Executive Leader Roundtable Luncheon

Southern California's thriving real estate market makes it the perfect spot for our next Executive Roundtable Luncheon. Join an exclusive list of invited mortgage executives at one of Irvine's top dining destinations for a relaxed afternoon of conversation and collaboration.

Lender Best Practices for Multicultural Markets:

With lenders looking for ways to grow purchase originations, the multicultural market represents a $2.9T opportunity over the next 5 years. The problem: most lenders have not recognized the rapid purchasing shifts of consumers and what it will take to do business with them.

Leveraging Data to Grow Profitability:

Lender Case Study: In today's market, having the right data is paramount to helping lenders mitigate risk with regulators while finding origination opportunities in their local markets. In this session, you will hear from local lenders on how they are leveraging data to grow marketshare and profitability.

Recruiting and Retention Strategies for 2026:

Rates are up, margins are tight, and the war for talent is only beginning so how do you recruit and retain top talent to ensure your organization has the right people in the right places to achieve the right results? This session will be a discussion of best practices of how lenders ensure the long term success of their Top 20% of their sales organization.

Join this exclusive luncheon to connect with peers who share your challenges, exchange actionable insights, and influence the thought leadership platform we're building at NAMMBA.