School of Mortgage Banking III: December 2024: Irvine, CA

December 10-13, 2024 11+ CMB Points Accredited Mortgage Professional (AMP) Advanced Classroom Education Leadership & Management Residential School of Mortgage Banking School of Mortgage Banking III
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By October 29, 2024After October 29, 2024
Member Price$1,800.00$2,000.00
Non-Member Price$2,700.00$3,000.00

About the Event

SOMB III is your final course in MBA's School of Mortgage Banking series and emphasizes long-term strategic planning in a mortgage-banking environment. Throughout the course, you will receive hands-on training in planning and forecasting future business operations. Not only will you be introduced to the critical elements of planning, but you will also be exposed to the effects that various conditions and situations have on the planning process. During this class, you will be competing against other teams to produce the most creative, yet realistic, strategy for a fictitious company using an advanced computerized model that will take you through several economic quarters and varying economic conditions in order to restore profitability to your firm. You will be able to apply what you learn in the lessons to develop a successful business plan. In the process, you will practice effective management of diverse skills and personalities in a small workgroup. The culmination of this activity is for you to present your strategy and results to the "Board."

SOMB III concludes with a graduation ceremony on the final day awarding successful participants their AMP designation. (Successful completion of SOMB I, II, and III results in your AMP designation.)

Those interested in School of Mortgage Banking III may also be interested in other MBA Leadership Programs like Future Leaders and the Certified Mortgage Banker (CMB) Designation.


  • Current Issues
  • Strategic Thinking
  • Risk Management Strategies
  • Pricing and Hedging Review
  • Case Study and Team Simulation


  • Classroom/Workshop


  • The School of Mortgage Banking III is taught by a team of industry professionals that are considered thought leaders by MBA and other subject matter experts in mortgage lending.

Intended Audience:

  • Individuals interested in applying long-term strategic planning in a residential mortgage-banking environment
  • Individuals interested in obtaining the AMP or the CMB designation
  • Mortgage professionals in any role in the residential mortgage industry

Experience Level(s):

  • Intermediate
  • Advanced

Program Times:

  • Tuesday, December 10 (8:30 AM - 5:00 PM)
  • Wednesday, December 11 (8:30 AM - 5:00 PM)
  • Thursday, December 12 (8:30 AM - 5:00 PM)
  • Friday, December 13 (8:30 AM - 1:00 PM)

A light breakfast will be served Tuesday - Friday at 8:00 AM. Lunch will only be served Tuesday - Thursday.

View a sample agenda 


40 Pacifica
Ste. 900
Irvine, CA 92618

*Location subject to change

Hotel Registration Information:

MBA Education recommends you wait until after you receive our registration confirmation email before you make any travel arrangements. MBA assumes no liability for any penalty fees on airline tickets, deposits for hotel accommodations, or any other fees, charges, penalties, or other incidental costs that a registrant might incur. To review all of MBA Education policies, please click here.

Scholarship Availability & Discounts:

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MBA’s Path to Diversity Scholarship is designed to support employees from diverse and traditionally under-represented backgrounds to advance their professional growth and career development by receiving up to $2,000 in education funds. Learn more and apply at

Your organization can get two complimentary seats to this class with an Education Advantage subscription! Contact Kathy Ryan to learn more about Education Advantage!


Effective May 11, 2023, the White House and federal Centers For Disease Control (CDC) officially ended the COVID-19 public health emergency. Proof of minimally required COVID-19 vaccination is no longer part of the registration process. While the health emergency is over, the MBA will continue monitoring developments and supporting attendees’ choices to protect themselves, including wearing masks at MBA-sponsored events. Please be respectful of other attendees and their decisions to take preventative measures.

By registering for this event, you also have agreed that you will at all times during this event abide by the MBA EVENT CODE OF CONDUCT. You should familiarize yourself with this policy before attending the event as violations of the MBA EVENT CODE OF CONDUCT may result in removal from or denial of access to the MBA sponsored event without a refund of registration fees, or disqualification from attendance at future MBA events.