Independent Mortgage Bankers Conference 2017


MBA thanks the sponsors of the Independent Mortgage Bankers Conference 2017. We are grateful for their generous support.

Please contact Kim Newell at (202) 557-2791 or email if you are interested in becoming a sponsor.

35 results
  • Alight Mortgage Solutions- Platinum Sponsor

    Co-Sponsor of Closing Reception

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  • Union Home Mortgage Corp.- Platinum Sponsor

    Closing Reception

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    Since our inception in 1970, Union Home Mortgage Corp. has established an outstanding reputation based on professional conduct and uncompromising integrity. Since then, our customer-centric focus has helped us grow our annual lending volume to over a billion dollars in transactions per year.

    Today, Union Home is a full-service mortgage banking company with corporate headquarters in Strongsville, Ohio. In addition, we also maintain a comprehensive network of strategically located branch offices throughout the United States. Union Home has local branch offices in California, Colorado, Florida, Indiana, Kansas, Kentucky, Missouri, Ohio, Pennsylvania, and North Carolina. The Corporation is licensed in 19 states and conducts, Retail, Wholesale and Correspondent business. 

    • Products and Services: Mortgage Bankers
    • Website:
    • Phone: (440) 234-4300
    • Address: 8241 Dow Circle, Strongsville, OH 44136-1761
  • Arch Mortgage Insurance Company (Arch MI)- Gold Sponsor

    Conference Credentials

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    Arch MI is a leading provider of mortgage insurance (MI) products, services and innovative solutions. Arch MI's financial strength, risk management expertise and innovative approach make it the right MI partner for originators seeking to explore new lending opportunities, qualify more homebuyers and stay competitive in a rapidly changing market. 

    • Products and Services: Mortgage Insurance Products
    • Website:
    • Phone: (800) 909-4264
    • Address: 3003 Oak Road, Walnut Creek, CA 94597
  • EverBank- Gold Sponsor

    Networking Luncheon

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    Correspondent Lending & Warehouse Finance  

    At EverBank, responsive service is at the core of our business. Far beyond our attractive product suite, competitive pricing, and solid financial backing, what differentiates us is our commitment to communication and follow-through. We know how important it is to keep your business efficient and productive, and each of our representatives--seasoned professionals who have demonstrable expertise in the industry--is fully vested in your success. Because when trust is the cornerstone of a business relationship, companies thrive. Learn more about our lending and financing solutions at  

    15PCL0052. EverBank NMLS ID: 399805 ©2015 EverBank. All rights reserved.   EverBank is an Equal Housing Lender.

    • Products and Services: Correspondent Lenders, Mortgage Warehouse Financing, Mortgage Bankers
    • Website:
    • Address: 301 West Bay Street, Jacksonville, FL 32202
  • Moss Adams, LLP- Gold Sponsor

    General Session

    Booth 6

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    Moss Adams is one of the 15 largest accounting and consulting firms in the United States.  Founded in 1913, Moss Adams has a staff of over 2,300 professionals, including approximately 290 partners with 29 locations.  We offer audit, tax, and consulting services to over 1,300 financial institution and financial services companies, 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.  Visit us at for more information on Moss Adams and how we can serve your financial services company.

    • Products and Services: Certified Public Accountants, Business Consultants
    • Website:
    • Phone: (310) 481-1205
    • Address: 10960 Wilshire Boulevard, Suite 1100 Los Angeles, CA 90024-3714
  • Weiner Brodsky Kider PC- Gold Sponsor

    Conference Hotel Keys

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    The attorneys of Weiner Brodsky Kider PC have been involved in the real estate and financial services industries for more than three decades, and our firm is one of the leading law firms in the country practicing in these areas. A number of our members have served as senior officials with the U.S. Department of Housing and Urban Development and are experts in housing finance matters. In addition, we have former U.S. Department of Justice trial attorneys who are well-versed in the handling of litigation matters as well as government investigations and administrative proceedings.

