Discover Your Path to Success
Every mortgage professional's journey is unique.
Whether you're transitioning from retail lending, launching your first brokerage, or scaling an existing business, NAMB Elevate offers eight specialized mentorship tracks designed to meet you exactly where you are in your career.
Our mentorship tracks aren't just educational programs—they're personalized roadmaps that connect you with seasoned industry experts who've walked your path before. Each track combines one-on-one mentoring, peer learning circles, and targeted educational resources to accelerate your growth and help you avoid common pitfalls.
Why Choose a Specialized Track?
Focused Expertise: Work with mentors who specialize in your specific area of need
Relevant Content: Learn skills and strategies directly applicable to your current challenges
Peer Networks: Connect with other professionals facing similar opportunities and obstacles
Flexible Learning: Choose from live, virtual, or hybrid educational options that fit your schedule
Measurable Progress: Track your advancement with clear milestones and actionable goals
From Foundation to Leadership
Our tracks span the entire spectrum of mortgage brokerage expertise—from essential business formation and compliance knowledge to advanced leadership and specialized market segments. Whether you're a woman breaking barriers in the industry, a young professional building credibility, or an experienced broker ready to scale, there's a track designed specifically for your journey.
Multiple Paths, One Destination: Success
While each track focuses on different aspects of the business, they all share a common goal: transforming ambitious mortgage professionals into confident, successful industry leaders. Choose the track that aligns with your current needs, knowing you can explore additional areas as your business grows and evolves.
Mentorship Tracks
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Business Formation & Structure
Audience: New brokers, transitioners from retail.
Mentoring Topics:
Entity setup (LLC, S-Corp, etc.)
Licensing and registration
Vendor and lender onboarding
Financial planning and business banking
Insurance requirements and risk management
Education Options:
Live: Monthly regional roundtables with legal/financial experts
Virtual: 6-week Zoom bootcamp with checklists, templates, and Q&A sessions
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Marketing & Client Acquisition
Audience: Both new and existing brokers looking to grow.
Mentoring Topics:
Branding and digital presence
Referral generation and CRM strategy
Social media and video marketing for brokers
Networking strategies and community involvement
Lead conversion and follow-up systems
Education Options:
Live: Annual Marketing Mastery Day at NAMB National + quarterly local workshops
Virtual: Bi-weekly marketing labs with guest experts and peer review sessions
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Compliance & Licensing
Audience: Brokers in setup or scaling phase.
Mentoring Topics:
State-level licensing nuances and multi-state expansion
Advertising do's and don'ts across digital platforms
File audits, disclosures, and RESPA compliance
Record keeping and documentation best practices
Technology compliance and data security
Education Options:
Live: "Ask the Auditor" in-person compliance workshops + state-specific sessions
Virtual: Monthly compliance update webinars with real case studies
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Processing & Operations
Audience: Small broker shops scaling up; solo brokers hiring help.
Mentoring Topics:
Building an efficient loan pipeline
Choosing LOS and automating workflows
Managing processors (in-house or contract)
Quality control systems and file management
Technology integration and optimization
Education Options:
Live: Processing/Underwriting Bootcamp at NAMB Focus + vendor showcase days
Virtual: Weekly peer process groups + monthly tech integration workshops
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Loan Products & Underwriting Fundamentals
Audience: New brokers or LOAs getting product-savvy.
Mentoring Topics:
Conventional vs. non-QM loans
Investor guidelines across lenders
Submission-ready file best practices
Niche products and specialty lending
Market trends and pricing strategies
Education Options:
Live: Product Intensives hosted by partner lenders + underwriter panels
Virtual: Bi-weekly "Underwriting Deep Dives" with real case studies and lender spotlights
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Leadership & Business Growth (Advanced Track)
Audience: Mid-career brokers ready to grow teams or mentor others.
Mentoring Topics:
Team hiring, training, and retention strategies
Multi-state expansion and scaling operations
Culture-building and performance management
Exit planning and business valuation
Strategic partnerships and acquisition opportunities
Education Options:
Live: Broker CEO Roundtable (invite-only) + annual leadership retreat
Virtual: Monthly mastermind groups with quarterly accountability check-ins
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Inspire Women's Track
Audience: Women brokers at all stages, from new entrants to established leaders looking to expand their impact.
Mentoring Topics:
Overcoming gender-specific challenges in mortgage brokerage
Building confidence in negotiation and business development
Work-life integration strategies for women entrepreneurs
Creating supportive networks and mentoring other women
Leadership presence and executive communication
Education Options:
Live: Annual "Women Leading Change" summit at NAMB National + quarterly regional breakfast meetings
Virtual: Monthly "Women in Brokerage" virtual networking sessions + skill-building workshops
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Young Professionals Track
Audience: Mortgage professionals under 35, recent college graduates, and early-career transitioners entering the brokerage industry.
Mentoring Topics:
Career path planning and goal setting in mortgage brokerage
Building professional credibility and industry reputation
Digital-first marketing strategies and social media mastery
Networking with established professionals and peer connections
Work-life balance for young entrepreneurs
Technology adoption and innovation in mortgage processes
Education Options:
Live: Annual "Next Gen Brokers" summit at NAMB National + monthly regional happy hour networking events
Virtual: Weekly "Coffee & Connections" virtual meetups + skill-building masterclasses