Associate, Insurance
HUB
Insurance Brokerage firm specializing in comprehensive insurance solutions & risk management strategies for mortgage lenders. Our focus is on professional/management liability, cyber liability, licensing related surety, and commercial package coverages to meet compliance requirements while ensuring the best value is received.
IMB, Lending, Non-QM, Residential, Retail Lending, Wholesale
A & D Mortgage, LLC
As a premier direct lender, A&D Mortgage offers a full spectrum of conventional, government, and Non-QM loan products with 24-hour turnaround times and some of the most competitive rates in the industry. In addition to their Prime Jumbo loan product, A&D Mortgage offers programs for Prime borrowers, Foreign National borrowers, as well as borrowers with imperfect credit histories. Programs with no income verification are also offered for investment property loans. The company offers free concierge services, bank statement reviews, marketing tools and resources, and more to support the brokers they serve.
Contact us to learn more at marketing@admortgage.com or admortgage.com/contacts
Appraisal/Valuation, Associate
AAA Appraisal Management Company LLC
Proud Member of the California MBA - visit our website to learn more.
Associate, Security, Software, Technology
Mortgage Workspace®, a division of Access Business Technologies
ABT was established in 1999 by mortgage technology veterans who offered the first Infrastructure as a Service “IaaS” products designed for the mortgage industry. With cybersecurity being a critical issue for financial companies, security is at the core of every product and service delivered by ABT. ABT delivers enterprise grade technologies and services to mortgage companies, banks and credit unions. Our close partnerships with Microsoft, Ellie Mae, Calyx Software and Fiserv provide us with the unique ability to efficiently deploy mortgage specific technology to your organization regardless of size or monthly loan volume. ABT is the only Microsoft Cloud Solutions Provider “CSP” dedicated to serving only those companies who originate mortgages. ABT knows the mortgage industry and has extensive experience building integrations between different software platforms while using the latest tools in Business Intelligence, AI and Robotic Process Automation to improve workflow. Mortgage companies large and small from all over the country rely on ABT to provide top tier service and support for their technology systems whether it’s email, desktop computers and mobile devices, loan origination or loan servicing software. Our in-house developed tools like Mortgage Business Intelligence, Smart Email Signatures, DocumentGuardian®, DeviceGuardian®, and our MortgageWorkSpace® portal give our clients Access to the latest Business Technologies.
Compliance, Social Media, Software, Technology
ActiveComply, LLC
We created ActiveComply to help banks and mortgage lenders address the tremendous social media compliance issues in today’s already difficult mortgage environment. We worked collaboratively with experts in the field — including compliance personnel, mortgage lenders, bankers, and compliance attorneys—to develop ActiveComply.
Our platform is built on more than 10 years of constantly evolving technology that has been used by more than 60 million professionals to engage with large public record datasets on the internet. This background, combined with experts in the compliance field, has resulted in a powerful, easy to use, and scalable solution that can save financial institutions time, money and their reputations. We stake our own on it.
Associate, Consulting, Due Diligence, Environmental
AEI Consultants
AEI Consultants provides building, environmental, land and sustainability assessment and consulting services throughout North America. Headquartered in the San Francisco Bay Area with offices located in major metropolitan areas throughout the U.S., we work with lenders, investors, owners, developers and occupiers of real property. Please visit aeiconsultants.com to learn more.
Credit Union
Alliant Credit Union
When you join Alliant, you are not just an account number. Alliant Credit Union is a not-for-profit financial cooperative, which means that all of our members are also owners.
Our members-first philosophy has always served us well. With over 85 years of history and more than $12 billion in assets, Alliant Credit Union is the largest credit union in Illinois and one of the largest in the nation. Our excellent online, mobile and phone banking services, combined with our full suite of competitive products, make banking simpler for our 500,000 members nationwide.
Residential, Retail Lending, Wholesale
American Pacific Mortgage
American Pacific Mortgage is a top 15 Independent Mortgage Bank and funded over $8 billion in home loans in 2017. With over 800 originators across 200 branch offices, APM is 100% focused on providing the best culture and resources to deliver home ownership in America to its originators.
Correspondent, IMB, Residential
AmeriHome Mortgage Company, LLC
Proud Member of the California MBA - visit our website to learn more.
Associate, Legal
Anglin, Flewelling, Rasmussen, Campbell & Trytten LLP (AFRCT)
Anglin, Flewelling, Rasmussen, Campbell & Trytten LLP (AFRCT) is a full service business law firm located in Pasadena, California. AFRCT has gained a reputation as one of the finest law firms in the greater Los Angeles area due largely to an uncompromising commitment to excellence and thoroughness in representing the interests of its clients.
Associate, Compliance, Legal, Technology
APPROVED
Make sure to compare all the services provided before selecting a partner to begin or continue your licensing journey. APPROVED combines the legal sophistication of a traditional law firm with enhanced efficiencies and cost certainty, made possible through proprietary technology and a wealth of subject-matter experience. Unlike typical law firms or licensing consultancies, we check all the boxes to provide efficient and technology-driven service.
Associate, Mortgage Insurance
Arch MI
Arch MI’s leadership in the MI industry has already revolutionized the secondary landscape with solutions like Portfolio Power (through Arch Mortgage Guaranty Company) and Arch MI RateStar. Focused on identifying profitable market opportunities for its customers, Arch will continue to explore and develop potential new solutions to support emerging secondary market needs in 2016.
Associate, Title
Atlas Title Company
Founded in 2020, Atlas Title Company was created to provide lenders, agents and consumers with the ability to obtain title and closing services in an efficient way at a reasonable price. There are many companies to choose from in the settlement service industry that can provide the necessary service and products to help homeowners have surety that they own their homes. Atlas’s mission is to provide title and closing services in a very customer focused way while utilizing the industry’s best technologies. We recognize that every consumer and property are different, that every client has its own methodology preferences and that pricing for title and closing services have remained fairly static even though industry specific technologies provide significant risk mitigation and processing cost efficiencies. We look forward to providing you Real Service and Extraordinary Pricing.
Associate, Legal
Ballard Spahr LLP
Ballard Spahr LLP, an Am Law 100 law firm with more than 500 lawyers in 13 offices in the United States, provides a range of services in litigation, business and finance, real estate, intellectual property, and public finance. Our clients include Fortune 500 companies, financial institutions, life sciences and technology companies, health systems, investors and developers, government agencies, media companies, educational institutions, and nonprofit organizations. The firm combines a national scope of practice with strong regional market knowledge. For more information, please visit www.ballardspahr.com.
Commercial, Commercial Bank, Residential
Bank of the Sierra
Since its founding in 1977, Bank of the Sierra has grown to become the largest independent bank in California’s southern San Joaquin Valley. Bank of the Sierra is a community-centric regional bank, which offers a full range of retail and commercial banking services with full-service branches located within the counties of Tulare, Kern, Kings, Fresno, Los Angeles, Ventura, San Luis Obispo, and Santa Barbara. The bank also maintains an online branch, and provides specialized lending services through an agricultural credit center, a real estate industries center, and an SBA center. Bank of the Sierra is a proud recipient of the Bauer Financial 5-star rating, an honor only awarded to the strongest financial institutions in the country.
IMB, Residential, Retail Lending
Bay Equity, LLC
Bay Equity is a full-service retail mortgage lending institution founded and headquartered in the heart of San Francisco’s Financial District. In 2011 and 2012, San Francisco Business Times named Bay Equity among its "Top 100 Fastest-Growing Private Companies" in the Bay Area.
Appraisal/Valuation, Associate, Due Diligence, Environmental
BBG, Inc.
BBG IS A LEADING U.S. VALUATION AND ENVIRONMENTAL AND PROPERTY CONDITION ASSESSMENT SERVICES FIRM.
Our team includes experienced valuation professionals, many of whom are MAI Designated and LEED Certified. Our assessment team is comprised of engineers and other technical professionals. All work is filtered through a central review process to provide the highest level of quality and consistency.
National reach and professional expertise mean clients benefit from deep local knowledge across diverse property types in all major U.S. markets. With BBG, you also have access to specialized expertise in the following industry sectors:
Multifamily, Healthcare, Hospitality, Industrial, Office, Retail
Associate, Data/Information, HWTech100, Technology
Black Knight Financial Services
Black Knight (NYSE:BKI) is a leading provider of integrated software, data and analytics solutions that facilitate and automate many of the business processes across the homeownership life cycle. Black Knight is committed to being a premier business partner that clients rely on to achieve their strategic goals, realize greater success and better serve their customers by delivering best-in-class software, services and insights with a relentless commitment to excellence, innovation, integrity and leadership.
Associate, Consulting
Buckley LLP
With offices in Washington, D.C., Los Angeles, San Francisco, New York, Chicago, and London, Buckley LLP offers premier enforcement, litigation, compliance, regulatory, and transactional services to financial services institutions and early stage and leading fintech and technology companies, as well as venture capital and private equity funds, investment companies, and corporate and individual clients throughout the world. "The best at what they do in the country." (Chambers USA)
Correspondent, IMB, Residential, Retail Lending, Wholesale
Caliber Home Loans
Caliber Home Loans, Inc. is a full-service national mortgage lender and agency direct seller/servicer. Caliber originates loans through various channels and transaction types, including a network of retail branches, wholesale lending, correspondent and emerging banker lending, and a consumer-direct centralized operation specializing in a variety of loan programs for purchase and refinance such as conforming, jumbo, and government products.
Associate, Data/Information, HWTech100, Software, Technology
Calyx Software
Calyx Software is the #1 provider of mortgage solutions for banks, credit unions, mortgage bankers and brokers. We are dedicated to offering reliable and affordable software that streamlines, integrates and optimizes all phases of the loan process yet remains flexible enough to allow you to run your business your way.
