75 episodes

Welcome to California MBA's podcast, Connect, our all-new podcast featuring one-on-one interviews with some of the top movers-and-shakers in the mortgage industry.

California MBA serves to represent the residential and commercial real estate finance industry before all governing bodies. The California MBA encourages and promotes sound business practices and honesty in marketing, origination, lending and servicing of mortgage loans through our educational and networking opportunities.

CONNECT by California MBA The California MBA

    • Business
    • 5.0 • 2 Ratings

Welcome to California MBA's podcast, Connect, our all-new podcast featuring one-on-one interviews with some of the top movers-and-shakers in the mortgage industry.

California MBA serves to represent the residential and commercial real estate finance industry before all governing bodies. The California MBA encourages and promotes sound business practices and honesty in marketing, origination, lending and servicing of mortgage loans through our educational and networking opportunities.

    Connect Episode 75 | Dan Friedeberg, CEO, Slatt Capital

    Connect Episode 75 | Dan Friedeberg, CEO, 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 75th episode features Dan Friedeberg, CEO, Slatt Capital

    Topics of discussion:

    3:25 - What’s your background? How did you get started in the business?
    5:30 - Slatt is celebrating their 50th anniversary this year – how did the company get started and what’s been the secret sauce that has kept it in business through all the market up-and-downs?
    7:32 - How does Barry Slatt’s legacy still live on at the company?
    8:50 - Switching gears, what products/local markets are hot right now?
    10:12 - What’s the outlook for the next 12-24 months?
    11:37 - The company seems to put a high value on servicing – what has been the key to success during the pandemic/recession/recovery?
    13:46 - Has the increased use of technology changed commercial lending, or is it still a “people” business (or both)? How has tech perhaps improved the experience for the investor/borrower?
    17:45 - Why is it important for lenders like Slatt to support the advocacy work of the California MBA?

    Thank you to our sponsor, Insellerate. To learn more visit insellerate.com or call 855-973-1646

    To learn more about the California MBA visit www.cmba.com and don't forget to subscribe to our podcast and stay tuned for our next episode!

    • 20 min
    Connect Episode 74 | Terry Schmidt, President, Guild Mortgage Company

    Connect Episode 74 | Terry Schmidt, President, Guild Mortgage Company

    Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. Our 74th episode features Terry Schmidt, President, Guild Mortgage Company

    Topics of discussion:

    2:49 – What has been the biggest lesson you’ve learned (professionally or personally) over the past 18 months?
    4:51 – What’s one thing that Guild is doing differently since March 2020? Something that is a permanent change to company culture or processes or vision, etc. etc.
    8:15 – Guild has always been a big player in the purchase market – does the shift back to purchase from refi benefit your team? How are (or are they) your strategies shifting?
    11:14 – What has been one of the challenges you and the leadership team have faced since the company’s IPO? Has the company culture shifted/changed/evolved?
    12:58 – What’s the biggest advantage the company has seen, having you and Mary Ann (and other women in senior leadership) in leadership for so long?
    15:02 – How crucial to the success of Guild has been the consistent effort to promote from within?
    18:33 – What is the most important economic indicator (other than interest rates) that you watch on a regular basis?
    19:39 – Is the inventory squeeze going to continue to drive home values/prices up?
    21:15 – Why has Guild supported the California MBA for so long? What are the most important benefits that membership provides?

    Thank you to our sponsor, Insellerate. To learn more visit insellerate.com or call 855-973-1646

    To learn more about the California MBA visit www.cmba.com and don't forget to subscribe to our podcast and stay tuned for our next episode!

    • 24 min
    Connect Episode 73 | Chuck Iverson, President, Mason McDuffie Mortgage Corp.

    Connect Episode 73 | Chuck Iverson, President, Mason McDuffie Mortgage Corp.

    Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. Our 73rd episode features Chuck Iverson, President, Mason McDuffie Mortgage Corp.

    Topics of discussion:

    2:44 – How did you get started in the industry?

    5:19 – What’s the most important lesson you learned (professionally or personally) over the past year?

    8:09 – Do you think going through the 2008 financial crisis prepared you for the changes and challenges of 2020?

    10:50 – Describe the threat that the margin call issue in March 2020 posed to the industry?

