM 0 2:50 PM

“AI Meets NY Mortgage Rules: What Brokers Must Know”

Artificial intelligence is transforming how mortgage professionals market their services—but in New York, innovation must walk hand-in-hand with regulation. This essential session will explore the compliance landscape for brokers leveraging tools like ChatGPT and other AI platforms in their advertising and outreach. Whether you're experimenting with AI-generated content or refining your digital presence, understanding the state-specific rules is critical to staying compliant and competitive.

Join us for a practical, fast-paced discussion that will cover:

🤖 AI & Advertising Compliance: What brokers need to know about using ChatGPT and other AI tools for marketing, including risks, disclosures, and regulatory red flags
🗽 New York-Specific Requirements: From website approval to advertising disclosures, a breakdown of NYDFS expectations
🧾 Team Names & DBAs: How to properly register and advertise under alternate names without triggering compliance issues
🤝 Co-Branded Marketing with Realtors: What’s allowed, what’s not, and how to avoid RESPA pitfalls
🧩 MSAs, JVs & Affiliate Business Arrangements: Understanding the fine line between strategic partnerships and regulatory violations

This session is a must-attend for brokers, compliance officers, and marketing teams navigating the evolving intersection of technology, advertising, and New York mortgage law.

Speaker: Michael G. Barone, Esq., Partner, Abrams Garfinkel Margolis Bergson, LLP

NY Mortgage Brokers & their Loan Officers PAY ONLY $50

if pre-registered only by October 31st

FULL ACCESS TO THE ENTIRE SHOW!

Who will be there?

Mortgage Brokers, Loan Officers, Wholesale Lenders, Realtors, Tech Companies, Compliance, Cybersecurity, Title Companies, Appraisers, Insurance, Closing Attorneys, Credit Repair, Printing & Branding, Social Media & Marketing Experts, Small Business Experts, etc.,

Pre-Register and Save $$ on Registration.

All tickets include: all Sessions, Breakfast sponsored by: Plaza Home Mortgage®

Access to our all-day Exhibit Hall with over 30+ vendors from

Awards Luncheon with Full Hot Buffet & Kosher Options, Open Bar all Day

& Cocktail Reception sponsored by: UWM

Full Access: Brokers & LO's Pay $50 ($150 at the door)

Exhibit Booth Space: Rental Fee: $750/$950
(includes 2 tickets to the show + marketing opportunities)

CLICK HERE FOR THE LATEST CONFERENCE AGENDA

More updates and announcements coming soon - Stay Tuned!