Residential
Carrington Mortgage Services LLC
Founded in 2007, Carrington Mortgage Services, LLC (“Carrington”, “CMS”) is a subsidiary of Carrington Holding Company, LLC (“CHC”), a privately managed investment management company. Headquartered in California, CMS operates two loan servicing locations that together provide integrated full life cycle mortgage loan servicing support to borrowers and investors.
Commercial
CBRE Capital Markets, Inc.
CBRE Capital Markets combines the top investment sales, finance and investment banking businesses into a single, fully integrated global service offering. As the recognized worldwide leader in the acquisition and disposition of income-producing properties for third-party owners and as a leader in debt and equity financing for all properties, we offer our clients complete capital markets solutions everywhere around the globe.
Correspondent, Lending, Residential
Chase Correspondent Lending
Chase Correspondent Lending offers a rational selection of products and programs to meet the diverse needs of your borrowers. Chase helps your customers achieve the dream of homeownership faster and easier.
Commercial
Civic Financial Services LLC
At CIVIC, we provide you access to the private money you need to fund your real estate ventures quickly and efficiently. With a specialized set of market competitive products, CIVIC makes possible the ability to acquire multiple properties and gives investors leverage over their cash position. CIVIC originates 1-4 year non-owner occupied investor loans that are competitively priced and funded on tight timelines. CIVIC delivers common sense lending and focuses on building strong relationships with its clients to deliver exceptional service. Think Outside the Bank. Contact us: info@civicfs.com Civicfs.com 1.877.47.CIVIC
Associate
Clear Capital
Clear Capital delivers a full range of highly accurate and reliable valuation products, including Appraisals, Broker Price Opinions (BPOs), Property Condition Inspections and Value Reconciliations and our powerful new Home Data Index.
Associate
Cloudvirga
Cloudvirga changes everything… We are disrupting an industry entrenched in labor-intensive processes, fragmented systems and heavy regulations with a single platform that empowers consumers, drives down costs and introduces true automation. Our technology automates many of the tasks it takes to complete a loan, driving fulfillment costs lower from the industry average. Cloudvirga is leading the digital evolution in lending.
Commercial
Pacific Southwest Realty Services
Pacific Southwest Realty Services (PSRS) is a Commercial Mortgage Banking firm that has been serving the financing needs of its lenders and borrowers since 1972. We pride ourselves on being a client-oriented firm that can provide financing solutions to leading income property owners and investors throughout the country.
Commercial
Slatt Capital
Slatt Capital is a long-standing and respected institution with more than 50 years of experience in commercial mortgage banking. Slatt Capital has correspondent relationships with several of the most prestigious lenders in the country, providing custom-tailored solutions for borrowers' needs.
Associate
Compass Analytics, LLC
Compass Analytics provides pricing, valuation, interest rate risk management and workflow automation solutions to the mortgage industry. Compass licenses its suite of analytics and technology solutions, CompassPoint™ and CompassPPETM, to mortgage originators, servicers, traders, investors and secondary marketing departments in order to price, originate, value, hedge and sell loans and servicing rights. In addition to licensing its solutions, Compass uses CompassPoint™ internally to provide key capital markets support as well as outsource hedge execution and loan sales services, drawing on Compass’considerable expertise and access to market color. Compass has offices in San Francisco, Washington, D.C., and New York City. Here at Compass Analytics, we pride ourselves on being leaders in the mortgage industry by continuously innovating our technology to bring our customers new and useful tools, functionality and value to their business model.
Associate
Computershare Loan Services
Computershare Loan Services is the mortgage footprint of Computershare, a global financial services company, providing end-to-end mortgage solutions for our clients, partners, patrons, consumers, and investors. From superior US-based support services to stellar asset valuation and risk management expertise, Computershare Loan Services supports the complete life cycle of mortgage products and services.
Associate
Consolidated Analytics, Inc
Consolidated Analytics carries on a tradition of providing unsurpassed real estate appraisal management and collateral valuation services to the financial industry.
Associate, Compliance, Consulting, Due Diligence, Legal
CrossCheck Compliance LLC
CrossCheck Compliance LLC is a nationwide consulting firm providing regulatory compliance, internal audit, fair lending, loan review and litigation support services exclusively to the financial services industry. Our experts adeptly identify the needs and challenges of our clients, having held similar positions as compliance officers, internal auditors, general counsel, outside counsel, regulators, underwriters, and consultants.
Software, Technology
CU Direct
CU Direct delivers enterprise lending solutions and technology to over 1,100 financial institutions, 14,000 auto dealers as well as retailers and medical providers nationwide.
We are committed to delivering products and solutions that meet the demands of today’s and tomorrow’s financial landscape by bringing innovation and expertise to indirect lending, consumer and mortgage loan origination, point-of-sale, online marketplace, analytics, marketing and CRM, auto shopping, and business process outsourcing. With the knowledge and experience our staff brings from all different verticals, we are able to consistently deliver leading-edge solutions.
CU Direct focuses on four key areas: providing growth opportunities, creating operational efficiencies, delivering exceptional experiences, and protecting consumers. Through this focus, as well as an unwavering commitment to transformative thinking, CU Direct has been at the forefront of change and innovation in our industry.
Associate
Curtis-Rosenthal, Inc.
Commercial Real Estate Appraisal and Consulting throughout California, Arizona and Nevada. Approved with Life Companies, Banks, Conduit Lenders, Rating Agencies and B-Piece Buyers.
Associate
CWDL / Mortgage Banking CPA’s
Proud Member of the California MBA - visit our website to learn more.
Residential
Deephaven Mortgage
Deephaven Mortgage purchases and originates non-agency residential mortgage loans in partnership with mortgage originators. Our mission is to provide private-capital market liquidity for responsible, new, alternative residential mortgage products made to borrowers who are unable to obtain a traditional government-financed mortgage. We partner with originators who share our vision for rebuilding the non-government mortgage market: making common sense driven underwriting decisions centered around a borrower’s ability-to-repay.
Associate
Derivative Logic, Inc.
Derivative Logic is an independent hedge advisory firm combining financial derivative market expertise with proven hedge structuring and execution capabilities in interest rate, currency, and commodity derivatives. Our company provides a full range of independent, unbiased hedge advisory services to corporations, real estate, tax-exempt, Native American, not-for-profit and municipal borrowers. Derivative Logic excels in consistently realizing the highest cost savings and best hedging terms for our clients regardless of financing complexity.
Compliance
Diehl Mortgage Training and Compliance
Since the incorporation of the NMLS, Diehl has been providing high-quality NMLS-Approved education for both new and current MLOs. Diehl trainers have over 20 years of experience in the mortgage industry, and continue to receive high ratings from students.
Associate
DocProbe
DocProbe is a leading national provider of trailing document fulfillment services. We strategically work with our clients to deliver trailing document services that are customized to their specific needs. Our automation coupled with our quality control measures ensures the highest level of both speed and accuracy at a reasonable cost. We serve as a tremendous resource for lenders and investors alike, whether it is for a large-scale project or on an on-going basis.
Associate
Dykema Gossett LLP
Dykema’s Consumer Financial Services practice provides ongoing counseling and litigation representation to a wide variety of financial institutions, including mortgage bankers. Dykema maintains two blogs—the Consumer Financial Protection Bureau Law Blog and the Consumer Financial Services Law Blog - that provide thoughtful analysis of the most pertinent issues in the industry. For more information about our law firm and blog subscriptions, please visit us at www.dykema.com.
Associate, Software, Technology, Verification
Empinfo, Inc.
EmpInfo is the trusted source for Employment & Income information. Our mission is to establish trust between verifiers and employers. We provide a secure platform to share information accurately and instantly for the benefit of the consumers. We do not compromise on security and privacy.
Technology, Verification
EmpInfo, Inc.
EmpInfo is the trusted source for Employment & Income information. Our mission is to establish trust between verifiers and employers. We provide a secure platform to share information accurately and instantly for the benefit of the consumers. We do not compromise on security and privacy.
IMB, Lending, Residential, Retail Lending, Wholesale
Equity Prime Mortgage LLC
EPM is a licensed mortgage lender with operations extending across the country. We provide a variety of mortgage products to assist you with finding solutions for all of your mortgage needs. Our company has Certified Underwriters on staff which allows issuing a decision on your application quickly. We maintain a dedicated professional sales and operations staff that insures the closing process is quick and efficient.
At EPM, our management team has over 50 years experience in the mortgage industry. We provide exceptional pricing without compromising follow through and customer service for thousands of clients annually. The Mortgage Bankers Association monitors all members to assure they provide the best mortgage solutions to fit each customer’s unique financial situation.
Associate
eScreenLogic
At eScreenLogic, we take our part in the commercial real estate (CRE) transaction process seriously. Our data and analytics teams, environmental professionals, and national site recon panel management group are focused on accuracy, quality, and turn time. We’ll continue to innovate and deliver solutions that impact the market to help manage risk, speed transaction times, and reduce complexity. If you are a current eScreenLogic client, we thank you for your business and look forward to continuing to provide you quality environmental due diligence solutions. If you have yet to try eScreenLogic as a provider; we’d encourage you to contact us to learn more about our company, team, work product, and solutions.
Associate
Essent Guaranty, Inc.
Headquartered in Radnor, PA, Essent Guaranty is a private mortgage insurer, approved by FNMA and FHLMC and licensed in 50 states and the District of Columbia.
Lending, Residential, Retail Lending
EZ Fundings Inc.
EZ Fundings Home Loans (NMLS # 1156892) is a Mortgage Company with over 5 decades of combined experience. We realize that what really matters is to provide our clients with outstanding customers service, and meet every need they have.
