*Open to Credit Unions and CUSOs only.

Standing Out in a Competitive Market: UAD 3.6, Product Differentiation, and Member Education

This meeting will focus on how lenders are preparing for upcoming industry changes while strengthening their value proposition with members. We’ll discuss readiness for the UAD 3.6 rollout, including operational, training, and technology considerations. The conversation will also highlight loan products and services that differentiate your organization from peers and how to better leverage those advantages. Finally, we’ll explore member education strategies aimed at borrowers who currently hold mortgages elsewhere, focusing on how to position your credit union as their next mortgage provider.

In this session, we’ll discuss:

  • UAD 3.6: preparation strategies, timelines, and operational impacts
  • Differentiating loan products and services
  • How to capitalize on unique offerings in a competitive market
  • Educating members who have mortgages with other lenders
  • Messaging and outreach strategies to drive mortgage recapture

Event Type

  • Meetings
  • Virtual

Dates

February 18, 2026

Event Time

1:00 pm - 2:00 pm

Location

  • USA

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Speakers

Mark Seeley ONpoint Podcast s3e91
Mark Seeley

AVP of Mortgage Operations
America’s Credit Union

Mary Leuthauser
Mary Leuthauser

AVP, Mortgage Operations
AmeriCU Credit Union