MReport July 2021

TheMReport — News and strategies for the evolving mortgage marketplace.

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M R EP O RT | 11 of Arts in political science, magna cum laude, from Oklahoma State University. SERVICE PROVIDERS TERRI DAVIS Notarize welcomed Terri Davis as General Manager, Real Estate. In this newly-created role, Davis will lead Notarize's continued efforts to digitize the real estate industry to benefit both our partners and their customers. For more than 20 years, Davis has been a tireless advocate and leader across several different segments of the mortgage industry, including Ellie Mae, PMI, and Fannie Mae. There's a shift happening in our so- ciety toward online services, and the real estate industry is at the heart of this transformation. Notarize exists to solve the problem of how to go from stacks of paper and pens to a fully digital process that both delights cus- tomers and adds business value, trust, and legal certainty, all at the speed of the internet. Passionate about trans- forming the lending ecosystem, Terri will be at the forefront of Notarize's efforts alongside our partners in the years to come. Throughout her career, Davis has built and led many successful teams and amassed a broad network of collaborative relationships. Those teams and partners allowed her to contribute to the development, sales, and implementation of software for the mortgage industry and to build and expand business channels to efficiently drive revenue and increase market penetration. She now brings her incredible breadth of experience to Notarize to lead its Real Estate category. Davis was most recently at Ellie Mae, where she led the modernization and integration of the AllRegs plat- form. Under Davis' leadership as the business's general manager, the Ellie Mae AllRegs team was able to revamp its go-to-market strategy to better en- able customers as part of the overall Ellie Mae digital lending platform. "I have enjoyed a diverse career in real estate finance, and I know how few and far between truly transfor- mational products emerge and are well-timed to cross the proverbial tech adoption chasm. Remote Online Notarization is a game changer, and I am thrilled to join the industry's lead- ing RON solution provider to apply my experience and passion to radically improve the consumer experience while also transforming the cost and profit dynamics for participants in the residential real estate industry. The time for RON is now." Outside of the office, she is actively engaged in women's leadership as a participant in several industry working groups. SAMIA DEMARCO Birchwood Credit Services, a national provider of mortgage credit reporting services, announced the promotion of Samia DeMarco to Director of Sales. DeMarco started in the Operations Department as a Mortgage Investigator and quickly became Leader of the Rush Team. In 2017, DeMarco became a Client Support Representative for the New England region. She then was promoted to Regional Sales Manager and was instrumental in increasing brand rec- ognition through various board and committee positions within industry associations throughout New England. Within just a few years, she was promoted to National Sales Manager helping to expand Birchwood's foot- print nationally. DeMarco is the youngest President of the New Hampshire MBA and holds several board and committee positions with the Connecticut, Maine, Massachusetts, and Rhode Island Mortgage Banking Associations. In this new role, DeMarco will be focusing on new customer acquisition with banks, mortgage companies, mortgage brokers, and credit unions across the nation, as well as manag- ing, growing, and supporting the sales team. She will work collaboratively with the Marketing, Operations, and Compliance departments and will oversee the continued adoption of new technology that will drive increas- ing Birchwood's customer base and prospect pipeline. Larry Avery, Senior EVP of Birchwood said, "Samia is a tremen- dous asset to our organization." He continued, "She has shown determi- nation, a willingness to grow, and is well-versed in the intricacies of the Operations side of the house, as well as in Sales. This is a major benefit in our strategic plans to increase our na- tional footprint and solidify even more relationships across the nation." DeMarco said of her promotion, "This next chapter of my tenure with Birchwood is extremely exciting for me. I am looking forward to leading the growth of our sales organiza- tion and showcasing even further Birchwood's strategic advantage to our customers and prospects. I will be working tirelessly with our team to secure our position as a consultative partner, not only in the New England area where our customers have grown accustomed to this support, but from coast to coast." CATHLEEN SCHREINER GATES MATT HANSEN SimpleNexus, developer of a homeownership platform for loan officers, borrowers, real estate agents, and settlement agents, announced that Founder Matt Hansen will pass the CEO baton to President Cathleen Schreiner Gates. Hansen remains heavily involved with the firm, where he will double down on customer focus leading a task force of software developers and sales staff that specializes in tackling high-priority projects. "SimpleNexus started as a pas- sion project—an app to help my brother-in-law expand his mortgage business—and it has since grown be- yond anything I originally imagined," Hansen said. "Over the past seven years, I've had the great pleasure of building a better homebuying experi- ence for consumers and lenders with the help of hundreds of dedicated, passionate professionals." "Now, by placing the leadership of SimpleNexus into Cathleen's highly capable hands, I have the opportunity to return to the work that brings me the most joy: focusing on the voice of the customer and rolling up my sleeves to lead projects that translate our users' needs into reality." As CEO, Schreiner Gates will guide SimpleNexus to set the bar for what a homeownership platform should be as she leads operations and strategic de- cision-making. Schreiner Gates began her engagement with the organization as a board member in April 2020 and was named President in September 2020. She is a decorated mortgage technology leader. Previously, she served as EVP of sales and market- ing at digital mortgage technology provider Ellie Mae (now ICE Mortgage Technology). During her tenure, Ellie Mae spent six consecutive years on the Deloitte Technology Fast 500 and negotiated a $3.7 billion purchase by private equity firm Thoma Bravo. "Early on, I recognized that SimpleNexus is more than another technology tool for lenders. Our team's empathy for our customers and enthusiasm for continuously improv- ing the homebuying process is driving SimpleNexus to develop innovative tools that are fundamentally chang- ing the mortgage experience for the better," Schreiner Gates said. "I am ex- cited to continue helping SimpleNexus chart its course as a mortgage tech- nology game-changer." SADIE GURLEY Digital mortgage platform Maxwell announced the addition of Sadie Gurley as VP to its leadership team. She holds over 25 years' of experience in the mortgage industry, most specifically in due diligence and quality control services. Her role at Maxwell will help the company find new opportunities and expand its impact on community lenders across the country. As Maxwell grows beyond a point- of-sale service, it aims to expand its leadership with strategic, highly expe- rienced hires. Gurley is an integral step towards further enhancing Maxwell's current services and spearheading new technology that can save time and money in the loan manufacturing process. Because she deeply under- stands the challenges lending teams face, Gurley is uniquely equipped to identify new avenues that could benefit the more than 250 community lenders who use Maxwell today. Gurley comes to Maxwell from Digital Risk, where she headed up dili- gence services. Previously, she served as VP of Mortgage Bond Trading at Goldman Sachs for over 10 years. She holds a B.A. in economics from Washington State University and an MBA from New York University's Stern School of Business. The addition of Gurley comes at a pivotal time of growth for Maxwell. In May of 2020, the company launched its Fulfillment Platform, providing onshore outsourced processing, underwriting, and closing services MCROWD

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