Whether you're a first time home buyer, an investor, or you just want to refinance your home, we have a variety of programs that can be tailored to fit your needs and budget.
Impossible is not a mortgage term for us at EZ Fundings
Associate
Fannie Mae
Fannie Mae serves the people who house America. We are a leading source of financing for mortgage lenders, providing access to affordable mortgage financing in all markets at all times. Our financing makes sustainable homeownership and workforce rental housing a reality for millions of Americans. We listen to our customers and partners to understand their needs, putting them at the center of everything we do.
Commercial
Fidelity Mortgage Lenders, Inc.
Fidelity Mortgage Lenders, Inc. has been funding real estate loans in Southern California since 1971. Founded as Fidelity Home Loan Co. Inc., we originally specialized in residential equity loans, and later expanded in to commercial lending. We make loans on both commercial and residential properties in the state of California, providing first trust deeds, refinances, and/or purchases. To communicate a broader range of services, we changed our name to Fidelity Mortgage Lenders, Inc. Now in our fifth decade, Fidelity provides loans to borrowers which larger institutions are unable to fund. We grew by responding to the needs of a changing real estate marketplace while serving a growing community of property owners and investors. Our reputation for fairness and reliability brings us referrals from our borrowers and other professionals. As a result, we service a network of real estate brokers, attorneys, accountants and business managers who seek our professional help for their clients. All of our combined departments work together to completely service your loan. From loan advisers to escrow officers to loan servicing, there is only one goal… your total satisfaction. We consistently deliver loans at competitive rates and terms and are proud to say that our best advertisement is our satisfied clients. If you’re looking for a private lender for your next deal give Fidelity a call today.
Associate
First American Mortgage Solutions
First American Mortgage Solutions: The one choice for total loan quality from origination to post-closing to servicing, strengthened by the nation's largest repository of over 6 billion recorded document images.
Associate
Firstline Compliance
We're mortgage compliance, technology and operations experts with a proven track record of success. We're ready to leverage our experience to help you solve your compliance and technology challenges.
Associate
FormFree
We free borrowers and lenders from forms, cumbersome processes and outdated lending practices that were made for an analog world. FormFree® is an award-winning provider of lending technologies that are setting industry standards for simplicity, accuracy and safety. We’re a team of experienced tech and mortgage experts with a deep passion for building a better lending experience for everyone. Leading lenders trust FormFree’s automated asset verification solutions to streamline the loan origination process and provide better intelligence on borrowers’ ability to repay. Our customers include banks, financial institutions, credit card companies, payroll service companies and crowd-funding service providers.
Residential
Franklin Loan Center
Franklin Loan Center has been servicing Southern California since 1989. We have grown from a small, local mortgage banker into a thriving regional enterprise across Southern California. Expanding into the Los Angeles and San Diego, Franklin now provides clients with the means to purchase the homes they have always wanted spanning a large part of the state, while growing the heart of the business here in the Coachella Valley as a strong local employer.
Franklin Loan Center provides a premiere lending experience to clients. All processing, underwriting, docs and funding functions are handled on site by an expert team that follows the loan from application to close—unlike other organizations that ‘farm out’ the loan functions to separate divisions or companies. Mortgages are processed in our state of the art system, and available to clients online to handle document submission and tracking for their convenience. Franklin offers a wide variety of tailored products to the borrower, from conventional and FHA loans to more specialty portfolio products for more complex transactions. This integrated product/team/system approach allows us to speed the process along and pay special attention to detail for each of our clients and gives them the flexibility to work with their Loan Officer anytime, anywhere.
Associate
Freddie Mac
Freddie Mac provides liquidity, stability and affordability to the nation’s residential mortgage markets. Freddie Mac supports communities by providing mortgage capital to lenders. Today, Freddie Mac is making home possible for one in four home borrowers and is one of the largest sources of financing for multifamily housing.
Residential
Freedom Mortgage
Freedom Mortgage is a national, full-service mortgage banker that provides origination and servicing through retail, wholesale, correspondent and commercial divisions. The company is licensed in all 50 states, Washington DC and Puerto Rico. Freedom Mortgage maintains an “A+ rating” with the Better Business Bureau and is known for using advanced technologies and providing world-class service to its clients, borrowers and partners. The company was founded in 1990 and is headquartered in Mount Laurel, New Jersey.
Associate
FundingShield LLC
Proud Member of the California MBA - visit our website to learn more.
Commercial
Gantry
Proud Member of the California MBA - visit our website to learn more.
Consulting, Due Diligence, Risk Management, Secondary Marketing
Garrett, McAuley & Co.
Garrett, McAuley & Co. was started in 2003 to help banks, mortgage bankers and other lenders increase earnings and better manage risk. The two principals have over 60 years of combined experience in banking.
Associate
Garris Horn PLLC
Garris Horn was formed by Richard Horn, the former CFPB senior counsel and special advisor who led the rule integrating the mortgage disclosures under the Truth in Lending Act and the Real Estate Settlement Procedures Act (the “TRID” rule), and Troy Garris, industry veteran with experience in all areas of consumer financial services regulation. Troy and Richard are both frequent speakers at industry events. Richard is a Fellow of the American College of Consumer Financial Services Lawyers.
Associate
Genworth Mortgage Insurance
Genworth’s mortgage insurance business is headquartered in Raleigh, North Carolina. The company has been providing mortgage insurance products and services in all 50 states since 1981.
Associate
Geraci LLP
Geraci Law Firm focuses on building relationships in real estate, corporate, lending and bankruptcy practices. We can connect you with a vast array of resources you need to grow your business. We are business minded and pride ourselves on driving practical and cost-effective solutions to you, and are focused on creating relationships where we can continue to help you grow. This is why our clients continue to use us and trust us with their most critical business needs and bet-the-company cases.
Associate
Gerson Law Firm APC
Representation of institutional and non-institutional lenders on loan closings, special servicing and enforcement proceedings throughout the United States.
Appraisal/Valuation, Software, Technology
Get Connexions
Connexions is the technology that gives lenders, AMC, and appraisers the ability to come together and collaborate – it provides the right tools to streamline the appraisal process. Connexions is also a place consisting of the right people who have come together to build something incredible – building a purpose-driven platform that helps businesses move at the speed of progress in the real estate valuation marketplace.
Together we are making everything we know about the industry better, easier, and more transparent, and building an enviable appraisal ecosystem at the same time.
Residential
Golden Empire Mortgage, Inc.
If you are a first-time homebuyer or an experienced investor, we have a full line of real estate loan programs to meet your needs. GEM Mortgage is a direct lender, eliminating the "middle man" and giving you the advantage of lower interest rates and lower closing costs.
Associate
Golden State Finance Authority
Golden State Finance Authority (GSFA), develops and administers programs that provide a source of financing for residential home purchases or refinances, commercial and residential energy efficiency improvement projects, multi‐family housing construction and rehabilitation projects and city and/or county infrastructure improvements. GSFA has distinguished itself as a leader in housing finance in California for over two decades helping over 74,200 individuals and families purchase a home. GSFA has provided more than $531.7 million in down payment assistance and participated in financing of $680 million in energy efficiency improvement projects.
Residential
GreenBox Loans Inc.
Greenbox Loans, Inc. is a leader in the residential lending market, with over 60 years of combined experience. It was founded on responsible and transparent lending with emphasis on Service, Efficiency, and Performance.
Commercial
Greystone
Greystone Real Estate Advisors provides a range of services in sales and acquisitions of seniors housing property types including independent living, assisted living, memory care, and skilled nursing. We offer a full continuum of services including debt, equity, acquisition, and investment sales to funds, private equity groups, regional and national operators, not-for-profit owners, and healthcare REITs.
Associate
Hargrave Rosenthal, P.C
Proud Member of the California MBA. Visit our website to learn more about us.
Residential
Heart of Lending
At Heart of Lending, we're not here to mislead clients or keep them guessing throughout their journey to homeownership. Instead, we value each loan as an opportunity to teach them about the process, so they are better prepared to make the most of every purchase.
Residential
HomeBridge Financial Services
Headquartered in Iselin, N.J., HomeBridge is one of the largest privately held, non-bank lenders in the United States. In the last 25 years, HomeBridge has grown to include nearly 3,000 associates throughout its corporate offices, 250 retail branches and two wholesale divisions, HomeBridge Wholesale and REMN Wholesale.
Legal
Houser LLP
Houser LLP was formed with the goal of providing the client with exceptional service and big firm results, but not at big firm prices. The Firm’s attorneys are licensed to practice in states across the country. We specialize in business, commercial, real estate litigation and transactions. From the start, we have provided our clients with excellent strategy in their most difficult and complex matters.
Experience is not enough when it comes to representing our clients. We are dedicated to achieving the goals of each one of our clients. To understand the challenges each client faces, we visit our clients and study their business. We also participate in and speak to professional organizations that are important to our clients. Good advice can only be given by knowing every client.
Experience and dedication go a long way in explaining the success of Houser LLP, but just as important is the high level of personal and professional integrity of each member. We hold ourselves to the highest standards of our profession. We are proud members of that profession and are grateful for the opportunity to serve our clients.
If you are a potential client, we invite you to consider having Houser LLP as your legal counsel. Please contact us with any questions.
Commercial
Lument
The combined organization of legacy industry experts Hunt Real Estate Capital, Lancaster Pollard, and RED Capital Group, Lument delivers a comprehensive set of capital solutions customized for investors in multifamily, affordable housing, and seniors housing and healthcare real estate. Lument is a Fannie Mae DUS®, Freddie Mac Optigo®, FHA, and USDA lender. In addition, Lument offers a suite of proprietary commercial lending solutions. Lument has approximately 600 employees in over 25 offices across the United States. Lument is a brand of ORIX Real Estate Capital Holdings, LLC.
