NAMB Navigate - Texas

Black calendar icon with three white rings and white date squares on a dark background

Aug 20, 2026

9:00AM

Aug 20, 2026

5:00PM

Location

Cotality Headquarters

Categories Live In-Person Meeting

Chart Your Journey to Success


At NAMB Navigate at the

Cotality Headquarters, 3001 Hackberry Road Irving, TX 75063 

Thursday, August 20, 2026

Registration begins at 9:30am CT

 

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 irving, TX   on   August 20 , 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:  UAD 3.6: What Every Mortgage Professional Needs to Know

 

UAD 3.6 is the biggest transformation to residential appraisal reporting in decades, and its impact extends far beyond appraisers. Loan officers, processors, underwriters, and operations teams all need to understand how these changes affect turn times, borrower expectations, and the overall loan process.

 

Join Jordan Chapman at AMC Encore and Licensed Residential Appraiser, for a practical, no-nonsense look at what UAD 3.6 means in the real world. Drawing from firsthand experience working with lenders and appraisers through the transition, Jordan will separate fact from fiction, explain what’s changing, and share strategies to keep loans moving while the industry adapts.

 

Attendees will learn:

 

  • What UAD 3.6 is and why it was implemented
  • How the new dynamic appraisal report differs from the traditional forms
  • The operational challenges lenders, brokers, AMCs, and appraisers are experiencing today
  • How UAD 3.6 may impact appraisal turn times, revisions, and borrower expectations
  • Best practices for communicating with borrowers and managing pipelines during the transition
  • What mortgage professionals can do now to stay ahead of future changes


Whether you’ve already encountered UAD 3.6 reports or are preparing for broader adoption, you’ll leave with practical knowledge you can immediately apply to your business and the confidence to navigate one of the mortgage industry’s most significant modernization efforts. 

 

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 a panel of Non-QM focused loan originators, 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 edge 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!

 

Thank you to our sponsors!