By Invitation Only
Membership.
Intended for the senior executive responsible for leading a community bank mortgage operation. The Peer Group is designed to include approximately 10 to 15 member institutions to preserve meaningful discussion and active participation.
Eligibility
Who the Group is for.
Membership is by invitation only and is intended for senior mortgage banking executives employed by community banks. Current members may nominate prospective members; admission requires unanimous consent of the existing membership.
Members are responsible for all travel, lodging, meals, and other expenses associated with attending Group meetings.
Member Commitments
What members agree to.
- 1I understand the Mortgage Banking Peer Group is an invitation-only organization.
- 2I understand members are expected to actively participate in meetings and discussions.
- 3I am willing to openly share operational experiences and best practices in a confidential environment.
- 4I understand annual financial benchmarking is a core component of Group membership.
- 5I have reviewed and agree to abide by the Group's Founding Charter and Operating Plan.
The Application
What we ask.
The full Membership Profile & Application collects the following information. It is used solely for membership consideration and to facilitate meaningful introductions among Group members.
Open Application PDF (9 pages)Complete the application and send to: Rob@mtgpeergroup.com
- 01
Institution Information
Name, headquarters, primary regulator, total bank assets, branch count, business model.
- 02
Executive Information
Applicant name, title, contact, years in mortgage banking, LinkedIn.
- 03
Mortgage Operation Overview
Production, channels, secondary market, servicing, and departmental scope.
- 04
Mortgage Technology
LOS, POS, CRM, doc gen, PPE, and other significant technology.
- 05
Additional Information
Anything else helpful for the Membership Committee.
- 06
Peer Group Participation
Why you want to join and what you hope to learn.
- 07
Membership Commitment
Acknowledgments and agreement to the Charter and Operating Plan.
- 08
Executive Biography
Optional — 150–300 word professional biography or résumé/LinkedIn.
Request the Application
Express interest in membership.
Provide a few details and the Membership Chair will follow up with the full application and next steps. All information remains confidential.