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Cenlar President and CEO David Schneider discusses the proposed acquisition by Pennymac, what it means for clients and employees, and how scale and AI investment are shaping the future of subservicing.

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00:06Hi, I'm Sarah Wheeler, Editor-in-Chief at HousingWire, here with David Schneider,
00:11CEO of Sendlar, to talk about some exciting news. And we're here on-site in Dallas. David,
00:16thank you for being here. Well, thanks for having me. I appreciate it.
00:19It has been a big week, right? Exciting week for Sendlar. We featured the news about the
00:24proposed acquisition, PennyMac, in HousingWire. How are you seeing it, though? Tell us your
00:29view. Yeah, you know, we've obviously been talking about it for a while, and we think it's just such
00:34a great fit for a few reasons. One, it's a new business for PennyMac. PennyMac's decided that
00:40they want to get into the subservicing business. And when they thought about getting into it,
00:44they thought about, we should partner with the very best. And that's what Sendlar is. We're the
00:47nation's largest subservicer. And this gives them a real opportunity to get into that new business.
00:53Two, it's great for our people and our clients, because we're partnering with a larger institution
00:59that brings a lot more resources, a lot more capital strength, wants to be in this business.
01:05They own their own servicing platform. They can invest in servicing. So we think it's just a
01:09great fit. They're picking up the whole business and making it part of PennyMac. So we're excited to
01:14become part of the broader PennyMac family. Well, let's dig into that a little bit for your
01:19clients. What does this change on the day-to-day for them? Yeah. So for clients, the great news is,
01:24it doesn't change a lot, except for as we move forward, we continue to enhance what we do for
01:29our clients. So from now until close, it's business as usual. The day of close, the day after close
01:35versus the day before close will look exactly the same. We'll have the same people, the same agents
01:41on the call, answering the calls, the same client managers, helping our clients with whatever issues
01:46that come up day-to-day. And then as we move forward, we'll start to think about the transition and
01:51how do we leverage their platform to better serve our clients. And the thing I'm very confident in
01:57is as clients move to that platform, and that will be a year from now, a year and a half
02:02from now,
02:03it'll take some time because it will be done very thoughtfully, very considerably. But when we do do that,
02:09it will be a platform that has more capability and is better for the consumers and better for the
02:15clients and will be an even better experience. You know, the one thing that's interesting is combined
02:21the two platforms, about 4 million loans. And it's hard to go a day now without reading something
02:28about AI or technology investment. And having 4 million loans over which you can spread that
02:36technology investment is just massive. It's really significant and gives that combined entity a
02:42significant advantage. Well, it definitely piqued our interest. As you know, we were all over this story.
02:47Tell me from your perspective, what makes Sunlar and PennyMac a good fit?
02:51You know what? PennyMac's a unique business in that most of its business is business to business.
02:58Like they are a large correspondent lender. So they deal with mortgage banks. They already deal
03:02with many of our clients buying loans. They have a wholesale business as well, but they're more of an
03:09institutional lender. And that's what we do. We're an institutional subservicer. So that fit
03:14together is just, we think the same way. We think about clients. We think about client service. We
03:19think about how to interact with clients and provide a better level of service. So we think
03:24culturally it's a good fit. And I got to tell you, you know, we did the CEO, David Spector and
03:30myself
03:30did the town hall last week with all our employees. And the best thing about that town hall is we
03:35both
03:36talked about the same thing. We both talked about the values that we share, how we work with our clients,
03:42how we treat homeowners and how we treat employees. And, and that sink was there and you could just
03:47see it and you see it on paper, but it's more impactful to see it there on the stage, people
03:54speaking the same language.
03:55Well, and I mean, this, you know, this is not something that happens overnight. This is something
03:58you vet way ahead of time to make sure this is a good fit, right? Obviously all that's come together
04:03where you feel good about that.
04:05Yeah. Yeah, absolutely.
04:06So you talked about how it won't change, but, but some things will change, right? What happens
04:11the day after the close as far as like your customers?
04:15So the day after close, the, the, the main thing that happens is what we will become part
04:21of PennyMac and we'll be employees of PennyMac. So I will trade in my Sunlar shirt for a PennyMac
04:26shirt. I hope I get the Olympic shirt that they have because they're a sponsor of the Olympics.
04:31So we hope we get that, but the day, that day after we'll just change our shirts, but
04:36we're still going to answer the calls. We're still going to be the same people. It's the,
04:40you know, they're keeping all of our sites. They're keeping all of our people. And then
04:45again, over time, we will move to their platform when we think we can get, you know, even better
04:50outcomes.
04:51There's going to be some change in the market between here and there. What does business
04:55look like for you? What do you anticipate changing as far as how you do business between
04:59here and the close? I, you know, for us, we've been laser focused on providing subservicing
05:06to clients who decide that they don't have the size and scale to do the business. And
05:13I think this is a big indication that size and scale makes a big difference in terms of
05:18a servicing platform. So I think there's going to be a lot more people who look at this and
05:22go, Hmm, it really is difficult to run a large subservicer. It's very expensive. The technology
05:29cost you have to make in terms of investment is significant. And, you know, we might want
05:34to look at partnering with someone who can really bring that technology, bring the AI
05:38capability, bring the people who have the experience. So we're actually looking at this
05:43as an opportunity to not only keep our business, but to grow it and grow it really significantly.
05:48Great segue into my, into my next question was like looking overall, how do you think this
05:53acquisition impacts, you know, the business of subservicing?
05:57I, you know, I think, I think you're seeing a lot of activity in the mortgage world, um,
06:03in terms of consolidation, like we've seen a lot this year and I don't see that trend stopping.
06:09Um, I, I see that continuing, uh, mortgage banking is, and always has been like doing the same thing
06:15over and over again and doing it right. Like a lot of widgets that that's what the business
06:19is about. And this business will continue to consolidate. And I think subservicing,
06:25um, you, you know, you're always going to have several good competitors. Um, and I have great
06:30deal of respect for all of our competitors. I just think we're going to do it better and have the
06:34ability to bring more to, to our, to bear for our clients. I can, I can sense your passion for
06:39this.
06:40You're obviously really excited about this. What's your, what, what are you most excited about
06:44in the second position? To me, the opportunity to be part of a company like PennyMac is pretty
06:48special. Um, they've been around a long time. They've built business the right way.
06:53And as I mentioned before, they share our common values. They, they think about how to treat clients
06:57the same way. They think, think about how to treat homeowners the same way, employees. And I'm
07:03confident that as these teams come together, we're really going to build a powerhouse of a business
07:07that will serve our clients and customers for years to come. And I think we'll grow the business too.
07:12I think we'll grow it and people will look at it and go, that's something that we want to be
07:16part
07:16of. So I'm excited to be part of the PennyMac family. Thank you for sitting down with us and,
07:20and talking about all that's going on. We will be keeping a close eye and talk again soon.
07:24Thanks very much. I appreciate the time.
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