Schedule

JW Grand Ballroom Foyer

Room 409

Drop by for a break and beverage, hosted by MBA’s Membership Team, and enter to win an Austin-themed gift basket! Meet with us to ensure you are optimizing your MBA membership through your company’s engagement, education, research and networking opportunities in the year ahead. Contact Laura Hopkins, Vice President of Member Relations at [email protected] or 202-557-2757.

JW Grand Ballroom Salon 3&4

JW Grand Ballroom Foyer

JW Grand Ballroom Foyer

Arrive before the first session for some time to meet with your industry partners one-on-one in our open seating area.

JW Grand Ballroom Salon 5&6

Get the latest market intel to take action for your company. Hear the latest quarter’s report-out on the financial performance of independent mortgage companies overall. Gain insight into how the data may impact your business decisions for the rest of 2025 and 2026. This session kicks off the conference with opening remarks from MBA leadership.

JW Grand Ballroom Foyer

Meet up at the Welcome Party with fellow CMBs or young professionals or drop by to ask them more about MBA’s Certified Mortgage Banker Designation and mPact network for young professionals.

JW Grand Ballroom Foyer

Kick off your conference experience with some favorite Austin fare and live music while reconnecting with IMB friends and making new ones. Sponsored by Polly.

P6 Restaurant at the LINE Austin Hotel

Attend the MORPAC Reception during MBA’s Independent Mortgage Bankers Conference at the P6 restaurant, a rooftop cocktail bar in downtown Austin, located in the LINE Austin Hotel. Enjoy light refreshments and apps, hear important updates from Capitol Hill, and be a part of the conversation to help find solutions to our industry issues. Learn how you can get more involved in MBA’s Political Programs, ask questions, and network with other conference attendees. Email [email protected] to RSVP today! This reception is open to all conference registrants and current "active" MAA members. Opt-in for MAA will be available at the event and your RSVP will automatically renew or start your membership.

JW Marriott Austin Lobby

Kickstart your Tuesday with a refreshing run/walk around Lady Bird Lake, where you can network with colleagues while soaking in the beautiful scenery. Get your dose of fresh air and connection – join MBA Runs for a morning jog or walk that's sure to invigorate both body and mind! Learn more and sign-up here: https://forms.office.com/r/MQ757y9hvx

JW Grand Ballroom Foyer

Room 409

Drop by for a break and beverage, hosted by MBA’s Membership Team, and enter to win an Austin-themed gift basket! Meet with us to ensure you are optimizing your MBA membership through your company’s engagement, education, research and networking opportunities in the year ahead. Contact Laura Hopkins, Vice President of Member Relations at [email protected] or 202-557-2757.

JW Grand Ballroom Foyer

JW Grand Ballroom Foyer

Fuel up for the day with a variety of breakfast favorites, plus plenty of coffee and open seating to network with other attendees.

JW Grand Ballroom Salon 5&6

Guest speaker Jason Dorsey shares unexpected discoveries and practical strategies to lead four generations to excellence. Real estate finance leaders are facing a never-before-seen challenge and opportunity: leading, inspiring, connecting, and unlocking performance with four different generations at the same time. The key for leaders to cross the generational divide is having accurate insights and proven strategies grounded in data. In this inspiring and very entertaining presentation, generational researcher and bestselling author, Jason Dorsey, separates myth from truth to share what is going on with each generation, why, and exactly what leaders can do to inspire results now.

JW Grand Ballroom Foyer

Enjoy an extra caffeine kick to get you ready for the session ahead, sponsored by Essent. Be one of the first 50 in line for a complimentary copy of Jason Dorsey’s book “Zconomy.”

JW Grand Ballroom Salon 5&6

With new government leadership comes marketplace and regulatory change. Hear the perspectives of leading industry executives and share your own about the challenges and opportunities IMBs may face as the new administration takes hold. Learn how to work with MBA to advocate on your behalf.

JW Grand Ballroom Salon 5&6

Third-Party Origination (TPO) is another revenue source for mortgage lenders to close loans by working with mortgage brokers or loan correspondents. TPO allows lenders to expand their reach and access to new markets by partnering with third-party originators such as brokers, rather than relying solely on direct-to-consumer lending. In this intimate conversation, Stan will share his strategy on how he is leveraging TPO to increase diversification of loan portfolios to further grow Freedom Mortgage. Stan will also discuss why he thinks TPO will provide the mortgage industry with growth opportunities and increase profitability.

JW Grand Ballroom Salon 5&6

You’ll be inspired and entertained by Janine Driver, a New York Times best-selling author and international trainer who also has 17 years of experience in federal law enforcement. Janine will introduce you to innovative, science-based communication strategies. Learn to master body language, harness your emotional intelligence, and stay ahead in negotiations—essential skills for driving results, building trust, and achieving long-term success. Don’t miss this opportunity to become a leader who intuitively reads people, anticipates their moves, and confidently closes deals. Sponsored by Lennar Mortgage.

JW Grand Ballroom Salon 7&8

Catch up with peers over lunch featuring an Austin-inspired menu. Sponsored by EverBank.