Commercial
iBorrow, L.P.
iBorrow is a nationwide lender that provides short term bridge financing to commercial property owners at fixed interest rates on a non-recourse basis. iBorrow lends on all commercial property types nationwide.
Associate, Automation, Data/Information, LOS, Recording, Risk Management, Secondary Marketing, Software, Technology
ICE Mortgage Technology
ICE is automating the entire mortgage process from consumer engagement through loan closing, and every step in between. With our data, technology and expertise, we’re transforming the industry with our unified platform, expansive data set and a robust network that can reach every residential mortgage in the U.S. We help lenders succeed through innovation and connection, and help borrowers achieve their dream of homeownership.
Associate
Impac Mortgage Holdings, Inc.
Established in 1995, lmpac Mortgage Corp., an agency direct lender, specializing in Non-QM and Government loan originations, delivers a wide array of residential mortgage products in over 40 states nationwide and uses class-leading technology to stay at the forefront of the wholesale and correspondent lending markets. With over $90 billion in funded residential loans since inception, we have the strength, stability and experience that make us the lender of choice for our clients.
Associate, Consulting
Incal Associates, Ltd.
Consulting Services
Automation, CRM, Data/Information, HWTech100, Marketing, Residential, Technology
Indecomm
Founded more than 25 years ago, Indecomm blends intelligent automation with deep mortgage banking expertise to deliver groundbreaking mortgage innovations that help businesses optimize operations and achieve competitive advantage. Backed by a 1500-strong global workforce, Indecomm’s automation-as-a-service approach benefits mortgage organizations, enabling them to offer better borrower experiences by streamlining middle and back-office operations.
Indecomm takes an automation-first approach, partnering with large and mid-sized lenders, servicers, mortgage insurers, and title companies to create efficiencies at every phase of the mortgage lifecycle. Specifically, Indecomm products and services leverage robotics process automation (RPA), supervised automation, and machine learning to tackle the industry’s most complex operational challenges.
IMB, Lending, Residential, Retail Lending
Infinity Equity Group LLC
Since 2005, Infinity Equity Group has been a trusted resource in meeting the financing needs of our clients and the communities in which we serve. Leveraging technology, process innovation and customizable options, we deliver a simplified and cost saving customer experience pairing borrowers with the right loan, at the right price.
Associate
Informative Research
Informative Research was founded in 1946 to provide investigative and background research services to reduce the risk faced by the banking and lending industry. IR has since grown to be one of the nation’s top mortgage information service providers and in 2006 we celebrate 60 years of credit reporting excellence. At Informative Research, we have prided ourselves on our implementation of technology and our extraordinary relationships with the lenders, brokers, and affiliated companies involved in the loan origination process.
Associate
Insellerate
Proud Member of the California MBA - visit our website to learn more.
Residential
Inspire Home Loans, Inc.
Proud Member of the California MBA - visit our website to learn more.
Associate
Inventiv Technologies
Proud Member of the California MBA - visit our website to learn more.
Residential, Retail Lending
iServe Residential Lending, LLC
iServe Residential Lending, LLC was established in 2007 as a multi-state residential mortgage banker. iServe Residential Lending, LLC offers the financial strength, experienced personnel and passionate commitment in providing mortgage services to our customers. With our corporate headquarters in San Diego, CA. As a customer-centric organization, we are determined to make our customers' financial goals become a reality both quickly and efficiently through a diverse platform of mortgage solutions. When each of our employees says "I care" it’s not just a statement, but a philosophy displayed through our professionalism and exceptional service. This is who we are. We are iServe!
Associate
Jag Real – Professional Services
Proud Member of the California MBA - visit our website to learn more.
Commercial
JLL
JLL (NYSE: JLL) is a leading professional services firm that specializes in real estate and investment management. Our vision is to reimagine the world of real estate, creating rewarding opportunities and amazing spaces where people can achieve their ambitions. In doing so, we will build a better tomorrow for our clients, our people and our communities. JLL is a Fortune 500 company with annual revenue of $16.3 billion, operations in over 80 countries and a global workforce of nearly 92,000 as of June 30, 2019. JLL is the brand name, and a registered trademark, of Jones Lang LaSalle Incorporated. For further information, visit jll.com
Associate
JMB Insurance Agency | Mortgage Banking Insurance Group
We are an independent insurance broker with a specialization in the mortgage banking industry. We provide all lines of insurance including Fidelity, Mortgage E&O, Professional Liability, Cyber Liability, State License Bonds, Property, General Liability, Workers' Comp and Employee Benefits.
IMB, Residential, Wholesale
Kind Lending
Kind Lending is determined to forge a new identity in the wholesale lending and mortgage banking space. We’re building an upbeat, collaborative environment where a team of sharp minds will bring out the best in each other –and where fun is mandatory. We are focused on serving the mortgage community and their homebuyers by providing an array of products, top-notch service by experienced and friendly professionals and superior resources to support their business model.
Associate
Kirby & McGuinn
Kirby & McGuinn, A P.C. is a San Diego law firm with exceptional qualifications and experience in the fields of secured lending, commercial collection and creditor rights. We represent lenders, creditors and fiduciaries in bankruptcy, collection, eviction and foreclosure matters. We are also uniquely qualified in the field of probate, trust and conservatorship litigation.
Associate
Klinedinst PC
Established in 1983, Klinedinst is engaged in civil litigation and transactional law practice throughout the State of California. We are a full-service law firm representing corporate, institutional, and individual clients at both the trial and appellate levels in federal and state courts.
Associate
LBA Ware
LBA Ware is a software development company driving innovation in mortgage lending and banking operations. Our mission is to provide mortgage lenders and bankers with software that optimizes their business process. Our software applications – CompenSafe and LOS Talker – are engineered based on a fundamental understanding of our clients’ needs. The key to each application is their ability to automate a proven business process that is generally manual and without existing software solutions. They leverage automation to ease the pain points of manual dual data entry, empowering lenders to maximize their productivity and operational efficiency. As the self-proclaimed masters of problem solving, we operate in an atmosphere that promotes creativity and encourages innovation. LBA Ware is a Microsoft shop with a wealth of knowledge and experience in SQL Server, ASP .Net, jQuery, C#, VB, and JavaScript. Our developers’ expertise makes it easy to integrate data between our software, any core service provider, and all the industry standard loan origination systems (LOS) including Ellie Mae’s Encompass, OpenClose, D+H MortgageBot, Byte, and Calyx Point.
Associate, Automation, Data/Information, HWTech100, Lending, Non-QM, POS, Secondary Marketing, Technology
LenderPrice
Lender Price is the most accurate and dynamic mortgage product pricing & eligibility engine (PPE) with advanced business intelligence & analytics. Lender Price’s versatility allows correspondent lenders, banks, and credit unions to manage product pricing for all mortgage types (conforming, non-conforming, Non-QM, and specialty loans). Built using the latest technologies, Lender Price provides powerful performance, more innovative features (e.g. built-in compliance checks, capital market tools, margin management, lock desk, customized workflows) with full mobile functionality.
Associate
LERETA, LLC
Extraordinary Service is our difference, extraordinary service is our mission. Our founder believed the combination of the right technology and the right people, could build a tax service firm that would both promise and deliver extraordinary service to the lending market. Today, LERETA is the industry’s largest tax service vendor, serving over 4,000 lenders, because he was right. Today, LERETA is the fastest growing vendor, adding 10-20 new clients every month due to our extraordinary service, flexible technology, and highly experienced team.
Commercial, Lending
Lightstone Capital
Lightstone, founded by David Lichtenstein, is one of the largest and most diversified privately held real estate companies in the United States. Lightstone is active in 24 states across the country, developing, managing and investing in all sectors of the real estate market, including residential, hospitality, commercial, and retail. With over 127 existing properties, Lightstone’s over $6.5 billion portfolio currently includes over 3.5 million square feet of office, retail and industrial commercial properties, over 15,000 residential units, and over 4,100 hotel keys. Lightstone also owns over 10,000 land lots across the country.
Headquartered in New York City, Lightstone continues to grow its development portfolio with over $3.5 billion currently under development in the residential and hospitality sectors spread across New York City, Los Angeles, and Miami.
Residential
Guild Mortgage Company
Guild Mortgage Company is the leading privately-held mortgage company in the Western United States. We have lived, experienced, and proved our commitment to our customers and employees for more than forty years, through all kinds of markets, by creating partnerships for lasting success. We pair the resources of large companies with the accessibility and soul of a small company, to serve our customers’ needs. Our vision for Guild Mortgage Company is to build on our decades of success by seeking new opportunities for growth while keeping true to our history and values.
Residential
LoanDepot LLC
loanDepot, America's lender, matches borrowers through technology and high-touch customer care with the credit they need to fuel their lives. As a fast-growing national consumer lender, the loanDepot platform is disrupting finance by dissolving the lines between mortgage and nonmortgage credit. The company has funded over $125 billion in fundings since inception, and is passionate about emerging financial technology and dynamic product delivery supported by excellent customer service to empower consumers. Headquartered in Southern California, loanDepot employs 6,500+ team members across the country including 1,800+ licensed loan officers who hold more than 14,000 licenses. The company operates 180+ local loan locations nationwide. NMLS # 174457
Associate
LoanLogics, Inc.
LoanLogics serves the market needs of residential mortgage and consumer lenders who want to improve loan quality, performance and reliability throughout the loan lifecycle. Our mission is to create advanced solutions that help clients validate compliance, improve profitability and manage risk during the manufacture, sale and servicing of loan assets.
