Team building for mortgage companies
Team building for mortgage companies works best mid-month, between the 10th and the 20th, away from the month-end funding rush: a hosted 60 minute game on one video call, with loan officers, processors, underwriters and closers from every branch mixed onto the same teams. Use it to thank the back office that gets loans closed.
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8 activities for loan officers and operations
Puzzle and trivia games for people who read the fine print, a holiday game show, a time workshop, and kits for a thank-you. Prices are live from our catalog.
Virtual / HybridLive host
Starting at $39 USD / person
Clue with a Twist: Winter Fun!
A murder mystery solved in small teams. People who read every page of a file do well here.
1 hourVirtual / HybridLive host
Starting at $39 USD / person
Trivia with a Twist!
Trivia with surprise rounds and a running score. Put an LO and a processor on every team.
1 hourVirtual / HybridLive host
Starting at $35 USD / person
Team Discovery Challenge
Part scavenger hunt, part get-to-know-you, for people who mostly meet through a loan file.
1 hourVirtual / HybridLive host
Starting at $34 USD / person
Festive Family Feud
A holiday survey-answer game show for the mid-December party. No trivia knowledge needed.
1 hourVirtual / HybridLive host
Starting at $48 USD / person
Maximizing Time Management
A 60 minute workshop on calendars and priorities, for a pipeline that never empties.
1 hourVirtual / HybridLive hostKit
Starting at $88 USD / person
Cookie Decorating
Cookies and icing shipped to each home, a December thank-you for the whole office.
1 hourVirtual / HybridLive hostKit
Starting at $105 USD / person
Coffee Tasting
A coffee tasting with a kit at each door. A calm morning session before the phones start.
1 hourVirtual / HybridLive hostKit
Starting at $135 USD / person
Wine Tasting
A sommelier-led tasting with a bottle shipped to each guest 21 and over. Works for partner events too.
1 hour
Hosted games need about 2 weeks to book; kit workshops about 3 weeks for US addresses. See all activities.
Book mid-month, away from funding week
A mortgage month ends in a closing rush. Here is where team building fits, through January 2027.
1st to 9th
Last month trails in
Post-closing and funding finish last month's loans while new files arrive. A 45 minute game is fine.10th to 20th
Book the event here
The calmest stretch of the month. Underwriting queues are moving and nobody is chasing a closing date.21st to month-end
Closing week: hands off
The last week of the month is closing-heavy, so closers, funders and processors are buried. Book the next event now.Dec 15 or 16, 2026
The holiday party, mid-December
Late December stacks year-end closings on top of the holidays. Hold the party mid-month; book-by dates are below.Jan 12 or 13, 2027
A mid-January reset
If December got away from you, the middle of January is the next calm week. Book a hosted game by December 29 or 30, 2026.
When rates move the volume
Volume rises and falls with rates. Nobody can tell you where they go next, so plan for both.
When volume is up
Short, mid-month, and a real thank-you
Keep it to 45 or 60 minutes on the 10th to the 20th, and say out loud who carried the extra files.When volume is down
Use the quiet for the bigger event
A kit workshop, a skill session, or the branch get-together you postponed. People have the time to show up.
Team building for loan officers and the back office
Loan officers bring the business; processing, underwriting and closing get it funded. Put all four on the same teams.
Loan officers
Out with borrowers and realtors, often on the road. They can join the video call from a laptop between appointments.Processors
Chasing conditions and documents all day. They rarely get credit when a loan closes on time.Underwriters
Heads down, detail first, often remote or at another office. Puzzle and mystery games suit them.Closers and funders
Busiest at month-end, so schedule mid-month or they will not make it.
Branches in several states, on one call
Branch staff see their own office every day and the rest of the company almost never. Four group shapes that work.
8 to 20 people
One branch
LOs, processors and the branch manager. Join from the conference room, or meet in person in 17 US cities.20 to 60 people
A region across states
Branches in two or three time zones. 1 pm Eastern is 10 am Pacific, so early afternoon reaches everyone.15 to 80 people
The operations center
Processing, underwriting, closing and post-closing, the teams that never meet the borrower.100 people and up
The whole company
Every branch and the ops center on one call, with the host mixing people across offices on each team.
Every branch at once? We have run a single 60-minute event for 1,000 registered employees across four parallel activity tracks.
