NRMLA Western Regional Meeting
2023-06-06 08:30 - 17:30 (America/Los_Angeles) | Sonesta Irvine, 17941 Von Karman Avenue, Irvine, 92614, United States
Thank you to everyone who attended the Western Regional Meeting.
Registered attendees can access copies of the PowerPoint slides by following the directions below. Links to the audio recordings will be added at a later date.
Accessing Session Recordings and Slides

Login to NRMLAonline.org with your username and password
Once you’re logged in, come back to this page and look for the Documents tab located at the top of this page next to the Registration Fees tab
Once you click the Documents tab, the session slides will be displayed in the same order they were presented in the agenda.

If you need assistance, please email Darryl Hicks, VP, Communications, at dhicks@dworbell.com.

NRMLA Southern Regional Meeting
2023-07-13 09:30 - 17:00 (America/Chicago) | The Stephen F. Austin Royal Sonesta, 701 Congress Ave, Austin, Texas, 78701
Thank you to everyone who attended the Southern Regional Meeting.
Registered attendees can access copies of the PowerPoint slides and audio recordings by following the directions below.
Accessing Session Recordings and Slides

Login to NRMLAonline.org with your username and password
Once you’re logged in, come back to this page and look for the Documents tab located at the top of this page next to the Registration Fees tab
Once you click the Documents tab, the session slides will be displayed in the same order they were presented in the agenda.

If you need assistance, please email Darryl Hicks, VP, Communications, at dhicks@dworbell.com.

NRMLA 2023 Annual Meeting and Expo
2023-10-23 - 2023-10-25 | Hilton Nashville Downtown, 121 Fourth Ave. South, Nashville, Tennessee, 37201
Thank you to everyone who attended the 2023 Annual Meeting.
Registered attendees can access copies of the PowerPoint slides and audio recordings by following the directions below.
Accessing Session Recordings and Slides

Login to NRMLAonline.org with your username and password
Once you’re logged in, come back to this page and look for the Documents tab located at the top of this page next to the Registration Fees tab
Once you click the Documents tab, the session slides will be displayed in the same order they were presented in the agenda.

If you need assistance, please email Darryl Hicks, VP, Communications, at dhicks@dworbell.com.

NRMLA Webinar: So, Your State Reverse Mortgage Lender Examiners Are Coming—What’s Up With That?
2024-02-27 14:00 - 15:00 (America/New_York)
To help you better understand the state examination process, loan officers, compliance teams, attorneys, and others are invited to attend a free, one-hour webinar coordinated by NRMLA’s Education Committee on Tuesday, February 27, at 2 pm Eastern Time.
Webinar Title: So, Your State Reverse Mortgage Lender Examiners Are Coming—What’s Up With That?
Date and Time: Tuesday, February 27th, 2024, at 2 pm Eastern Time
Key Presenters:

Tony Vasile, Vice President, Nonbank Supervision & Enforcement, Conference of State Bank Supervisors
Lindsay Stenger, CMEM, Field Examiner Supervisor, Washington State Department of Financial Institutions

This NRMLA Webinar will be co-anchored by Jim Brodsky of Weiner Brodsky Kider PC (NRMLA’s longstanding Washington DC-based outside General Counsel) and his colleague, Bob Niemi, who leads the law firm’s Government Affairs practice and who is himself a former senior state regulator and currently Chair of the American Association of Residential Mortgage Regulators Industry Advisory Council.
Topics to be discussed:

The sophisticated State Examination System (SES) organized and staffed by state regulators (through the Conference of State Bank Supervisors) to conduct periodic audits and examinations of reverse mortgage lenders licensed and supervised by them
The current and soon-to-be further updated Reverse Mortgage Examination Guidelines (RMEGs) utilized during these Examinations.
Key examination findings to date
The state examination itself:

What To Expect
How Best to Prepare
“To Dos” and “Not to Dos” During and Following the Examination

Important Takeaways for NRMLA Members
Question/Answer Opportunity with the Panel.

Registration Instructions

Click the Register Now link located in the righthand column. Select Existing Customer.
Log in with your username and password. Once you’re logged in, select the webinar title and follow the registration process.
If you don’t know your username and password, please contact Darryl Hicks at dhicks@dworbell.com and he will create a customer record for you.
On the payment page, please check the box, “I am not a robot” to complete the registration.