Residential
Loanpal
For over 15 years, we've been a growing group of dynamic and talented people with one collective goal – to deliver an exceptional lending experience for every customer. That goal remains ever more important to us today, as we continue to expand and evolve. We've created a lending process that's fast, friendly and simple to understand. By doing so, we ensure customer clarity, control and confidence every step of the way. And the remarkable results of these efforts are evident in the lasting relationships we've built with our customers for many years. But now we're much more than a mortgage business. We've also grown as a company to deliver exciting new consumer finance options – starting with lending for solar installations and home improvements. New home is good, dream home is better – and we're here to make that happen for you.
Correspondent, Residential, Retail Lending, Wholesale
LoanStream Mortgage
LoanStream Mortgage (LSM) is a registered DBA of OCMBC, Inc., headquartered in Irvine, CA. LSM is a privately held diversified mortgage lender specializing in residential financing through mortgage brokers, bankers, and through its consumer direct branch network. LSM has been focused on the residential mortgage lending market for over 30 years. As a multi-channel lender with a strong foundation of conventional agency and government products, LSM was one of the market leaders in non-agency, non-qualified mortgages.
Associate
Malcolm Cisneros
Malcolm Cisneros, A Law Corporation is a minority-owned law firm with offices in California, Arizona, Nevada, and Washington. The firm has built its core business on the representation of financial institutions in the servicing of both commercial and residential property portfolios.
Commercial
Marcus & Millichap Capital Corporation
Marcus & Millichap Capital Corporation is a subsidiary of Marcus & Millichap Real Estate Investment Services, the nations largest brokerage firm focused exclusively on real estate investment services. Through its network of national and regional lenders, MMCC provides capital markets products for a wide variety of investment properties, including apartments, shopping centers, office buildings, industrial facilities, single-tenant net-lease properties, seniors housing, hotels/motels, manufactured home communities and self-storage facilities. Last year, MMCC closed more than 522 transactions in commercial real estate financing.
IMB, Lending, Residential, Retail Lending
Mason McDuffie Mortgage Corporation
Since 1887, Mason-McDuffie Mortgage has operated under one idea: Your Financial Security Begins at Home. An employee owned company, Mason Mac works with one mission – to make the dream of home ownership a reality for our clients. We help to fulfill that dream every day from coast to coast.
Over the years, we’ve made some changes to keep up with the times. Today, we work with the latest in technology to provide an efficient loan process for our clients. We utilize the latest in encryption and security services to maintain our client’s privacy and security, without sacrificing the convenience of a digital loan process.
One thing that hasn’t changed is our focus on people and relationships. Building wealth and financial security through home ownership, and not only serving, but being a part of, the communities where we work and live.
Associate
Mayer Brown LLP
Mayer Brown is a global legal services provider advising clients across the Americas, Asia, Europe and the Middle East.
Associate
McCarthy & Holthus, LLP
McCarthy Holthus, LLP is an AV rated multi-state law firm with years of experience in successfully representing financial institutions in a variety of banking law matters with a specialization of mortgages in default.
Associate
McGlinchey Stafford LLC
McGlinchey Stafford was founded, four decades ago, with the intent of providing alternatives to staid legal approaches. Instead of being bound by convention and tradition, we focus on our clients’ businesses to innovate and customize solutions to their legal challenges. From Fortune 5 to Fortune 500 companies, governmental authorities, industrial leaders, entrepreneurial organizations and pioneers, we provide clients with the highest level of attention and service. We call it practicing where business and law intersect. Since opening our doors in 1974 in New Orleans, the firm has expanded to 14 offices that are strategically aligned to most effectively meet our clients’ needs. Now, lawyers operate from offices in Alabama, California, Florida, Louisiana, Mississippi, New York, Ohio, Tennessee, Texas, and Washington, DC, with capacity to represent clients in matters in all 50 states and internationally.
Associate
MetaSource
MetaSource is a leading provider of technology-enabled Business Process Management services. MetaSource offers a full range of services, including business process management, content management and compliance solutions delivered via premise-based and SaaS-based platforms designed to help customers achieve organizational efficiencies, manage compliance risk, realize cost savings, and accomplish other strategic objectives. From automation to outsourcing, our workflow automation and compliance solutions enable you to focus on your core business – we’ll do the rest.
Associate
Mortgage Capital Trading, Inc (MCT)
Founded in 2001 and headquartered in San Diego, CA, MCT Trading, Inc. is a mortgage pipeline hedging and risk management advisory services firm providing independent analysis, training, hedging strategy and loan sale execution support to clients engaged in the secondary mortgage market.
Associate
Mortgage Industry Advisory Corporation (MIAC)
Since 1989, MIAC has been the preferred provider of mortgage / asset-backed valuation and hedging software. MIAC offers MSR and whole loan brokerage services, third-party asset valuations, secondary market hedge advisory solutions, and CECL solutions.
Associate
Mortgage Quality Management & Research (MQMR)
MQMR is an independent company dedicated to the mortgage lending community. We work side by side with lenders and warehouse banks to manage risk, mitigate losses and enhance the borrower lending experience. In a highly regulated marketplace, risk management is key to the viability of the mortgage industry. With this consideration we partner with our clients to establish programs that utilize quantitative and qualitative metrics to elevate performance and promote accountability.
LOS, Residential, Servicing, Software, Technology
MortgageFlex Systems
MortgageFlex Systems was founded in 1980 in Jacksonville, FL for one reason – to simplify mortgage lending. After 38 years, we’re still focused on the mortgage industry and dedicated to providing lenders with smart software solutions. Our mission is to provide retail, wholesale, and correspondent channels with the most cost-effective LOS and servicing software. Our services include 24/7 support, hosting, managed services, and implementation. MortgageFlex Systems looks to cultivate a strong partnership and is dedicated to helping reach your optimal potential with our LOS, MortgageFlexONE- ‘The New Peak of Efficiency.’ www.mortgageflex.com (904) 356-2490.
Associate
Moss Adams LLP
With more than 2,600 professionals across 20-plus locations in the West and beyond, Moss Adams provides the world’s most innovative companies with specialized accounting, consulting, and wealth management services to help them embrace emerging opportunity. Assurance, tax, and consulting are offered through Moss Adams LLP to over 1,200 financial services companies and financial institutions, including independent mortgage banking companies, mortgage REITS and community banks with mortgage banking operations. Additional services include regulatory compliance, internal audit services, and internet security assessments. Discover how Moss Adams is bringing more West to Business. Visit us at www.mossadams.com/fs.
Residential
Mountain West Financial Inc.
Mountain West Financial, Inc. is a full-service, privately held Mortgage Banker with an outstanding reputation built on trust, ethical lending practices and true family values. That’s because we are a family-owned business backed by experts dedicated to providing our customers the courteous one-on-one attention they deserve, every step of the way
Associate
My Mortgage Consultants LLC
MMC’s executive management team has on average more than 39 years of mortgage industry experience, including servicing, capital markets, origination, underwriting, valuations and title. This foundation provides a clear understanding and needs of today’s mortgage enterprises. MMC through its strategic relationships within the mortgage space has the advantage to leverage our industry relationships to insure you receive quality service along with pricing models that make a difference to your bottom line. We provide comprehensive services allowing our clients to focus on core business functions.
Associate
National Mortgage Insurance Corporation (National MI)
Proud Member of the California MBA - visit our website to learn more.
Commercial
Nikols Mortgage Fund, LLC
The Nikols Company is a private money lender specializing in short term commercial loans secured by real estate. Through the Nikols Mortgage Fund, LLC we provide our investors attractive yields while providing the borrowing community flexible alternatives to conventional lending institutions.
Commercial
NorthMarq Capital
Leading privately owned real estate finance firm; over 30 offices nationwide. Capital sources include life companies, pension funds, Freddie Mac, Fannie Mae, institutional fund relationships.
Associate
Offit | Kurman
Proud Member of the California MBA - visit our website to learn more.
Associate, Automation, Marketing, Technology
Oggvo
With the world on permanent fast forward, it's difficult to catch a customer's attention. We proudly provide proven reputation solutions for both small and medium-sized businesses alike, evening out the playing field and making sure your positive reviews outshine the negative ones. Speaking of negative reviews, it's important to see them coming and know how to prevent them from happening.
Associate, Insurance, Title
Old Republic Title Company
For over 100 years, Old Republic Title has helped Americans protect their property rights while providing peace of mind for one of the biggest investments homeowners will make. We work closely with title agents, real estate professionals, lenders and industry experts to secure safe and efficient real estate transactions. We provide comprehensive title and escrow products and services for individuals, businesses and government.
Headquartered in Tampa, FL, Old Republic Title Insurance Group has built a solid reputation as an industry leader and is one of the largest title insurance groups in the United States. We have a conservative financial management philosophy to maintain stability through changing tides in the real estate, lending and financial markets. Since 1992, no other title insurer has had higher overall ratings than Old Republic Title. The Group’s underwriters are Old Republic National Title Insurance Company and American Guaranty Title Insurance Company, and we operate through a national network of Company-owned offices, affiliates, authorized agents and approved attorneys.
We are a wholly-owned subsidiary of Old Republic International Corporation, headquartered in Chicago, IL. Old Republic International Corporation is one of America’s 50 largest shareholder-owned insurance businesses and traces its beginnings to 1923. Its subsidiaries market, underwrite and provide risk management services for a wide variety of coverages, mostly in the general and title insurance fields. Old Republic International Corporation manages its business through more than 134 corporate entities, of which 27 are insurance subsidiaries covering all 50 states, three United States territories and all 10 Canadian provinces.
