Next Level LIVE in San Diego February 25, 2022

Featured Speaker

David Luna

President of Mortgage Educators & Compliance

David Luna has more than 35 years of experience in the mortgage lending industry. He presently serves on national boards and holds several national and state certifications. He has been a consultant for Fannie Mae, Freddie Mac, and other large national banks. He has been featured in Mortgage Technology Magazine, National Mortgage Press, newspapers, NBC, CBS and ABC.

David is President of Mortgage Educators and Compliance, an NMLS approved education provider. He has served as Commissioner (a Governor appointed mortgage regulator) and in several executive positions for banks, credit unions, mortgage bankers, and brokerages throughout his career, including Mellon Bank of New York, Great Western Bank of California, several Federal Credit Unions as well as Vice President of large publicly traded Mortgage Companies.

Meet Your Next Level LIVE Speakers

Learn from the Founders & Coaches of Next Level Loan Officers!

Sean Zalmanoff

Regional Vice President USA Mortgage, Co-Founder Next Level Loan Officers

Kellen Vaughan

Branch Manager Trademark Mortgage, Co-Founder Next Level Loan Officers

Kenneth Travis

Branch Manager Trademark Mortgage, Co-Founder Next Level Loan Officers

Shane Kidwell

Executive Vice President of Sales of Victorian Finance, Co-Founder Next Level Loan Officers

We all have a unique vision of what our dream business looks and feels like. At Next Level LIVE you learn how to make your dream become your reality.

You will walk away knowing how to:

Own Your Day

Do you control your time and dictate what you do, or do you live life reacting to one situation after the next? We’ll show you how a few concerted tweaks can help you take back control, gain clarity, and scale faster than you’ve ever imagined.

Build Your Brand

What is your brand? Do you know how to create a brand? Are you still posting from your business Facebook page? Next Level LIVE shows you the very basics of how to identify and create your brand, then we’ll go on to show you exactly how to scale that brand and become the sought after expert in your market. 

Systemize and Scale Your Business ​

Understanding your Positioning, Branding, and Processes is essential to scalability, we’ll show you the systems we’ve installed in our own businesses that have proved consistent growth year over year. 

Close & Convert More High-Value Clients

The average Loan Officer spends 15 minutes/week focused on sales activities. You can’t grow if you don’t sell, so we’re going to show you our step-by-step process that gives you the focus and power to work on money making activities every day of the week.

Where We'll BE

Next Level Loan Officers LIVE - San Diego, CA

The Hilton San Diego Mission Valley

The newly reimagined Hilton San Diego Mission Valley hotel puts you in the center of San Diego, within reach of the most popular attractions, largest corporations, universities and shopping centers in America’s Finest City. Located minutes away from the San Diego International Airport, near Hotel Circle, our Mission Valley hotel provides access to all of the major freeways and is just minutes from the San Diego Zoo and SeaWorld San Diego.


At the end of the event, if you don’t feel that the value you received was worth the price of your ticket, let us know and we’ll refund your ticket. You have nothing to lose!

4 Mortgage Industry Experts

8 Hours of Tactics & Strategies

6 Business Growth Sessions



Each ticket to Next Level LIVE includes a FREE Coaching Call that will prepare you for the event. This free Coaching Call will answer any questions you have and leave you feeling prepared and ready to grow!


Barry Habib

“I have set records constantly since joining Next Level and that pays for itself. I truly don’t believe I would be producing what I am producing if I hadn’t made that investment.”



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