CU Members Mortgage Launches Mortgage Lending Roadshow

September 28, 2018

CU Members Mortgage Launches Mortgage Lending Roadshow

Well-known for their annual National Mortgage Lending Conference and its high-quality mortgage lending educational sessions, CU Members Mortgage is launching a new formatted event for 2019 – the Mortgage Lending Roadshow. The roadshow format will offer the National Mortgage Lending Conference experience to credit unions in four locations throughout 2019 – Tampa, Fla. January 10-11, 2019; Memphis, Tenn. April 4-5, 2019; Denver, Colo. July 11-12, 2019; Philadelphia, Pa. August 8-10, 2019.

This new event will embrace all the things credit unions have loved at the National Mortgage Lending Conference, but in a new format that brings the event closer to the credit unions we serve. The event will continue with entertaining, engaging and refreshing educational content for mortgage lending professionals who are looking for ways to lend faster, smarter and better. At the same time, each event will include networking opportunities allowing credit unions to share their experiences and learn from others.

Each workshop will include several sessions touching on topics relevant and pertinent to the mortgage lending credit union professional such as mortgage lending trends, cutting costs, workflow optimization tactics, member service best practices, how to grow your pipeline, and of course networking opportunities to connect you with your peers and industry leaders. Credit unions are invited to come learn some new tricks of the trade to start originating more loans with these great speakers:

• Patrick Adams – CEO/President at St. Louis Community Credit – a Community Development Financial Institution
• Tracy Ashfield – Credit Union industry consultant and trainer assisting credit unions with mortgage lending strategy, development, policies, product design, and strategic planning
• David Motley – 2017/2018 MBA Chairman and CU Members Mortgage President
• Steve Hewins – Senior Vice President of CU Members Mortgage 
• Mike Fratantoni – Chief Economist and Senior Vice President of Research and Industry Technology for the Mortgage Bankers Association
• Scott Sherwin – Professional speaker and trainer for SalesMastery Consultants.

“The mortgage industry is very complex and we hope having this Roadshow format with multiple locations and dates will make it easier and more affordable for credit unions to take a step away from the office and join us,” said Steve Hewins, Senior Vice President of CU Members Mortgage. “The challenges of a purchase market require focus and innovation and we hope that this event will fill attendees with insight on how to surpass their goals and have a successful mortgage department.”

To learn more about the upcoming Roadshow and to register yourself or your credit union, visit

About CU Members Mortgage Established in 1982 as a division of Colonial Savings, a federally chartered thrift, Dallasbased CU Members Mortgage provides comprehensive mortgage services to credit unions and CUSOs nationwide. CU Members Mortgage originates more than $1 billion in FHA, VA, and conventional loans each year. With a portfolio of $28 billion, Colonial is one of the largest servicers of mortgage loans in the United States. The company is privately held and has offices located nationwide. For more information, visit


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