Associate
Optimal Blue
Optimal Blue, a financial technology company, operates the nation’s largest Digital Mortgage Marketplace, connecting a network of originators and investors and facilitating a broad set of secondary market interactions. The company’s technology solutions include product eligibility and pricing, lock desk automation, risk management, loan trading, and data and analytics. More than $750 billion of transactions are processed each year across the Optimal Blue platform.
Associate
OSC, a Breckenridge Company
Originally formed as Irby-Seawell in 1961, Overby-Seawell Company emerged as an operating entity in 1987 and is headquartered in Kennesaw, GA. The company has been at the forefront of financial and risk management services for lender-based institutions since its inception.
Residential
Pacific Bay Lending Group
Pacific Bay Lending Group was founded in 1992 and believes that a lender can offer excellent service to mortgage brokers. The company strives to build lasting business relationships based on sound business practices and offers comprehensive programs along with competitive pricing.
Residential
Parkside Lending, LLC
Proud Member of the California MBA - visit our website to learn more.
Associate
Partner Engineering and Science, Inc.
Partner Engineering & Science is a national environmental and engineering consulting firm focusing on real estate due diligence, building sciences, construction monitoring and environmental site remediation services. Partner is dedicated to employing outstanding engineers and scientists who are dedicated to understanding the client’s business. This dedication yields a consulting product that meets the scrutiny of regulators and peer review and is customized to meet the client’s business needs.
Associate, Automation, Credit, Technology, Verification
Partners Credit & Verification Solutions
Partners Credit and its identically owned Software Affiliate, Credit Interlink have been serving the mortgage and consumer lending industries with proprietary technology since 1993. Its continually evolving platform allows clients to intelligently automate, customize and design products suites based on their unique needs and strategic goals. Partners prides itself on marrying its technology with highly skilled, meaningful customer support from its Chicago, Illinois and Monterey, California-based offices.
Residential
PennyMac
Proud Member of the California MBA - visit our website to learn more.
Associate
Phoenix Capital INC.
Phoenix Capital, Inc. is the product of insightful observation and burning desire to be the best. Brett Schaffer and Tim Horacek, two original founders, currently lead Phoenix Capital with their knowledge and experience acquired through many years in the mortgage industry. With others, they founded Phoenix Capital in 1996 when they saw a shifting level of sophistication in the mortgage servicing rights (MSR) market. They realized that detailed knowledge about a mortgage servicing rights (MSR) value wasn't readily available. Mortgage servicing rights (MSR) often traded and were valued based off of verbal hearsay from historical transactions with a limited amount of detailed trend analysis. The founders noticed early on in their brokerage careers that accurate detail about market trends and current value was extremely important in advancing the accuracy and reliability of conducting mortgage servicing rights (MSR) transactions and providing mark to market valuations to the Mortgage Banking Industry. They understood that the growth in asset size and challenge of risk management of the now on balance sheet asset created the necessity of increased sophistication and accuracy of valuing and transacting the mortgage servicing right (MSR) asset. With their insight, determination and unwavering principals of integrity and transparency, they founded Phoenix Capital, Inc. which continues to lead the industry today.
Residential
Pinnacle Home Loans
Pinnacle Home Loans is a new Company, with a wise soul. From 2012 until 2018, the founders of Pinnacle Home Loans built the largest and fastest growing division of Pinnacle Capital Mortgage – a Company that was acquired by a national competitor in 2015. In 2018 our leadership made a conscientious decision that in order to best serve you, our customer - we had to return to our roots. So – in 2018 took ourselves private, re-invented ourselves, and went back to fundamentals. We’re now a well-capitalized, sharply priced, highly efficient mortgage platform that has proactively adapted to the changes in the mortgage industry over the past several years. Our local Bay Area offices are staffed by industry professionals that average 15 years of experience and have deep roots in their communities. Our mission is to provide the best quality experience for our customers – and our thousands of 5-star reviews support that homebuyers and Realtors alike rely on Pinnacle. We work closely with our Realtor partners and are the most highly referred, locally owned, Mortgage Company in the Bay Area.
Associate
PlainsCapital Bank, National Warehouse Lending
Dallas-based PlainsCapital Bank, the sixth-largest Texas-headquartered bank by deposit market share, operates 62 Texas branches and has nearly 1,300 employees providing highly personalized relationship banking through a single point of contact. Offering commercial lending, treasury management, small business banking, private banking, and trust and wealth management services, PlainsCapital Bank empowers responsive, local decision making in each of its major markets: Austin, Corpus Christi, Dallas, El Paso, Fort Worth, Houston, Laredo, Lubbock, the Rio Grande Valley, and San Antonio. PlainsCapital Bank is part of the PlainsCapital Corporation family of companies. PlainsCapital Corporation is a wholly owned subsidiary of Hilltop Holdings.
Residential
Plaza Home Mortgage, Inc.
The mission of Plaza Home Mortgage, Inc. is to become the premier provider of mortgage loans by developing a distinct, sustainable competitive advantage through superior execution of a business philosophy that combines knowledge, technology, and service. Plaza Home Mortgage, Inc. is dedicated to building long term relationships with both customers and employees through quality training, and excellent customer support.
Residential
Primary Residential Mortgage, Inc.
Primary Residential Mortgage, Inc. is one of the premier lenders in the mortgage industry. Our goal is to provide borrowers with the best possible financing options available in today’s mortgage lending environment. To learn more about us, follow the links to the left.
Commercial
Prime Finance
Prime Finance is a private commercial real estate finance company with discretionary capital which directly originates mortgage, mezzanine and preferred equity financing and also acquires performing, sub-performing and distressed debt. We offer a variety of non-recourse loans above $10 million on office, retail, hotel, industrial, multifamily, mobile home, self-storage and mixed use properties in all markets around the United States. Our loan and investment origination teams are located in New York, Chicago and San Francisco.
Residential
Provident Bank Mortgage
Provident Financial Holdings, Inc. is the holding company of Provident Savings Bank F.S.B. (the Bank), a federally chartered savings bank. The Bank is a financial services company committed to serving consumers and small to mid-sized businesses in the Inland Empire region of Southern California. The Bank conducts its business operations as Provident Bank, Provident Bank Mortgage and through its subsidiary, Provident Financial Corp. Business activities consist of community banking, mortgage banking, investment services and real estate operations.
Associate
QCP Systems, Inc.
QCP Systems is a leader in outsourced quality control and compliance services. Our services are enhanced with over 60 years of combined mortgage banking and real estate experience. We cover all loan products including Conforming, Jumbo, Non-Conforming, Reverse Mortgages and Portfolio Products. QCP Systems performs Pre-funding and Post closing audits that meet the required standards of Federal and State regulatory agencies, Fannie Mae, Freddie Mac, FHA, VA, Private Mortgage Insurance companies and other Institutional Lenders and Private Investors. QCP Systems is ready to provide a platform of mortgage solutions to your organization. We are prepared to address current industry issues that will ensure your organization remains compliant and current on all relevant government regulations and underwriting guidelines. QCP Systems offers a complete audit service designed exclusively for mortgage bankers, mortgage brokers, banks and credit unions.
Closing, Residential, Software, Technology
Qualia
Qualia makes real estate closings simple. The technology platform streamlines closings, removes the stress from home buying, and makes the process transparent.
We are fundamentally transforming the way real estate professionals, lenders, and homebuyers manage real estate transactions, one of the nation's largest industries. Qualia is backed by Menlo Ventures, 8VC and other top investors and is growing quickly. Our thousands of passionate users spend the majority of their day logged into one of Qualia's web and mobile enterprise apps.
Built by a team of top software engineers and real estate executives, Qualia combines title and escrow production, document preparation and storage, secure communication, repeatable workflows, and more to empower real estate professionals and consumers with the first end-to-end and online real estate closing platform.
Qualia is fully out-of-the-box and designed to be used without the need for advanced training. Because of its intuitive design and robust integrations, new business users can have their companies fully operational within hours of signing up.
To learn more and join the thousands of lenders, real estate agents, title companies, and service providers already using Qualia, visit www.qualia.com.
Associate
QuestSoft Corporation
QuestSoft is a leading provider of comprehensive compliance software and services for the banking, credit union and mortgage lending industries. QuestSoft combines over 20 years of HMDA/CRA and Fair Lending analytics, mortgage regulatory compliance, data management and software design expertise with best-in-class customer service to consistently improve client submission accuracy and facilitate smoother regulatory reporting and audits. QuestSoft products are integrated with over 40 LOS providers and enable more than 2,200 clients to simplify and speed the collection, analysis, compilation and reporting of key mortgage lending regulatory report data.
Residential
Quicken Loans
Detroit-based Quicken Loans Inc. is the nation’s largest online home lender and fourth largest retail lender. The company closed a record $30 billion in retail home loan volume across all 50 states in 2011. Quicken Loans generates loan production from five web centers located in Detroit, Ohio and Arizona.
Associate
Raymond Callahan – Broker
Proud Member of the California MBA - call me for compliance consulting services (805) 277-7312
Residential
RCN Capital
RCN Capital, LLC was established in 2010 to provide time-sensitive, bridge financing to real estate investors to fund the purchase of non-owner occupied residential and commercial properties, provide bridge loans, and provide real estate-backed lines of credit. Formed towards the end of the recession, RCN Capital has benefited from a turbulent housing market in which many real estate investors see great opportunity. A lack of liquidity in the credit markets and increased regulation of the banking industry has restricted conventional financing as an option for investors in fast-moving and competitive real estate markets. As the nation’s premier direct private lender, RCN Capital helps fill this void. As a direct, private lender, RCN Capital takes a common sense approach to underwriting, with all approvals made in-house. We are dedicated to providing quick responses to time-sensitive loans, often times with the ability to close in as few as 10 business days. At RCN Capital, we value referrals and our brokers are protected. We are committed to the highest level of customer service, because our success lies in building relationships.
