> EVENTS
2026 Agenda
WED | JAN 14, 2026
8:30am - 3:00pm (Butler)
Master the Loan File: From Application to Approval Boot Camp ($99, includes lunch)
Transform your origination skills in just one day! Join NAMB & Dionne Bass, founder of Ask the Underwriter™, for an intensive 6-hour boot camp designed to elevate your pre-qualification expertise & streamline your loan submissions.
Perfect for new originators, loan partners & anyone looking to sharpen their file preparation skills.
What you'll master:
- Spot red flags instantly — Learn to identify deal-breakers in applications, credit reports & income documentation before they become costly delays
- Navigate AUS findings confidently — Understand findings across Conventional, FHA, VA & USDA programs
- Calculate income accurately — Master wage earner & self-employed income calculations while catching common pitfalls
- Create cleaner submissions — Walk away with a proven pre-qualification workflow that reduces conditions & accelerates closings
- Practice on real scenarios — Work through actual case studies, credit reports & 1003 forms in hands-on exercises
Your investment: $99, includes lunch & all materials for this interactive workshop where you'll practice with real loan scenarios, participate in group exercises, and leave with templates, checklists & actionable strategies you can implement immediately.
Who should attend:
- New loan originators building their foundation
- Experienced brokers wanting to reduce fallout
- Processing teams seeking efficiency
- Anyone who touches the loan file pre-underwriting
Limited seats available. Reduce your conditions, speed up your closing & ELEVATE your expertise at NAMB Focus!
8:30am – 5:00pm (Sebastian I 2)
Certified Veteran’s Lending Specialist (CVLS) Class ($199, includes lunch)
Is your focus on VA loans? Would you like to separate yourself from the competition? Don't miss this opportunity to become approved for NAMB's most popular certification, the Certified Veterans Lending Specialist (CVLS), sponsored by Newrez.
You’ll be able to get deals done that nobody else can, help more veterans in the process & stand out to referral partners.
The certification training will cover all the basics if you’ve never done a VA deal before, but it’ll also dig into super advanced topics like:
- Proving eligibility for everyone including reservists & surviving spouses
- Tips for getting DU & LP approvals, and why manual underwriting isn’t something to be feared
- The truth about VA appraisals and especially “Tidewater"
- Ways to find double the number of VA approved condos
- New rules around refinances and being ready for when that market returns
- Uncommon issues like assumptions, EEM, Rehab, non-owner occupant co-borrowers, etc.
7:00pm-9:00pm (Sebastian I 1-3)
NAMB Focus Sponsor Setup
THURS | JAN 15, 2026
(All Events will be in Sebastian I 1-3)
8:00am
Rise & Connect: Morning Registration & Vendor Networking
Start your NAMB Focus experience right! Fuel up for a powerful day of learning with fresh coffee, donuts, & meaningful connections with fellow mortgage professionals before the sessions begin.
No rush, no pressure – just coffee, connections & conversation to jumpstart your NAMB Focus journey.
9:00am – 10:30am
Overcoming Adversity & Finding Opportunity
Sponsored by weMLO
Keynote speaker & frequent NAMB guest Barry Habib, CEO of MBS Highway, presents a look at the Fed, interest rates & housing.
Widely credited with saving the mortgage industry in 2020 from Margin Calls due to Fed Actions, Barry is a best-selling author & go-to media resource for his mortgage & housing expertise.
During his mortgage sales career, Barry personally originated over $2 billion. He is the highest rated speaker & trainer for over 25 years in mortgage & real estate
Notable Awards
- Three-time Crystal Ball Award Winner by Fannie Mae, Pulsenomics & Zillow for the most accurate Real Estate forecasts out of 150 of the top economists in the U.S.
- 2019 Mortgage Professional of the Year
- Finalist for the Ernst & Young Entrepreneur of the Year
- Named to Mortgage Global 100 List
- The St. Armand Ventures Businessman of the Year 2021
- Named to the list of 100 People to Watch in 2023
This keynote is sponsored by wemlo® processing services. Loan processing powerhouse wemlo merges human connection and user-friendly technology to help simplify the entire mortgage process for mortgage brokers and their borrowers. The company provides access to highly qualified, top-tier processing talent, and supports an extensive list of lenders and loan products to help customers get faster, more effective results. Since its inception, wemlo has been the trusted choice for nearly 600 mortgage brokerages across the country and has processed over 7,000 loans.
10:30am – 10:45am
Elevate & Connect With Our Vendors & Sponsors
Meet the companies showcasing the latest mortgage industry solutions, services & technologies designed to help brokers succeed in today's market!
10:45am – 12:00pm
Using A.I. & Content to Double Your Business presented by Neel Dhingra
Neel Dhingra, CEO of Forward Academy, will break down the actual tools and tactics on how to reach more clients and partners on social media in 2024, and how to convert this into real business results.
Neel is a content marketing expert who exploded his mortgage business by creating content that gets results on social media. He also is the founder of Forward Academy, where he helps over 1000 Real Estate & Mortgage Pros learn how they can do the same. Neel hosts the annual Forward Event in Las Vegas, where LO's and agents from all over the country come to learn the latest trends in marketing.