    The compliance element of our financial services practice includes advising clients generally with regard to federal and state laws that regulate the origination and servicing of mortgage loans. More specifically, we assist clients in their compliance with, among others, the Real Estate Settlement Procedures Act, Truth in Lending Act, Equal Credit Opportunity Act, Fair Housing Act, Home Mortgage Disclosure Act, Fair Debt Collections Practices Act, E-Sign, and Gramm-Leach-Bliley, as well as with the requirements of CFPB, HUD, VA, GNMA, Fannie Mae, and Freddie Mac. We also counsel clients with respect to licensing and other requirements of various state regulators. Our presence in Washington, D.C. naturally lends itself to the representation of mortgage lending clients and their depository affiliates before CFPB, HUD, VA, GNMA, Fannie Mae, Freddie Mac, the Federal Reserve Board, the Federal Deposit Insurance Corporation, the Office of the Comptroller of the Currency, and the Federal Trade Commission. Without exception, our firm maintains excellent working relationships with these agencies. Our attorneys also participate in agency rulemaking proceedings and advise clients on both federal and state law developments. Additionally, we assist clients with various mortgage banking related transactions. These transactions include the acquisition and sale of mortgage companies, branch offices, whole loan portfolios and loan servicing portfolios; the structuring of lending programs, loan broker and correspondent programs, warehouse agreements, repurchase agreements, and loan participation agreements; and the negotiation of loan workouts. We serve as counsel for the National Reverse Mortgage Lenders Association and advise reverse mortgage industry members with respect to regulatory compliance matters, transactions, and new lending and investor programs. We also serve as counsel for The Real Estate Valuation Advocacy Association and The Texas Manufactured Housing Association. Finally, we provide advice directly, and through associated counsel, about state law issues in all 50 states and the District of Columbia affecting financial service industry members.

    Compliance Audits and Due Diligence
    We routinely undertake reviews of the operations, practices and policies and procedures of our clients, and assist with the design and implementation of appropriate corrective action. We undertake similar reviews on behalf of potential investors, as well as reviewing pools and portfolios for compliance with applicable law.

    Building on the firm's financial services practice, our aim is to provide mortgage lenders, and other financial institutions, with litigation assistance with respect to the full range of issues that affect the mortgage industry. In that regard, we have represented clients in a broad array of civil and administrative litigation matters, including cases involving the Dodd-Frank Act, Real Estate Settlement Procedures Act, Truth in Lending Act, Equal Credit Opportunity Act, Fair Housing Act, loan repurchase obligations, and mortgage loan portfolio sales and servicing. We represent clients in litigation involving private parties as well as litigation brought by or against government entities in connection with the participation by clients in government lending, insurance, and guaranty programs. We have developed a particular expertise in class action cases and have represented a number of clients in connection with class actions involving disclosures, servicing fees, credit reporting, escrow account practices, private mortgage insurance, unauthorized transmission of facsimiles, and other issues arising under all of the major federal mortgage lending laws. Our litigation practice is nationwide, with cases pending in numerous state and federal courts across the country as well as before various administrative agencies. 

    • Products and Services: Attorneys
    • Website:
    • Phone: (202) 628-2000
    • Address: 1300 19th Street, NW, 5th Floor Washington, DC 20036-1609
  • BNTouch Inc.- Silver Sponsor

    Track Sessions

    Booth 4

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    • Website:
    • Address: 4130 SW 117th Avenue, Ste. 404, Beaverton OR 97005
  • Chase- Silver Sponsor

    Conference Bags

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    We're Right Here - Supporting your business

    Responsiveness and exceptional service are more than just words to us. They're what drive us to help build your success and to partner with you - even in a changing market. It's our focus. It's our promise to you: to be right here - supporting your business.

    • Products and Services: Mortgage Bankers, Correspondent Lender
    • Website:
    • Address: 10151 Deerwood Park Boulevard, Jacksonville, FL 32256
  • Fannie Mae- Silver Sponsor

    Conference Notebooks

    Booth 7 & 8

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    Fannie Mae serves the people who house America. We provide access to affordable mortgage financing in all markets at all times. We aspire to be America's most valued housing partner, and we are moving forward with our partners to build a stronger, safer, more efficient housing finance system.

    • Website:
    • Phone: 800-2FANNIE
    • Address: 3900 Wisconsin Ave NW Washington, DC 20016-2892
  • Freddie Mac- Silver Sponsor

    mPower Event

    Booth 5

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    Freddie Mac was established by Congress in 1970 to provide liquidity, stability and affordability to the nation's residential mortgage markets. Find out more at

    • Products and Services: Government-Sponsored Enterprise, Secondary Market Products/Services
    • Website:
    • Phone: (703) 903-2000
    • Address: 8250 Jones Branch Drive, # MSB3M, Mc Lean, VA 22102-3112
  • Wells Fargo Funding- Silver Sponsor

    Mobile App

    Booth 21

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    You can feel confident with a dedicated team of experienced mortgage professionals focused on helping you achieve your goals now and in the future.  