Speaker Bios
Jim Brodsky, Weiner Brodsky Kider PC
Jim Brodsky is a founding member of the Washington, DC law firm of Weiner Brodsky Kider PC, who advises clients on strategic business initiatives, federal compliance and regulatory matters, mergers and acquisitions, asset purchases and sales, and secondary mortgage market transactions. As a former HUD Deputy Assistant Secretary, he has deep experience in FHA and Ginnie Mae (as well as Fannie Mae and Freddie Mac) requirements, issues, and opportunities, and also is Co-General Counsel of NRMLA. Jim is a Director of Enterprise Community Development, the nation’s fifth-largest affordable housing developer and community owner with well over a billion dollars of investments in almost 13,000 homes with more than 21,000 residents in 112 communities in four mid-Atlantic states and the District of Columbia. Jim also formerly served as a director (and as initial lead director and as chair of the Compensation Committee) of MFA Financial, Inc., a multi-billion-dollar NYSE-listed REIT that invests, on a leveraged basis, in residential mortgage financial assets and that is the owner of Lima One Capital.
Bob Niemi, Weiner Brodsky Kider PC
Bob Niemi brings a unique perspective to achieving workable outcomes for complex matters. He uses his experience and relationships to advise lenders on a wide array of regulatory and compliance matters, including licensing, examination and acquisitions. Bob’s work in the mortgage industry began over 35 years ago and includes positions held at all levels of bank and non-bank mortgage companies. Bob served as Executive Director of the Ohio Mortgage Bankers Association Board and then Deputy Superintendent for the Ohio Division of Financial Institutions. During that time, he was elected to serve as the NMLS Ombudsman, appointed to the NMLS Policy Committee and also elected to the AARMR Board of Trustees where he served as Treasurer. Since returning to the industry side in 2016, Bob has earned the Certified Mortgage Banker accreditation from the MBA.

Lindsay Stenger, Washington State Department of Financial Institutions
Lindsay Stenger is a Field Examiner Supervisor with the Washington State Department of Financial Institutions. Prior to starting her career as a Financial Examiner with Washington DFI in 2007, Lindsay attended the University of Washington where she obtained a bachelor’s degree in economics. Lindsay has spent most of her career in the field of mortgage and personal loan origination. She also holds a Certified Mortgage Examinations Manager certification from the Conference of State Bank Supervisors. In addition to single-state examinations, she has also been involved in numerous multi-state examinations. Lindsay also participates on the National Test Maintenance Committee and the SES Agency Advisory Group.

Tony Vasile, Conference of State Bank Supervisors
Tony Vasile is the Vice President of NonBank Supervision & Enforcement for the Conference of State Bank Supervisors (CSBS). In his current role, Tony serves as lead for the Nonbank section at CSBS, which is responsible for managing initiatives relating to state supervision of nonbank financial products and services, including: mortgage, money services businesses, consumer finance, and debt collection. He is lead staff for the Nondepository Supervisory Committee (NDSC) and is responsible for managing the technical and organizational support to develop multistate nonbank supervisory policies and processes. At CSBS, Tony also served as co-product owner of the State Examination System (SES), an end-to-end examination management system developed for state financial regulators. Prior to joining CSBS in March of 2015, Tony served as a financial examiner for the State of Connecticut Department of Banking for 11 years and is an alumnus of Boston University.

2024 NRMLA Eastern Regional Meeting
2024-05-29 09:30 - 17:30 (America/New_York)
NRMLA thanks everyone who attended the Eastern Regional Meeting.

2024 Annual Meeting & Expo
2024-09-24 13:00 - 2024-09-26 12:00 (America/New_York) | Hard Rock Hotel, 207 5th Ave., San Diego, CA, 92101, United States
Thank you to everyone who attended the 2024 Annual Meeting.
Registered attendees can access copies of the PowerPoint slides by following the directions below.
Accessing Session Slides

Login to NRMLAonline.org with your username and password
Once you’re logged in, come back to this page and look for the Documents tab located at the top of this page next to the Registration Fees tab
Once you click the Documents tab, the session slides will be displayed in the same order they were presented in the agenda.

If you need assistance, please email Darryl Hicks, VP, Communications, at dhicks@nrmla.com.

