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CONNECT by California MBA

The California MBAsoundcloud.com
Welcome to California MBA's podcast, Connect, our all-new podcast featuring one-on-one interviews with some of the top movers-and-shakers in the mortgage industry. California MBA serves to represent the residential and commercial real estate finance industry before all governing bodies. The California MBA encourages and promotes sound business practices and honesty in marketing, origination, lending and servicing of mortgage loans through our educational and networking opportunities.
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Episodes

Connect with Amy Moses, Business Development Consultant, MISMO | Episode 238

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. This week we welcome Amy Moses, Business Development Consultant, MISMO Episode discussion topics: 1:28 - I always like to get started with a little background, so tell us how you got into the mortgage business 2:44 - Can you share with our listeners a little more about MISMO and the value the organization brings to the lending industry? How can lenders become involved? ...

Jul 07, 202514 min

Connect with Caren Castle, Managing Attorney, California, The Mortgage Law Firm | Episode 237

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. This week we welcome Caren Castle, Managing Attorney, California, The Mortgage Law Firm Episode discussion timestamps: I always like to get started with our journeys to the mortgage industry. Tell us how you got into this business. You’ve had such an impressive legal career and have really been a trailblazer for women in this industry—often the only woman in the room. W...

Jun 23, 202516 min

Connect with Mitch Kider, Managing Partner, Weiner Brodsky Kider, PC | Episode 236

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. This week we welcome Mitch Kider, Managing Partner, Weiner Brodsky Kider, PC Episode discussion timestamps: 1:29 - The last time you were on Connect; we were fresh off the 2024 Presidential election. Now that this Administration has taken so many actions across the board that impact lenders, what are you sharing with lenders about the current state of the CFPB? 4:27 - I...

Jun 09, 202517 min

Connect with Tom Davis, Chief Sales Officer, Deephaven Mortgage | Episode 235

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. This week we welcome Tom Davis, Chief Sales Officer, Deephaven Mortgage. Episode discussion timestamps: 1:30 - You became interested in the mortgage industry as a child. Tell me what you love about it and what keeps you so optimistic. 3:44 - Deephaven Mortgage offers HELOANs and HELOCs that allow alternative income options. You recently announced product updates for you...

May 27, 202517 min

Connect with Cheryl Messner, PRODUCT Polly | Episode 234

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. This week we welcome Cheryl Messner, PRODUCT, Polly Episode discussion timestamps: 1:29 - Tell us how you got into the mortgage business 3:22 - How do you see business intelligence and analytics evolving in the mortgage industry over the next few years? 5:38 - Polly continues to experience significant growth. In your opinion, what are the key differentiators driving len...

May 12, 202513 min

Praveen Chandramohan, SVP, Origination Growth Solutions, Cotality

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. This week we welcome Praveen Chandramohan, SVP, Origination Growth Solutions, Cotality Episode discussion timestamps: 1:27 - How you got into the mortgage business 2:44 - Big changes recently with the rebrand of CoreLogic to Cotality. Can you share with our listeners a little background on what inspired that change? 5:21 - Cotality has always focused on creating opportu...

Apr 28, 202516 min

Connect with Marcus Carter, President, La Mesa Fund Control & Escrow Inc. | Episode 231

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. This week we welcome Marcus Carter, President, La Mesa Fund Control & Escrow Inc. Episode discussion timestamps: 1:29 - I always like to get started with our journeys to the mortgage industry. You and your Team seem to have a long history, over 130 years of combined experience! Tell us how you got into this business. 5:57 - You are a very robust company that provide...

Mar 30, 202513 min

Connect with Paul Gigliotti, Head of Growth and Partnerships, Prudent AI | Episode 230

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. This week we welcome Paul Gigliotti, Head of Growth and Partnerships, Prudent AI Episode discussion timestamps: 1:44 - I always like to get started with our journeys to the mortgage industry. Tell us how you got into this business. 3:10 - Why is the non-QM market becoming increasingly critical in today's lending landscape and how are you seeing them scale the non-QM ope...

Mar 16, 202520 min

Connect with Anthony Ho, Managing Director and Chief Credit Officer, Amerihome Mortgage | Ep. 229

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. This week we welcome Anthony Ho, Managing Director and Chief Credit Officer, Amerihome Mortgage Episode discussion timestamps: 1:39 - Tell us how you got into this business. 3:18 - 2025 hasn’t started at the pace I think many lenders were hoping for. What do you anticipate volumes will be like for the balance of the year? 4:31 - How can lenders stay competitive in a cha...

