Certified Mortgage Leader

The Leadership Institute's Certified Mortgage Leader program consists of four modules and a yearlong class project. Module One focuses on leadership and is typically held in the Dallas-area; additional modules run from July to April and are held during TMBA signature events — including the Texas Housing Summit at the LBJ Foundation, the Southern Secondary Market Conference, and the Annual Convention.

Modules provide a detailed look at all aspects of mortgage industry management with an emphasis on managing financials, and expand participants' knowledge of legislative advocacy and board governance.

Who should apply

• ✓Learn leadership behaviors and teamwork skills
• ✓Learn about legislative, advocacy, and regulatory processes
• ✓Learn about board governance and ethics
• ✓Develop a yearlong group project with your CML team
• ✓Attend and participate in three of the largest mortgage banking conferences in Texas
• ✓Must be a member of TMBA

Curriculum & schedule

• Module OneSep 8–9, 2025Cambria Hotel Richardson · Richardson, TX

  Two-day leadership and team-building program. Teams are assigned and stay together throughout the year, working on a class project presented at the 110th Annual Convention.

• Module TwoNov 3, 2025LBJ Presidential Library · Austin, TX

  Held prior to the Texas Housing Summit. Teams attend a presentation on board governance, TMBA advocacy, and other CML project topics, with the option to attend the Mortgage Symposium.

• Module ThreeFeb 22–24, 2026Westin Houston Memorial City · Houston, TX

  Held at the Southern Secondary Market Conference. Students attend the TMBA Winter Board meeting, participate in a DISC Discovery program, and may attend the Secondary Conference.

• Module FourApr 26–28, 2026Marriott Austin Downtown · Austin, TX

  Capstone at TMBA's 110th Annual Convention. Team projects are presented to a panel of judges, and the winning team is recognized at the Tuesday business meeting and lunch.

Scholarship opportunities