HECM Servicing: The Insurance Loss Draft Process, a NRMLA Webinar
2024-10-23 14:00 - 15:00 (America/New_York)
In response to the recent hurricanes that have devastated the Southeast, NRMLA’s Education Committee will host a free, members-only webinar with the industry’s top servicing experts to discuss HECM procedures for handling loss draft/property insurance claims.
Date: Wednesday, October 23
Time: 2:00 pm Eastern Time
Why It’s Important: If you’re not already receiving phone calls from past clients who live in the impacted areas, you soon will be. Our goal is to provide you with information you can share with clients to help guide them as they look to rebuild.
This webinar has also been approved for 1 CRMP Credit.
Introductions: Neil Sweren, CRMP, Atlantic Coast Mortgage
Speakers include:

Leslie Flynne, SVP, Reverse Mortgage Servicing, Mutual of Omaha Mortgage Servicing
Jorie Kelly, SVP, Servicing Operations, Celink
Amber Steier, Manager, Property Insurance, PHH Mortgage Services

Registration instructions:

Login to NRMLAonline.org with your username and password. If you don’t know your username and password, please get in touch with Darryl Hicks, VP of Communications, at dhicks@nrmla.com for assistance.
Once logged in, click the Register Now link (look for the orange box in the upper right column) and follow the registration prompts.

2025 Western Regional Meeting
2025-04-29 09:00 - 17:30 (America/Los_Angeles) | Marriott Irvine Spectrum, 7905 Irvine Center Drive, Irvine, CA, 92618, United States
Thank you to everyone who attended the Western Regional Meeting.
Registered attendees can access copies of the PowerPoint slides by following the directions below.
Accessing Session Slides

Login to NRMLAonline.org with your username and password
Once you’re logged in, come back to this page and look for the Documents tab located at the top of this page next to the Registration Fees tab
Once you click the Documents tab, the session slides will be displayed in the same order they were presented in the agenda.

If you need assistance, please email Darryl Hicks, VP, Communications, at dhicks@nrmla.com.

NRMLA Webinar: Understanding POAs, Trusts, Conservatorships and Life Estates
2025-05-20 14:00 - 15:30 (America/New_York)
Join us for a very special webinar that will address your most pressing questions related to Powers of Attorney, Trusts, Conservatorships and Life Estates.
Date and Time: Tuesday, May 20, at 2:00 pm ET. The webinar will last up to 90 minutes.
Registration: A registration fee of $20 will be charged for members; $25 for non-members.
Presenters: Our special guest will be attorney Paul Lovegrove, Executive Vice President at Senior Settlement Services, Smithtown, NY, who represents lenders, buyers, and sellers in residential and commercial transactions, with an emphasis on Reverse Mortgages.
Lovegrove will be joined by Chris Downey, HECM Senior Vice President at The Federal Savings Bank and Co-Chair of NRMLA’s Education Committee.
This webinar has been approved for one “advanced” CRMP credit.
Registration instructions:

Login to NRMLAonline.org with your username and password. If you don’t know your username and password, please get in touch with Darryl Hicks, VP of Communications, at dhicks@nrmla.com for assistance.
Once logged in, click the Register Now link (look for the orange box in the upper right column) and follow the registration prompts.

We look forward to your participation.
Speaker Bios
Paul N. Lovegrove, Esq. is a highly regarded legal professional who has represented lenders for over 40 years. With a profound dedication to the legal intricacies of the reverse mortgage industry, Paul has become a leading figure known for his expertise, innovation, and commitment to advancing the field. As a partner at Senior Settlement Services, a respected title and settlement company, he has left an indelible mark on the reverse mortgage industry across the United States.
Paul has represented reverse mortgage companies at closings, ensuring smooth transactions and adherence to industry standards. Paul’s influence extends beyond representation. He was the first to assert the permissibility of irrevocable trusts in the context of reverse mortgages, a stance that has since become widely accepted throughout the industry. His groundbreaking work has provided clarity and guidance on complex legal matters related to trusts and solar agreements. Paul has also dispelled the long-held industry notion that Texas trusts are unacceptable in the reverse mortgage space. Paul earned his Juris Doctor (J.D.) degree from New York Law School in June of 1983.

