NAMB Weekly Success Builder Catalog

Every week, NAMB brings the training to you.

Hosted by Valerie Saunders, NAMB's Chief of Staff, the Weekly Success Builder is a live, training-focused session designed to sharpen your skills, strengthen your business, and keep you connected to what's happening in the industry -- in real time.

Can't make a live session? No problem. Access recordings from 2025 to present, on demand, right here in the Hive. 

January 5, 2026

The inaugural Weekly Success Builder webinar of 2026 featured NAMB President Kimber White as the featured speaker. This one-hour session kicked off the new year by introducing NAMB's first major conference of 2026 and reinforcing the strategic vision for the mortgage broker community in the coming year. The session focused exclusively on NAMB Focus, the Association's flagship early-year conference designed to help mortgage professionals start 2026 on the right track.

January 12, 2026

The meeting featured Mike Farrell, President-Elect of NAMB, who shared his background in the lending industry and discussed the organization's mobile app and its key features, particularly the Underwriting GPT tool. Mike outlined NAMB's three main pillars of advocacy, education, and benefits, emphasizing his focus on strengthening the education platform and exploring partnerships with strategic sponsors. The session concluded with discussions about various member resources and tools, including marketing and compliance software

February 2, 2026

Valerie Saunders, representing the National Association of Mortgage Brokers (NAMB), delivered a presentation on generational communication strategies in the mortgage industry. She highlighted key demographic trends, including the aging of realtors and loan originators, and the increasing age of first-time homebuyers. The presentation emphasized the importance of understanding and adapting communication styles to match different age groups, from the Silent Generation to Generation Z.

February 9, 2026

Valerie Saunders led a discussion on preparing for an anticipated refinance and purchase boom due to favorable interest rates. She highlighted that rates are at a three-year low, hovering around 6%, and emphasized the importance of capitalizing on the current market conditions before they change. She suggested strategies for originators to activate both purchase and refinance pipelines, including database mining, creating call lists, and leveraging realtor partnerships. She also stressed the urgency of acting quickly, as market conditions may not remain favorable for long.

March 2, 2026

This week's call featured a special guest: Chelsea Gardner of Fully Aligned Marketing, who brought serious energy — and serious strategy — to the topic of paid social media advertising for mortgage professionals. Chelsea broke down why organic content alone isn't enough. Even with thousands of followers, you can't control who actually sees your posts. Meta ads change that equation entirely, giving you the power to target exactly the right people — realtors, past clients, pre-approved buyers, or niche borrowers like self-employed professionals, veterans, or first-time homebuyers — and put your message directly in front of them.

March 9, 2026

This week's call was a resource-packed walkthrough of new content live on NAMB.org — all designed to help you educate clients, fuel your social media, and stay sharp on the issues shaping our industry. The session covered NAMB's new Trigger Leads Ban resource page, breaking down the Homebuyer's Privacy Protection Act, which took effect March 5th. The page includes consumer-friendly talking points, FAQs, and tools clients can still use to protect their credit — everything you need to confidently walk borrowers through what changed and why it matters.

April 13, 2026

Affordability improved nearly 11% year-over-year entering 2026 — the best reading since August 2022. But the market is still uneven, and hesitant borrowers need a guide to find their window. That guide is you.

In this NAMB Success Builder session, Chief of Staff Valerie Saunders breaks down exactly how loan originators can turn today's shifting affordability data into a real pipeline strategy — before the competition catches up.

May 11, 2026

Valerie Saunders hosted the call and discussed NAMB's recognition of May as Mortgage Fraud Awareness Month, the session walked members through current fraud trends, red flags to watch for, consumer protection practices, and available NAMB resources. The framing centered on mortgage brokers as trusted advisors and the first line of defense against mortgage fraud. Members can access NAMB's dedicated Mortgage Fraud Awareness webpage at namb.org under the Advocacy tab. 