Mar 02, 202514 min

Connect with Tom Delaney, President, Bankers Insurance Service | Episode 228

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. This week we welcome Tom Delaney, President, Bankers Insurance Service Episode discussion timestamps: 1:39 - I always like to start with finding out about our journeys to the mortgage industry, tell us how you got start? 3:58 - Tell us about Bankers Insurance Service and your role in the mortgage industry 6:09 - Climate change is impacting stress put on loan portfolios ...

Feb 17, 202517 min

Connect with Agustin Del Rio, Founder and CEO, Gallus Insights | Episode 227

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. This week we welcome Agustin (Augie) Del Rio, Founder and CEO, Gallus Insights Episode discussion topics: I always like to get started with a little background, so tell us how you got into the mortgage business and what inspired you to start Gallus Insights? The mortgage industry is complex and fast-moving. Why is data so critical for mortgage lenders and servicers, and...

Feb 05, 202520 min

Connect with Brandon Glidden, CEO, 2n1 Tech Solutions | Episode 226

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. This week we welcome Brandon Glidden, CEO, 2n1 Tech Solutions Episode discussion timestamps: 1:26 - How you started 2n1 Tech Solutions? What does the name 2n1 represent? 5:22 - You specialize in IT services for mortgage lenders. How are they different from other businesses? 7:49 - What do you feel are the areas most missed by lenders when it comes to protecting their co...

Jan 21, 202519 min

Connect with Leslie Winick, Chief Strategy Officer, MCT (Mortgage Capital Trading) | Episode 225

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. This week we welcome Leslie Winick, Chief Strategy Officer, MCT (Mortgage Capital Trading) Episode discussion timestamps: 1:29 - Tell us how you got into the mortgage business. 4:26 - What is your outlook for 2025 for this industry? 10:03 - In addition to your role at MCT, you are Co-Founder and Board Member of the CapitalW Collective. Tell us about that amazing organiz...

Jan 05, 202523 min

Connect with T. Robert Finlay, Esq., Partner, Wright, Finlay & Zak, LLP | Episode 224

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. This week we welcome T. Robert Finlay, Esq., Partner, Wright, Finlay & Zak, LLP Episode discussion timestamps: 1:31 - What were some of the big legislative takeaways for CA lenders this year? 10:27 - What litigation trends are you seeing right now? 13:55 - You will join us again to lead a panel discussion on in-house counsel and outside counsel relationships for len...

Dec 08, 202421 min

Connect with Melissa Koupal, CMG Financial and Maria Moskver, CloudVirga | Episode 223

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. This week we welcome 2024 Legal Issues and Compliance Conference Co-chairs Melissa Koupal, | SVP, Servicing Risk & Compliance, CMG Financial and Maria Moskver, CEO, CloudVirga Episode discussion timestamps: 1:44 - Thank you for Co-Chairing our upcoming 2024 Legal Issues and Regulatory Compliance Conference next week. You’ve both attended this conference several time...

Dec 01, 202413 min

Connect with Ken Perry, President and CEO, Knowledge Coop | Episode 222

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. This week we welcome Ken Perry, President and CEO, Knowledge Coop Episode discussion timestamps: 1:31 - How did you get into the mortgage industry? 2:24 - Tell us about starting Knowledge Coop 4:23 - How is your company supporting lenders for success in the New Year? 6:01 - Share with us what’s in store for Knowledge Coop for 2025 7:52 - What are your thoughts on the us...

Nov 26, 202413 min

Connect with Michael Snelling, VP and Danny Gemma, VP, HUB International | Episode 221

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. This week we welcome Michael Snelling, Vice President and Danny Gemma, Vice President, HUB International Services Episode discussion timestamps: 1:41 - Let’s hear how you each got into this business 2:57 - HUB’s services are not isolated to the mortgage industry, but that’s vertical. Can you share a little information with our listeners about HUB in general? 4:39 - Cybe...

Nov 18, 202414 min

Connect with Mitch Kider, Managing Partner, Weiner Brodsky Kider, PC | Episode 220

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. This week we welcome Mitch Kider, Managing Partner, Weiner Brodsky Kider, PC Episode discussion timestamps: 1:39 - We are fresh off the presidential election. Given the outcome, what regulatory impact should lenders expect? 5:40 - Artificial Intelligence is top of mind for everyone, including legislators and regulators. What advice are you giving lenders as to the use o...

Nov 12, 202417 min

Connect with Kris D. Kully, Partner, Mayer Brown | Episode 219

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. This week we welcome Kris D. Kully, Partner, Mayer Brown Episode discussion timestamps: 1:30 - Tell us about your journey to the legal side of mortgage banking. 4:23 - You advise clients on a wide range of federal and state regulatory compliance issues. What are some of the latest fair lending issues lenders should be aware of? 8:59 - What would you say lenders should b...

