Chart Your Journey to Success
At NAMB Navigate at the
Scottsdale Area Association of Realtors, 8600 E. Anderson Dr., Scottsdale, AZ 85255
Thursday, May 21, 2026
Registration begins at 9:30am PT
Expert training. Real networking. Zero noise.
NAMB Navigate is a high-impact, FREE, one-day experience for mortgage professionals seeking to stay ahead of the market, sharpen their skills, and gain expertise to serve more borrowers.
Get the certification and connections you need to lead at NAMB Navigate in Scottsdale, AZ on May 21, 2026.
Move Your Business Forward
Gain actionable insights from our focused, expert-led sessions! Cost to attend is FREE!
Agenda for event is as follows...
9:30am - 10am: Registration and networking
10am - 10:45am: Lending as a Partnership: Aligning Appraisers, Lenders, Brokers, and AMCs for Better Outcome
Every loan touches an appraiser, a broker, a lender, and an AMC, but those four sides rarely sit at the same table. This panel changes that.
Join a candid conversation with Jen Lane, Certified Residential Appraiser, RSDS Appraisal; Kimber White, Mortgage Broker, RE Financial Services, Inc.; Ty Smith, Account Executive, PRMG, Inc. and Jordan Chapman, President, Sales, AMC Encore as they break down what real collaboration looks like in today's market. We'll dig into where deals actually get stuck, how communication gaps turn into closing delays, and what each side wishes the others understood. Plus, a clear-eyed look at how UAD 3.6 and emerging technology are reshaping workflows, expectations, and turn times across the board.
Whether you're a broker looking to close faster, an LO trying to set sharper borrower expectations, or anyone in between, you'll walk away with practical takeaways you can apply to your very next file.
10:45am - 11:30am: “Non-QM Loan Officers Share Secrets presented by Newfi”
The rules of conventional lending don't apply here. In this no-holds-barred session sponsored by Newfi, three top-producing loan officers pull back the curtain on what it really takes to win in the Non-QM space. Whether you're just getting started with non-agency products or looking to sharpen your competitive edge, this is the conversation you don't want to miss.
Join this informative session moderated by John Wise, EVP Sales - National Production, Newfi and featuring R.K. Glover, Chief Growth Officer at Kinfolk; Brian Kelly, Loan Originator at Barrett Financial Group; and Courtney Crowder, Broker/Owner of Phoenix Lending Group, as they share the real-world strategies, client conversations, and hard-won lessons that have fueled their success in Non-QM lending. From identifying the right borrowers to structuring deals that close, these seasoned professionals are bringing their playbooks to the stage.
What you'll take away:
- Proven techniques for identifying and converting Non-QM borrowers
- How to confidently position non-agency products with clients and referral partners
- Deal structuring insights straight from active originators in the field
- Practical tools and strategies you can implement immediately
This is peer-to-peer learning at its best. Come with your toughest questions and leave with answers.
11:30am: Lunch is served
12pm - 12:45pm: "How do I get my next loan? presented by Freedom Mortgage and FirstFunding"
The question every loan officer asks -- no matter how long they've been in the business. Whether you closed two loans last month or two hundred, pipeline development is the constant challenge that separates steady producers from the ones riding the feast-or-famine roller coaster.
In this candid, high-energy panel session presented by Freedom Mortgage and FirstFunding, a group of top-producing mortgage brokers gets real about where their business actually comes from. No theory, no textbook answers -- just the strategies, habits, and hustle that keep their phones ringing and their pipelines full.
From building and nurturing referral partner relationships to leveraging social media, mining your database, and staying top of mind in a competitive market, the panelists cover the full spectrum of what it takes to generate consistent, sustainable loan volume in today's environment.
What you'll walk away with:
- Fresh ideas for generating leads across multiple channels
- Referral partner strategies that go beyond the basics
- Tips for re-engaging past clients and dormant contacts
- Practical, low-cost marketing approaches that actually work
- Mindset and habit shifts that keep top producers consistently busy
Whether you're building your business from the ground up or looking for new ways to break through a production plateau, this session delivers real talk from originators who are doing it right now.
1pm - 5pm: Strengthen your competitive eduge with the Core Edition of NAMB's Certified Affordable Lending Specialist (CALS) Certification course, sponsored by Freedom Mortgage
- Capture more business by confidently serving the expanding market of borrowers who need flexible loan options.
- Strengthen your market presence as a trusted resource to clients and referral partners.
- Boost your credibility with third-party recognition of your mastery in FHA loan origination.
- Expand your reach with specialized knowledge that empowers you to serve a wider range of creditworthy borrowers.
- Regularly priced at $199 for NAMB members and $299 for non-members,
the Core CALS course is FREE with your NAMB Navigate registration
!
- The Core Edition provides the essential foundational certification for FHA lending and serves as the first step in NAMB’s full CALS certification pathway. (The Advanced Edition of the CALS course is not offered at this event and will be available separately for professionals seeking deeper specialization)
Your next opportunity is on the map. Move forward with precision.
Register for NAMB Navigate Today!
