Managing Risk, Sales & Everything In Between

Running a mortgage program today means wearing a lot of hats. This session brings credit union and CUSO professionals together to share how they're handling the many moving parts of modern mortgage lending.

In this session, we’ll discuss:

• Aligning sales and operations for smoother pipelines and better member service

• What's new with CFPB & NCUA - and how to stay a step ahead of regulatory changes

• Compliance tips that keep your team confident, not cautious

• Management tactics that empower your staff and support sustainable growth

• A look into secondary marketing and how it's impacting strategy and pricing

This is your space to connect, question, and collaborate with peers who are in the thick of it too.

No slides, no lectures—just open, honest conversation with peers who get it.