From strategy table to execution: Moder’s playbook with Erik Anderson and Rock Primas 

When the CEO and SVP of Sales come together, you get the full picture of where a company has been and where it’s going. In this exclusive conversation, Erik Anderson and Rock Primas join Diego Sanchez to reveal how Moder has evolved over the past year, growing not just in scale but in strategic depth. 

Primas and Anderson discuss strategic expansions, how they’re partnering with lenders and real obstacles to building an AI roadmap in mortgage. They also talk about how Moder partners with companies of all sizes and what “best in execution for operations” really means. They also discuss how their expansion strengthens global support and how they’re preparing clients to be refi-ready in 2026 and beyond. 

“It’s hard to believe it’s been a year,” Anderson said. “We’ve grown about 50% year over year… most of that growth has just come from being out in the market, meeting with customers… doing more work with existing customers.”

Primus addressed the challenge. “The big one lately has been scalability… How do we gear up for the next potential refi wave? We like to view ourselves as that lever our clients can pull to quickly scale up, but also quickly scale back down—and now incorporating technology into the mortgage manufacturing process. AI has been a hot topic as well.”

How Moder guides AI adoption: “We are mortgage experts,” Primus said. “The collaboration is around how the manufacturing process can be automated… where does it make the most sense? Is it back-office? Front-office? Based on our expertise, we’ll make recommendations around what we see from others.”

Anderson acknowledged the compliance pressure and the noise of too many tools. “It’s incredible, the number of solutions you see… There’s concern about edge cases and regulatory challenges,” he said. “We’ve reduced it to three things—the three E’s: educate, empower, and examine. Examining is QC/QA behind the scenes. Educating is initial and ongoing training. Empowering is AI agents improving productivity by doing the prep work and serving it up to a human who applies contextual judgment.”

Partnership is the differentiator. “People trust me, and they know that I’m not trying to sell them something,” Primus said. “We’re more focused on what’s best for them… operational excellence, execution, and delivering desired outcomes is our number one priority.”

“Best in execution” has three parts, Anderson added. “First, domain expertise… we know the process better than anyone else they’ve talked to. Second, the ability to get in there and do the work. Operations is so incredibly hard. Third, a very data-rich environment. We built an entire platform called Karma so we can see what every single person is doing every single day… and we expose that to our customers so they can see too.”

Moder’s global footprint is important to maintain service. “U.S., India, Philippines, Guatemala—also Chile,” Primus said. “Guatemala serves the bilingual need and near-shore time zones, and from a BCP perspective it’s critical. It allows us to continue to deliver service across multiple countries.”

Looking ahead, Anderson said, “I’m very skeptical that 2026 is going to be better than 2025… I think we’ll see pockets of opportunity—a pop, then it goes away, then it pops again.” How does Moder help? “We’re there to help… not to sell them on something. I’m happy to turn away business if it won’t set my customer up for success. We bring real scale—about 6,500 employees and 25–30 senior leaders—big enough to matter, small enough to care. Whether it’s 4% rates or 7% rates, that’s going to continue to be a winning thing for us.”