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CONNECT by California MBA
By The California MBABusiness
CONNECT by California MBA episodes
- Connect Episode 80 | Dave Savage, Co-Founder/CEO, Mortgage CoachWelcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. Our 80th episode features Dave Savage, Co-Founder/CEO, Mortgage Coach.Topics of discussion:2:27 - How did you get your start in the industry and what led you to found Mortgage Coach?5:06 - We are excited to welcome Mortgage Coach to the CMBA community. For thosewho may not be familiar with your firm, can you tell us about what you do?8:32 - Why is it still important for the human loan officer to be a part of the homebuying process?13:08 - Many economists predict that 2022 will see a big drop in refi volume and a shift to more “high-effort” purchase lending. How would you advise lenders to prepare for what’s to come?15:10 - More than 42 million Americans have student loan debt and are either denied home financing or have reduced purchase power because of high DTIs. What can lenders do to help improve financing outcomes for these people?17:51 - Why did you join the California MBA/why do you think it is important to support the CMBA?Thank you to our sponsor, Insellerate. To learn more visit insellerate.com or call 855-973-1646To learn more about the California MBA visit www.cmba.com and don't forget to subscribe to our podcast and stay tuned for our next episode!21 min
- Connect Episode 79 | Matt Ostrander, CEO, Parkside LendingWelcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. Our 79th episode features Matt Ostrander, CEO of Parkside Lending.Topics of discussion:3:20 - What’s your background? How did you get started in the business?5:52 - What’s been the secret sauce that has kept it in business through all the market up-and-downs?9:11 - You sold your wholesale platform to Finance of America. What led to that acquisition?12:12 - What has been the heart of Parkside’s diversity initiatives?16:35 - What’s the outlook for the next 12-24 months?19:06 - What do you think the next big focus in mortgage technology will be?24:30 - What can you share about why it’s important for lenders like Parkside to support the advocacy work of the California MBA?Thank you to our sponsor, Insellerate. To learn more visit insellerate.com or call 855-973-1646To learn more about the California MBA visit www.cmba.com and don't forget to subscribe to our podcast and stay tuned for our next episode!32 min
- Connect Episode 78 | Bill Dallas, President, Finance of America Mortgage.Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. Our 78th episode features the one and only Bill Dallas, President, Finance of America Mortgage.Topics of discussion:3:54 - You command a stage - when did you first realize you had that natural ability?5:28 - What drove you to get a law degree once you were in the mortgage business?8:44 - What do you think the next big thing will be in the mortgage technology space?19:12 - Why is it important for lenders to support the advocacy work of the California MBA?27:50 - How do you feel your company's diversity has benefited your bottom line and corporate culture?32:55 - What do you see on the horizon for the mortgage industry over the next 12-24 months?Thank you to our sponsor, Insellerate. To learn more visit insellerate.com or call 855-973-1646To learn more about the California MBA visit www.cmba.com and don't forget to subscribe to our podcast and stay tuned for our next episode!42 min
- Connect Episode 77 | Arvin Wijay, CEO & Brian Gehl, President of Consolidated AnalyticsWelcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. Our 77th episode features Arvin Wijay, CEO & Brian Gehl, President, Consolidated AnalyticsTopics of discussion:3:07 - What's your background and how did you get into the industry?5:25 - How was your business relationship impacted by health challenges? What's the story behind that?9:20 - What do you think are the key characteristics every successful entrepreneur has?14:09 - What was the biggest hurdle in building the business? What lessons did you learn?15:53 - What would you have done differently, and what decisions would you repeat if you had the chance?19:30 - What unique challenges do you think today's entrepreneur faces that perhaps you didn't?22:57 - How important was it to have mentors and those around you to bounce ideas off of and gain insight from?26:25 - How are you helping to bring along the next generation of leaders and Innovators?33:38 - Why is it important to you to support the California MBA?Thank you to our sponsor, Insellerate. To learn more visit insellerate.com or call 855-973-1646To learn more about the California MBA visit www.cmba.com and don't forget to subscribe to our podcast and stay tuned for our next episode!37 min
- Connect Episode 76 | Ryan Chapman, Senior Vice President at Walker & DunlopWelcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. Our 76th episode features Ryan Chapman, Senior Vice President at Walker & Dunlop.Topics of discussion:2:53 – We just held our annual Western States CREF Conference a week or so ago – what are your big takeaways?6:54 – How have you and W&D begun to transition back to back-to-work, back to face-to-face meetings, and do you anticipate the hybrid/WFH models will continue to stay with us as business/government content with new variants of COVID-19?10:52 – What’s the CRE outlook from your perspective heading into Q4, and looking ahead to 2022? What will be the hot markets or property types?16:40 – What about federal/state/location eviction moratoria? How might these continue to impact property values or deal volume?19:16 – You’ve now started your term as chairman of the California MBA – what are some of your priorities for the association this year?23:05 – Your involvement with the California MBA stretches back to your time as a participant in our Future Leaders Program – how important is it for companies and orgs like the California MBA to foster these opportunities for younger folks to get plugged into the industry?26:16 – What’s the biggest misperception you had about groups like the California MBA before you got involved?Thank you to our sponsor, Insellerate. To learn more visit insellerate.com or call 855-973-1646To learn more about the California MBA visit www.cmba.com and don't forget to subscribe to our podcast and stay tuned for our next episode!31 min
