The Wisconsin Mortgage Bankers Association is proud to present our new and improved educational programming. Instead of a 'Bootcamp', we decided on a new name to more accurately describe our programming.
Introducing the WMBA's Mortgage End-to-End, because that is what we will cover! From applications, to processing, to the secondary market, the WMBA is offering in-depth knowledge of the industry taught by some of the best professionals around.
Who Should Attend?
Mortgage End-to-End has been redesigned for anyone who works in the mortgage industry. Whether you have 20-years or 2-years, we guarantee that you will learn something new as our seasoned presenters walk you through the loan cycle from start to finish.
Any and all within the mortgage profession are welcome.
2023 - 2024 Mortgage End-to-End Agenda
These dates are subject to change
Session 1
Virtual
Wednesday, December 6, 2023
10:00am - 11:30am |
Topic: Taking the Application
Regulations, documentation needs, setting expectations and how to effectively interview a borrower.
Presenter: Tim Schinkten, Nicolet National Bank |
Session 2
Virtual
Wednesday,
January 10, 2024
10:00am - 11:30am
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Topic: Understanding Secondary Market
High level overview of understanding the "big picture" - who are the players in the industry, how do they relate to one another, what does it mean for me and my borrower?
Presenter: Robert Selingo, Senior VP of Secondary Marketing, Waterstone Mortgage |
Session 3
Virtual
Wednesday, February 14, 2024
10:00am - 11:30am
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Topic: Processing for Success
Develop great relationships and close more loans.
Review best practices for communication both internally and externally through the loan process and review the typical personality type differences between operations and sales.
Presenter: Kristin Nesbitt, Summit Credit Union |
Session 4
Virtual
Wednesday,
March 6, 2024
10:00am - 12:00pm
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Topic: Mortgage Insurance & Mortgage Fraud
Who are the people behind the curtain?
Third party involvement, appraisal, and title review.
Getting the coverage you need to get the approval you want.
Coverage options and how mortgage insurance works.
Explore the claims process and some delinquency scenarios where MI made the difference.
Note: this session will be 2 hours long.
Presenter: Diana Swift, Arch MI |
Session 5
Session 6
March 28, 2024
12:00pm - 4:00pm |
Topic: Mortgage Lending Compliance
An overview of the top mortgage regulations you need to know as a mortgage lender.
Regulator impact on lending environment.
Who are the people behind the approval curtain?
A review of how an underwriter looks at a loan and what factors are included.
4 Cs of credit and income quality.
Presenter: Michel Kopplin & Heidi Wier
Topic: Business Development Planning
Best Practices to Grow Your Business
How to plan your sales activities for the next year
Walk away motivated with solid tips and ideas to use right away
Presenter: Blain Rada, Arch MI |
Thank you to our Sponsor!
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| Dates/Times - |
December 6, 2023 10:00am - 11:30am |
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January 10, 2024 10:00am - 11:30am |
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February 14, 2024 10:00am - 11:30am |
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March 6, 2024 10:00am - 11:30am |
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| Final Session - |
March 28th 12:00pm - 4:00 pm |
| Location: |
1 S. Pinckney St, Madison, WI - U.S. Bank |
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Registration Fee
WMBA Members: $150
Non-Members: $300
Registration fee includes registration for all sessions.
Mortgage End-to-End registration is for all six sessions. Individual virtual sessions are not available for registration.
Virtual sessions will be recorded and will be made available to registrant to view if they miss a session.
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Contact Us
Wisconsin Mortgage
Bankers Association
4075 Vilas Road
Cottage Grove, WI 53527
Phone: 608-255-4180
info@wimba.org
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