CONNECT by California MBA

CONNECT by California MBA

By The California MBABusiness
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CONNECT by California MBA episodes

  • 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 - It has been stated, and we’re certainly seeing it in California, that the actions at the federal level will force states to be more aggressive from a legislative or regulatory standpoint.  How are you seeing the states react?
    9:12 - In this type of uncertain regulatory environment, what advice are you giving lenders?
    10:33 - Outside of the regulatory environment for a moment, what are some of trends in litigation for lenders?
    You’ve been a big supporter of the California MBA, for which I’m always grateful.  From what you’ve shared today, its clear that the advocacy efforts of the state MBAs becomes much more significant in this Administration.  Why should lenders support the state MBAs in which they’re licensed?
    To learn more about the California MBA, visit cmba.com
    17 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 your HELOAN closed-end second that now include DSCR income for real estate investors. Why do you consider this a good time to innovate in the second mortgage / equity solutions space?
    7:44 - Who are the non-QM borrowers most in need of a second lien or HELOC option? Where are the opportunities to serve self-employed borrowers or real estate investors, for example?
    9:59 - What other growth areas do you see for loan officers in the non-QM space?
    15:53 - Deephaven has been a long-time California MBA. Member. Can you share with our listeners why you chose to support our organization?
    To learn more about the California MBA, visit cmba.com
    18 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 lenders to choose Polly over legacy pricing engines?
    8:23 - Polly has gained quite a bit of attention in terms of innovation and overall pace of delivery. How does Polly approach the product roadmap and prioritize what comes next?
    10:39 - Can you share with our listeners why Polly chooses to support the California MBA and Mortgage Innovators?
    RSVP to Polly's #MBASecondary25 reception event: https://connect.polly.io/2025-mba-secondary/reception-rsvp
    Follow Polly on LinkedIn: https://www.linkedin.com/company/pollyex/
    To learn more about the California MBA, visit cmba.com
    14 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 opportunities for customer retention. What’s the main focus on that for 2025 for the company?
    7:15 - How do you see business intelligence and analytics evolving in the mortgage industry over the next few years? Where is Cotality heading to meet these needs?
    9:59 - Cotality is a member of the California MBA, and a Premier Sponsors at our Mortgage Innovators Conference happening May 7 - 8; thank you so much for your support. Can you share with our listeners why you choose to support our organization?
    11:32 - You and I communicated earlier this year about the data your company has been compiling data on the Southern California wildfires. Are there any insights you can share around that data?
    Lenders, use "Cotality-Lenders" at checkout for an extra discount. Register for the Mortgage Innovators Conference here - https://my.cmba.com/events/mic25.html
    To learn more about the California MBA, visit cmba.com
    17 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 provides many different services from risk mitigation solutions, and compliance to being an independent licensed and bonded escrow company. Do you feel that being so diversified has helped your company be so successful?
    6:51 - I love what you say in your philosophy, stability, trust, strength, growth, teamwork. What drew you to those core values?
    8:45 - AI is the wave of the future, are you integrating any of it into your operations?
    10:33 - Marcus La Mesa is new to the California MBA and has become very active, for which we are very grateful. Can you share with our listeners why you chose to support our organization?
    To learn more about the California MBA, visit cmba.com
    14 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 operations?
    6:39 - How is AI transforming the traditional lending qualification process?
    10:52 - How are lenders currently handling complex income scenarios, and what bottlenecks exist? 
    15:50 - Can you share with our listeners why the Mortgage Innovators Conference has risen to be one of the best tech events in mortgage banking?
     
    To learn more about the California MBA, visit cmba.com
    20 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 challenging market?
    6:41 - What are your thoughts on the use of AI in the mortgage industry?
    10:32 - Can you share with our listeners why you chose to support our organization?
    To learn more about the California MBA, visit cmba.com
    14 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 and servicers, how is BIS helping lenders in this area?
    9:44 - Cyber security remains a very high priority for our lenders, how does your company address this issue for lenders? Are there elements they typically overlook in a policy?
    14:28 - Can you share with our listeners why you chose to support our organization?
    To learn more about the California MBA, visit cmba.com
    18 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 where do you see companies struggling to leverage it effectively?”
    Can you share a specific example or use case where Gallus Insights has helped a mortgage lender or servicer achieve real results?
    What are the biggest challenges you’re seeing mortgage lenders face today when it comes to reporting and analytics, and how does Gallus help them overcome these?
    How do you see business intelligence and analytics evolving in the mortgage industry over the next few years? Where is Gallus Insights heading to meet these needs?
    Can you share with our listeners why you choose to support our organization?
    To learn more about the Gallus Insights, visit gallusinsights.co
    To learn more about the California MBA, visit cmba.com
    20 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 companies?
    9:34 - What advice do you give lenders on breach protocols?
    16:48 - Can you share with our listeners why you chose to support our organization?
    To learn more about the 2n1 Tech Solutions, visit 2n1tech.com
    To learn more about the California MBA, visit cmba.com
    20 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.