From left to right: David Schroeder: EVP Third-Party Organizations, Caliber Home Loans, Inc.; Renee Galitis: EVP Chief Information Officer, Caliber Home Loans, Inc.; Mike Kortas: CEO, Nexa Mortgage; Dave Savage: Founder, The Mortgage Coach
Last week, Caliber Home Loans, Inc. made history again by streaming the first ever Caliber Clubhouse Virtual Partner Connect Event. Business Partners across the nation gathered via internet for the inaugural assembly. The moment was truly the start of something new – the kick-off of Caliber Club, an exclusive organization comprised of Business Partners passionate about their business and dedicated to taking their success further, faster.
David Schroeder, EVP Third-Party Organizations, Caliber Home Loans, Inc., left; Mike Kortas: CEO, Nexa Mortgage, far right.
The inaugural members of Caliber Club enjoyed one of the first perks of membership by participating in this event. It was characterized as a “gathering of America’s greatest brokers” by host David Schroeder, Caliber EVP of Third-Party Originations. The Clubhouse presented panel discussions on trends in the market and emerging technologies and their coming impact on the home mortgage industry. The day also included presentations on the state of the Capital Markets and on SEO issues and tactics. The speakers were selected to guarantee probing discussions and invaluable insights in a give-and-take forum not found anywhere else.
David Schroeder: EVP Third-Party Organizations
As Caliber CEO Sanjiv Das said in his introductory remarks, “Caring for homeowners is the soul of our company.” He stressed that the Clubhouse would not only make Business Partners better prepared to meet today’s challenges, but it would also empower them to meet customers’ needs with greater empathy and innovative solutions.
The lineup of industry professionals included:
From left to right: Renee Galitis: EVP Chief Information Officer, Caliber Home Loans, Inc.; Mike Kortas: CEO, Nexa Mortgage; Dave Savage: Founder, The Mortgage Coach
The knowledge represented by these panelists is enormous and their perspectives are thought provoking. For example, the technology panel shared how artificial intelligence and machine learning are lifting information directly from “old school” paperwork and converting it to actionable data to greatly accelerate underwriting. As David put it, “We’re meeting the expectations of the one-click generation to make home buying a frictionless process.”
A look at a couple of the panelists reveals the richness of the discussions. Mike Kortas is the co-founder of the company that became the No. 2 mortgage broker exclusively serving independent loan officers. Dave Savage is perhaps best known as the founder of the Mortgage Coach and describes himself as an agent of change dedicated to helping loan officers turn new digital technology into a competitive advantage. Garth Graham is Senior Partner at STRATMOR Group, a data-driven advisory firm for lending professionals.
Caliber Wholesale’s SVP of Wholesale Lending, Tony Kottenbrock, joined David Schroeder to discuss the mission and creation of Caliber Club, reviewed all the exclusive benefits for members, and spoke about what’s to come as the Club expands in both membership and services.
From left to right: David Schroeder: EVP Third-Party Organizations, Caliber Home Loans, Inc.; Renee Galitis: EVP Chief Information Officer, Caliber Home Loans, Inc.; Mike Kortas: CEO, Nexa Mortgage; Dave Savage: Founder, The Mortgage Coach
From left to right: David Schroeder: EVP Third-Party Organizations, Caliber Home Loans, Inc.; Renee Galitis: EVP Chief Information Officer, Caliber Home Loans, Inc.; Mike Kortas: CEO, Nexa Mortgage
The inaugural Clubhouse event is only the beginning. In the months ahead, Caliber Club will give members greater resources, deeper access to our expertise, tools to promote their business, and support through innovative technology.
Caliber Club represents a new way for our Business Partners to do business. Caliber Club members can enjoy benefits such as:
Over 460 companies have already qualified for membership in the Club. Watch for new announcements in the future about new tools, resources, and personal connections as they become available to Club members.
Business Partner Jim Goodman tragically passed away before his Caliber Account Executive, Lisa DeGeorge-Nix, could present him with his celebratory inaugural Caliber Club trophy. Instead, Lisa spoke about Jim and his impressive career, presenting a slideshow commemorating his life and accomplishments. Jim had worked in the mortgage industry for 20 years and will be deeply missed by his fellow brokers and all those he touched throughout the industry.
The first rule of Caliber Club is to talk about Caliber Club. The second rule of Caliber Club is that any one of our Business Partners can join. To qualify, we require a minimum of 7 loans a quarter. Of those loans, 80% must be of good quality and meet at least 2 of the criteria outlined:
To learn more about Caliber Club, contact your Account Executive. If you’re already a Caliber Club member, ask your Account Executive about joining our exclusive Caliber Club Facebook group. Be a part of the community of members and discuss industry topics, interact with our Account Executives, and broaden your knowledge and your abilities.
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