CalPrivate Bank and its divisions - Coronado, San Diego, La Jolla, Newport, Beverly Hills, and Private Business Capital are committed to offering customized financial solutions. The Bank's focus is to provide a Distinctly Different banking experience through unparalleled service and creative funding solutions to individuals and businesses with complex financial needs. The Bank's Private Banking team services high net worth individuals and businesses of all sizes. We offer a wide array of modern financial services, which include checking, savings, time deposit accounts and related tools. Our real estate lending group specializes in investor commercial properties, owner-occupied buildings, and construction loans. We also provide commercial loans through various portfolio and government-guaranteed programs. The Bank excels in our cross-border lending capabilities under the Export-Import Bank guarantee program. Our experienced Bankers specialize in adding value for local law firms and sole practitioners. Our shareholders, directors, management and staff are dedicated to establishing enduring banking relationships that last for generations.

Formerly Point Loma Credit Union. MyPoint Credit Union has been a part of San Diego and the surrounding communities, full of one-of-a-kind businesses and diverse and passionate doers since 1948. For more than 70 years, they have helped over 30,000 members in seven branch locations make the most out of their finances so they can live life on their own terms. Today, MyPoint Credit Union holds over $500 million in assets and provides a full array of financial products and services, including savings, checking, loans, mortgages, and digital banking options. Also, through the credit union's partnership with the CO-OP network, members have surcharge-free access to more than 30,000 ATMs across the country. In 2019, MyPoint Credit Union is also the 2018 Business of the Year for National City and 2018 East County Financial Services Business of the Year. Federally insured by NCUA. Equal Housing Opportunity.

MCT is a technology-centric capital markets advisory firm with a 15+ year track record of success and growth. Watch our client video testimonials - https://mct-trading.com/about/testimonials/ Growing for Your Needs - Since 2001 MCT has grown from a pipeline hedging services specialist into a fully-integrated provider of capital markets services & software. Learn more about all of our services - https://mct-trading.com/solutions/ Capital Markets Expertise – Through a combination of unparalleled industry experience and relentless focus on data, MCT is pioneering the future of capital markets technology. From MCTlive!, to our Desktop Servicing Model, to our new Business Intelligence unit – MCT pushes the envelope to exceed client expectations. Clients & Employees Agree - MCT delivers unparalleled customer service and is proud of our 98% client retention rate. MCT prides itself on being a regular winner of San Diego’s “Best Place To Work” Award.

Mulligan Funding exists to provide invaluable financial solutions to the small and medium-sized businesses that fuel our country. Through our unique ability to combine technology, a human touch, and unwavering integrity, we help those we serve bring their dreams to life. We believe trust is earned one client at a time. We look forward to earning yours. https://www.MulliganFunding.com

Founded in 1934 as San Diego Metropolitan Credit Union (SDMCU) to serve City employees, and re-established in 2018 as Wheelhouse Credit Union to serve all of San Diego, we have deep roots in the community and are committed to helping our Members and our beautiful City thrive. Our new brand is a reflection of our laid-back and inclusive culture, as well as our expertise and strength in financial services. We are a full-service, not-for-profit, financial institution with a steadfast commitment to eco-friendly initiatives. We help San Diegans achieve their financial goals through high-yield deposit accounts, low-rate loans, investment services, financial education and more. We serve our City and local communities as San Diego's #1 Solar Financing Lender, through scholarship opportunities, Green initiatives, volunteering and more. Wheelhouse Credit Union is San Diego Made, and Proud. We are Easily Accessible: Located in Chula Vista | Downtown | El Cajon | Kearny Mesa 30,000+ surcharge-free CO-OP® ATMs | 5,000+ Shared Branches | Digital Banking | Mobile Banking | Card Protection App Insured by NCUA. Equal Opportunity Lender.

Our Mission: To enrich the lives of our member-owners, one relationship at a time. Recipient of 2019's the Best and Brightest places to work for. Cabrillo Credit Union has been making managing your money easy since 1955. Currently, over 22,000 people trust Cabrillo to provide excellent service and to be a safe and secure place to deposit their funds and get great rates on their auto and home loans as well as credit cards. The Credit Union is a member-owned, not-for-profit financial institution. This means that everyone who uses the Credit Union has an equal say in the way it’s managed. Anyone who lives in San Diego County or who is employed by the Federal Government and living in Imperial County is eligible to use our products and services. Cabrillo is extremely proud of its accomplishments, including numerous marketing awards, the prestigious Credit Union of the Year award, and a Finalist in the San Diego Better Business Bureau Torch award. The Credit Union currently provides financial services through ever - increasing delivery points. To learn more about the many ways that Cabrillo can serve you, call 800.222.7455.

Workwell Technologies specializes in streamlining time and attendance processes for small and mid-sized businesses. Easy to use and readily accessible, Workwell Technologies’ products are designed expressly for today’s modern entrepreneur. Today, more than 1.6 million hourly employees utilize a Workwell device daily to simplify and track their time and attendance.

