{"id":62761,"date":"2026-04-10T03:00:12","date_gmt":"2026-04-10T01:00:12","guid":{"rendered":"https:\/\/housesmarketplace.com\/new-cheval-holdings-acquires-surge-appoints-jimmy-gillespie-as-ceo\/"},"modified":"2026-04-10T03:00:12","modified_gmt":"2026-04-10T01:00:12","slug":"new-cheval-holdings-acquires-surge-appoints-jimmy-gillespie-as-ceo","status":"publish","type":"post","link":"https:\/\/housesmarketplace.com\/ru\/new-cheval-holdings-acquires-surge-appoints-jimmy-gillespie-as-ceo\/","title":{"rendered":"New Cheval Holdings acquires Surge, appoints Jimmy Gillespie as CEO"},"content":{"rendered":"
\n

Surge<\/strong>, a partner intelligence platform for wholesale mortgage lenders<\/a>, has been acquired by New Cheval Holdings<\/strong> as the wholesale channel faces tighter scrutiny on broker oversight and market share pressure from retail and direct-to-consumer lenders.<\/p>\n

The transaction brings dedicated ownership and institutional backing to a platform used by wholesale lenders that are regularly ranked among the top 25 in the country, according to the company\u2019s announcement.<\/p>\n

As part of the deal, Jimmy Gillespie has been named CEO of Surge. Gillespie has a background in private equity and management consulting, and he\u2019s joining Surge with a mandate to deepen customer relationships and accelerate growth. He replaces founder-led management as the company formalizes its next phase of \u0440\u0430\u0441\u0448\u0438\u0440\u0435\u043d\u0438\u0435<\/a>.<\/p>\n

\u201cSurge has a strong platform, a talented team, and customers who depend on it every day,\u201d Gillespie said in a statement. \u201cI\u2019m focused on making sure we continue to earn that trust as we grow.\u201d<\/p>\n

Surge serves wholesale lenders through two integrated products, Partner 360 Alliance and Partner 360 Sales. <\/p>\n

Alliance manages \u043c\u0430\u043a\u043b\u0435\u0440<\/a> \u0438 \u043a\u043e\u0440\u0440\u0435\u0441\u043f\u043e\u043d\u0434\u0435\u043d\u0442<\/a> counterparty risk and onboarding for licensed and nonlicensed partners, from application and e-signing<\/a> through renewals, continuous licensing monitoring and audit-ready reporting.<\/p>\n

Partner 360 Sales is designed for sales and account management teams, providing a live view of a lender\u2019s wholesale network with \u041e\u0431\u0449\u0435\u043d\u0430\u0446\u0438\u043e\u043d\u0430\u043b\u044c\u043d\u0430\u044f \u043c\u043d\u043e\u0433\u043e\u0448\u0442\u0430\u0442\u043d\u0430\u044f \u0441\u0438\u0441\u0442\u0435\u043c\u0430 \u043b\u0438\u0446\u0435\u043d\u0437\u0438\u0440\u043e\u0432\u0430\u043d\u0438\u044f<\/strong> (NMLS)-based market intelligence<\/a>, loan officer-level production data, job change alerts, territory management tools and competitor visibility across the market. <\/p>\n

Surge said the platform supports more than 10,000 active broker relationships and has not failed a compliance audit to date.<\/p>\n

\u201cSurge has helped us go from entering data to actually using it,\u201d Pavle Lozevski, senior sales force technical lead at VIP-\u0438\u043f\u043e\u0442\u0435\u043a\u0430 <\/strong>\u0433\u043e\u0432\u043e\u0440\u0438\u0442\u0441\u044f \u0432 \u0437\u0430\u044f\u0432\u043b\u0435\u043d\u0438\u0438.<\/p>\n

Surge co-founder Matt Hawkins said the company was launched to address practical pain points in wholesale lender-broker relationships, including fragmented broker onboarding processes and limited line of sight into broker production and movement.<\/p>\n

\u201cSurge was built to solve a real problem for wholesale lenders and the team delivered a platform that does exactly that,\u201d Hawkins said. \u201cI\u2019m proud of what we built and confident it\u2019s in the right hands.\u201d<\/p>\n

David Casti, who has led product and customer operations at Surge since 2022, will remain as chief operating officer, providing continuity for existing clients.<\/p>\n

Wholesale lenders have faced heightened expectations from \u0440\u0435\u0433\u0443\u043b\u044f\u0442\u043e\u0440\u044b<\/a> and investors around broker due diligence, ongoing monitoring and \u0441\u043f\u0440\u0430\u0432\u0435\u0434\u043b\u0438\u0432\u043e\u0435 \u043a\u0440\u0435\u0434\u0438\u0442\u043e\u0432\u0430\u043d\u0438\u0435<\/a> oversight since the pandemic-era refi boom ended and volumes declined. At the same time, many lenders are trying to grow or defend market share in the third-party origination channel<\/a> without adding large headcount to operations or sales management.<\/p>\n

Tools that centralize broker compliance, onboarding and production visibility are increasingly viewed as core infrastructure rather than \u201cnice to have\u201d software. Consolidation in this niche signals that \u0438\u043d\u0441\u0442\u0438\u0442\u0443\u0446\u0438\u043e\u043d\u0430\u043b\u044c\u043d\u044b\u0435 \u0438\u043d\u0432\u0435\u0441\u0442\u043e\u0440\u044b<\/a> see durable demand for technology that can support counterparty risk management and give account executives a clearer picture of where to deploy their time and pricing levers.<\/p>\n

For lenders already running on Salesforce<\/strong> or modern customer relationship management stacks, platforms like Surge\u2019s Partner 360 Alliance and Partner 360 Sales may offer a way to standardize broker data, reduce manual spreadsheet work and create audit-ready trails for \u043a\u0440\u0435\u0434\u0438\u0442\u043e\u0440\u044b \u0441\u043a\u043b\u0430\u0434\u0430<\/a>, investors and regulators.<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"

Surge, a partner intelligence platform for wholesale mortgage lenders, has been acquired by New Cheval Holdings as the wholesale channel faces tighter scrutiny on broker oversight and market share pressure from retail and direct-to-consumer lenders. The transaction brings dedicated ownership and institutional backing to a platform used by wholesale lenders that are regularly ranked among […]<\/p>","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-62761","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"yoast_head":"\nNew Cheval Holdings acquires Surge, appoints Jimmy Gillespie as CEO - Houses Marketplace<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/housesmarketplace.com\/ru\/new-cheval-holdings-acquires-surge-appoints-jimmy-gillespie-as-ceo\/\" \/>\n<meta property=\"og:locale\" content=\"ru_RU\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"New Cheval Holdings acquires Surge, appoints Jimmy Gillespie as CEO\" \/>\n<meta property=\"og:description\" content=\"Surge, a partner intelligence platform for wholesale mortgage lenders, has been acquired by New Cheval Holdings as the wholesale channel faces tighter scrutiny on broker oversight and market share pressure from retail and direct-to-consumer lenders. 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