See multi-event programsMortgage team appreciation in December
Late December stacks year-end closings on the holidays. Thank the team mid-month, while they can still show up.
| Party date | Hosted game | Kits, US addresses | Kits, Canada or abroad |
|---|---|---|---|
| Tue, Dec 15, 2026 | Tue, Dec 1 | Tue, Nov 24 | Tue, Nov 10 |
| Wed, Dec 16, 2026 | Wed, Dec 2 | Wed, Nov 25 | Wed, Nov 11 |
| Tue, Jan 12, 2027 | Tue, Dec 29 | Tue, Dec 22 | Tue, Dec 8 |
| Wed, Jan 13, 2027 | Wed, Dec 30 | Wed, Dec 23 | Wed, Dec 9 |
Book-by dates count back about 2 weeks for a hosted game, 3 weeks for kits to US addresses, and 5 weeks when anyone gets a kit in Canada or abroad. More ideas on the virtual holiday party page.
Three ways to say thanks
- A hosted game for everyone: trivia or a mystery on one call, opened by a thank-you from leadership to the people who got the year's loans closed.
- A kit at home: cookies or coffee, made together on a weekday afternoon. See the team building kits.
- A gift for the back office: chocolate from our thank-you gifts, sent to each processor, underwriter and closer.
Events for realtors and referral partners
Your team event and your partner event are two different things. Plan them separately.
Many lenders host agents and past borrowers once or twice a year. A hosted tasting or game works on video, so agents from several markets can join. See virtual client appreciation events for formats, and closing gifts for the day a loan closes.
Planning team building for the agents themselves? That is our real estate team building page. For banks, credit and wealth teams, see financial services.
Before you invite referral partners or send them gifts, check with your compliance team.
What it costs for a branch, a region or the company
Totals for one branch, a region and a whole mortgage company, worked out from live catalog prices.
What to send us for a quote
- Who joins: one branch, a region, the ops center, or everyone.
- The states and time zones your branches sit in.
- Whether people join from a conference room or their own laptop.
- Card with a 50% deposit, or an invoice against a purchase order.
| Activity | 15 people | 40 people | 120 people |
|---|---|---|---|
| Trivia with a Twist!Hosted game, 60 minutes | 15 people$975 | 40 people$1,195 | 120 people$1,855 |
| Clue with a Twist: Winter Fun!Hosted mystery game, 60 minutes | 15 people$975 | 40 people$1,195 | 120 people$1,855 |
| Cookie DecoratingKit workshop, a kit for each person | 15 people$1,459 | 40 people$3,259 | 120 people$9,019 |
Most hosted games are one package for up to 25 guests, then grow in blocks. Kits are a base fee plus a price per kit, with continental US shipping included; Alaska, Hawaii, US territories, Canada and international addresses cost extra. Get a free quote for your branch count.
Mortgage team building questions
What is good team building for a mortgage company?
A hosted 60 minute game in the middle of the month, with loan officers, processors, underwriters and closers mixed onto the same teams on one video call. Trivia and a murder mystery suit detail people, and a holiday game show works for the December party.
When should a mortgage company schedule team building?
Between the 10th and the 20th of the month. The last week of the month is closing-heavy, so closers, funders and processors cannot step away. Hosted games book about 2 weeks ahead.
How do we include branches in several states?
Put everyone on one video call in the early afternoon Eastern, which is late morning Pacific. Zoom is the default; Microsoft Teams, Google Meet or Webex work on request. The host mixes people from different branches onto each team.
How do we thank processors, underwriters and closers?
Name them. Run the event mid-month so they can actually attend, call out the loans they saved, and send a kit or a chocolate gift box to each home. Back-office teams rarely meet the borrower, so the thanks has to come from inside.
When should we book a December holiday party?
Hold it mid-December, before year-end closings. For Tuesday, December 15, 2026, book a hosted game by December 1, a kit workshop by November 24 for US addresses, or by November 10 if anyone gets a kit in Canada or abroad.
Can we invite realtors and referral partners?
Many lenders run a separate client appreciation event for agents and past borrowers. Before you invite referral partners or send them gifts, check with your compliance team.
How much does mortgage team building cost?
Most hosted virtual games are one package for up to 25 guests (Trivia with a Twist! is $975), then grow in blocks. Kit workshops are a base fee plus a price per kit, with continental US shipping included.
Keep planning
Team building for real estate teams
Brokerage meetings, agent events and client appreciation nights.
ExploreTeam building for financial services
Events after the market close, for branches and offices on one call.
ExploreVirtual client appreciation events
Hosted tastings and games to thank clients and the agents who send you business.
ExploreClosing gifts
Chocolate gift boxes for buyers and sellers when a loan closes.
Explore
