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CHLA Partners

Bankers Insurance Service 

Bankers Insurance Service Mortgage Bankers Bond (Fidelity Bond and E&O), Professional Liability (E&O), Directors’ & Officers’ (D&O), Mortgage Impairment (available to a wide variety of financial institutions), Surety Bond, and Cyber Liability (mortgage banks and community banks).

 

Cathedral CPAs & Advisors

Cathedral CPAs & Advisors is a firm with national reach serving the financial services industry. With extensive mortgage banking expertise and a client-centric advisory approach, we deliver tailored, forward-thinking solutions that help clients meet complex regulatory demands through accounting, tax, and advisory services. Cathedral CPAs & Advisors offers tailored, comprehensive solutions that include audit and assurance, tax compliance, and advisory services, ensuring our clients can navigate the
complexities of the mortgage banking sector with confidence and precision.

 
 

Friday Harbor

Friday Harbor is the AI underwriter designed for originators, delivering clean, complete files from day one. Friday Harbor reads borrower documents the way a human would, identifying thousands of potential issues (like occupancy fraud, undisclosed debts, large deposits and withdrawals, and guideline conflicts) and providing immediate, actionable resolutions that result in fewer touches, cleaner files, faster time-to-close, and dramatically improved staff productivity.

 
 

Garris Horn LLP 

Garris Horn is a compliance, M&A and litigation law firm for mortgage banking companies. Built by industry veterans, the firm provides legal counsel that understands how mortgage businesses actually operate.  Garris Horn advises on regulatory compliance, M&A, enforcement defense and litigation.  Garris Horn works deeply in LO compensation, wage and hour, RESPA, TRID and fair lending, regularly defending mortgage companies against hyper-aggressive state and federal regulators.  The firm is AI-engaged and tech forward, guided by its “Triple E” philosophy:  Effective. Efficient. Evolved.

 
 

 Gateless

Gateless delivers automated underwriting and income analysis solutions that help lenders accelerate decisions and improve loan quality. Smart Underwrite® automates condition identification, document and data analysis, and real-time clearing, while VeriClear™ performs investor-ready income calculations that may support rep-and-warranty relief. Gateless insures its underwriting outcomes, giving lenders confidence at scale.

 
 

Mortgage Capital Trading (MCT)

Founded in 2001, Mortgage Capital Trading, Inc. (MCT) has grown from a boutique mortgage pipeline hedging firm into the industry’s leading provider of fully integrated capital markets services and technology. MCT offers an array of best-in-class services and software covering mortgage pipeline hedging, best execution loan sales, outsourced lock desk solutions, MSR portfolio valuations, business intelligence analytics, mark to market services, and an award-winning comprehensive capital markets software platform called MCTlive!. MCT supports independent mortgage bankers, depositories, credit unions, warehouse lenders, and correspondent investors of all sizes. Headquartered in San Diego, California, MCT also has offices in Philadelphia, Healdsburg, and San Antonio. MCT is well known for its team of capital markets experts and senior traders who continue to provide the boutique-style hands-on engagement clients love. 

 

Valon Mortgage (Valon)

Valon is a leading technology-enabled mortgage servicer redefining the mortgage experience by building homeowner first software products. Valon partners with mortgage lenders to offer their homeowners a simple, fair, and transparent experience so that they can maintain consumer engagement and drive long term retention. Through its propriety infrastructure and best-in-class experience, Valon can both provide deep insight into your portfolio and drive recurring warm leads through seamless integration with you POS.

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