Chris Downey joined The Federal Savings Bank in July 2023 as HECM Senior Vice President. Before that, Chris was president of Harbor Mortgage Solutions, based in Braintree, MA, where he was responsible for the oversight of conventional mortgage activities, as well as general management of the firm. A graduate of Providence College with a B.S. degree in accounting, Downey began his career as a registered representative and operations manager at a securities broker dealership before joining Harbor Mortgage in 1989 as a mortgage loan originator. Downey was named vice-president of Harbor Mortgage Solutions in 1997 and succeeded his father George as president in 2004. Chris was elected to NRMLA’s Board of Directors in September 2024 and serves as Co-Chair of the Education Committee. He has also been an active volunteer in community service programs, including the Pan-Mass Challenge fundraising event for cancer research.

Servicing Update: Required Repairs, Lender-Placed Insurance, Flood Requirements
2025-07-15 14:00 - 15:00 (America/New_York)
NRMLA, in partnership with the Education Committee, will present a webinar on Tuesday, July 15, at 2 pm ET that will focus on mandatory repairs, lender-placed insurance and flood requirements.
Join Education Committee member Neil Sweren, CRMP, of Atlantic Coast Mortgage, as he moderates a discussion with special guests Gail Balettie and Jorie Kelly of Celink and Ryan McIntire of PHH Mortgage as they discuss these important servicing topics and take your questions.
This webinar has been approved for one “advanced” CRMP credit.
The registration fee will be $20 for members; $25 for non-members.
Registration instructions:

Login to NRMLAonline.org with your username and password. If you don’t know your username and password, please get in touch with Darryl Hicks, VP of Communications, at dhicks@nrmla.com for assistance.
Once logged in, click the Register Now link (look for the orange box in the upper right column) and follow the registration prompts.

We look forward to your participation.

2025 Annual Meeting & Expo
2025-10-07 - 2025-10-09
Thank you to everyone who attended the 2025 Annual Meeting & Expo.
Registered attendees can access copies of the PowerPoint slides and audio recordings by following the directions below.
Accessing Session Recordings and Slides

Login to NRMLAonline.org with your username and password
Once you’re logged in, come back to this page and look for the Documents tab located at the top of this page next to the Registration Fees tab
Once you click the Documents tab, the session slides will be displayed in the same order they were presented in the agenda.

If you need assistance, please email Darryl Hicks, VP, Communications, at dhicks@nrmla.com.

Navigating the New Appraisal Landscape: Forms, Trends, and Best Practices
2025-11-13 13:00 - 14:00 (America/New_York)
Join chief appraisers Joseph Pravettone (Atlas VMS) and John Dingeman (Class Valuation) for an in-depth look at today’s most pressing appraisal issues.

Title: Navigating the New Appraisal Landscape: Forms, Trends, and Best Practices
Date: Thursday, November 13
Time: 1 PM ET
Registration Fee: Free for NRMLA members; $25 for non-members
This webinar, organized in partnership with NRMLA’s Education Committee, will unpack the soon-to-be implemented new appraisal form, explore current valuation trends, and share proven strategies for challenging an appraisal effectively.
This is the first in a series of events NRMLA will be hosting now through 2026, some of which will be for members-only. NRMLA welcomes all market participants to join your association.
Whether you’re a lender, originator, or compliance professional, you’ll gain timely insights to stay ahead in an evolving valuation environment.
This webinar is approved for 1 “advanced” CRMP credit.
Registration instructions:

Login to NRMLAonline.org with your username and password. If you don’t know your username and password, please get in touch with Darryl Hicks, VP of Communications, at dhicks@nrmla.com for assistance.
Once logged in, click the Register Now link (look for the orange box in the upper right column) and follow the registration prompts.

Train the Trainer: Present Realtor and CFP CE Classes with Confidence
2025-12-11 13:00 - 14:00 (America/New_York)
Want to build strong relationships with Realtors and Financial Planners while growing your reverse mortgage business? One of the most effective ways is by offering Continuing Education (CE) classes—and we’ll show you how.
Join Shain Urwin of C2 Financial and Dan Hultquist of REVERSEplus for an exclusive members-only webinar, sponsored by NRMLA’s Education Committee:
📅 Thursday, December 11🕐 1:00 PM ET💻 Free for NRMLA Members
In this hands-on session, you’ll learn:

How to confidently deliver a CE class to Realtors and CFPs
Step-by-step guidance on presenting approved CE material
Best practices for engaging audiences and building partnerships
How to navigate local licensing and regulatory requirements

The CE course provided to NRMLA members is already approved by the CFP Board in all 50 states—making it simple for you to start teaching (subject to CFP instructor fees and local rules).
Don’t miss this opportunity to elevate your professional presence and become a trusted educator in your market.

