*Open to Credit Unions and CUSOs only.

Mortgage Lending Priorities: AI ROI, UAD 3.6 Readiness, and 2027 Growth Strategies

As the mortgage industry evolves, credit unions are navigating new technologies, implementation decisions, and growth opportunities. This discussion will explore AI ROI, UAD 3.6 readiness, and strategies to increase market share and drive production in 2027.

In this session, we’ll discuss:

  • AI – Measuring ROI
    Do you measure the return on your investment in AI? If so, how are you measuring ROI, and what outcomes are you using to determine success?
  • UAD 3.6 – Go or Delay?
    With Fannie Mae’s recent announcement allowing individual lenders to delay implementation until early 2027, where is your credit union on the decision to move forward as planned versus delay?
  • Market Conditions and 2027 Volume Strategies
    How does increasing market share factor into your 2027 volume strategy given current and anticipated market conditions?

Save your spot and join the conversation!

Event Type

  • Meetings
  • Virtual

Dates

November 18, 2026

Event Time

1:00 pm - 2:00 pm

Location

  • USA

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Speakers

Malik Wilkes
Malik Wilkes, CMB, AMP

AVP, Product Marketing Mortgages
Space Coast Credit Union

Mary Rzucidlo
Mary Rzucidlo

Head of Home Lending Operations & Culture
PenFed Credit Union