Est. 2026 · By Invitation
Mortgage Banking · Peer Group
Senior mortgage banking executives sharing ideas, benchmarking performance, and learning from one another in a trusted peer environment.
Brand Attributes
The Peer Group exists to give community bank mortgage executives a place to think clearly, share honestly, and act decisively.
Peer to Peer
A trusted community of mortgage executives sharing real-world experience.
Strategic
Focused on the issues that drive performance, growth, and long-term success.
Direction
Providing clarity, insight, and practical guidance to navigate what's ahead.
Results
Turning insights into action that delivers measurable impact.
Section 01
A private, peer-led organization for senior mortgage executives who lead community bank mortgage operations. It provides a confidential environment where members share experiences, compare results, and improve performance through collaboration and benchmarking.
Twice each year, members participate in the Executive Forum — a two-day, in-person working session focused on business strategy, operational performance, peer collaboration, and financial benchmarking.
The Peer Group complements — and does not compete with — the MBA, The Mortgage Collaborative, Lenders One, and other industry organizations. It is a member-run organization with no vendors, no sponsorships, and no purchasing agreements.
Section 02
Two half-day working sessions. Members travel in, stay one night, and return the following afternoon.
Day One
A Featured Member presents an in-depth overview of their mortgage operation — strategy, organization, financial performance, challenges, and future plan. The remaining members serve as a peer advisory board, asking questions and sharing candid experience.
The remainder of the day is member-driven discussion on profitability, capital allocation, staffing, compliance, technology, secondary marketing, and the mortgage-bank relationship.
Day Two
Approximately 30 days before each Forum, every participating institution submits its mortgage P&L and a standardized reporting package. Results are consolidated into a confidential peer benchmarking report reviewed together during the Forum.
Section 03
01
Trust is the foundation. Members speak candidly, knowing that shared information stays confidential.
02
Every member is both a teacher and a student — sharing ideas, experiences, and challenges openly.
03
Every meeting delivers actionable ideas, benchmarking, and solutions members can implement.
04
Building stronger, more profitable, efficient, compliant, and resilient mortgage operations.
05
Agendas, benchmarking, and discussions are shaped by member needs and priorities.
06
Integrity, professionalism, and respect for differing perspectives and operating models.
07
The Group exists to serve its members. Discussions remain objective and free from commercial influence.
Confidential
A private forum built on trust and confidentiality.
Operational Excellence
Sharing best practices to improve operations and drive efficiency.
Strategic Insight
High-level perspectives on industry trends, challenges and opportunities.
Measurable Impact
Focused on solutions that produce better results.
Membership
Intended for the senior executive responsible for leading a community bank mortgage operation. Current members may nominate prospective members; admission requires unanimous consent.
Annual dues $1,200 per institution. Members cover their own travel.