NRMLA Town Hall Meeting
2026-01-08 13:00 - 14:00 (America/New_York)
Start the new year plugged into the conversations that truly matter.
You are invited to participate in a Town Hall Meeting with NRMLA President Steve Irwin and co-chairs Jim Cory of Guild Mortgage and Mike Kent of PHH Mortgage/Liberty Reverse Mortgage. This is your opportunity to hear directly from three of the industry’s most respected leaders as they share insights on market conditions, policy developments, and what’s ahead for the reverse mortgage business in 2026.
📅 Thursday, January 8🕐 1:00 PM ET💻 Free for NRMLA Members and Non-Members
Why You Should Attend:

Get real-time perspectives from NRMLA’s top leadership
Understand the challenges and opportunities shaping the year ahead
Ask questions, raise concerns, and share feedback in an open forum
Strengthen your connection to the association and the broader member community

As a valued NRMLA member, your voice matters—and this Town Hall is designed to make sure it’s heard.
Don’t miss it.
Registration instructions:

Login to NRMLAonline.org with your username and password. If you don’t know your username and password, please get in touch with Darryl Hicks, VP of Communications, at dhicks@nrmla.com for assistance.
Once logged in, click the Register Now link (look for the orange box in the upper right column) and follow the registration prompts.

Speaker Bios
Jim Cory is a mortgage entrepreneur with 28 years of experience building successful, high growth teams in the reverse mortgage industry. As Managing Director of Reverse at Guild Mortgage Company, Jim is a leader of the company’s reverse mortgage division and is working to expand Guild Mortgage’s reverse presence. Jim has held a variety of leadership positions at several mortgage companies, including Cherry Creek Mortgage, Seattle Mortgage, and Fannie Mae. Jim currently serves as the Co-Chair of the National Reverse Mortgage Lenders Association and has served on its Board of Directors since 2011. Jim also Chairs the NRMLA Ethics Committee and is Co-Chair of the Education Committee. Besides the reverse mortgage business, Jim is a graduate of the Pennsylvania State University, and his interests include history, humor, sports, and fitness.
Michael Kent has served as President of Liberty Reverse Mortgage since April 2015. He now serves as Senior Vice President, Reverse Asset Management and Industry Relations for Liberty’s parent company, ONITY. Before joining Liberty, Kent spent four years at Reverse Mortgage Solutions, Inc. (RMS) as President of Loan Originations. In addition to his reverse background, he has over 30 years of “forward” mortgage experience and has held leadership roles across various lending functions, including sales, operations, and secondary markets. He currently serves as Co-Chairman of the National Reverse Mortgage Lenders Association and is a member of the Association’s Executive Committee.

Steve Irwin is the President of National Reverse Mortgage Lenders Association (NRMLA). In this role, Steve provides oversight to the association’s initiatives to serve as an educational resource, policy advocate, and public affairs center for consumers, lenders and related professionals. Steve works to enhance NRMLA’s presence in the political debate affecting a number of issues that impact member companies’ ability to serve the nation’s senior citizens. His extensive background includes experience as a senior executive charged with strategic planning, organizational design, portfolio acquisition, risk management, and quality control. In Steve’s 30-year tenure in the reverse mortgage field, he has directed operations by identifying key drivers and risks, re-engineered business processes, and devised initiatives for creating best-in-class customer experiences. He received his B.A. in liberal arts with a major in English Literature from Grinnell College and his MBA from the McLaren School of Management at the University of San Francisco. He is also a board member of Solas Nua, Washington, DC’s multidisciplinary arts organization dedicated exclusively to contemporary Irish arts.