    With over 25 years of leadership as a residential mortgage investor, you can rely on us to provide:  

    • Collaborative support
    • Streamlined delivery and flexible options
    • Competitive execution
    • A wide range of products to meet your borrowers' needs  

    Learn how to become an approved Seller today!

    • Products and Services: Correspondent Lending, Mortgage Bankers
    • Website:
    • Phone: (800) 328-5074, option 4
    • Address: 2701 Wells Fargo Way, Minneapolis, MN 55467
  • Cenlar FSB- Bronze Sponsor

    Tuesday Refreshment Breaks

    Booth 18

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    Cenlar FSB is a federally chartered wholesale bank specializing in subservicing nationwide. We offer compliant ready customized loan servicing solutions you can count on. To learn more about how we can help you with your loan servicing, visit or call us at 1-888-SUBSERVE (782-7378).

    • Products and Services: Subservicers, Wholesale Bankers
    • Website:
    • Phone: (609) 883-3900
    • Address: 425 Phillips Boulevard Ewing, NJ 08618-1430
  • Essent Guaranty, Inc.- Bronze Sponsor

    Continental Breakfast

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    Essent Guaranty, a wholly-owned subsidiary of Essent Group, Ltd. (NYSE:ESNT), is a private mortgage insurer focused on managing risk and dedicated to serving as a strong and fair counterparty. Essent's strength is derived from its strong capital position, consistent best-in-class customer service, and collaborative approach to building long-term business relationships. 

    • Products and Services: Mortgage Insurance Products
    • Website:
    • Phone: (610) 230-0555
    • Address: Two Radnor Corporate Center, 100 Matsonford Road, Radnor, PA 19087
  • First Tennessee Mortgage Warehousing Group - Bronze Sponsor

    Booth 23

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    The First Tennessee Mortgage Warehousing Group has been providing warehouse lines of credit to independent mortgage companies nationwide since 1998.  Our team of professional bankers have extensive industry experience and are ready to meet your warehouse needs.  For further information Contact Scott Walker, Senior Vice President at 901-759-7770, email at or visit our website at

    About First Tennessee
    First Tennessee is part of the First Horizon National Corp. (NYSE:FHN) family of companies. The company was founded during the Civil War in 1864 and has the 14th oldest national bank charter in the country. The 4,300 employees of First Horizon provide financial services through more than 170 bank locations in Tennessee and the Southeast.  More information is available at

    • Products and Services: Mortgage Warehouse Lending, MSR Financing, Construction Loan Warehouse Program
    • Website:
    • Phone: (888) 297-0222
    • Address: 7640 Poplar Avenue, Suite 210, Germantown, TN 38138
  • Hearsay Systems- Bronze Sponsor

    Booth 9

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    Hearsay Systems offers the complete client engagement solution for the mortgage industry, empowering loan officers to effectively use digital to build stronger relationships that grow their business. Built to address the needs of sales, marketing and compliance, its Hearsay 360 technology platform enables loan officers to efficiently and compliantly communicate with clients and prospects across digital channels, including social networks, text messages, websites, and email.

    • Website:
    • Phone: (415) 692-6230
    • Address: 185 Berry Street, Suite 3800, San Francisco CA 94107
  • The Money Source, Inc.- Bronze Sponsor

    Conference Notepads

    Booth 2

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    The Money Source Inc. is a national correspondent lender. We feel an obligation to our partners, clients and the homeowners to build a business that focuses on the one thing we all strive for in life, to Grow Happiness. We do that by living our core values of People Matter., Inspiring Leadership, Strength of Character and Rock Solid Service. All of this enables us to be a better partner and help you grow your mortgage business.

    • Products and Services: National Correspondent Lender, Loan Servicing
    • Website:
    • Phone: (800) 279-3257
    • Address: 135 Maxess Road Melville, NY 11747-3801
  • Western Alliance Bank Warehouse Lending- Bronze Sponsor

    Wednesday Continental Breakfast

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  • Calyx Software- Host Sponsor

    Booth 13

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    Calyx Software provides mortgage software solutions for banks, credit unions, mortgage bankers and brokers. Dedicated to offering reliable, innovative software, Calyx streamlines all phases of the loan process offering lenders an array of integrated tools.

