2010

  • Kalb Advisors is approved by the Florida Office of Financial Regulation and is granted a Mortgage Broker Business license.
  • Kalb Advisors transitions under Dodd-Frank and is granted the license of Mortgage Broker.
  • Kalb Advisors is approved by Fannie Mae and Freddie Mac as TPO (Third Party Originator)
  • Kalb Advisors creates wholesale partnerships with Terrace Mortgage, US Bancorp, and Wells Fargo.

2011

  • Kalb Advisors creates wholesale relationships with more than 20 banks and lenders Nationwide and begins originating mortgages in the State of Florida

2012

  • Kalb Advisors originates and continues building the company, relationships with investors, lenders, and borrowers worldwide.
  • Kalb Advisors is able to originate Conventional, FHA, VA, Foreign National, Portfolio, Jumbo, and SBA loans.

2013

  • Kalb Advisors is offered the opportunity to become a Correspondent Lender.
  • Federal and State regulators approve and license the company as correspondent lender, with the ability to originate, sell and service mortgages up to 4 months.

PRESENT

  • Kalb Advisors is the leading mortgage lender in the Florida, Texas and California mortgage market.

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