An Alliance That Adds To Our Industry

NEXT Mortgage Events, creator of NEXT women’s mortgage technology summit, has engaged in a strategic alliance with Housing Finance Strategies, a Washington, DC-based advisory firm led by renowned industry veteran and award winner Faith Schwartz, former executive director of HOPE NOW.

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This alliance enables NEXT to establish a Washington, DC presence and expand its footprint into housing policy and regulations. It also allows Housing Finance Strategies to increase its visibility and reach among the NEXT community, which includes thousands of high ranking women mortgage executives, and the organizations that support them.

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The companies plan to collaborate on a variety of projects that advance executives’ industry knowledge of housing policy and regulations, and promote effective deal-making.

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“This collaboration avails a new level of intel to the NEXT community and puts a lot of power behind our growth plans,” said Jeri Yoshida, co-founder of NEXT. “Housing Finance Strategies is respected  across the housing industry for its expertise, and Faith is renowned for decades of noteworthy accomplishments. We’re thrilled for the advances this collaboration will bring to the industry.“ 

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“Having served as the keynote speaker at the NEXT Technology conference earlier this year on behalf of FormFree, I was enamored with the niche NEXT serves,” said Faith Schwartz, Owner of Housing Finance Strategies, LLC. “The intersection of my consulting firm — with clients ranging from big 4 consulting firms to non-banks and fintechs — and NEXT is a tremendous fit and the timing with all the housing related issues in play is prescient.”  

“NEXT is known for delivering the type of executive intel that changes business outcomes, as well as individual careers,” said Molly Dowdy, co-founder of NEXT. “This strategic alliance will turbocharge what NEXT delivers as Faith and Housing Finance Strategies bring unrivaled thought leadership to the NEXT community on a consistent basis.”

The two firms will continue to operate their businesses and corporate entities without a change in structure while leveraging the benefits of the alliance.

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Vendorly Collaborates With Shared Assessments

Vendorly, a vendor oversight platform for financial institutions, has collaborated with Shared Assessments, a source in third-party risk management, to license the Standardized Information Gathering (SIG) Questionnaire. The SIG Questionnaire is available for Vendorly customers to access the industry-standard list of questions, based on the risk profile of their vendor engagement.

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Built on best practices by the Shared Assessments member community, the SIG Questionnaire provides standardization and efficiency in performing third-party risk assessments. Vendorly customers no longer need to rely solely on internal expertise in knowing the difference between frameworks (i.e. ISO or NIST) and instead can rely on the standardized questionnaire to help define how to mitigate risk. With over 50,000 vendors actively managed on the Vendorly platform, the addition of the SIG functionality showcases Vendorly’s commitment to raising the standards of third-party risk management (TPRM). The SIG effectively becomes the standard for all questionnaires, helping to satisfy the universe of a TPRM professional’s risk control areas.

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“Vendor management is becoming increasingly complex, covering more and more areas,” said Jim Vaca, Senior Vice President, Vendorly. “By recognizing the pain points experienced by the customers and vendors we work with, we felt a need to bring additional efficiency to both. So often our clients and prospects ask for guidance on the right questions to ask, even something as simple as how long the questionnaire should be. The standardization of questionnaires is long overdue and we are excited to be offering the Shared Assessments SIG Questionnaire to our clients.”

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“We commend Vendorly for joining the community of third-party risk practitioners working to create assurance in vendor relationships,” said Catherine A. Allen, Chairman & CEO, The Santa Fe Group | Shared Assessments. “By adopting and contributing to the Shared Assessments standard, Vendorly is working to create standard assessments that are reliable, relevant and efficient.”

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Vendorly is a SaaS vendor oversight platform designed to help financial institutions manage their vendors and meet their evolving vendor oversight obligations. The Vendorly platform can help to streamline vendor due diligence, document maintenance, monitoring and audits. Vendorly is part of the Altisource Portfolio Solutions S.A. (NASDAQ: ASPS) family of businesses.

