CBA Webinars

CBA Team Contact

Jake Fowler

A Digital Lending Platform can do that? See why the FirstClose DLP is the first of its kind.

Recorded On: 10/06/2020



Joe Dahleen, SVP of Strategy and Sales, FirstClose
Sara Nakae, Director of Marketing and Enterprise Sales, FirstClose


CBA members are invited to get an exclusive first look at our newest release of the FirstClose Digital Lending Platform. Carefully crafted with the borrower experience in mind, we’ll showcase the platform’s innovative technology and how to deliver instant equity values paired with a conditional approval. 

Recent events have shaken the mortgage industry and created a hardship for many financial institutions.  Innovative tools and technologies are now providing solutions to maintain loan operations, increase productivity and enhance the digital borrower experience.

As lenders continue to turn the corner from recent events, we now see and better understand the importance of customer-facing tools that create more seamless interactions with borrowers, overall creating an optimal lending experience.

We’ve created this platform to allow lenders to implement innovative tools directly into their tech stacks. Create a world-class lending experience by providing a platform where borrowers can instantly discover their available equity, calculate monthly payments, and received real-time loan approvals.

Learn more about how our platform helps you provide an end-to-end solution for every aspect of the origination process.


  • Solutions/tools for the current lending environment.
  • Digital transformation of the origination process.
  • Planning and help with the evolving origination process.


  • How to quickly develop and effective strategy for the loan origination process by leveraging fintech tools and technology.
  • How automation creates a less-intensive workflow for the lender and a modern solution for borrowers.
  • How to minimize the effects of any current hardships on your day-to-day operations.

Have you created an account yet? If you haven't logged in to the CBA registration site before, please click the Create Account button to set up your profile.  This allows the site to recommend programs of interest to you.

Joe Dahleen

SVP of Strategy and Sales, FirstClose

Joe is a 25-year veteran of the mortgage industry who specializes in executive management, FinTech and strategic marketing. He is known for being a strong advocate of technology and an expert in leveraging the latest tech stack and automation to ensure the success of his endeavors.

Mr. Dahleen has developed his skills in every aspect of modern strategic business management, including sales, software and project management, business process analysis, system design and system implementation. In regard to the mortgage lending space, he has strong in-depth knowledge of secondary marketing, loan production, and quality control procedures, including automated origination and compliance, e-signatures and e-vendor management, pre-emptive quality control and post-closing secondary fulfillment. He also has experience in appraisal management portals, digital vaulting and private label, cloud-based business models. He is uniquely qualified to lead financial services companies in efforts to radically revamp their business strategies.

Sara Nakae

Director of Marketing and Enterprise Sales, FirstClose

Sara has over 15 years of experience in FinTech serving the financial services sector in realtor and agency marketing for banks and credit unions, and extensive experience in the mortgage industry working with banks, credit unions and mortgage companies to deliver award winning technology solutions and services. She has been a keynote presenter at leading industry events and conferences discussing FinTech and its impact on lenders businesses. Recently named one of 2019's Most Powerful Women in FinTech and Marketing Trailblazer, Sara has deep industry knowledge in the financial digital space. Sara is responsible for marketing execution, driving sales strategy and enterprise sales relationships.


10/06/2020 at 2:00 PM (EDT)  |  Recorded On: 10/06/2020
10/06/2020 at 2:00 PM (EDT)  |  Recorded On: 10/06/2020