Webinar: MCR We There Yet? Navigating Mortgage Call Reports for Mortgage Brokers

Struggling with your Mortgage Call Report (MCR)? You’re not alone — join NAMB for this exclusive free webinar, designed to make it easier.

MCR We There Yet?

Navigating Mortgage Call Reports for Mortgage Brokers

Wednesday, May 7, 2025 at 2pm ET

In this insightful, hands-on session, tailored specifically for mortgage brokers, we’ll break down the fundamentals of completing the MCR, address common pain points, and tackle the unique challenges brokers face when filing these reports. You’ll also get up-to-date guidance on recent regulatory changes and year-end updates that could impact your filings — all with the goal of keeping you compliant and confident.

Led by one of the nation’s top experts in MCRs, Rich Cortes, this session will equip you with the knowledge and tools you need to streamline your reporting process and avoid enforcement pitfalls.

What You’ll Learn:

• MCR basics and key filing requirements
• Common mistakes and how to avoid them
• How current and upcoming changes affect you
• Practical tips to simplify and strengthen your MCR process

Don’t miss this opportunity to get clarity, ask questions, and boost your compliance game before year-end!

About Your Panel:

Richard Cortés is a senior advisor in Bradley’s Banking & Financial Services Practice Group and served as a financial services regulator with a record of enhancing industry standards in the banking and mortgage industries. His background includes working as a principal financial examiner for the State of Connecticut’s Department of Banking, where he led the mortgage examination and mortgage licensing teams. Rich is considered by many as the Godfather of the MCR for his work as chair of multiple NMLS working groups and committees to develop and enhance NMLs reports while he was a state regulator.

Bob Niemi, CMB, is the Director of Government Affairs for Weiner Brodsky & Kider PC. Bob brings a unique perspective from his experience and relationships to advise lenders on a wide array of regulatory and compliance matters, including state licensing, examination survival, and acquisitions. His commitment to the industry extends beyond his day-to-day responsibilities at WBK, serving as the Chair of the American Association of Residential Mortgage Regulators Advisory Council, Chair of the Certified Mortgage Banker Society for the MBA, frequent NAMB speaker, and Secretary/Treasurer of the MBA of Florida.