Partnership To Deliver Modern Mortgage BI And Performance Management Tools

Wipro Gallagher Solutions (WGS), a Wipro Limited company and a provider of loan origination software solutions, and Precision Risk Management Systems, Inc. (PRMS), a provider of performance management solutions, have partnered to deliver advanced mortgage business intelligence (BI) and customer experience management solutions to mortgage lenders.

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As a part of this alliance, Wipro will offer its clients a powerful set of dashboard-driven performance management tools, including enterprise reporting, intuitive metrics and Key Performance Indicators (KPI) that focus on identifying potential problems before they progress in efforts to prevent business losses for lenders.

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“As Wipro Gallagher Solutions consistently strives to add value for customers, we have partnered with PRMS to deliver enterprise-wide management information and production analytics tools that help customers achieve greater profitability and efficiency,” said Scott Dunn, Head of Product Management, Strategy and Compliance, Wipro Gallagher Solutions, Wipro Limited.  “PRMS provides innovative solutions that are intuitively easy to use and are capable of integrating and functioning in an extremely short period of time to provide a rapid return to our customers.”

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“PRMS is extremely pleased to be working with the team at Wipro Gallagher Solutions to help lenders perform at a higher level,” said David Demster, Executive Vice President, Precision Risk Management Systems.  “These solutions will provide Wipro customers with focused business reporting, graphical dashboard information and key performance indicators that will enable management and staff to work more efficiently and effectively.”

MBA, NAMMBA Partner To Promote Diversity

The Mortgage Bankers Association (MBA) and the National Association of Minority Mortgage Bankers of America (NAMMBA) announced today that the two associations will form a formal strategic partnership to advance each other’s diversity and inclusion efforts.

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“The real estate finance industry must continue to enhance diversity and inclusion in order to retain and recruit the best workforce possible,” said David H. Stevens, CMB, President and CEO of MBA. “Our industry helps individuals and families achieve the American dream; we have to make sure that dream is available to everyone, and that our workforce reflects the customer base we serve.”

“Forging a partnership with the MBA to promote inclusion is paramount to furthering NAMMBA’s mission to provide education and professional development to women and minorities in mortgage lending,” said Tony Thompson, CMB, founder of NAMMBA. “Together, the MBA and NAMMBA can respond to the clarion call in our industry for more diversity so that we may better serve our customers no matter where they live or what they look like.”

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The agreement will help the two associations collaborate on certain conferences and meetings, work together on industry advocacy and research, and promote efforts aimed at furthering diversity and inclusion, including recruitment and professional development scholarships.

In addition, MBA will offer a discount to NAMMBA members on their purchases of qualified MBA products, including many MBA Education offerings.

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NAMMBA is a national trade association dedicated to the enrichment and betterment of minorities and women who work in the mortgage industry. NAMMBA’s mission is to increase the engagement of minorities and women in the Mortgage Banking Industry at the local, state and national level. For more information visit

MBA is the leading voice in the real estate finance industry. MBA is committed to increasing racial, gender, sexual orientation and ethnic diversity within the mortgage banking industry. For more information on MBA’s efforts, please visit

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Pendo Joins Forces With The Mortgage Collaborative To Offer Appraisal Management Services

Pendo, a nationwide appraisal management company (AMC), announced a strategic partnership with The Mortgage Collaborative’s preferred partner network to provide appraisal management services to the organization’s 112 lender members.

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“We are thrilled to be aligned with such a great network. Our partnership with The Mortgage Collaborative allows us to make it easier for their members to experience the financial benefits that come from Pendo’s unprecedented service levels,” said Jeff Sandman, co-founder of Pendo. “We realize that appraisal turn times are a top concern for lenders because of the direct impact on their bottom lines. Our sense of urgency, personalized service approach and focus on delivering quality reports will put their members at ease.”

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The Mortgage Collaborative is an independent mortgage cooperative of small, mid-sized and community-based lenders that provides its members with access to products and services that help reduce costs, improve compliance and better manage their businesses. Its preferred partner network consists of product and service providers across the mortgage origination ecosystem.
Pendo, which has been the recipient of numerous industry awards in the past several months, differentiates itself through its renowned client and vendor relations programs, proprietary operational processes and its monthly client scorecard, a performance based report that rates the AMC’s monthly activity according to factors such as turn times, returned appraisals and quality.