Social Security & Reverse Mortgages: The Missing Link in Secure Retirement Income Planning
2026-02-12 15:00 - 16:00 (America/New_York)
Reverse mortgages and Social Security are two of the most powerful—yet most misunderstood—components of retirement income planning. When coordinated correctly, they can significantly improve cash flow, reduce financial stress, and create more sustainable outcomes for retirees. When handled in isolation, important planning opportunities are often missed.
Join Thomas Drapala, Director of Strategic Partnerships at the National Association of Registered Social Security Analysts, as he presents an informative session focused on how reverse mortgages can help bridge the gap to optimize your client’s Social Security benefits.
This webinar is approved for 1 CRMP Credit.
📅 Thursday, February 12🕐 3:00 PM ET💻 Registration is restricted to members only
In this webinar, we’ll explore the critical relationship between Social Security claiming strategies and reverse mortgage planning, and why lenders who understand how these two decisions interact are better positioned to guide clients with confidence—and close more meaningful, well-structured loans.
You’ll learn how Social Security decisions directly impact:

Retirement income and cash-flow gaps

When and how home equity should be accessed

Client confidence and trust in the planning process

The long-term sustainability of reverse mortgage strategies

Whether your goal is to increase deal flow, deepen referral relationships, or elevate your role in retirement income planning, this session will demonstrate how understanding Social Security can enhance your reverse mortgage practice and lead to better outcomes for both you and your clients.
Registration Instructions

Click the Register Now link located in the righthand column. Select Existing Customer.
Login with your username and password. Once you’re logged in, select “Social Security & Reverse Mortgages: The Missing Link in Secure Retirement Income Planning” and follow the registration process.
If you don’t have a username and password, please contact Darryl Hicks at dhicks@nrmla.com and he will create a customer record for you.
On the payment page, please check the box, “I am not a robot” to complete the registration.

Speaker Bio

Thomas Drapala is the Director of Strategic Partnerships at the National Association of Registered Social Security Analysts (NARSSA). He is a Registered Social Security Analyst (RSSA) and holds a life and health license.
Drapala is dedicated to equipping agents and advisors with high-quality education and support regarding Social Security, and he is a renowned speaker on the topic. His expertise has been highlighted in various professional discussions, emphasizing the importance of Social Security knowledge for financial advisors and the broader community.

Platinum Peak: The Next Evolution in Reverse for Purchase Financing (SPONSORED WEBINAR)
2026-03-18 14:00 - 15:00 (America/New_York)
Today’s purchase market requires creative financing solutions, especially for older borrowers seeking flexibility, leverage, and long-term financial confidence. Platinum Peak — Longbridge Financial’s fixed-rate proprietary reverse mortgage — represents the next evolution in reverse for purchase financing.
In this sponsored webinar, join Rob Cooper, National Purchase & Builder Sales Leader at Longbridge, to explore how this innovative product maximizes proceeds and enhances your ability to serve eligible borrowers 55 and older1 looking to finance a new home purchase without derailing their broader financial strategy.
📅 Wednesday, March 18
🕒 2:00 PM Eastern Time
💻 Free for NRMLA members; $50 for non-members
Here’s what you can expect to take away from this session:

How Platinum Peak works in a purchase transaction
Why Platinum Peak can offer more proceeds than standard reverse mortgage options
Which borrower scenarios are best suited for this strategy
How to confidently position reverse for purchase financing with borrowers and partners alike

Whether you’re already familiar with reverse for purchase financing or are exploring ways to break into this growing niche, this session delivers practical insights you can put to work right away.
Registration Instructions

Click the Register Now link located in the righthand column. Select Existing Customer.
Login with your username and password. Once you’re logged in, select “Platinum Peak: The Next Evolution in Reverse for Purchase Financing” and follow the registration process.
If you don’t have a username and password, please contact Darryl Hicks at dhicks@nrmla.com and he will create a customer record for you.
On the payment page, please check the box, “I am not a robot” to complete the registration.

Speaker Bio
Rob Cooper is the National Purchase and Builder Leader at Longbridge Financial. He is responsible for building Longbridge’s Strategic Business Development division of the nation’s largest builder and real estate brokerage companies. Rob brings over 20 years of experience to the Longbridge team, with his career in the reverse mortgage industry dating back to 2003. Most recently, Rob served as the National Sales Leader for Purchase Financing products at Reverse Mortgage Funding (RMF). Before joining RMF in 2014, Rob held positions such as Vice President of the Mid-Atlantic region at Security One Lending, National Director of Business Development at One Reverse Mortgage, and Sales Manager at MetLife Home Loans, a division of MetLife Bank, N.A.

1 Available to borrowers as young as 55 in select states only. Higher minimum age requirements may apply.
For industry professionals only – not for consumers. Longbridge Financial, LLC. NMLS # 957935. For licensing info, go to: nmlsconsumeraccess.org. For additional disclosures: longbridge-financial.com/licensing. Content has not been reviewed/approved by any gov. agency. Longbridge is not affiliated with any gov. agency. Equal Housing Lender.