12:00pm – 1:00pm
Lunch With Our Vendors
1:00pm – 2:00pm
The Power of F#!king Up: Loss, Resiliency & the Art of Radical Authenticity
Tyler Mount, the nation’s leading expert in personal brand building & corporate marketing, presents a powerful session where he examines losses & perceived “failures” from his past, and finds where they brought about the kind of changes he needed to create the life of his dreams.
He applies these lessons in a universal way and relates them to readily applicable marketing strategies that will leave you so f#!king excited to harness the power of your authenticity to enjoy a personal & professional life that’s distinctly your own.
As a consultant to nearly 1,000 clients in 14 countries, Mount's experience spans brand development for residential agents, national brokerages & commercial brokers in addition to new development portfolios valued at over $7 billion.
He's been profiled in dozens of reputable publications & served as a keynote speaker for marketing & real estate conferences across the country. His non-traditional, direct approach empowers business owners to take control & build empires.
2:00pm - 3:00pm:
Prospecting Excellence: The Referral Mindset
Everyone prospects, but the elite know the time, place & methods that are converting in today’s markets. Expert veteran sales leader Christine Beckwith takes you on a deep dive about what profoundly sets apart those who know & those looking for the pot of gold. Find your gold with Christine's help.
3:00pm – 4:00pm
Building Your 4Ever Broker Business
Freedom Mortgage Wholesale, a supporter of the mortgage broker community, is Historically, Currently, and 4EVER Wholesale. Freedom is presenting a panel of experienced mortgage professionals sharing their unique histories, current approaches, and strategic perspectives on achieving future success. Moderated by Allen Middleman, Executive Director at Freedom Mortgage, this discussion will explore how lasting businesses come to be. Get ready for interesting conversations with actionable insights to help you build a thriving 4EVER broker business. Let’s get building!
4:00pm – 5:00pm
The Marketing Blueprint: How to Get More Deals Without Hard Selling
The simple 4-step system top loan officers use to attract, capture, nurture & convert clients without cold calls or pushy sales tactics.
Trevor York shares a modern approach to marketing that turns attention into deals by scaling human connection through technology.
7:00pm – 9:00pm
Elevate the Evening: NAMB Focus Reception
Cap off your conference day at NAMB's signature reception event. Enjoy drinks, food & networking with industry leaders, peers & partners in a fun-filled atmosphere celebrating the spirit of independent mortgage brokering. Come ready to share stories, exchange ideas & toast to the future of our industry.
FRI | JAN 16, 2026
(All events will be in Sebastian I 1-3)
8:00am
Rise & Connect: Morning Registration & Vendor Networking
9:00am – 9:50am
Economic Outlook for Loan Originators in 2026...The Year Ahead: Economic Trends and Their Impact on Your Business
What does the economic landscape hold for loan originators in 2026? Interest rates, inflation, housing demand, and economic growth will shape every aspect of your business this year. In this session, EPM President and Partner Phil Mancuso will walk through the economic forces expected to influence the mortgage market throughout 2026—from Fed policy and employment trends to housing inventory and consumer sentiment.
Learn the key economic indicators you need to monitor, understand how broader economic conditions translate into real-world implications for your operations and client pipeline, and gain actionable insights for positioning your business amid evolving market conditions. Whether you're projecting revenue, planning staffing, or strategizing market focus, this session equips you with the economic framework to make informed decisions.
Perfect for loan originators, branch managers, and business owners looking to stay ahead of economic shifts and capitalize on opportunities in 2026.
10:00am – 10:15am
Navigate 2026: Your Legislative Roadmap
The political landscape is shifting.
Jonathan Jackson, NAMB's lobbyist at The Williams Group, is here to cut through the noise and give you a clear picture of what's coming in 2026. Learn which legislative priorities will impact your business, where Congress is headed, and how mortgage brokers can influence the conversation.
10:15am - 11:00am
ELEVATE Your Communication: Mastering Clear, Effective Messaging Between Loan Originators, Realtors, and Consumers
In an evolving mortgage landscape where every interaction matters, it's time to ELEVATE how we communicate. In this dynamic session,
NAMB President Kimber White and Chief Executive Strategist Valerie Saunders will share battle-tested techniques, real transaction case studies, and immediately implementable strategies that will transform your communication from a potential liability into your greatest competitive advantage.
11:00am - 12:00pm
Stop Making This Hard
Stop overthinking. Stop spinning your wheels.
Chris Vinson, CEO, Mortgage Division, Windsor Mortgage shows what really drives success. Walk out knowing exactly how to crush your goals in 2026 without burning out.
12:00pm – 1:00pm
Lunch With Our Vendors
1:00pm – 2:00pm
The One Jordan Strategy: Connection Is the New Currency
In this unforgettable keynote, Chris Welton brings to life the gripping journey behind One Jordan — his revolutionary strategy to connect with elite performers by sending a single Jordan sneaker & a handwritten note. What began as a daring idea soon evolved into a catalyst for meaningful dialogue, mentorships & high-impact collaborations with some of the most influential individuals in business & leadership.