RWM Home Loans is a local community mortgage banking corporation that was founded in 1994, by experienced professionals who had been in the California real estate market and mortgage industry for over two decades. Their mission statement hits a core: “Our goal is to provide borrowers the highest level of customer service, coupled with unparalleled product diversity at competitive rates. We place a tremendous emphasis on developing relationships, not only with our clients, but also with our nationwide lending sources, and service providers. Our approach is simple; ‘We listen to understand, we educate so the best decisions are made, we are committed to making your dreams a reality, and we do it every day.’” In today’s fast-paced technological world, where people often feel like just another number, RWM Home Loans’ more personal approach is working. The philosophy continues to fuel the success of the company attracting loan officers and support staff with integrity and expertise few others can boast. RWM Home Loans served over 3,500 families with their residential home loan needs in 2020. A majority of these loans are underwritten and funded directly by RWM Home Loans, while the remaining loans are brokered to other sources giving borrowers a competitive edge. Licensing Information: NMLS #79445 | DRE #01174642 Equal Housing Lender Residential Wholesale Mortgage, Inc. dba RWM Home Loans is licensed by the CA Department of Real Estate #01174642 and the CA Department of Financial Protection and Innovation under the California Residential Mortgage Lending Act NMLS #79445.

Balboa Thrift and Loan was organized as a California Industrial Loan Company under the laws of the State of California and opened in Chula Vista, on July 7,1980. It was organized to provide financial services to businesses and consumers in our community. Balboa Thrift and Loan has since established branches in Claremont, La Quinta and Fresno California, to serve the financial needs of those communities. Balboa Thrift and Loan qualified for federal deposit insurance through the Federal Deposit Insurance Corporation and is now regulated by the FDIC. The FDIC guarantees the safety of your deposits in Balboa Thrift and Loan up to $250,000 per depositor.

With just two employees and a home office, HomePlus was built in 1999 on a foundation of personal relationships with our clients. Even now, as we approach a milestone of $2B in annual loan volume, we still think of this, not as a 10-figure achievement on our part, but with gratitude that we will be helping more than 4,000 clients a year—one home purchase or refinance at a time. Recently, we were rated #1 in Customer Service at Lending Tree in a field of 380 lenders. Our four- and five-star reviews across online platforms consistently mention the relationships our customers have built with their Residential Mortgage Loan Originator. For example: “Carl worked with me on my refi, and everything went so smoothly.” “Gary knows exactly what to do.” “James was great. Always accessible, attentive, and straight to the point.” While relationships are at the heart of what we do at HomePlus, it’s also important to us that we employ the best of technology to make our clients’ lives easier. We were one of the first mortgage companies to do business online, and our proprietary, 100% electronic process enables an easy, paperless transaction for our customers. It’s no coincidence that when we rolled it out, we achieved our best customer service ratings ever. Whether implementing user-friendly technology or embodying a customer-first culture, our focus on service flows from the top down. Our founder and CEO, Phil Pizzino, is in the office daily advancing the HomePlus mission. Our mission is simple: To provide our customers with the highest level of customer service and the most competitive mortgage rate and term. NMLS ID: 78669 | CA. B.R.E. License# 01426454 | TX NMLS ID: 2016672| FL License# MBR570 | AZ License# MB-0944131

MortgageOne, Inc. (NMLS #88912) was founded by Bryce Schetselaar (NMLS #474282) in March 2012 upon the principles of integrity and providing the right loan for every borrower’s situation. Bryce and his team are dedicated to providing clarity and simplicity to the most complex financial transaction many will ever go through. MortgageOne wants to be your “lender for life”....a company you can rely on to give expert mortgage advice throughout the years. MortgageOne strives to be a great partner for our Real Estate professional, communicating clearly and honestly and delivering closing documents to escrow or the closing table ahead of the closing date! MortgageOne is licensed in fifteen states (CA, AZ, AR, UT, OR, WA, ID, CO, NM, TX, OK, TN, AR, VA, MD, and GA) and has offices in both California, Arizona, Texas and Utah. See company licensing information at https://www.mortgageonehomeloans.com/state-by-state-licensing/ OR see the NMLS Consumer Access at: https://nmlsconsumeraccess.org/ MortgageOne, Inc. is not affiliated with the U.S. Government, HUD, FHA, VA or any other government agencies. MortgageOne, Inc. is an Equal Housing Lender MortgageOne's policy is to treat all applicants and borrowers in a fair and consistent manner and without regard to race, color, religion, national origin, age (provided the applicant or borrower has legal capacity to enter into a binding contract), sex, marital status, disability, familial status, receipt of public assistance or exercise of rights under the Consumer Credit Protection Act or any other prohibited basis identified under state law.

FundLoans is an exception-based wholesale mortgage lender that specializes in Jumbo Non-QM solutions. A redefined Non-QM experience with “outside-the-box” guidelines, that take a more holistic approach at underwriting. Contact us today about becoming an approved broker. Texas mortgage company notice: consumers wishing to file a complaint against a mortgage company or a licensed residential mortgage loan originator should complete and send a complaint form to the Texas department of savings and mortgage lending, 2601 North Lamar, Suite 201, Austin, Texas 78705. Complaint forms and instructions may be obtained from the department’s website at www.sml.texas.gov. A toll-free consumer hotline is available at 1-877-276-5550. The department maintains a recovery fund to make payments of certain actual out of pocket damages sustained by borrowers caused by acts of licensed mortgage company residential mortgage loan originators. A written application for reimbursement from the recovery fund must be filed with and investigated by the department prior to the payment of a claim. For more information about the recovery fund, please consult the department’s web site at www.sml.texas.gov. Information is subject to change without notice. Nothing herein is an offer for extension of credit or a commitment to lend. FundLoans Capital, NMLS ID# 1202262 (www.nmlsconsumeraccess.org), 12481 High Bluff Drive, Suite 150, San Diego, CA 92130. For complete licensing information, visit https://www.fundloans.com/state-licensing. Equal Housing Opportunity.