MBA News Jan. 12, 2023

Today in MBA News: MBA Tech Solutions Conference & Expo; MBA Education Certified Mortgage Bankers Prep Course; MBA Education Webinar Jan. 18, Ten Things Your Company Must Do in 2023; MBA/Winnow Solutions Partner on Compliance Issues. To read more, click on today’s MBA News headline.

MBA Technology Solutions Conference & Expo in San Jose Apr. 2-5

The Mortgage Bankers Association’s Technology Solutions Conference & Expo takes place Apr. 2-5 at the San Jose Convention Center.

We are excited to be taking MBA’s Technology Solutions Conference & Expo (TECH23) to Silicon Valley—the global hub of leading technology and innovation. In today’s evolving market, the pressure is on to gain efficiency and control costs. Bringing together the innovators, providers, lenders, and policy makers that lead the trends in mortgage tech, TECH23 is the forum to help your company survive and thrive. Join us in San Jose for the industry’s largest gathering focused on tech solutions that power single-family and commercial/multifamily real estate finance.

Register by Feb. 17 to save.

For more information and to register, click here.

MBA Education Certified Mortgage Banker (CMB) Prep Course Begins Jan. 13

MBA Education presents its Certified Mortgage Bankers Prep Course online from Jan. 13-Feb. 24.

The Residential CMB Online Prep Course is a seven-week instructor-guided web-based course designed to prepare Residential CMB candidates for the written exam. The course is taught by CMB designees and is offered in a blend of self-study and webinar format. A kick-off call plus six additional weekly webinar meetings, held on Friday afternoons, allow for the participants to interact with the instructors and each other.

Each week, candidates are given resources and assignments related to a particular area of the exam to review and complete before the Friday webinar. Some of the assignments are self-graded; for other assignments, CMB instructors who are experts in that week’s topic area will provide individual feedback. Each week concludes with a section wrap up call for one (1) hour each Friday. During the weekly webinar, the instructors answer questions that have come up in the homework and talk through additional practice questions. The final webinar is an extended 90-minute session that covers the final topic and provides a detailed overview of the written and oral exams.

For more information and to register, click here.  

MBA Education Webinar Jan. 18: Ten Things Your Company Must Do in 2023

MBA Education presents a timely Webinar, Ten Things Your Company Must Do in 2023, on Wednesday, Jan. 18 from 1:00-2:00 p.m. ET.

This webinar is part of MBA Education’s Garrett, McAuley & Co. Mortgage Banking Management Webinar Series.

For just about everyone, 2022 was a horrible year. Volume was down, margins were down, earnings were almost non-existent, and the staff layoffs never seemed to accomplish all they were meant to accomplish. It’s hard to know what 2023 will bring, but nightmares eventually end, and now is the right time, early in the year, to take steps to improve your business for 2023 while you can make a real difference. This popular webinar will provide participants with a new Top Ten list of strategic initiatives that all mortgage bankers should be implementing in 2023. These very specific and actionable suggestions will help you and your team focus on what will increase revenues, control costs, and better manage risk, not only in 2023 but also every year thereafter. And they’re all things you can start to work on right away.

For more information and to register, click here.

MBA, Winnow Solutions LLC Partner to Help Members with Compliance Research, Costs

The Mortgage Bankers Association and Winnow Solutions LLC, Anaheim, Calif., announced a partnership that will provide MBA member subscribers – at a 10% discount rate – a comprehensive database of state and federal regulations to help control costs and better manage the growing complexity of mortgage regulations.

The partnership is an extension of MBA’s Compliance Essentials program, designed to provide MBA members timely and concise information to comply with state and federal regulations all while minimizing the overall cost of compliance.

Winnow Solutions is creator of Winnow, a dynamic, database-driven, RegTech platform that provides subscribers a comprehensive database of state regulatory requirements tailored to their specific business. Winnow covers state laws and regulations specific to the lifecycle of mortgage, auto, credit card, consumer, and commercial-purpose lending and financing. The platform also includes topics that impact the lending and servicing of these products, such as licensing, marketing and advertising, debt collection, telemarketing, notary requirements, electronic signatures and documents, powers of attorney, and privacy/data security. Winnow subscribers receive weekly customized notifications of any impactful changes applicable to them, so they can quickly incorporate them into their business.

“The constant change of regulatory requirements and enforcement issues makes operating in the mortgage space daunting at the best of times,” said Chris Hilliard, Chief Operating Officer and Founding Member of Winnow Solutions LLC. “Winnow helps remove uncertainty by taking the guesswork out of compliance and instantaneously identifying regulatory requirements applicable to specific institution types, products, and where those products are offered. We’re excited to partner with MBA and have them as a Winnow user. We deeply appreciate the trust they have placed in us. MBA has long been instrumental in advocating for and supporting the mortgage industry. Winnow strives for the same significance in legal and compliance research and change management.”

“MBA is offering this robust and dynamic platform to members at a discounted price. I encourage single-family members of all sizes and business types to explore this benefit,” said Pete Mills, MBA Senior Vice President of Residential Policy and Strategic Industry Engagement. “With the rising cost of compliance, this partnership will help our members cost-effectively manage the growing complexity of mortgage regulations. Winnow is a tool that can help your team better manage compliance risks and increase efficiency.”

“MBA’s Residential Policy Team has been using Winnow for several weeks. We have found it extremely useful to get our state law questions answered, validate the information we have on file and strengthen our comment letters to regulators,” said Justin Wiseman, MBA Associate Vice President & Managing Regulatory Counsel. “The platform is intuitive, and the onboarding process was incredibly simple. I would encourage all our lender and servicer members to consider taking advantage of Winnow and the discount that comes with being an MBA member.”

MBA members interested in taking advantage of the 10% subscription discount can visit to schedule a demo.

For more information, contact David Upbin at (202) 557-2931.