From Boarding to Maturity: Understanding Reverse Mortgage Servicing Requirements
2026-04-09 13:00 - 14:00 (America/New_York)
Join NRMLA on Thursday, April 9 at 1:00 pm ET for an essential servicing webinar designed to help originators and industry professionals better understand what happens after a reverse mortgage closes.
Servicing questions are among the most common—and most misunderstood—issues borrowers raise. From loan maturity timelines to servicing transfers, LESA notifications, and non-borrowing spouse protections, originators who understand reverse mortgage servicing rules are better equipped to set expectations, reduce confusion, and protect borrowers.
This webinar will feature insights from two highly experienced servicing leaders:

Gail Balettie, Senior Vice President, Client Satisfaction, Celink
Ryan McIntire, Director, Reverse Servicing Controls, Onity Mortgage Corporation

Whether you’re looking to strengthen borrower education, reduce post-closing issues, or simply refresh your servicing knowledge, this session will deliver timely, practical insights you can use immediately.
This webinar is approved for 1 CRMP Credit.
Speaker Bios
Gail Balettie is a seasoned operations executive with 35 years of experience, including 20 years in the reverse mortgage space in both originations and servicing. As Senior Vice President of Client Satisfaction, she oversees Celink’s call center operations, customer communications, and website development. Gail serves as a key business leader on strategic initiatives focused on modernizing servicing technology, improving operational efficiency, and strengthening Celink’s customer-first culture. Gail contributes actively to the reverse mortgage industry through her leadership roles with NRMLA, including serving as Co Chair of the HECM Servicing Committee and participating in the HUD Issues Committee and AISLE, the American Institute of Servicing and Legal Executives. Balettie attended the University of Texas in Austin, majoring in Business Administration.

Ryan McIntire has been in the mortgage industry for 22 years, both with origination and servicing. He started his career with PHH (now Onity Mortgage Corporation) in June 2008 with various roles over the years associated with forward servicing. McIntire entered the reverse mortgage space in early 2020 as part of the team tasked with standing up a reverse servicing arm, and then transitioned into actual servicing in October 2021 when PHH concluded an asset purchase with Reverse Mortgage Solutions (RMS).

The Influence Factor: Family Dynamics in Reverse Mortgages (SPONSORED WEBINAR)
2026-05-14 13:00 - 14:00 (America/New_York)
Families of aging parents don’t always come in with a clear plan, but when a reverse mortgage enters the conversation, it’s often shaped by those in the “sandwich generation” balancing care for aging parents and their own children. Knowing how to navigate these dynamics while keeping the borrower’s goals at the center is essential for closing the deal.
In this sponsored webinar, The Influence Factor: Family Dynamics in Reverse Mortgages, you’ll learn how to proactively include family members, understand the psychology behind their reactions, and guide conversations in a way that builds trust.
For experienced brokers, confidently navigating these dynamics could make the difference between a stalled conversation and a submitted application.
Here’s what you can expect to take away from this session:

Proven communication techniques and scripting to maintain control of the conversation while respecting family dynamics
A strategy for involving adult children to build trust, prevent objections, and better understand the emotions driving their concerns
How to turn complex family conversations into stronger borrower outcomes and new business opportunities

Thursday, May 14
1:00 PM Eastern Time
This webinar is free
Registration Instructions

Click the Register Now link located in the righthand column. Select Existing Customer.
Login with your username and password. Once you’re logged in, select “The Influence Factor: Family Dynamics in Reverse Mortgages” and follow the registration process.
If you don’t have a username and password, please contact Darryl Hicks at dhicks@nrmla.com and he will create a customer record for you.
On the payment page, follow prompts to complete the registration.

Speaker Bio

Barbara Cripple is the National Sales Training Manager at Finance of America Reverse, where she has been leading sales training since 2020. With 28 years in the mortgage industry and 19 years specializing in reverse mortgages, Barbara is both a Master Trainer and a Certified Reverse Mortgage Professional (CRMP).
She is passionate about educating professionals and empowering seniors through the reverse mortgage product. Previously, she served as Operations Manager for Affinity Home Equity Solutions, where she managed production, trained loan officers and support staff, and taught continuing education to real estate agents.

