Become a Member
Find a Member
California MBA California MBA
  • About
    • About Us
    • Who We Are
    • COVID-19
    • CAMPAC
    • Contact Us
  • Events
  • Membership
    • About Membership
    • Advocacy
    • Education
      • California Mortgage Finance News
      • Connect Podcast
      • Future Leaders Program
    • Committees
      • Conference Committees
      • Diversity & Inclusion Committee
      • Legal Issues Committee
      • Legislative Committee
      • Membership Committee
      • MQAC Committee
      • MTAM Committee
  • Blog
  • Career
  • My Account
Find a Member
Become a Member
California MBA
CP_FULL_H_W@3x
Sponsored by Insellerate@2x
big@2x
yt_logo_rgb_light
spotify-podcast-badge-wht-grn-660×160
Episode 52

This episode covers:

✅ Where are we going to see the next big breakthrough in customer experience?

✅ What changes will we see as the pendulum swings back to purchase?

✅ Does the increasing ability of the borrower to educate themselves (with greater access to information) change how originators communicate with (and what they communicate) borrowers?

✅ What should we be keeping our eye on as far as new releases from Insellerate this year?

Watch Now
CONNECT_COVER-SQUARE_52

Let us help you navigate the world of real estate finance.

Become a Member

RSS All Episodes

  • Connect Episode 52 | Josh Friend, Founder & CEO, Insellerate
    Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers-and-shakers in the mortgage industry. Our 52nd episode we welcome back Josh Friend, Founder & CEO, Insellerate. Topics of discussion:   3:35 - Much of the focus in the past half-decade (or more) in the realm of customer/user experience has been on […]
  • Connect Episode 51 | Rising Stars of Commercial Real Estate Finance
    Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers-and-shakers in the mortgage industry. Our 51st episode we welcome 3 Rising Stars of Commercial Real Estate Finance. Sarah Bernhisel, Vice President, Slatt Capital Pasha Johnson, Principal, Pacific Southwest Realty Services Amit Tyagi, Senior Director, Gantry Topics of discussion:   3:41 – […]
  • Connect Episode 50 | Peter Margolin, Commercial Loan Originator, Alliant Credit Union
    Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers-and-shakers in the mortgage industry. Our 50th episode features Peter Margolin, Commercial Loan Originator, Alliant Credit Union Topics of discussion:   4:04 - What’s your background, and how did you get into the business and to Alliant? 5:29 - Where is the […]
  • Connect Episode 49 | Brad Zampa, EVP, CBRE Capital Markets
    Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers-and-shakers in the mortgage industry. Our 49th episode features Brad Zampa, EVP, CBRE Capital Markets. Topics of discussion:   3:47 – What’s your background, and how did you get into the CRE market, and specifically the debt/structured finance sector? 9:56 – Big picture […]
  • Connect Episode 48 | Gary Bechtel, CEO, Red Oak Capital
    Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers-and-shakers in the mortgage industry. Our 48th episode features Gary Bechtel, CEO, Red Oak Capital. Topics of discussion:   4:44 - What’s your background and how did you wind up at Red Oak Capital? 9:25 - What’s the current state of the […]
  • Connect Episode 47 | Lori Brewer, CEO, LBA Ware
    Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers-and-shakers in the mortgage industry. Our 47th episode features Lori Brewer, CEO, LBA Ware. Topics of discussion: 2:18 - What’s your background and what led you to start LBA Ware? 5:33 - CompenSafe’s position as the industry’s leading incentive compensation management platform […]
  • Connect Episode 46 | Sales & Origination Strategies for 2021
    Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers-and-shakers in the mortgage industry. Our 46th episode features a mini-panel discussing Sales & Origination Strategies for 2021. Panelists: Casey Hughes-Wade, VP, Relationship Manager-Mortgage, SLK Global Solutions Erin Futterer, Regional Vice President, Stearns Lending, LLC James McKibban, Branch Manager, New American Funding […]
  • Connect Episode 45 | Bill Tessar, President, Civic Financial Services
    Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers-and-shakers in the mortgage industry. Our 45th episode features Bill Tessar, President, Civic Financial Services. This episode covers a variety of topics including: 4:56 - What’s your background?  What led you to Civic and the private lending space? 7:43 - So what […]
  • Connect Episode 44 - Erik Enright, COO/CTO Top of Mind
    Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers-and-shakers in the mortgage industry. Our 44th episode features Erik Enright, COO/CTO Top of Minds. This episode covers a variety of topics including:   5:11 - What's your background? How did your varied experience lead you to Top of Mind? 6:23 - […]
  • Connect Episode 43 - Margaret Chiavini, Caliber Home Loans
    Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers-and-shakers in the mortgage industry. Our 43rd episode features Margaret Chiavini, Regional Vice President, Correspondent Sales West, Caliber Home Loans This episode covers a variety of topics including:   3:57 - Let’s start with your background – how did you get started […]
  • Connect Episode 42 - Michael Flynn, Of Counsel, Buchalter
    Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers-and-shakers in the mortgage industry. Our 42nd episode features Michael Flynn, Of Counsel, Buchalter. This episode covers a variety of topics including:   3:08 - What’s your background?  What drew you into the legal field, and how did you end up at […]
  • Connect Episode 41 - Brent Chandler, Founder & CEO, FormFree
    Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers-and-shakers in the mortgage industry. Our 41st episode features Brent Chandler, Founder & CEO, FormFree. This episode covers a variety of topics including:   3:01 - What’s your background?  How did you get started in the industry and what led you to […]
  • Connect Episode 40 - Richard J. Andreano, Jr., Partner, Ballard Spahr
    Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers-and-shakers in the mortgage industry. Our 40th episode features Richard J. Andreano, Jr., Partner, Ballard Spahr. This episode covers a variety of topics including:   4:15 - Let’s start with your background.  What led you into the legal field, and specifically to […]
  • Connect Episode 39 - Ben Miller, Co-Founder, SimpleNexus
    Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers-and-shakers in the mortgage industry. Our 39th episode features Ben Miller, Co-Founder, SimpleNexus. This episode covers a variety of topics including:   2:04 - What’s your background?  What led you to SimpleNexus? 9:37 - What was the biggest challenge in helping to start […]
  • Connect Episode 38 - Michael Pfeifer, Of Counsel, Kirby & McGuinn, California MBA General Counsel
    Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers-and-shakers in the mortgage industry. Our 38th episode features Michael Pfeifer, Of Counsel, Kirby & McGuinn, California MBA General Counsel. This episode covers a variety of topics including:   2:33 - What’s your background?  How did you get started and what led […]
  • Connect Episode 37 - Cody Charfauros, Principal/Managing Director, Slatt Capital
    Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers-and-shakers in the mortgage industry. Our 37th episode features Cody Charfauros, Principal/Managing Director, Slatt Capital. This episode covers a variety of topics including:   2:43 - Let’s start with your background – how did you get into the business, and what led […]
  • Connect Episode 36 - Alex Kutsishin, Co-Founder, CEO & Chief ROI Booster, Sales Boomerang
    Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers-and-shakers in the mortgage industry. Our 36th episode features Alex Kutsishin, Co-Founder, CEO & Chief ROI Booster, Sales Boomerang. This episode covers a variety of topics including:   4:05 - Let’s start with your background – how did you get into the […]
  • Connect Episode 35 - Joe Langner, President, ReverseVision
    Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers-and-shakers in the mortgage industry. Our 35th episode features Joe Langner, President, ReverseVision. This episode covers a variety of topics including:   4:04 - What’s your background?  How did you get started on the reverse side of the business, and what drew […]
  • Connect Episode 34 - Gary Clark, COO, Sierra Pacific Mortgage
    Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers-and-shakers in the mortgage industry. Our 34th episode features Gary Clark, COO, Sierra Pacific Mortgage. This episode covers a variety of topics including:   3:32 - What’s your background?  How did you get in the industry and end up at Sierra Pacific? […]
  • Connect Episode 33 - David Rosenthal MAI, FRICS, President & CEO, Curtis-Rosenthal, Inc.
    Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers-and-shakers in the mortgage industry. We are joined by David Rosenthal MAI, FRICS, President & CEO, Curtis-Rosenthal, Inc. This episode covers a variety of topics including:   6:52 - What’s your backstory? How did you get started in the industry and what led […]

Click To View All Episodes

2021 President’s Council

Insellerate_190x100
AmericanPacific_190x100
AmeriHome Mortgage – Web PNG
ArchiMI__190x100
GuildMortgage__190x100
QuickenLoans__190x100
PlazaHome__190x100
Loandepot__190x100
newamerican__190x100
parkside lending
WA_NewLogo@2x
FundingShield crop

View All Sponsors

CMBA_white_300x75@2x
(916) 446-7100
info@cmba.com

Office Hours

Mon-Fri

9:00 A.M. – 5:00 P.M.

Sat-Sun

Closed

Corporate Office

520 Capitol Mall

Suite 440

Sacramento, CA 95814

© 2021 California Mortgage Bankers Association

Privacy Policy | Terms Of Use | CAMPAC Donation