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“Pendo is a great addition to our network. Their industry reputation and core values align with our guiding principles of offering best-in-class products and services to our members,” said Rich Swerbinsky, EVP of National Sales & Strategic Alliances for The Mortgage Collaborative.

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The Mortgage Collaborative And LendingQB Partner

The Mortgage Collaborative, an independent mortgage cooperative, serving a membership of 105 lender members, with an aggregate annual origination volume of over $170 billion, and LendingQB, a provider of lean lending loan origination technology solutions, today announced a partnership to provide network members access to LendingQB’s suite of services.

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The Mortgage Collaborative selected LendingQB as the exclusive Loan Origination Software (LOS) partner of network due to the technology and operational expertise the company can provide its members. Network members who decide to work with LendingQB will find a 100% web browser-based system that manages the entire mortgage lending process intuitively and efficiently.

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“Lenders require technology that can efficiently support their unique business objectives,” said Rich Swerbinsky, EVP, National Sales & Strategic Alliances for The Mortgage Collaborative. “Partnering with LendingQB allows The Collaborative to offer our members a proven and innovative LOS platform that provides the technological backbone for a nimble and efficient mortgage process.”

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LendingQB provides mortgage lenders with a holistic model for optimizing business performance by delivering advanced technology coupled with powerful best practices that enable rapid user adoption and software effectiveness. LendingQB’s open API enables robust integrations with more than 200 best-of-breed partner integrations, providing lenders with a flexible solution that can best serve its organizational needs.

“The Mortgage Collaborative’s network brings together lenders and select vendors for the purpose of sharing resources, industry knowledge and expertise,” said Tim Nguyen, President, LendingQB. “We decided to partner with The Mortgage Collaborative because of the values and leadership the organization brings to the industry. Our partnership with The Mortgage Collaborative underscores the commitment we have to delivering meaningful and practical solutions that improve the mortgage lending experience for lenders and their customers. We look forward to building a deep and meaningful relationship with The Mortgage Collaborative and their members.”

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Strategic Alliance Enhances LO Productivity

Optimal Blue has entered into a technology partnership with SimpleNexus. Optimal Blue’s compliant pricing services, backed by its accuracy rate, will now be available to industry professionals and consumers through the SimpleNexus mobile platform. Having this dynamic blend of resource tools at their fingertips, loan officers will be more efficient in nurturing clientele and facilitating all phases of the loan process.

There has been an unprecedented demand for pricing through mobile platforms, so executives from both companies are confident that this alliance will set the new standard for compliance, convenience, security and mobility. The combination of Optimal Blue’s expertise in pricing, along with the robust capabilities of SimpleNexus’ mobile platform, will provide loan officers and other stakeholders with increased profitability and productivity by providing the necessary tools when and where needed.

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“SimpleNexus enables originators to interact with borrowers and agents, not only during the loan, but before and after as well,” said Matt Hansen, president of SimpleNexus. “This strategic partnership was an ambitious accomplishment. Optimal Blue’s reputation and focus on innovation align perfectly with who we are, so we are confident that lenders and their partners will see increased production when utilizing these technologies.”

“This is the perfect blend of skills and services provided by two best-in-class companies,” commented Mark Coupland, vice president of business development at Optimal Blue. “This will further extend the reach of both companies’ offerings into the loan origination process, benefiting all stakeholders in the process and most importantly, the consumer. This is just the beginning.”

From lead generation to closing, Optimal Blue and SimpleNexus will continue to provide innovative solutions that offer organizational-level compliance, while improving the experience for all parties involved in the mortgage process.

Partnership Expands Lending Opportunity

Rockland, Mass.-based Rockland Trust, a $6.4 billion asset institution with nearly 80 branches across Massachusetts, has partnered with Embrace Home Loans to expand its lending operations. Through the partnership, Embrace Home Loans will process, underwrite and close loans originated by Rockland Trust, enabling the Massachusetts bank to increase its competitiveness as the demand for home financing grows.

