Folks on the transfer: September 18th


San Diego

CWDL, an accounting and advisory firm specializing in the mortgage banking and education industries, has appointed Susan Volpe and Dustin Pfluger as director of accounting and advisory services and partners, respectively, of the Mortgage Banking business.

Volpe joins CWDL after previously running her own accounting business and serving as CFO for Mortgage Equity Partners.

Pfluger brings 16 years of public accounting experience to CWDL, 11 of which are dedicated to the mortgage industry.



FormFree has hired Tyler Brantley as Director of Implementation.

In this role, he will act as the internal liaison between FormFree's sales and operations teams.

Prior to joining FormFree, Brantley was vice president of sales for the StudioNow content production market.

new York


Solidifi has hired Len Franco as Senior Vice President and National Sales Manager.

Franco, who has more than 30 years of industry experience, most recently served as Senior Vice President of WFG's Commercial Services Division, where he was responsible for overseeing expansion in the Northeast.

He previously served as Senior Vice President and National Sales Director for Stewart STG and Stewart Lender Services.


San Antonio

Verity Global Solutions announced that Chetan Patel has joined the company as chief operating officer.

Patel, with over 25 years of experience in the mortgage industry, most recently served as Senior Vice President, Lending and Services for Advantium Mortgage Banking Solutions.

He co-founded MortgageHub, which was renamed ISGN in 2008 following an investment by the technology company.

Verity Global Solutions also said that Kerry Goodman has joined the company as vice president of sales and business development.

Goodman brings over 25 years of sales experience to Verity and has held senior sales positions at LoanLogics, Interthinx (now First American) and DocMagic.



SimpleNexus has appointed board member Cathleen Schreiner Gates as company president.

Schreiner Gates began working with SimpleNexus in April 2020 when she was appointed to the Board of Directors.

Previously, she was Executive Vice President of Sales and Marketing at Ellie Mae and the founder and CEO of the independent consultancy Trifecta.

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