Chairman & Chief Executive Officer

Bill Dallas is known for building two mortgage companies from the ground up, First Franklin and Ownit Mortgage Solutions. He is responsible for founding and managing more than a dozen mortgage and financial tech companies over the past 35 years including Skyline Home Loans, NewLeaf and Cloudvirga.   Other successful ventures include: risk management and data analytics solution, Interthinx, and lending process automation company MindBox, and two independent California Banks, Heritage Bank of Commerce and California Oaks State Bank.

Bill earned a Bachelor of Arts degree, magna cum laude, from Bowling Green State University and his Juris Doctor degree from the University of Santa Clara School of Law. Bill was named one of Bowling Green’s Top 100 graduates and was inducted into the Business Hall of Fame. Bill is also a Certified Mortgage Banker (CMB Legion), the highest designation offered in the mortgage banking industry.



COO of Retail Sales and Capital Markets

30+ years of mortgage banking experience

Seasoned sales, capital markets, risk management, product dev, and operations executive

Leadership positions with national lenders Freedom Mortgage, Ryland Mortgage Company, Countrywide Correspondent Lending, and Maryland National Mortgage



COO of Operations and Risk

35+ years of operations, sales and credit risk experience

Spent time with North American/Dime Savings Bank & Washington Mutual

Past experience: EVP and Chief Lending Officer for Home Savings of America



Chief Finance Officer

30+ years of accounting and financial oversight experience. 5+ in the mortgage industry

Directed financial reporting, analysis, consolidation and SEC 10-K and 10-Q reporting for public entity, provided financial oversight for $70 million direct selling organization including general accounting, financial analysis and budgeting

Big 4 accounting experience (Ernst & Young)



Chief Technical Officer

20+ years of mortgage industry experience

Bachelor of Science in Finance & Management Information Systems from Cal Poly, San Luis Obispo, cum laude honors.

MBA from University of California, Irvine. Recipient of the Dean’s Fellowship Award. Member of the Dean’s Leadership Circle

Specializing in Business Automation and Process Optimization



Chief Marketing Officer

25+ years experience in the mortgage industry

Trained and coached over 4,000 mortgage and real estate professionals across the country

Managed personal retail mortgage pipelines in excess of $200M annually

Founded BenefitIQ and The HomeBenefitIQ program, the nation’s foremost Real Estate Benefit Plan



Chief Counsel

Juris doctorate and master of dispute resolution degrees from Pepperdine University School of Law

Civil and criminal litigation, real estate, probate, and employment law experience

Prior work with the Superior Court of California, Law Offices of David J. Weiss, and Stoneridge Escrow Corporation