By leveraging Embrace’s more than 30 years of proven lending experience, Rockland Trust will significantly speed loan closings, improving the borrower experience. In addition, the bank will now offer USDA and VA loans to consumers across Eastern Massachusetts and Rhode Island.

Unlike other outsourced solutions, Rockland Trust will benefit from Embrace’s customer-centric approach to lending, as well as its superior technology. Borrowers will have access to a unique customer portal where both the loan officer and borrower will see real-time progress. Furthermore, Rockland Trust’s customers will be able to electronically sign important loan documents – an added convenience in an increasingly digital world.

“At Rockland Trust, we strive to offer our community the very best in financial products and services,” said Armando Carvalho, senior vice president and director of Residential Lending at Rockland Trust. “By partnering with Embrace Home Loans, we’re able to expand our mortgage offering and provide a better experience to borrowers – critical as the demand for home financing continues to grow and we shift to a purchase-driven market.”

According to Rockland Trust, one of the primary factors for selecting Embrace was its culture. “It was important that our partner not only be able to expertly process loans quickly and position our bank competitively within the marketplace, but also share our values,” said Carvalho. “Embrace is dedicated to its community, customers and employees, and this is vital to providing exceptional service and sustaining long-term growth.”

“With more than 100 years of rich history, Rockland Trust is one of few financial institutions leading the industry in providing consumers with high-value mortgage products coupled with superior service,” said Dennis Hardiman, CEO and founder of Embrace Home Loans. “By partnering with us, the bank can offer mortgages without the stress and significant costs, all while providing outstanding service by speeding loan closings. This will certainly increase Rockland’s competitiveness.”

Colony Completes Strategic Acquisition and Partnership

Colony American Finance (CAF) has completed the acquisition of a $165 million portfolio of acquisition lines secured by single-family homes from Archetype Credit Opportunity Fund, LP, a private money lender backed by the original investors in CAF has concurrently entered into a strategic partnership with to continue providing financing to the buyer base. The employees dedicated to the Archetype portfolio will be joining CAF.

“We are excited to provide financing and the same high level of service to the buyer base and to offer borrowers new products across more jurisdictions,” said CAF President Beth O’Brien. “This is both a strategic acquisition and partnership that will strengthen our relationship with”

“As we look for ways to bring more capital to the marketplace, we are thrilled to add Colony American Finance as one of our strategic partners,” said Jeff Freiden, CEO of “We expect to do a lot more together across the platform.”

Colony American Finance provides acquisition financing lines and loans for investor-owned single-family rental portfolios. CAF is the single family lending unit of Colony American Homes, a market leader in the acquisition, ownership, renovation, leasing and management of single-family residential homes in the United States.

Strong Mortgage Partnership Forms

W.J. Bradley Mortgage Capital, LLC (W.J. Bradley), a privately held mortgage banking firm, have formed a strategic partnership between its Newport Beach, Calif.-based Emery team and HOM/Sotheby’s International Realty (HOM/Sotheby’s). Under the relationship agreement, the two companies will combine services. Here’s why this matters:

“We were pleased to be selected as a trusted partner by HOM/Sotheby’s – a known leader in luxury real estate here in the Southern California market,” said Ty Kern, Chief Operating Officer of W.J. Bradley’s Emery team. “The integration of our firms’ strengths means we attract like customers and those customers demand the highest quality of service. I’m confident that the synergy between our two cultures will serve to meet this expectation and emphasize our commitment to furthering the value of homeownership in our community.”

“The pace of growth, sales and value of Newport Beach real estate has accelerated exponentially in the past year, and this relationship creates more opportunities through partnering to secure the right type of home financing quickly and efficiently, which is expected in the home purchase process,” said Mike Shapiro, Chairman of HOM/Sotheby’s. “Working with the Emery team, as a lending player that dominates in this market, offers a distinct advantage for both our clients and our agents.”

Founded in 1993 as Emery Financial, the team joined W.J. Bradley in 2012. Based in Newport Beach, with a second location in San Ramon, W.J. Bradley’s Emery team has originated more than 58,000 home loans since its inception, totaling in excess of $21 billion in historic production volume. The Emery team will have up to 10 loan officers dedicated to its partnership with HOM/Sotheby’s.

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