Commercial, Lending
Red Oak Capital Holdings
Red Oak Capital Holdings is a family of commercial real estate finance and investment companies that includes Red Oak Financial, LLC, Red Oak Holdings Management, LLC, and Red Oak Capital GP, LLC. The Michigan-headquartered firm is anchored on a strong team that collectively delivers over 130 years of commercial real estate lending and investing experience. The company was formed in September 2015 as a predecessor company to a 30-year licensed lender. Red Oak has established proprietary deal sourcing channels, institutional quality underwriting, and structuring capabilities, which are enhanced by our technology platform.
Appraisal/Valuation, Technology
Reggora
Based out of Boston, Reggora was founded for one purpose - to establish a higher standard of service in the appraisal industry. Reggora relies on modern technology, AI, and user customization to deliver mortgage lenders and appraisal vendors with a unique two-sided appraisal platform.
Since 2016, Reggora’s software has facilitated countless orders between mortgage lenders and appraisal vendors across the country. In response to the changing demands of the mortgage industry, Reggora has built out industry leading functionalities like payment processing, comprehensive underwriting, granular user roles, and more- all wrapped into the single core platform. Reggora’s emphasis is on building innovative technology and features that help streamline tedious and time consuming workflows for all parties involved in the process, while also pioneering a new era of appraisal standards and processes.
Associate
ReverseVision
ReverseVision is the leading provider of technology and training for Home Equity Conversion Mortgage (HECM) origination. With nearly 10,000 active users, ReverseVision technology is used by 10 of the top-ten reverse mortgage lenders and supports more HECM transactions than all other systems combined. A 2017 HousingWire TECH100™ company, ReverseVision’s annual user conference, the only event of its kind in the industry, brings together more than 200 lenders, vendors and educators each year to advance HECM lending.
Associate
Richey May & Co.
In the age of the digital mortgage, you have access to more information than ever. However, securing and analyzing that information can be complex, challenging, and overwhelming. From cybersecurity to managed systems selection, VCIO, Governance & Compliance, Business Intelligence, Financial Planning and more, we have the expertise to help you assess your current environment and choose, implement, and optimize your technology investments.
Commercial
River City Bank
The real difference with River City Bank is the real experience. Few banks can boast a more seasoned and knowledgeable team of commercial real estate lenders than River City Bank. In fact, we’re one of the area’s leading banks for loans beginning at $1 million. And the scope of projects we finance is equally impressive.
Commercial, Lending
RMWC
RMWC provides mortgages, mezzanine, and preferred equity capital to experienced commercial real estate owners and developers nationwide to meet their capital needs. Focusing on collaboration, clarity, and execution, RMWC seeks to build long-standing relationships with borrowers, brokers and investors. RMWC is an SEC Registered Investment Adviser with offices in New York, San Francisco, Atlanta, and Northern Virginia. For more information visit www.rmwc.com.
Commercial, Lending
RMWC
RMWC provides mortgages, mezzanine, and preferred equity capital to experienced commercial real estate owners and developers nationwide to meet their capital needs. Focusing on collaboration, clarity, and execution, RMWC seeks to build long-standing relationships with borrowers, brokers and investors. RMWC is an SEC Registered Investment Adviser with offices in New York, San Francisco, Atlanta, and Northern Virginia. For more information visit www.rmwc.com.
Residential
Rushmore Loan Management Services LLC
Rushmore Loan Management Services (“Rushmore”) is dedicated to providing outstanding loan servicing and customer support through a commitment to ethical and honest business practices.
Residential
RWM Home Loans
RWM Home Loans was established in 1994, by experienced professionals who had been in the California real estate market and mortgage industry for over 10 years.
Associate
Scrypt, Inc.
Scrypt helps businesses operating in regulated industries improve document workflow and regain valuable time while protecting business-critical information. Our cloud-based workflow tools Stak, DocbookMD and XDOC are designed to simplify your day-to-day processes so you have more time to focus on your core business. All our applications incorporate strong security measures and reside in SSAE16/SAS70 type II certified data centers that are monitored to ensure high availability so you can work better, with confidence.
Associate, Data/Information, Security, Software, Technology
SecureDock, LLC
Founded in 2007, SecureDock was an early pioneer in developing proprietary software aimed at providing individuals with a better way to store and access essential documents online at all times, while also making sure that those documents were being stored in the most secure manner possible.
Additionally, the founders later learned that clients were not only in need of a secure way to store their essential documents but also required a better and more secure way to transmit files containing Personal Identifiable Information (PII) as well as sending large file sets. For this reason, SecureDock now offers a robust suite of proven risk management tools that focus on accomplishing both of these tasks.
Associate
Senso
Senso is an Analytics-as-a-Service platform providing lenders with high confidence predictive notifications to service, obtain, and price consumer loans, to adapt to changing market conditions with no technical barriers.
Associate
Severson & Werson
Attorneys to the industry for over 30 years.
Associate
SimpleNexus
SimpleNexus is a digital mortgage solution connecting loan officers, borrowers, and Realtors into a single platform experience throughout the loan lifecycle. Loan officers can access their pipeline, order credit, view appraisals, send pre-approval letters, and sign disclosures from their mobile device -- all while syncing in real-time with their LOS.
Appraisal/Valuation, Consulting, Due Diligence, fulfillment, Insurance, Lending, Non-QM, Risk Management, Secondary Marketing
SitusAMC
SitusAMC is trusted by the most respected brands in the real estate finance industry to identify and capture opportunities in their businesses through innovative solutions that drive operational efficiency, increase business effectiveness, and improve market agility.
Residential, Software, Technology
SLK Global Solutions America Inc.
We are a high energy, result oriented, fast paced organization with a culture of excellence. We support banks & financial institutions across the globe including India, Asia, and North America.
Associate
Spiegel Accountancy Corp.
Integrity, expertise, timing, creativity. At Spiegel Accountancy Corp., it’s our commitment to these qualities that sets us apart from other accounting firms. Our firm has continually expanded as more California businesses make us part of their team. We’d consider it an honor to be part of yours.
Associate
Spurglobal Ventures LLC
Founded in 2009 and headquartered in Houston, Texas, ValueLink Software provides the industry-leading appraisal management solutions for Lenders, Appraisal Management Companies and Appraisers to easily manage and track orders in real time while ensuring regulatory compliance. Utilizing a combination of automation, AI, powerful functionality and mobile technology, ValueLink Software is dedicated to making the appraisal process simple and efficient for everyone involved.
Associate
Sterling Claims Management, Inc.
Proud Member of the California MBA - visit our website to learn more.
IMB, Lending, Residential, Retail Lending
STG Mortgage
STG Mortgage is a full-service mortgage lender with a highly experienced leadership team, ready to make your home purchase or refinance simple. We make sure you have the details you need to get the right solution based on your needs. Our rapidly expanding team is thoroughly trained and fully equipped to answer questions and resolve any issues in a timely manner.
Our team is led by the owners of STG Auto Group, who have been serving Los Angeles County, Orange County, and Inland Empire communities for over 20 years. With the major success of STG Auto Group, came the determination to assist our surrounding communities with personalized home loans that work now and in the future. Here at STG Mortgage, we are introducing convenience and simplicity to home purchasing and refinancing, and are eager to continue building a foundation of trust, one loan at a time. We look forward to serving you!
Associate
STRATMOR Group
Founded in 1985, STRATMOR Group has, since inception, focused exclusively on making the mortgage business better for lenders and the borrowers they serve. Today, we are a data-driven advisory that guides our lenders and vendor clients alike to make smart strategic decisions, solve complex challenges, streamline operations, improve the borrower experience, increase profitability and accelerate growth.
Recording, Software, Technology
Synrgo, Inc.
In February 2017, Karl Klessig brought together two industry leaders in providing full-service document recording solutions, Document Processing Solutions, Inc. (DPS) and SPL, Inc. The name SYNRGO was devised by taking a spin on the Greek word for ‘collaborate’ and that is what we intend to do. Collaborate with our customers to ensure we are offering them the best possible services to enhance their business needs.
Together we have formed a one-stop source for managing, recording, and delivering documents for the mortgage industry. SYNRGO’s foundation includes 26 offices nationwide and over 300 employees, plus its extensive experience of the past twenty-five plus years in all aspects of mortgage document handling. Plans are already underway to further expand its nationwide coverage and offer additional recording services.
Karl Klessig, an industry pioneer in electronic recording, has brought together these two companies making them uniquely positioned to meet all the recording needs of the mortgage industry. Karl has been dubbed “the father of eRecording” and was at the forefront of offering eRecording services to the banking industry. He was CEO of Ingeo Systems, Inc. for 11 years until Corporation Services Company (CSC) subsequently acquired Ingeo in 2013.
With combined experiences of over 40 years, this new company makes it the most highly skilled and equipped recording service provider nationwide.
Closing, Recording, Technology
SYNRGO, Inc.
SYNRGO is a trusted technology partner and single-source provider of real estate document recording and post-closing services. SYNRGO now boasts 26 offices nationwide, over 300 employees, and more than 42 years of combined experience.
A pioneer of eRecording, SYNRGO brings its deep understanding of real estate technology and document handling into the digital age with flexible offerings and advanced technologies for title companies, lenders, and local jurisdictions. SYNRGO uses a personalized customer service approach to anticipate evolving customer needs and provide clients with the highest possible service level.
Associate
Talk’uments, LLC
Talkuments is an interactive educational consumer facing technology. Talkuments explains a loan applicant’s specific loan product (features, benefits and risks), payment(s), fees and costs (TRID), relevant terms, application and closing disclosures as well as all other aspects of the mortgage loan cycle. Talkuments appeals to different learning behavior and is ADA friendly.
