Built with the Mortgage Bankers Association

Get in line for the Trust Certificate

The industry’s first trust-based certification for housing professionals opens in beta this fall. Drop your email and you’ll be notified the day it goes live.

Worth $100. Free for September 16 attendees, plus one month of Ambassador membership free for the feedback that shapes it.

thank you, James James Duncan donated his time and expertise to help make this event happen. James is the Founder of Caelum Advisers, a strategic growth consultancy helping mortgage lenders and financial brands sharpen their positioning, messaging, and marketing operations. james@caelumadvisers.com

The beta opens this fall. Be the first to know.

From FirstHome IQ, the housing industry’s 501(c)(3) nonprofit

Attended the live session on September 16? Your certificate is free, and your first month as an Ambassador is on us for helping shape the program.

Want everything now? Learn about the Ambassador program and use code TRUST for one month free.

The founding faculty

Recorded live on September 16: eight of the country’s top-producing loan officers, teaching the sessions that become the course.

JJ Mazzo

JJ Mazzo

CrossCountry Mortgage

Sean Herrero

Sean Herrero

CrossCountry Mortgage

Mosi Gatling

Mosi Gatling

New American Funding

Ryan Grant

Ryan Grant

NEO Home Loans

Sosimo Avila

Sosimo Avila

Mortgages with Sosi

Jeremy Forcier

Jeremy Forcier

CrossCountry Mortgage

Denise Donoghue

Denise Donoghue

The Mortgage Nerd

Todd Bookspan

Todd Bookspan

Guild Mortgage + Win By Noon

Inside the two hours

Every speaker gets one segment and one job: show you what they actually do. No theory, no panels talking in circles. Real strategies from the people using them right now.

You’ll learn

  • Education-based demand creation strategies
  • Opening conversations that build trust
  • Short-form content fundamentals (Reels, TikTok, YouTube Shorts)
  • How to generate leads through education, not sales
  • Workshop facilitation techniques
  • Creative paths to early homeownership
  • Building effective rent vs. own narratives

Every name on this screen is a producing loan officer closing loans in this market, serving buyers who mostly got no financial education in school. 82% of them, by our research. What you’ll watch is how that gap gets filled, by the people filling it.

This is bigger than a webinar

September 16 was the working session for something the industry has never had: a trust-based certification for housing professionals, built in collaboration with the Mortgage Bankers Association and designed to become the standard. The professionals on this screen are its founding faculty, and the session they recorded becomes part of the course itself.

We’re building it with the industry, not for it. That includes you. The beta is where you tell us what’s missing, and your feedback shapes what the standard becomes, because a standard only creates real change if the people doing the work help write it.

Worth $100. Free if you were there.

The Trust Certificate is worth $100. Attendees of the September 16 live session get it free, plus one month of Ambassador membership free, for giving the feedback that helps shape this program for the industry. Everyone else can get in line now and be among the first certified.

Don’t want to wait? Ambassadors get the full toolkit now: the research, the presentations, and a community of professionals earning NextGen trust.

Learn about the Ambassador program

Use code TRUST when you join for one month free.

Your hosts

Kristin Messerli

Kristin Messerli

Founder of FirstHome IQ and lead researcher behind six years of the NextGen Homebuyer Report

Dave Savage

Dave Savage

FirstHome IQ board chairman and founder of Mortgage Coach

FirstHome IQ is the housing industry’s 501(c)(3) nonprofit, closing the homeownership gap. Nobody on this screen is selling you anything. The professionals you’ll watch fund this work because they believe trust is the industry’s way back to the next generation of buyers.

Be part of the standard

Be first when the beta opens

Drop your email and we’ll notify you the day the Trust Certificate goes live in beta. You’ll be among the first certified, and the first to shape what the standard becomes.

Want more than the certificate? Learn about the Ambassador program and use code TRUST for one month free.