2024 Affordable Lending Summit | Massachusetts Mortgage Bankers Association

2024 Affordable Lending Summit

Series of Programs

March 14th - April 30th


MMBA Members $95.00 (series/unlimited attendees)  

Nonmembers $150.00 

Join us for the 2024 Affordable Lending Summit that you will not want to miss. This summit will be offered in several sessions -each one recorded. There will also be a final in-person program and networking opportunity.

Part 1 (March 14th (9:00 AM -11:00 AM): Affordable Housing Supply - What is being done?
Join us on March 14th as we hear from Senator Elizabeth Warren, Secretary Edward Augustus and Boston Mayor Michelle Wu (invited) as they inform us of initiatives happening on the federal, state and local landscapes.
          Senator Elizabeth Warren
Secretary Edward Augustus, Executive Office of Housing and Livable Communities
Michelle Wu (invited), Mayor, City of Boston
Mayor Katjana Ballantyne (invited), Mayor, City of Somerville

Part 2 (March 27th & March 28th): Affordable Lending Products, Programs and Updates -What's New? 
Join us during March 27-28th as we have representatives from Fannie Mae, Freddie Mac, FHLB Boston, HUD, MassHousing and Mass Housing Partnership provide you with overviews and updates on affordable lending products. Each segment will be recorded.   
  • Fannie Mae & Freddie Mac (March 27th (9:00 AM -11:00 AM)
  • MassHousing & Mass Housing Partnership (March 28th, 9:30 AM -11:30 AM) 
  • FHLB Boston & US Department of HUD (March 28th, 1:00 PM -3:00 PM)
Part 3 (April 23rd): Down Payment Solutions (9:00 AM -11:00 AM)
Hear about how top loan officers and lenders support first time home buyers who need assistance with down payment.  How do you start a conversation with borrowers about options available to them or options that are a good fit? Where can you find grant programs for down payment assistance and closing cost assistance? Join us for a discussion on where to find assistance, a demo for down payment tools, and best practices on what lenders can do to enhance these conversations.
Moderator: Sean Fleming
VP and Regional Manager, Washington Trust Mortgage
 Aida R. Franquiz
VP, Community Development & Outreach Officer, Leader Bank
 Amy Wortzman
Vice President, Community Relationship Outreach Officer, Eastern Bank
 Maureen Moriarty
Senior Mortgage Advisor, Fairway Independent Mortgage
Eva Kokosinska
Branch Manager & Loan Originator, radius financial group 

Part 4 (Date TBD/APRIL): How to Navigate Affordable Lending Sales -Operational Best Practices 
We know that there are several options available for down payment assistance and closing cost assistance. Many of our top-producing loan originators and lenders can even combine assistance. But how do you do it? What are the steps that both loan originators and operations must coordinate to make this happen? What are the resources available to you? Did you know that each town/city has a process to certify income that your borrower must go thorough? This panel discussion is geared for both originators and internal processing/underwriters/closing staff to find out what needs to happen to process and close these loans using multiple sources for assistance.  
 Moderator: Amy Wortzman
Vice President, Community Relationship Outreach Officer, Eastern Bank
LaQuisa Burke
Rental & Homeownership Manager, Madison Park Development Corporation
Aida R. Franquiz
VP, Community Development & Outreach Officer, Leader Bank
John Costello
Affordable Housing Manager, Maloney Properties
Doris Lin
Assistant Affordable Housing Manager, Maloney Properties
Amanda Berman
Affordable Housing & Community Development Consultant