InstaMortgage Merges with All Cal Financial; Jim Black Named Chief Lending Officer

Guild Mortgage Acquires Inlanta Mortgage

December 1, 2022

Financial Services

Guild Mortgage, a San Diego-based national lender, has acquired Inlanta Mortgage, a Wisconsin-based independent mortgage lender that serves borrowers across multiple Midwestern states. The deal (terms undisclosed) expands Guild's footprint in the Midwest and adds Inlanta's origination and servicing capabilities and branch/loan officer relationships to Guild's platform.

New Residential Investment Corp Acquires Caliber Home Loans

April 14, 2021

Financial Services

New Residential Investment Corp. has agreed to acquire Caliber Home Loans, Inc. from an affiliate of Lone Star Funds for $1.675 billion in cash. The deal combines Caliber with New Residential's mortgage origination and servicing platform NewRez to expand purchase origination, servicing capabilities and scale across interest rate environments.

OneDigital Acquires CAL Insurance

June 20, 2024

Insurance

OneDigital has acquired CAL Insurance, a San Francisco-based property and casualty insurance brokerage founded in 1927, to expand its P&C and risk management capabilities in the Western U.S. CAL’s leadership team, including CEO Joe DeLucchi and five principals, and the firm’s 26+ employees will join OneDigital to continue serving CAL’s ~2,000 clients across private clients, real estate, education, non-profits and commercial sectors. The acquisition strengthens OneDigital’s national presence and complements its employee benefits, PEO and risk-management offerings.

SoFi Technologies Acquires Wyndham Capital Mortgage

April 3, 2023

Financial Services

SoFi Technologies, Inc. completed an all-cash acquisition of Wyndham Capital Mortgage to scale its mortgage business by integrating Wyndham's talent and digital mortgage platform. The deal is intended to broaden SoFi's mortgage product suite, improve unit economics and reduce reliance on third-party partners, and is expected to be accretive within six months.

Bank7 Acquires First American Mortgage, Inc.

February 28, 2025

Financial Services

Bank7, a community bank headquartered in Oklahoma City, has acquired First American Mortgage, Inc., a locally owned residential mortgage lender founded in 1993. The acquisition expands Bank7's mortgage division and deepens its residential lending capabilities to better serve customers across its Oklahoma, Texas (Dallas/Fort Worth) and Kansas markets.

Redfin Acquires Bay Equity Home Loans for $137.8 Million

April 4, 2022

Financial Services

Redfin completed its acquisition of Bay Equity Home Loans for $137.8 million in cash, integrating Bay Equity's full-service mortgage lending business into Redfin's platform. Bay Equity will continue to operate under its name and leadership from its Corte Madera, California headquarters while partnering with Redfin agents across 91 markets to provide lending services to homebuyers.