2026 Western Regional Meeting
2026-06-09 09:00 - 17:00 (America/Los_Angeles) | Sonesta Irvine, 17941 Von Karman Avenue, Irvine, 92614, United States
The reverse mortgage market continues to evolve—and the professionals who succeed are the ones who stay informed, connected, and prepared to meet the needs of today’s older homeowners.
Join us on June 9 in Irvine, CA, for the 2026 Western Regional Meeting, a daylong event featuring insightful business development sessions and meaningful networking that will position you for long-term success.

Why Attend

Practical, market-relevant education on growing your reverse mortgage production, compliance, and best practices

Actionable insights you can apply immediately to your business

Expert-led sessions featuring industry leaders and experienced practitioners

Meaningful networking with peers, partners, and potential referral sources

Who Should Attend

Reverse mortgage professionals — including loan officers, counselors, servicers, legal and compliance experts and vendors — seeking to sharpen their skills and stay ahead of industry trends

Forward mortgage loan officers interested in entering or expanding into the reverse mortgage space

Sales leaders, managers, and professionals supporting older-borrower strategies

Whether you’re already active in reverse mortgages or exploring how this product can complement your existing business, the Western Regional Meeting offers the education, connections, and perspective you need to move forward with confidence.

Registration Fees
NRMLA Members pay a discounted registration fee.

Early Registration (deadline May 8)—$175 per person
Regular Registration (deadline June 8)—$210 per person
On-Site Registration—$250 per person

Non-Members pay the registration rate that’s determined by the type of company they’re employed by. During the registration process, you will be asked to select from one of the following:
Mortgage Broker: You work for a firm that brokers loans to mortgage lenders.

Early (deadline May 8)—$225 per person
Regular (deadline June 8)—$270 per person
On-Site—$325 per person

Lender: You work for a firm that directly funds loans—$500 per person.
HMBS Issuer: You work for a firm that aggregates HECM loans into HMBS securities for sale into the secondary market—$1,000 per person.
Associate: You work for a firm that provides products or services to a Mortgage Broker, Lender, Servicer or HMBS Issuer.

Early (deadline May 8)—$225 per person
Regular (deadline June 8)—$270 per person
On-Site—$325 per person

Broker/Dealer: You work for a firm that assists HMBS Issuers in finding investors for their securities.

Early (deadline May 8)—$225 per person
Regular (deadline June 8)—$270 per person
On-Site—$325 per person

Non-Profit: You work for a counseling agency or other non-profit entity.

Early (deadline May 8)—$225 per person
Regular (deadline June 8)—$270 per person
On-Site—$325 per person

Government: You work for a local, state, or federal government agency—$100 per person.

Hotel Room Reservation
Room reservation information will be provided in the confirmation email you receive after registering.

Cancellation Policy
All conference cancellation requests must be received by emailing Darryl Hicks at dhicks@nrmla.com. A $20 cancellation fee will be applied to all cancellation requests received on or before May 15, 2026. A $50 cancellation fee will be applied to all cancellation requests received between May 16 and May 22, 2026. No refunds will be issued for cancellation requests received on or after May 23, 2026.

Sponsorship Opportunities
NRMLA is offering an assortment of sponsorship packages that will put you front and center before the key decision-makers in the reverse mortgage industry. For more information, contact Natalie Matter Bellis, Account Executive at YGS Group, at 717-580-8184 or by email at Natalie.matterbellis@theYGSgroup.com.

2026 NRMLA Annual Meeting & Expo
2026-11-10 - 2026-11-12
The reverse mortgage industry’s largest annual event returns November 10–12 in San Antonio, Texas.
The 2026 Annual Meeting & Expo brings together the full spectrum of professionals who drive this business forward — loan originators, C-suite executives, housing counselors, legal and compliance experts, servicers, investors, and professionals exploring opportunities to enter the market.
This is more than a conference. It’s the one place each year where production, policy, servicing, compliance, and strategy converge under one roof.
If you want insight, access, and influence — this is where you need to be.
Sponsorship Opportunities
NRMLA is offering an assortment of sponsorship packages that will put you front and center before the key decision-makers in the reverse mortgage industry. For more information, contact Natalie Matter Bellis, Account Executive at YGS Group, at 717-580-8184 or by email at Natalie.matterbellis@theYGSgroup.com.
Note: Registration will open later this summer.