    • Products and Services: Internet Services/Technology Products
    • Website:
    • Phone: (800) 362-2599
    • Address: Sales: 3500 Maple Avenue, Suite 500, Dallas TX 75219 Corporate Office: 6475 Camden Avenue, Suite 207, San Jose, CA 95120-2848
  • Doc Probe- Host Sponsor

    Booth 15

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    DocProbe provides the ultimate solution for trailing documents. We offer complete fulfillment by retrieving the documents, uploading them, and shipping them to your investors. DocProbe provides extensive follow up, making sure each document is received, and handles review and follow up for all your investors' outstanding document lists. All documents retrieved and sent to your investors on time. No Penalties.  GUARANTEED. 

    • Website:
    • Phone: (866) 486-0554
    • Address: 1125 Ocean Avenue, Lakewood NJ 08701
  • Dollar Bank FSB- Host Sponsor

    Booth 14

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    With over 155 years of experience, Dollar Bank is committed to mortgage lending and providing great service. Whether you are looking for Correspondent Lending or Private Label Mortgage Services, Dollar Bank offers a variety of competitive mortgage products and services that you can choose from to fit your lending needs.

    • Products and Services: Correspondent Lending, Private Label Mortgage Services, Mortgage Bankers
    • Website:
    • Phone: (855) 301-2887
    • Address: 2700 Liberty Avenue, Pittsburgh, PA 15222
  • Dovenmuehle Mortgage, Inc.- Host Sponsor

    Booth 3

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    Dovenmuehle offers complete private label subservicing for loans sold to or securitized with Fannie Mae, Freddie Mac and Ginnie Mae. Dovenmuehle has worked extensively with independent mortgage bankers to make the successful transition to retaining conventional and government servicing portfolios. Dovenmuehle has no minimum volume requirements and provides assistance with all servicing related documentation to be provided with your agency applications.

    • Products and Services: Subservicers
    • Website:
    • Phone: (847) 550-7550
    • Address: 1 Corporate Drive, Suite 360 Lake Zurich, IL 60047-8945
  • Ellie Mae, Inc.®- Host Sponsor

    Booth 20

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    Ellie Mae® (NYSE: ELLI) is a leading provider of innovative on-demand software solutions and services for the residential mortgage industry. Ellie Mae's end-to-end Encompass® mortgage management solution provides one system of record that allows banks, credit unions and mortgage lenders to originate and fund mortgages and improve compliance, loan quality and efficiency. Visit or call (877) 355-4362 to learn more.

    • Products and Services: Enterprise Technology Solutions and Services
    • Website:
    • Phone: (925) 227-7000
    • Address: 4420 Rosewood Drive, Suite 500 Pleasanton, CA 94588
  • Lakeview Correspondent- Host Sponsor

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    As one of the largest agency and government servicing aggregators, Lakeview Correspondent is your source for whole loan sales. Servicing over $200 billion, Lakeview Correspondent is a trusted partner committed to providing correspondents with consistent and stable whole loan liquidity. Partnering with our affiliate Bayview Loan Servicing, we provide extended access to mortgage financing through quality QM and Non-QM portfolio loans, specifically designed for responsible borrowers who may not meet traditional agency guidelines. Together, we offer clients the advantage of working with one dedicated team of experienced correspondent professionals to access agency, government, and non-agency products.

  • Loan Vision- Host Sponsor

    Booth 27

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    Loan Vision, Efficient Mortgage Accounting helps reduce risk, streamline manual process and lowers operating expense by combining a leading financial management solution with loan level accounting. Loan Vision is the next generation of mortgage accounting.

    • Products and Services: Mortgage Accounting financial management solution
    • Website:
    • Address: 507 West Newton Street, Suite 2, Greensburg, PA 15601
  • LoanScoreCard- Host Sponsor

    Booth 12

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    • Website:
    • Phone: (800) 617-0892
    • Address: 3240 El Camino Real, Suite 220, Irvine, CA 92602
  • MetaSource- Host Sponsor

    Booth 24

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    From automation to outsourcing, our solutions enable you to focus on you core business - we'll do the rest. Solutions that Manage Risk, Improve Quality and Increase Efficiencies.

    • Website:
    • Phone: (888) 634-7684
    • Address: 67 West 13490 South, Suite 200, Draper UT 84020
  • Mortgage Cadence- Host Sponsor

    Booth 22

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    Mortgage Cadence delivers the industry's only true one-stop-shop mortgage technology. In a time when efficiency, speed and the customer experience are paramount to success, we offer reliable software and dedicated people, supporting lenders' every need.