JW Grand Ballroom Salon 5&6

California-based CMG Financial has put tremendous resources into loan servicing, bringing the operation in house, building their own platform and hiring top talent. Learn more about CMG’s vision for servicing as a market differentiator, giving them a definitive, distinctive advantage and making the investment payoff for the company and the consumer.

JW Grand Ballroom Salon 5&6

Chart-topping companies share highlights from the winning strategies that won them top billing for customer service and workplace satisfaction. Hear why Veterans United and Evergreen Home Loans were ranked as great workplaces by Forbes and how Prosperity Home Mortgage rose to the top of JD Powers’ ranking for customer satisfaction.

JW Grand Ballroom Salon 5&6

Today’s insurance crisis is hitting IMBs hard from both sides. Join a frank discussion of the challenges of qualifying homebuyers with rising insurance costs and underwriting saleable loans that meet investor requirements.

Gain insight into Lennar’s innovation journey. Hear the story behind their approach to tech investment, including AI, the victories and the bumps along the road.

JW Grand Ballroom Foyer

Recharge between sessions with refreshments sponsored by Essent.

JW Grand Ballroom Salon 1&2

Dive deeper into the practical compliance issues related to changes in the Administration.

JW Grand Ballroom Salon 3&4

An expert panel of IMB executives discuss strategies that have worked to return IMBs to profitability and that can be used as a go-forward strategy for 2025 and beyond. Hear their insight on the root causes for the return to profitability, including expense reduction, revenue growth strategies, changes to best execution and servicing retained/released strategies. 

JW Grand Ballroom Salon 3&4

Don’t miss this special opportunity for meaningful interaction with your peers. Based on your survey feedback, this lenders-only session will be an open forum on the topics you request most. Facilitated by dynamic leaders, you’ll have a chance to share your perspective and gain others’ insight. (You must be registered with an MBA IMB member company with the code IMB on your badge to attend). Beverages served.

JW Grand Ballroom Salon 7&8

Join us for this annual tradition; the IMB can't-miss party of the year! Join us in the JW Grand Ballroom Salon 7&8 for our very own Austin City Limits Music Festival. This event features local food, drinks, and performances from Austin’s vibrant music scene. Come and capture the eclectic spirit of Austin and see why it's been crowned the “live music capital of the world." Sponsored by nCino.

JW Grand Ballroom Foyer

JW Grand Ballroom Foyer

Room 409

Drop by for a break and beverage, hosted by MBA’s Membership Team, and enter to win an Austin-themed gift basket! Meet with us to ensure you are optimizing your MBA membership through your company’s engagement, education, research and networking opportunities in the year ahead. Contact Laura Hopkins, Vice President of Member Relations at [email protected] or 202-557-2757.

JW Grand Ballroom Foyer

Finish strong with a healthy start before the day’s sessions.

JW Grand Ballroom Salon 5&6

Get your Top Tech & AI Playbook for 2025! Tech-savvy IMBs discuss 2025 roadmaps, which tech categories are critical vs. expendable in lean markets, and how AI can (or shouldn't) reset development priorities -- and tech stack categories overall. Don't miss this fast, fun tech strategy and advice session with 3 top IMBs.

JW Grand Ballroom Salon 5&6

Guild Mortgage is widely respected as one of the best-managed IMBs in the market. Company CEO Terry Schmidt talks with MBA’s Chief Economist Mike Fratantoni about how her team is looking at current market issues and positioning the company for the future.

JW Grand Ballroom Salon 5&6

As we enter 2025, IMB leaders are looking for new ways to position themselves as the lender-of-choice for the fastest growing demographic markets. Join us as two innovative IMBs share their multicultural lending success stories and provide strategies and tips that have produced measurable results.

Explore how executive coaching can transform your team’s performance and fuel your company’s growth. This session will reveal the proven impact of coaching on leadership development and business success, and how MBA’s new partnership with Fast Forward Group makes it more accessible and affordable than ever. Join us for actionable strategies to invest in your people and drive lasting results.

JW Grand Ballroom Foyer

JW Grand Ballroom Salon 3&4

Attend this interactive session to improve your partnership with the GSEs and provide feedback to senior staff. Topics include managing pricing changes and pipeline risk; working with the GSEs on Special Purpose Credit Programs (SPCPs) and other initiatives in the Equitable Housing Finance Plans; maximizing affordable lending products; balancing lenders’ product mix; and managing the impact of rising insurance costs. Come prepared to engage with GSE staff and colleagues.

JW Grand Ballroom Salon 1&2

Hear stories from the frontline about recent cybersecurity attacks. Experts close to the action describe what vulnerabilities were exploited and how, plus practical solutions to put in place now to safeguard your company.

JW Grand Ballroom Salon 3&4

Whether rates are rising or falling, retaining your current customers is crucial. While low-rate refinances may be on hold for now, borrowers are still paying off existing loans early, and the top lenders are making the most of these opportunities. Learn strategies for helping customers with their next purchase in a competitive real estate environment and discover how to assist borrowers in leveraging their home equity through cash-out refinancing or equity financing.

JW Grand Ballroom Salon 5&6

Get your lunch from the buffet and find a seat to hear top tips from leading industry consultants. Leave with actionable insights (and dessert!) to take home.