Nov 03, 202417 min

Connect with David Shirk, Managing Member, Shirk Law PLLC | Episode 218

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. This week we welcome David Shirk, Managing Member, Shirk Law PLLC Episode discussion timestamps: 1:38 - Tell us how you got into legal representation for the mortgage business. 4:56 - What are some of the issues you’re seeing in the market on this these days? 7:25 - How has the NAR settlement impacted real estate agent employment considerations? 10:27 - How does your fi...

Oct 28, 202416 min

Connect with Richard J. Andreano, Jr., Partner, Ballard Spahr | Episode 217

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. This week we welcome Richard J. Andreano, Jr., Partner, Ballard Spahr Episode discussion timestamps: 1:36 - What are some of the latest fair lending issues lenders should be aware of? 6:11 - What advice would you give lenders to strengthen their fair lending policies? 9:42 - Earlier this year the CFPB finalized a nonbank enforcement order registry. What should our indus...

Oct 21, 202420 min

Connect with Deb Dubois, President, MBA Opens Doors Foundation | Episode 216

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. This week we welcome Deb Dubois, President, MBA Opens Doors Foundation Episode discussion timestamps: 1:59 - I always like to get started with our journeys to the mortgage industry, but you’re like me, we didn’t have a background in mortgage! Tell us how you came to become President of MBA Opens Doors. 4:45 - MBA Opens Doors, give us an overview of what services the fou...

Oct 14, 202427 min

Connect with John Walsh, CEO, LERETA | Episode 215

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. This week we welcome John Walsh, CEO, LERETA Episode discussion timestamps: 1:33 - I always like to get started with a little background, so tell us how you got into the mortgage business. 2:24 - Rising taxes and interest rates have been in the news a lot, what impact is this having on LERETA clients and their customers? 3:43 - Earlier this year we saw an interesting su...

Oct 07, 202411 min

Connect with Carol Ng, Managing Director, Derivative Logic | Episode 214

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. This week we welcome Carol Ng, Managing Director, Derivative Logic Episode discussion timestamps: I always like to get started with our journeys to the mortgage industry. Tell us how you got into this business. You have been with Derivative Logic since January 2023, tell us a little about the company and its services. We were thrilled to have you join us as a speaker at...

Sep 29, 202413 min

Connect with Elizabeth Burnett, Managing Director, Loan Servicing, Slatt Capital | Episode 213

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. This week we welcome Elizabeth Burnett, Managing Director, Loan Servicing, Slatt Capital Episode discussion timestamps: 1:41 - I always like to get started with our journeys to the mortgage industry. Tell us how you got into this business. 3:25 - You have earned your CCMS (Commercial Certified Mortgage Servicer) designation through the national MBA and you’ve served as ...

Sep 21, 202420 min

Connect with Adam Chaudhary, President, FundingShield | Episode 212

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. This week we welcome Adam Chaudhary President, FundingShield Questions: How did you get into the mortgage industry? It seems like the more we do to protect ourselves and our companies from fraud, there is always a new scheme out there. Tell us about what FundingShield does to protect lenders. What are some of the key findings from your recent fraud report? Lenders are f...

Sep 16, 202417 min

Connect with Nicollette Chapman, SVP, Mortgage Division, Zonda | Episode 211

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. This week we welcome Nicollette Chapman, SVP, Mortgage Division, Zonda. 1:31 - I always like to get started with a little background, so tell us how you got into the mortgage business. 4:07 - Zonda focuses on developing builder business for residential lenders, how’s the health of the new home sale market in CA and how does that compare nationwide? 6:18 - What type of t...

Sep 09, 202413 min

Connect with Skye Laudari, CEO, Crib Equity | Episode 210

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. This week we welcome Skye Laudari, CEO, Crib Equity 1:43 - Skye, welcome, I always like to get started with a little background on my guests. Tell us how you got into the mortgage industry. 4:36 - I am fascinated by the concept of Crib Equity. Tell us about the company? 8:37 - In a state like California, down payment assistant programs are so important to helping people...

Sep 03, 202416 min

Connect with Greg Vacura, President, Agile Trading Technologies | Episode 208

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. This week we welcome Greg Vacura, President, Agile Trading Technologies. 1:36 - Greg, you’ve been a guest on Connect in the past, welcome back. How has the first half of 2024 gone for Agile? 5:44 - What are the priority initiatives for Agile this year? 9:46 - I see Agile is a sponsor of the CapitalW Collective, can you tell me how you became engaged with that organizati...

Aug 18, 202418 min
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