CONNECT by California MBA

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. This week we welcome Jon Brod, Co-Founder & CMO, Roam Episode discussion topics: 1:14 - Let’s start with your journey—what sparked your move into the world of AI? Was there a defining moment or inspiration behind that transition? 4:54 - We usually record these podcasts on...

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

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

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

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

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

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. This week we welcome Praveen Chandramohan, SVP, Origination Growth Solutions, Cotality Episode discussion timestamps: 1:27 - How you got into the mortgage business 2:44 - Big changes recently with the rebrand of CoreLogic to Cotality. Can you share with our listeners a li...

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. This week we welcome Marcus Carter, President, La Mesa Fund Control & Escrow Inc. Episode discussion timestamps: 1:29 - I always like to get started with our journeys to the mortgage industry. You and your Team seem to have a long history, over 130 years of combined exper...

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

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

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

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

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. This week we welcome Brandon Glidden, CEO, 2n1 Tech Solutions Episode discussion timestamps: 1:26 - How you started 2n1 Tech Solutions? What does the name 2n1 represent? 5:22 - You specialize in IT services for mortgage lenders. How are they different from other businesse...

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

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

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

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

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

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

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

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

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

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

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

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