May 18, 2026

Valerie Saunders hosted the call, framing the session around what she described as "the Credit Score Revolution" -- the adoption of VantageScore 4.0 and FICO 10T as eligible credit scoring models for GSE and FHA loans. She characterized the April 22 HUD/FHFA joint announcement as the most significant underwriting change in the last 30 years for the mortgage industry. The session walked through what changed, who benefits, how major lenders are responding, what brokers should do right now, and NAMB's role in advocating for this transformation.

June 9, 2025

Valerie Saunders, the Chief Executive Strategist of NAMB introduced Kimber White, the President-elect of NAMB. Kimber shared his experience as a single-originator mortgage professional, emphasizing his reliance on referrals for 99% of his business. He highlighted the importance of adaptability in the mortgage industry, noting that being able to adjust to changing environments is crucial for success.

June 16, 2025

Dionne Bass with Ask the Underwriter discussed key elements of a loan pre-qualification workflow, highlighting critical steps that can delay or stop a loan process. She emphasized the importance of confirming borrower details, verifying property status, and ensuring adequate employment and residence history. She also suggested using available tools to accurately estimate taxes and insurance, advocating for starting with a higher DTI that can be adjusted rather than using incorrect estimates..

June 23, 2025

In this session, Brian Vieaux discussed strategies for loan officers to succeed in the current challenging mortgage market, with a focus on building meaningful relationships and providing financial education to first-time homebuyers. Brian shared insights from industry reports and recent studies about the importance of early engagement and education in building trust with potential buyers, while also highlighting the value of consistent content creation.

June 30, 2025

Scott Hudspeth introduces his "MLO Live Show" which features interviews with successful mortgage professionals and discusses his HIRED method for achieving success in the mortgage business. He shares strategies for building relationships through social media engagement and personalized interactions, including a 21-day challenge for consistent contact maintenance. 

July 7, 2025

Today's episode featured Ginger Bell, NAMB Hive's Queen Bee, who shared strategies for loan originators to grow their businesses through lead generation, relationship building, and marketing techniques. Ginger emphasized the importance of connecting with real estate agents, financial planners, and builders, as well as maintaining an online presence through various platforms. 

July 21, 2025

Erica Homefield, director of Loan Growth and Development at Empire Financial, led a midyear clarity session focusing on business evaluation, goal-setting, and addressing personal and professional challenges. Participants were encouraged to identify areas of misalignment and stress, categorize them using a clarity filter, and create action plans to improve work-life balance and operational efficiency.

July 28, 2025

 Laura Brandao with Lighthouse Advisors discussed strategies for achieving success in the final quarter of 2025, focusing on being intentional and proactive in their business approaches. They explored various tools and platforms, including AI language models like Claude.ai, to enhance productivity and content creation for social media and podcasts.

August 4, 2025

Jason Dickinson with CIC Credit discussed the introduction of Vantage scores, a new credit scoring system that could potentially bring competition to FICO pricing. They clarified that Vantage scores are calculated similarly to FICO scores but are created by the three major credit bureaus. While the scores are not yet widely available, Jason noted that they have been tested since 2022 and have received positive feedback.

August 18, 2025

Todd Duncan shared key points about coaching and business strategies. He discussed strategies for success in the current challenging market, emphasizing the importance of maintaining a positive mindset and focusing on fundamentals. He also stressed the importance of viewing the business as a means to help people build wealth, while also building strong relationships.

August 25, 2025

EPM's Phil Mancuso discussed the current economic landscape, highlighting the challenges faced by the economy both domestically and globally. He attributed some of these issues to the unintended consequences of the COVID-19 stimulus. He emphasized the importance of monitoring the M2 money supply to gauge inflation and deflation trends, and he expressed concerns about the wealth gap widening between coastal elites and Main Street America.