Through immersive storytelling, Chris takes the audience behind the scenes of his journey — laying bare the courage, creativity & vulnerability required to step into unconventional spaces. He dissects the mindset shifts needed to approach gatekeepers & influencers with confidence, and shares the pivotal moments that shaped the trajectory of his connections. More than just a tale of networking, this session becomes a masterclass in being unforgettable.
Attendees will walk away inspired to disrupt their own routines, empowered to create their own signature approach to relationship-building, and equipped with real tools to break through noise, build authentic bonds & take their professional presence to the next level.
2:00pm - 2:15pm
NAMMBA Session featuring Tony Thompson, CEO, NAMMBA
2:15pm - 2:30pm
Elevate and Connect with our NAMB Focus Vendors and Sponsors!
2:30pm - 3:30pm
The Loan Officer AI Assistant: Watch Us Build It Live
Most mortgage brokers are testing AI and getting mixed results. It feels impressive one minute and useless the next. In this session,
Kyle Draper and Shane Kidwell with Collective Coaching will show a simpler way to make AI consistently valuable in your business without turning it into a second job. You’ll watch us build a practical AI assistant live, in person, designed to support real-world mortgage influence and follow-up. You’ll leave with a clear framework you can apply immediately to create better outputs, build instant influence, and get more time back each week.
3:30pm – 4:30pm
The Refi Outreach Toolkit: How to Wake Up Your Past Database & Close More Loans Without Being Salesy or Buying Leads, Featuring Carl White
In this plug-and-play campaign which LOs can implement immediately, Mortgage Marketing Animals' Carl White will offer:
- A 5-piece campaign (letter to send out, checklist, email to send out, video script to record, and phone + social scripts)
- Step-by-step follow-up instructions
- A walkthrough of 38+ reasons homeowners may be ready to refinance, and just don’t know it
- Messaging that helps LOs reopen doors without sounding pushy or salesy to past databases, friends & family members.
This campaign is generating 3–8 extra closings per month for many, and it’s already proven, tested & working. Normally, this campaign sells for $400, but Carl is giving it away, 100% free, to all attendees who come to the session. Printed materials & everything!
This has been one of the most-requested & highest-rated sessions at Mortgage Marketing Animals' private events. With rates shifting & Q1 around the corner, the timing couldn’t be better!
4:30pm – 5:30pm
Unlocking Growth: How to Leverage Non-QM in the New Year
Join
Angel Oak Mortgage Solutions, a recognized leader in the non-QM space, for an insightful discussion with several of their trusted broker partners. Together, they’ll explore why non-QM lending continues to be a strategic choice and share practical ways to leverage these solutions in the coming year. This session will provide high-level perspectives on market trends, broker experiences, and actionable ideas for success in 2026.
SAT | JAN 17, 2026
9:00am – 4:00pm (Sebastian I 1)
Certified FHA Mortgage Professional (CFMP) Class (Cost is $199 and includes lunch)
NAMB proudly presents the Certified FHA Mortgage Specialist (CFMP), sponsored by Freedom Mortgage. FHA loans have been helping people become homeowners since 1934. Having the ability to provide your borrower with the option of an FHA loan is a vital tool in your arsenal of lending options.
Education offered as part of this session is similar to training offered to FHA DE underwriters.
Topics covered include:
- Origination/Processing
- Borrower Eligibility
- Occupancy Types
- Loan Limits
- Underwriting using the TOTAL Mortgage Scorecard
- Credit Review Requirements
- Evaluating Liabilities/Debt/Income
- Asset Requirements
- Acceptable Appraisal Reporting
- Programs and Products
Immediately following the class, a test will be given, and upon passing, you will be presented with your CFMP certification and all the marketing materials you need to promote yourself!
9:00am – 4:00pm (Sebastian I 2)
Certified Reverse Mortgage Specialist (CREV) Class (Cost is $199 and includes lunch)
NAMB proudly announces our newest certification, the Certified Reverse Mortgage Specialist (CREV)!
Our certification sponsor, Liberty Reverse Mortgage, can help you confidently add reverse mortgages to your product mix in 2025!
More than 10,000 Americans turn 65 daily, and the reverse mortgage certification will give you the information and tools necessary to successfully navigate the product, process, and conversation with potential borrowers.
During the course you will learn:
- Age/Property/Equity Requirements
- How loan amounts are determined
- The role the product type plays in how much a borrower is allowed to access
- How a credit report is viewed and its potential impact on the loan
- Sales tips and best practices for working with borrowers 62+
- Overcoming objections and working through underwriting issues
- And much more…
Immediately following the class, a test will be given, and upon passing, you will be presented with your certification and all the marketing materials you need to promote yourself!
The Hotel
Rosen Shingle Creek offers guests sweeping vistas of the undulating greens, crystal-clear swimming pools & magnificent cypress trees. A variety of onsite activities include swimming, golf (Shingle Creek Golf Club was designed by Arnold Palmer Design Company), sand volleyball, tennis, fishing & spa.

Glimpses of Focus 2025


