Events

National MI University presents: Creating Abundance: The Relationship Multiplier with Rebecca Lorenz

10am (PT) Turn everyday conversations into future business. Abundance isn't something you wait for. The most successful originators stop chasing business and start creating it. Generate referrals and repeat business from life changes, opportunities in your database, and stronger relationships. Discover how to ask better questions, listen for what others miss, and become the professional […]

16 Sep

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National MI University presents: Decode the 4 Money Mindsets in Your Pipeline with Kristin Messerli

10am (PT) First look: New buyer behavior findings before the report goes public. It’s easy to blame buyer drop-off on rates or cold feet. But new research from Kristin Messerli, sponsored by National MI, points to another factor. The way you explain money works for some buyers — and loses others. Discover ways to find […]

17 Sep

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National MI University presents: Prep Session for MI Center in EPC with Simon Attwood

10am (PT) We’re here to help you make the Encompass Partner Connect™ (EPC) transition by the end of 2026. This session is designed for loan officers and lending staff using new MI Center processes. National MI’s Simon Attwood will demonstrate: • How to easily find and use the MI Center • Steps to obtain and […]

22 Sep

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National MI University presents: Inside Appraisal 3.6 with Luke Tomaszewski

10am (PT) Get up to speed on the critical changes from UAD 2.6 to 3.6 and what they mean for your processing workflow. We’ll examine: • New dynamic forms and enhanced data fields • Expanded condition and quality ratings • Improved reporting structures designed to standardize data and minimize subjectivity. Plus: key implementation dates, leveraging […]

24 Sep

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National MI University presents: Understanding Financial Statements with Marianne Collins

10am (PT) Sometimes supporting documentation is needed for self-employed borrowers that is not found in the available tax returns. This presentation discusses how to read and understand a Profit & Loss Statement, Balance Sheet, and a Cash Flow Analysis.

06 Oct

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National MI University presents: Conversations That Count with Rebecca Lorenz

10am (PT) Some conversations will be tough, and the right words can strengthen trust or damage it. Learn practical strategies to navigate difficult conversations with borrowers, team members, and referral partners. Discover how to communicate clearly, manage emotions, address conflict, and turn challenging moments into opportunities for stronger relationships and better outcomes.

07 Oct

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National MI University presents: How to Perform and Leverage Annual Mortgage Reviews with Dr. Bruce Lund

10am (PT) Financial advisors have long used annual reviews to deepen relationships, uncover opportunities and “find new money.” Drawing from his experience coaching some of the top financial advisors in the country, this workshop will show mortgage professionals how to apply the same approach with past clients — creating intentional conversations that strengthen relationships, generate […]

08 Oct

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National MI University presents: Your Leadership DNA with Andrew Oxley

11am (PT) Every leader has a unique “Leadership DNA.” Only through recognizing your unique DNA will you be able to become a truly authentic leader. Once you do, you will never again find yourself trying to emulate leaders with a different DNA pattern because you will know precisely how to lead from your strengths. This […]

13 Oct

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National MI University presents: How AI Search Impacts Sales Conversations with Kendra Lee

10am (PT) Complex questions. Obscure facts about your company. It feels like every meeting comes with surprises. It's not an accident. Your prospects use AI to prep for calls, come armed with questions, and expect answers in the first meeting. Get & stay ahead. Prep for this new dynamic with prospecting & AI authority, Kendra […]

14 Oct

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National MI University presents: The Inner Game of Referral Attraction with Gina Loefflad

10am (PT) Why do some referral conversations feel genuine while others feel forced? Sales coach Gina Loefflad looks at how successful mortgage professionals build relationships — and the mindset that quietly shapes every interaction and opportunity. Plus: • Why 2 similar outreach calls may produce different results • How to avoid an approach that can […]

20 Oct

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National MI University presents: How Loan Officers Beat the Bots With Video with Julie Hansen

10am (PT) In a market where every message looks and sounds the same, the loan officers who stand out aren't writing better copy. They're showing their face. Learn how and when to use video to stay top-of-mind and win the deal. Key Takeaways: • Why video reads as authentic in an AI world • Removing […]

22 Oct

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National MI University presents: Income Analysis for Conventional Loans with Marianne Collins

10am (PT) Although secondary market investors look at many types of income the same way, there are some types of income that they calculate differently. Knowing the most commonly acceptable calculation of sources of income will help your lending institution determine where to deliver the loan. This presentation talks about various sources of income, calculation […]

10 Nov

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