The 2022-2023 Mortgage Boot Camp will be held virtually, with the final 2 sessions combined and held in person!
Join us for the WMBA 5th Annual Mortgage Boot Camp
Who should attend?
The WMBA Mortgage Boot Camp is designed for anyone who works in the mortgage industry! Our seasoned presenters will walk you through the mortgage loan cycle from start to finish to provide each participant with advanced knowledge of each step of the mortgage process. There are many opportunities to learn and interact with your peers throughout the sessions.
Any and all in the mortgage profession are welcome. This is not just for newbies!
Thank you to our Event Sponsor!
WMBA 2022 - 2023 Boot Camp Agenda
Session #1
Virtual
Wednesday, December 7, 2022
10:00am - 11:30am
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Topic: Taking the Application
Regulations, documentation needs, setting expectations and how to effectively interview a borrower
Presenter: Chris Boland – VP Loan Operations, Nicolet National Bank
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Session #2
Virtual
Wednesday,
January 11, 2023
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: Marta Acosta - North Shore Bank |
Session #3
Virtual
Wednesday, February 15, 2023
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 #4
Virtual
Wednesday,
March 15, 2023
10:00am - 11:30am
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Topic: Underwriting Section 1 & 2
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
Presenter: TBD
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Sessions #5&6
Combined in-person session
Thursday,
April 6 , 2023
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, income quality
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
Presenters: Heidi Wier, Michel Kopplin, and TBD
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| Dates/Times - VIRTUAL SESSIONS: |
December 7, 2022 10:00am - 11:30am |
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January 11, 2023 10:00am - 11:30am |
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February 15, 2023 10:00am - 11:30am |
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March 15, 2023 10:00am - 11:30am |
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| Final Session - IN PERSON: |
April 6, 2023 12:00pm - 4:00 pm |
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The Madison Concourse |
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1 W Dayton St, Madison, WI 53703
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Registration Fee
WMBA Members: $150
Non-Members: $300
Registration fee includes registration for all sessions. Also included is a free registration for the 2023 Best in Business Awards Dinner. All graduates from the 2022 - 2023 Mortgage Boot Camp will be recognized at the award ceremony. The dinner will be held the evening following the final combined Session #5 & #6 on April 6th, 2023 at the Madison Concourse.
Mortgage Boot Camp registration is for all six virtual 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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