Associate
Texas Capital Bank
Texas Capital Bank, N.A. is a commercial bank that delivers highly customized financial services to businesses across the country, including credit and treasury solutions designed for mortgage lenders through our Mortgage Finance division. Texas Capital Bank is a wholly owned subsidiary of Texas Capital Bancshares, Inc. (NASDAQ®: TCBI) and is recognized as one of Forbes Best Banks in America. Member FDIC.
Associate, Compliance
The Compliance Group
The Compliance Group is a service-oriented company supported by unrivalled expertise. The TCG mission, since inception, is to provide exemplary service and cutting-edge solutions that resolve the complexities of today’s compliance and credit risk. TCG is passionate about assisting their mortgage clients in navigating evolving regulatory challenges.
Legal
Thompson Coburn LLP
With over 380 attorneys we have experience in more than 50 areas of the law. Supported by our firm's state-of-the-art technology, lawyers in our Chicago, Dallas, Los Angeles, Southern Illinois, St. Louis and Washington, D.C. offices enjoy a nationwide practice.
Commercial
Thorofare Capital, Inc.
Thorofare Capital, Inc. is a Los Angeles-based commercial real estate loan origination and servicing company. The firm focuses on $5 million to $100 million financing transactions, targeting value-add and opportunistic acquisitions, recapitalizations, and distressed debt secured by transitional properties. Our affiliate, Thorofare LLC, is an SEC Registered Investment Adviser specializing in alternative fixed-income opportunities through US commercial real estate debt investments. With a national presence, Thorofare has originated more than $2 billion of principal balance, structured as senior secured short-term loans, across 12 property types throughout 30 States.
Residential
TIAA Bank
TIAA Bank Correspondent Lending & Warehouse Finance A financial services leader for over 50 years, tradition of excellence lives on in our Correspondent Lending and Warehouse Finance businesses. Expertise—known for building long-term relationships and a simple and speedy process Innovation—extensive mortgage lineup and the ability to finance unique situations Strength—stable source of funding TIAA Bank® is a division of TIAA, FSB. TIAA, FSB is an Equal Housing Lender, NMLS ID: 399805
Associate
Tiffany & Bosco, P. A.
Tiffany & Bosco, P.A. has provided a wide range of legal services to individuals, families and businesses since 1967. Our attorneys combine their in-depth knowledge of the law with practical and efficient strategies, making Tiffany & Bosco a steadfast provider of innovative legal and financial services.
Associate, Escrow, Technology, Title
Timios
Timios is the Greek word for “honest,” and that has guided everything we do since 2008. Our mission is simple: to provide an unparalleled real estate transaction experience for buyers, sellers, and professionals.
By empowering our customers through innovation, providing total transparency, and simplifying every step, we’ve revolutionized the process to give our customers the control they deserve. With over 380,000 transactions and $62 billion in total closings, we’re proud to say this approach has made Timios one of the fastest-growing title and settlement services companies in America.
Associate
Top of Mind Networks, LLC
Founded in 2003, Top of Mind Networks and its Surefire CRM were created with the vision to provide customized, turn-key CRM solutions to the mortgage industry. Surefire has truly grown into a one-stop shop for mortgage professionals to handle all of their customer relationship management needs. Which, of course, allows mortgage professionals to go out and do what they do best … sell!
Associate
Total Expert Inc.
Total Expert Inc., provides the first fully integrated, enterprise-level sales and marketing software solution built for mortgage and real estate. This platform can be used to build, track and deploy all marketing & co-marketing efforts, while automating compliance documentation. For more information, visit http://totalexpertinc.com
Associate
Trustee Corps
Foreclosure Trustee, Loss Mitigation, Freddie Mac Designated Counsel, Evictions, REO Management, Default Management, Bankruptcy, Evictions.
Commercial
Union Bank
As of June 30, 2019, MUFG Union Bank, N.A. operated 350 branches, consisting primarily of retail banking branches in the West Coast states, along with commercial branches in Texas, Illinois, New York, and Georgia, as well as 22 PurePoint® Financial Centers. We provide a wide spectrum of corporate, commercial, and retail banking and wealth management solutions to meet the needs of our clients. We also offer an extensive portfolio of value-added solutions for clients, including investment banking, personal and corporate trust, global custody, transaction banking, capital markets, and other services. With assets of $133.5 billion, as of June 30, 2019, MUFG Union Bank has strong capital reserves, credit ratings, and capital ratios relative to peer banks. MUFG Union Bank is a proud member of the Mitsubishi UFJ Financial Group (NYSE: MUFG), one of the world’s largest financial organizations with total assets of approximately ¥312.8 trillion (JPY) or $2.9 trillion (USD) 1 , as of June 30, 2019. The corporate headquarters (principal executive office) for MUFG Americas Holdings Corporation, which is the financial holding company, and MUFG Union Bank, is in New York City. The main banking office of MUFG Union Bank is in San Francisco, California.
Lending, Residential
United Dwelling Holdings
United Dwelling partners with homeowners to transform underutilized garages and backyards into affordable, high-quality homes known as Accessory Dwelling Units.
Associate
US Metro Bank
Proud Member of the California MBA - visit our website to learn more.
Accounting, Associate, Due Diligence, Outsourcing, Servicing, Technology
Verity Global Solutions, LLC
As a leading provider of business process outsourcing solutions, Verity Global Solutions helps mortgage organizations do more with less, so they can scale quickly and grow business.
Verity supports every task associated with originating, servicing and purchasing loans—leveraging automation to reduce process turn times and costs while enhancing loan quality. Our global team works seamlessly behind the scenes, 24/7, allowing clients to close, sell and service loans faster than they could ever imagine.
Residential
Veterans United Home Loans
Deliver Results with Integrity, Be Passionate and Have Fun, and Enhance Lives Every Day: it's the way in which we embrace these values that defines us as a company. Living these values day in and day out drives our exemplary customer service and has led Veterans United to become a leader in the VA Loan industry.
Associate, Automation, CRM, Data/Information, Marketing, Software, Technology
Volly
Volly simplifies lending technology and marketing automation for banks and mortgage companies, including several of the top 20 mortgage lenders in the nation. Volly provides both world-class lending technology and a team of world-class marketing experts with extensive experience in the mortgage industry.
Appraisal/Valuation, Associate, Data/Information, Technology
Voxtur
Voxtur is a transformational real estate technology company that is redefining industry standards in a dynamic lending environment. The Company offers targeted data analytics to simplify tax solutions, property valuation and settlement services throughout the lending lifecycle for investors, lenders, government agencies and servicers. Voxtur’s proprietary data hub and workflow platforms more accurately and efficiently value assets, originate and service loans, securitize portfolios and evaluate tax assessments. The Company serves the property lending and property tax sectors, both public and private, in the United States and Canada.
Commercial
Walker & Dunlop
As one of the largest commercial real estate lenders in the United States, Walker & Dunlop has differentiated itself from the competition through its deep industry knowledge, experienced team of financing professionals, scaled lending platform, and exceptional customer service. Since going public at the end of 2010, we have delivered strong, consistent shareholder returns and outperformed the broader markets. The past five years have brought significant changes to Walker & Dunlop that have made us a larger and more dynamic firm today, but our customer-centric approach and commitment to delivering shareholder value are still at the heart of all we do.
Commercial
Washington Capital Management
Washington Capital Management, Inc. (‘WCM’) is an independent employee owned investment advisory firm headquartered in Seattle, Washington with branch offices in Spokane, Portland, San Diego, and Anchorage. Our business is to provide investment solutions for institutions and high net-worth individuals by implementing strategies in stocks, bonds, and real estate. Assets under management are approximately $2.8 billion in stocks, fixed income securities, real estate and cash as of February 28, 2009.
Associate
Weiner Brodsky Kider PC
A national full-service law firm for real estate Finance clients seeking Advice on federal and state regulatory licensing and regulatory compliance matters, transactions, and complex litigation.
Commercial
Westcore Management LLC
Westcore Properties is a real estate acquisitions firm with a specialized focus on well-located multi-tenant industrial and office properties. We are a vertically integrated company with expertise in all facets of real estate investment management: finance, leasing, redevelopment, construction and building operations.
Associate, Residential, Wholesale
Western Alliance Bank
One of the fastest growing banks in the country, Western Alliance Bank is vested in the communities we serve, operating under locally recognized names and leadership our clients have come to know and trust.
Commercial
Wilshire Finance Partners
Formed in 2008, Wilshire Finance Partners is a real estate debt fund manager that makes bridge loans secured by multifamily and commercial real estate nationwide. Wilshire combines an entrepreneurial approach, institutional sophistication and discretionary capital inside a boutique environment to deliver outstanding service to our origination partners and affiliates. Loan Parametors: $1M - $7M; Rates starting at 7.9%. Have a Scenario? Toll Free 866.575.5070 E. Loans@WilshireFp.com W. WilshireFP.com
Accounting, Tax
Withum
You entered 2020 with a vision for the growth of your business. As the world changed, that vision blurred – and it may no longer align with the current reality of doing business. Hindsight is 2020. Withum can be the fresh lens that helps you embrace what you’ve learned and refocus your business strategy. Our advisory and accounting professionals will guide you on how to drive growth with innovative solutions, and improve capital and profitability through strategic tax planning.Experience the Withum Way: Innovative. Adaptive. Effective. Trusted.
Associate
Wright, Finlay & Zak, LLP
Wright, Finlay & Zak, AV rated, specializes in mortgage banking, providing real estate and business-related legal representation throughout California and Nevada.
Data/Information, Software, Technology
Zventus
Our purpose is to help our clients design, build and operate world class business & technology services with the best talent in the Americas.