An American residential street at dusk, neighbours out walking
The hidden opportunity in low-rate mortgages

Improve portfolio economics and create new lending opportunities, while advancing housing affordability.

Trillions in capital remain tied up in low-rate mortgages, suppressing new lending activity and borrower mobility. DREAM turns that challenge into an opportunity for both lenders and borrowers.

The DREAM solution

Create movement. Turn low-rate mortgages into a vehicle for growth.

Institution benefits

  • Higher yield
  • Create opportunities for new loans
  • Lower credit risk
  • Accelerated prepayment

Member benefit

Significant savings to make their next home or loan more affordable.

No tech lift

Built on existing legal, accounting, and regulatory frameworks.

Hear directly from credit union leaders putting DREAM into practice.

Great Lakes Credit Union Alabama ONE
The format

A roundtable, then a table.

An executive discussion on how DREAM works, the balance sheet opportunity, and the simplicity of a pilot. Then, continue the conversation over dinner.

Five lending executives in conversation around a table at a roadshow session
4:00–5:00 PM45 minutes

Introducing DREAM, followed by open Q&A

See the DREAM transaction from start to finish, how it creates value from a low-rate mortgage with no loan sale, no lender haircut and no systems integration.

Six guests at the private dinner in a restaurant after a session
6:00–7:30 PMOptional

A private dinner

A reserved table nearby with a small group of lending executives to continue the conversation over dinner.

Seats are limited · Institutional invitation only
CLO CEO CFO

An evening for senior leaders from banks and credit unions. Six to ten institutions per session. Confirm your institution's seat at the session you choose.

The sessions

Pick the one that fits.

Sessions are designated for banks, credit unions, or both.

Who you'll hear from

Speakers

Takara and four lending executives from the institutions and partners that have already put DREAM to work.

Partners & Advisors
Fred Campobasso

“Realistically, I think an organization could deploy this internal coordination with accounting and finance within a couple of weeks with not a significant lift for a resource deployment. Is that fair?”

Fred Campobasso Chief Lending Officer, Great Lakes Credit Union · Speaking in Chicago, 5 October Great Lakes Credit Union
Registration

We look forward to seeing you.

Seats are limited. Registration requests are confirmed individually, with venue details provided upon confirmation.

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