- Connect Episode 75 | Dan Friedeberg, CEO, Slatt CapitalWelcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. Our 75th episode features Dan Friedeberg, CEO, Slatt CapitalTopics of discussion:3:25 - What’s your background? How did you get started in the business?5:30 - Slatt is celebrating their 50th anniversary this year – how did the company get started and what’s been the secret sauce that has kept it in business through all the market up-and-downs?7:32 - How does Barry Slatt’s legacy still live on at the company?8:50 - Switching gears, what products/local markets are hot right now?10:12 - What’s the outlook for the next 12-24 months?11:37 - The company seems to put a high value on servicing – what has been the key to success during the pandemic/recession/recovery?13:46 - Has the increased use of technology changed commercial lending, or is it still a “people” business (or both)? How has tech perhaps improved the experience for the investor/borrower?17:45 - Why is it important for lenders like Slatt to support the advocacy work of the California MBA?Thank you to our sponsor, Insellerate. To learn more visit insellerate.com or call 855-973-1646To learn more about the California MBA visit www.cmba.com and don't forget to subscribe to our podcast and stay tuned for our next episode!20 min
- Connect Episode 74 | Terry Schmidt, President, Guild Mortgage CompanyWelcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. Our 74th episode features Terry Schmidt, President, Guild Mortgage CompanyTopics of discussion:2:49 – What has been the biggest lesson you’ve learned (professionally or personally) over the past 18 months?4:51 – What’s one thing that Guild is doing differently since March 2020? Something that is a permanent change to company culture or processes or vision, etc. etc.8:15 – Guild has always been a big player in the purchase market – does the shift back to purchase from refi benefit your team? How are (or are they) your strategies shifting?11:14 – What has been one of the challenges you and the leadership team have faced since the company’s IPO? Has the company culture shifted/changed/evolved?12:58 – What’s the biggest advantage the company has seen, having you and Mary Ann (and other women in senior leadership) in leadership for so long?15:02 – How crucial to the success of Guild has been the consistent effort to promote from within?18:33 – What is the most important economic indicator (other than interest rates) that you watch on a regular basis?19:39 – Is the inventory squeeze going to continue to drive home values/prices up?21:15 – Why has Guild supported the California MBA for so long? What are the most important benefits that membership provides?Thank you to our sponsor, Insellerate. To learn more visit insellerate.com or call 855-973-1646To learn more about the California MBA visit www.cmba.com and don't forget to subscribe to our podcast and stay tuned for our next episode!25 min
- Connect Episode 73 | Chuck Iverson, President, Mason McDuffie Mortgage Corp.Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. Our 73rd episode features Chuck Iverson, President, Mason McDuffie Mortgage Corp.Topics of discussion:2:44 – How did you get started in the industry?5:19 – What’s the most important lesson you learned (professionally or personally) over the past year?8:09 – Do you think going through the 2008 financial crisis prepared you for the changes and challenges of 2020?10:50 – Describe the threat that the margin call issue in March 2020 posed to the industry?13:38 – What’s the current state of innovation in the industry, and where will the next breakthrough emerge?17:19 – What’s your strategy as the industry transitions from refi-dominated back to purchase?21:37 – What single economic factor (other than interest rates) will have the biggest impact on the market in 2022?23:46 – Do you see any relief in housing inventory in sight? Why or why not?25:08 – Why is it important for lenders to support the advocacy and grassroots work of the California MBA/MBA?Thank you to our sponsor, Insellerate. To learn more visit insellerate.com or call 855-973-1646To learn more about the California MBA visit www.cmba.com and don't forget to subscribe to our podcast and stay tuned for our next episode!29 min
- Connect Episode 72 | Mike Fontaine, Co-President & COO, Plaza Home MortgageWelcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. Our 72nd episode features Mike Fontaine, Co-President & COO, Plaza Home MortgageTopics of discussion:3:47 – What’s your background? How did you get started in the industry and what led you to your current role at Plaza?7:02 – What’s the most important lesson you learned (professionally or personally) over the past year?10:32 – Do you think going through the 2008 financial crisis prepared you for the changes and challenges of 2020?14:42 – How important is culture at Plaza, and how have you maintained that during remote working conditions?20:07 – What’s the strategy at Plaza as the industry transitions from refi-dominated back to purchase?22:44 – What single economic factor (other than interest rates) will have the biggest impact on the market in 2022?25:24 – Do you see any relief in housing inventory in sight? Why or why not?27:32 – Why is it important for lenders to support the advocacy and grassroots work of the California MBA/MBA?Thank you to our sponsor, Insellerate. To learn more visit insellerate.com or call 855-973-1646To learn more about the California MBA visit www.cmba.com and don't forget to subscribe to our podcast and stay tuned for our next episode!32 min
- Connect Episode 71 | Artin Betpera, Shareholder, BuchalterWelcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. Our 71st episode features Artin Betpera, Shareholder, Buchalter.Topics of discussion:2:44 - What’s your background and how did you end up as a litigator in the mortgage industry?7:26 – How did surviving the 2008 financial crisis prepare you to navigate 2020?11:21 - What is the most important legal trend to watch right now?14:26 - Any big cases we should be keeping an eye on?22:24 - What is the most underestimated litigation threat to lenders?24:52 - What’s the one thing lenders can do right now to reduce risk?27:24 - Why is it important for industry to support (as you do) advocacy/grassroots groups like the California MBA/MBA?Thank you to our sponsor, Insellerate. To learn more visit insellerate.com or call 855-973-1646To learn more about the California MBA visit www.cmba.com and don't forget to subscribe to our podcast and stay tuned for our next episode!31 min
About CONNECT by California MBA
From the publisher's feed
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.