    • Products and Services: Loan Origination Technology, Consultants
    • Website:
    • Phone: (303) 991-8200
    • Address: 1999 Broadway, Suite 1200, Denver, CO 80202-5738
  • Mortgage Capital Trading, Inc.- Host Sponsor

    Booth 11

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    Mortgage Capital Trading, Inc. (MCT) is a capital markets-focused risk management and advisory services company providing independent analysis, training, hedging strategy and loan sale execution support to clients engaged in the secondary mortgage market. 

    • Website:
    • Phone: (619) 543-5111
    • Address: 350 10th Ave Ste 850, San Diego CA 92101-7498
  • Offit Kurman- Host Sponsor

    Booth 26

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  • Service 1st Valuation - Appraisal Risk Management- Host Sponsor

    Booth 1

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    • Website:
    • Phone: (412) 265-2585
    • Address: 1000 Cliff Manor Road, Suite 300, Pittsburgh pA 15275
  • TenA Companies, Inc. - Host Sponsor

    Booth 17

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    TenA Companies provides all Quality Control services including:

    • Production Quality Control reviews to all Agency, investor or internal guidelines
    • SecondLook Audit Software
    • Servicing Quality Control Reviews and Software
    • Fraud Reviews
    • Early Payment Default Reviews
    • State Specific Compliance Reviews
    • APR Validator
    • PreFunding Quality Control Reviews
    • Quality Control Plans
    • MERS® Reviews 
    • Products and Services: Compliance Specialists, Outsource Specialists, Quality Control Software
    • Website:
    • Phone: (800) 255-8362
    • Address: 251 W Lafayette Frontage Road Saint Paul, MN 55107-1628
  • The StoneHill Group, Inc. - Host Sponsor

    Booth 10

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    The StoneHill Group, Inc. is a national provider of outsource mortgage solutions, including quality control, due diligence, fulfillment, transfer support, and government insuring. We provide clients with unequaled customer service, cost-effective business solutions, and superior work products. For more information, please call 1-877-399-1936 or visit

    • Products and Services: Post Close Quality Control, Servicing Audits, Branch Audits, Closing Funding, Post Closing, Investor Delivery, FHA Insuring, Repurchase MI Rescission Defense, Contract Underwriting, Due Diligence
    • Website:
    • Phone: (877) 399-1936
    • Address: 1117 Perimeter Center West, Suite E-212 Atlanta, GA 30338
  • Top of Mind Networks- Host Sponsor

    Booth 19

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    Top of Mind's Surefire CRM is a leading sales and online marketing platform for the mortgage industry. Simple to use and implement, thousands of mortgage professionals from individuals to large enterprise clients successfully use Surefire to manage and grow their sales pipeline. We ensure this growth by placing our customers top of mind with their database through the development and automation of personalized, one-to-one marketing campaigns to their prospects, in-process loan customers, and past clients. To set up a product demo, visit

    • Products and Services: Mortgage Marketing & CRM Services/Solutions
    • Website:
    • Phone: (404) 943-9910
    • Address: 3621 Vinings Slope SE Unit 4250 Atlanta, GA 30339
  • Total Expert LLC- Host Sponsor

    Booth 16

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    Total Expert provides an enterprise co-marketing solution that allows Lenders to provide great value to their Realtor partners while simultaneously growing their own purchase business. Deploy all your branded co-marketing initiatives through a compliant central hub environment that delivers measurable ROI.

    • Products and Services: Central co-marketing technology solution
    • Website:
    • Phone: (800) 830-9085
    • Address: 6321 Bury Drive, St. 215, Eden Prairie, MN 55346
  • Velocify- Host Sponsor

    Booth 25

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    Velocify is a leading provider of cloud-based intelligent sales automation solutions that drive more effective and efficient sales processes and improve lead conversion rates. The company has helped more than 1,500 companies, including 650 mortgage lenders, automate and improve their lead response times and closing rates. The company's newest offering, Velocify LoanEngageTM, is a cloud-based platform that unites lenders and loan officers by bringing productivity, compliance, and visibility to retail mortgage marketing and sales processes.

    • Website:
    • Address: 222 N Sepulveda Blvd., Suite 1800, El Segundo CA 90245