September 15, 2025

This week's Weekly Success Builder featured Selma Hepp, Chief Economist at Cotality, who discussed current housing market challenges, including elevated mortgage rates, economic uncertainty, and affordability constraints, while explaining the Federal Reserve's role in managing interest rates and inflation. In addition, the discussion covered future rate cut expectations, job reporting processes, and home sales forecasts, with Selma providing insights on market trends and Federal Reserve policy under potential new leadership.

September 22, 2025

Jim Nabors reflected on his year as NAMB president, highlighting the organization's efforts in social media education for members and emphasizing the importance of building relationships with legislators. He discussed challenges like loan officer compensation and the need for NAMB's voice to be heard in regulatory reviews. He encouraged NAMB members to engage with their state and federal representatives to advocate for housing and insurance issues. 

October 6, 2025

Kimber White, a 39-year mortgage industry veteran, was sworn in as NAMB's president for his second term, following his first presidency during the COVID-19 pandemic. He expressed his desire to complete unfinished initiatives and leverage his extensive industry experience to advance NAMB's advocacy and education goals. Kimber discussed several key initiatives, including addressing the affordability and availability crises in the housing market, as well as the need to adjust loan-level pricing adjustments for second homes to better accommodate lower-income borrowers. 

October 27, 2025

NAMB President Kimber White reflected on the success of NAMB National, highlighting its largest attendance in 20 years with over 3,000 attendees and 125 booths. He emphasized the event's focus on education and networking, noting the high energy and positive feedback from attendees. Kimber also discussed the diverse age group at the event, with a notable increase in young professionals, aligning with Kimber's goal of promoting education over sales in the industry. Kimber also discussed his advocacy for affordable housing, loan originator compensation, and the need for comprehensive solutions addressing wealth inequality and insurance issues.

November 3, 2025

Valerie Saunders introduced Jeffrey Parry as the current treasurer and chair of the Membership and Finance Committees for NAMB. Jeffrey shared his background with the organization, noting his involvement since 2017 and his commitment to growing membership. He discussed NAMB's initiatives to build state associations, simplify membership processes, and enhance member benefits. He highlighted ongoing efforts to support new or struggling state associations, streamline online membership enrollment, and develop a rewards program. The conversation ended with an emphasis on the importance of member engagement and advocacy for industry success.

December 1, 2025

Jason Dickinson, a Senior Account Executive at CIC Credit with 21 years of experience, joined the Weekly Success Builder meeting to discuss credit report fee increases. He explained that the pricing is rising due to various factors, including increased operational costs, regulatory changes, and the need to invest in technology to improve services. The meeting participants expressed frustration over the frequent price hikes, with some noting that the timing is particularly challenging given the current economic climate.

December 8, 2025

Marvin Hudson, a long-time industry professional since 1984 and NAMB Government Affairs Chair, shared his background and involvement with NAMB's government affairs initiatives..

Marvin, representing a Southern California brokerage, outlined key legislative and regulatory concerns for NAMB 2026, including LO Comp, affordable housing, and the 1099 W2 issue. He highlighted the need to address rising flood insurance premiums and natural disaster risks, particularly in high-risk areas like California and Florida. Marvin mentioned ongoing efforts to engage with legislators and raise awareness about these issues, with some Congress representatives already introducing bills to address recurring flood insurance funding.

December 15, 2025

The final meeting of 2025 featured a year-end review and outlook for 2026. NAMB, the leading national trade association for mortgage brokers with over 56,000 members, operates under four key pillars: legislative advocacy, member representation, communication and events, and education. They recently updated their mission statement to "serve as the voice of the mortgage industry, providing advocacy, education, and representation for mortgage professionals in the communities they serve." NAMB is seeking recommendations and suggestions for their initiatives, including strategic sponsorships that provide discounts or value to members.

Please note: all webinar recordings are the exclusive property of the National Association of Mortgage Brokers. Unauthorized duplication, editing, distribution, or use in any form without prior written permission from NAMB is strictly prohibited.