    13:38 – What’s the current state of innovation in the industry, and where will the next breakthrough emerge?

    17:19 – What’s your strategy as the industry transitions from refi-dominated back to purchase?

    21:37 – What single economic factor (other than interest rates) will have the biggest impact on the market in 2022?

    23:46 – Do you see any relief in housing inventory in sight? Why or why not?

    25:08 – Why is it important for lenders to support the advocacy and grassroots work of the California MBA/MBA?

    Thank you to our sponsor, Insellerate. To learn more visit insellerate.com or call 855-973-1646

    To learn more about the California MBA visit www.cmba.com and don't forget to subscribe to our podcast and stay tuned for our next episode!

    • 28 min
    Connect Episode 72 | Mike Fontaine, Co-President & COO, Plaza Home Mortgage

    Connect Episode 72 | Mike Fontaine, Co-President & COO, Plaza Home Mortgage

    Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. Our 72nd episode features Mike Fontaine, Co-President & COO, Plaza Home Mortgage

    Topics of discussion:

    3:47 – What’s your background? How did you get started in the industry and what led you to your current role at Plaza?
    7:02 – What’s the most important lesson you learned (professionally or personally) over the past year?
    10:32 – Do you think going through the 2008 financial crisis prepared you for the changes and challenges of 2020?
    14:42 – How important is culture at Plaza, and how have you maintained that during remote working conditions?
    20:07 – What’s the strategy at Plaza as the industry transitions from refi-dominated back to purchase?
    22:44 – What single economic factor (other than interest rates) will have the biggest impact on the market in 2022?
    25:24 – Do you see any relief in housing inventory in sight? Why or why not?
    27:32 – Why is it important for lenders to support the advocacy and grassroots work of the California MBA/MBA?

    Thank you to our sponsor, Insellerate. To learn more visit insellerate.com or call 855-973-1646

    To learn more about the California MBA visit www.cmba.com and don't forget to subscribe to our podcast and stay tuned for our next episode!

    • 31 min
    Connect Episode 71 | Artin Betpera, Shareholder, Buchalter

    Connect Episode 71 | Artin Betpera, Shareholder, Buchalter

    Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. Our 71st episode features Artin Betpera, Shareholder, Buchalter.

    Topics of discussion:

    2:44 - What’s your background and how did you end up as a litigator in the mortgage industry?

    7:26 – How did surviving the 2008 financial crisis prepare you to navigate 2020?

    11:21 - What is the most important legal trend to watch right now?

    14:26 - Any big cases we should be keeping an eye on?

    22:24 - What is the most underestimated litigation threat to lenders?

    24:52 - What’s the one thing lenders can do right now to reduce risk?
     
    27:24 - Why is it important for industry to support (as you do) advocacy/grassroots groups like the California MBA/MBA?

    Thank you to our sponsor, Insellerate. To learn more visit insellerate.com or call 855-973-1646

    To learn more about the California MBA visit www.cmba.com and don't forget to subscribe to our podcast and stay tuned for our next episode!

    • 30 min
    Connect Episode 70 | Jarlath Curran, Member, Severson & Werson

    Connect Episode 70 | Jarlath Curran, Member, Severson & Werson

    Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. Our 70th episode features Jarlath Curran, Member, Severson & Werson

    Topics of discussion:

    4:06 - What’s your background and how did you end up as a litigator in the mortgage industry?
    8:46 - What was the biggest lesson you learned this past year (either personally or professionally)?
    14:27 - What is the most important litigation trend to watch this year?
    20:04 - Any big cases we should be keeping an eye on?
    22:16 - What is the most underestimated litigation threat to lenders?
    23:29 - What’s the one thing lenders can do right now to reduce risk?
    27:02 - Why is it important for the industry to support (as you do) advocacy/grassroots groups like the California MBA/MBA?

    Thank you to our sponsor, Insellerate. To learn more visit insellerate.com or call 855-973-1646

    To learn more about the California MBA visit www.cmba.com and don't forget to subscribe to our podcast and stay tuned for our next episode!

    • 29 min

Customer Reviews

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hobbsfam6 ,

Excellent!

Informative and helpful. A wealth of information.

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