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Mortgage Marketing Executive Summit ~ August 20th, Orlando FL ~ Request your invitation now
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Mortgage Marketing Executive Summit
at NAMMBA Connect 2025
Join top marketing leaders for a transformative day of strategic learning and networking at this exclusive, invite-only event as part of NAMMBA CONNECT 2025.
Event Details:
- Date: Wednesday, August 20th 2025
- Time: 9am - 4pm (Lunch provided)
- Location: JW Marriott Bonnett Creek Resort and Spa ~
Orlando, FL - Cost: Registration is free for qualified marketing executives, but spots are limited to 50 seats.
Please note:
Because we want to ensure the event is highly valuable for everyone involved, attendance is by invitation only.
Accepted summit attendees will be contacted with further details, including free registration for NAMMBA Connect 2025 and discounted hotel rates for the event venue.
Request your invitation
Why Attend?
This one-day, high-value session is designed to address the unique challenges of marketing executives in the mortgage industry who are looking to stay ahead of the competition and share actionable strategies to elevate their marketing strategy and maximize ROI.
What you can expect:
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Strategic Sessions + Q&A with Industry Leaders
like Jarrett Stanley (Nationwide Mortgage Bankers) and Robin Clayton (Director of Performance Marketing, PRMG) who will share their latest insights on leveraging AI, social selling, and marketing technology. -
Hands-On Workshops
where you'll learn how to maximize your existing tools and optimize your team's efficiency to drive better results without increasing your workload. -
Real-World Case Studiesfrom marketing leaders like Rachael Tresch (HMA) and Meghan Handy (Embrace), who will share successful marketing strategies and tactics you can immediately implement.
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Exclusive Networking Opportunitieswith top marketing executives in the mortgage industry to exchange ideas and gain valuable perspectives.
Keynote Speakers
Strategic sessions and real-world case studies presented by top marketing leaders
Brandon Durham
Director of Training & Business Technology
Homeowners Financial Group
Jarrett Stanley
Chief Marketing Officer
Nationwide Mortgage Bankers
Jelaire Grillo
AVP MarTech Strategy & Adoption
Prosperity Home Mortgage
Meghan Handy
Chief Customer Officer
Embrace Home Loans
Robin Clayton
Director of Performance Marketing
PRMG
Joe Wilson
Founder & CEO
SocialCoach
Ashley Musick
Director of Communications
SocialCoach
Agenda Highlights:
Internal Comms, External Energy
Speaker: Brandon Durham (Homeowners)
Transform boring workflow updates into engaging, high-converting campaigns. Join Brandon for a fun, fast-paced session featuring a live ad-lib challenge to craft the perfect internal launch plan. Get the creativity flowing and start making your internal comms work harder for you!
Automate to Elevate: AI, No-Code, and Workflow Hacks that 5× Your Marketing Output
Speaker: Jarrett Stanley (NMB)
Learn how to leverage AI, no-code apps, and automations to scale your marketing efforts without adding more work. Jarrett shares his proven frameworks and workflow hacks to help your team work smarter, not harder. Take home plug-and-play tools to start implementing right away!
Turning the MarTech Plateau into a Growth Engine: A Top-Down Approach to Data-Driven Adoption
Speaker: Jelaire Grillo (Prosperity)
Jelaire walks you through PHM’s game-changing top-down MarTech strategy that turned a plateau into growth. Learn how data-driven insights and executive buy-in can break through the MarTech barrier and elevate your marketing efforts to new heights.
Marketing Rewired: Balancing Personal and Corporate Brands in 2025
Speaker: Meghan Handy (Embrace)
In this tactical session, Meghan reveals how to balance the power of personal branding with corporate identity to scale social marketing without losing loyalty. Learn how to support loan officers’ personal brand growth while maintaining your corporate brand’s voice – without sacrificing either.
"Market Yourself" for Marketing Executives
Speaker: Robin Clayton (PRMG)
It's not bragging – it’s branding. Robin shares how to use your personal brand to drive business growth and advance your career. Learn how to get over your fear of selfies, use controversy to your advantage, and engage at scale. It’s time for you to become the star!
Bonus! Exclusive Sneak Peek at The SocialCoach Roadmap
Speaker: Joe Wilson
Learn how to use your existing tech stack to maximize your marketing team’s potential and get a sneak peek at upcoming features from SocialCoach that will revolutionize your marketing strategy.
Limited Spots Available ~ Request Your Invitation Now
This is a limited, invite-only event. Don’t wait – secure your place to take your marketing strategy to the next level.
Questions? Contact us at marketing@socialcoach.io