United Trustees Association

What United Trustees Association does

United Trustees Association (UTA) is a California-based nonprofit professional membership association founded circa 1965, serving mortgage default and foreclosure professionals in nonjudicial foreclosure states, primarily across the western United States including California, Nevada, Washington, Arizona, Texas, and Utah. The association targets foreclosure trustees, default-mortgage law firms, mortgage servicers and lenders, and title and escrow companies, offering a horizontal value proposition that includes education, certification (notably Trustee Sale Officer certification in CA, NV, WA, AZ), regulatory and case-law publications (UTA eNews, UTA Quarterly), an annual Membership Directory, an annual education conference and trade show, regional networking dinners, a job board, and a California Trustees Fee Calculator. UTA also files amicus briefs in significant foreclosure cases and provides collective legislative advocacy through retained state lobbyists.

UTA's go-to-market is community-led, with members recruited through a Wild Apricot portal, regional dinners, conferences, and industry partnerships, and serves as the primary trade body dedicated specifically to nonjudicial foreclosure in the US. Revenue is generated from three core streams: recurring annual membership dues, advertising and sponsorship across electronic (UTA eNews, website) and print (Quarterly, Membership Directory, Conference Program Book) channels with a 20% member discount, and fees from conferences, regional events, golf tournaments, and certification courses. Specific pricing tiers are not publicly disclosed.

The association is governed by a Board of Directors drawn from the membership and operates with a 5-employee staff supported by outsourced lobbyists and legal counsel. The headquarters is located at 100 Bayview Circle, Suite 100, Newport Beach, California, having relocated in March 2022. In 2022-2023, UTA reported the first increase in membership, revenue, and conference attendance in over a decade, signaling an inflection after a long period of stagnation.

Name

United Trustees Association

Legal name

United Trustees Association

Website

https://unitedtrustees.com

Company type

Private

Founded year

1965

Operating status

Operating

Headcount range

1–10 employees

Short description

United Trustees Association is a California-based nonprofit professional membership association, founded circa 1965, that serves mortgage default and foreclosure professionals across US nonjudicial foreclosure states with education, certification, publications, networking events, and legislative advocacy.

Ownership category

akta.pro rank

Headquarters

HQ city

Irvine, California

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Membership Dues: UTA operates as a non-profit corporation funded primarily through membership dues. Members pay annual fees to access benefits including educational resources, certification programs, networking events, and legislative advocacy services.
2. Advertising and Promotional Services: UTA generates revenue through advertising opportunities in multiple channels: electronic advertising via UTA eNews and website, UTA Quarterly publication, annual Membership Directory, and Conference Program Book. Members receive a 20% discount on advertising rates.
3. Conference and Event Fees: Revenue generated from annual conference registration fees, earlybird discounts, and event registration for regional dinner events, golf tournaments, and other networking activities.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels7 records

Core offering

United Trustees Association (UTA) is a nonprofit professional membership association serving companies and individuals in the mortgage default and nonjudicial foreclosure industry. It offers paid annual membership that delivers education programs, Trustee Sale Officer certification courses, electronic and print publications (UTA eNews and UTA Quarterly), an annual Membership Directory, regional and annual conferences, lobbying and amicus brief advocacy in California, Washington and other nonjudicial foreclosure states, and networking opportunities for trustees, attorneys, servicers, and title companies.

Product overview

United Trustees Association offers a membership-based platform providing professional resources, publications, certifications, and events for the mortgage and foreclosure industry. The core offering consists of the UTA eNews and UTA Quarterly publications, the annual Membership Directory, the Annual Education Conference & Trade Show, and California Basic Trustee Certification courses. Members also have access to a Career Opportunities job board, the Conference Program Book, and specialized tools like the California Trustees Fee Calculator. The association focuses on regulatory compliance, legislative advocacy, and professional development for trustees operating in nonjudicial foreclosure states.

Differentiator

Problem solved

Functional benefit

Products and services

• UTA Membership Annual membership subscription that gives companies, law firms, trustees, servicers, and title professionals access to UTA's regulatory updates, case law summaries, education meetings, networking events, publications, and legislative advocacy in nonjudicial foreclosure states.
• UTA eNews Electronic newsletter distributed to members providing regulatory and compliance updates, case law summaries, legislative news, and association announcements in the mortgage default industry.
• UTA Quarterly Quarterly print/digital publication offering in-depth articles on industry topics, legislative updates, and member profiles for the nonjudicial foreclosure industry.
• UTA Membership Directory Annual directory listing all members alphabetically by last name and by company, including states serviced and contact information, plus certified Trustee Sale Officers in California, Nevada, Washington, and Arizona.
• Annual Education Conference and Trade Show Annual multi-day industry conference featuring education sessions, a trade show, certification classes, golf tournament, networking dinners, and social events for mortgage default professionals; UTA's 49th Annual Education Conference was held November 2024 at M Resort in Las Vegas.
• California Basic Trustee Certification Course Certification course covering California foreclosure procedures, defaults, judicial versus nonjudicial foreclosures, trustee responsibilities, and state-specific compliance requirements for Trustee Sale Officers.
• Conference Program Book Annual publication providing detailed session information, speaker biographies, and sponsor listings for UTA's annual conference.
• California Trustees Fee Calculator Online calculator tool available to members for calculating trustee fees in California foreclosure proceedings.

Quantifiable outcome

• First increase in membership, revenue, and conference attendance in over a decade reported for 2022-2023

Named customers16 records

Segments4 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core.

• California Mortgage AssociationcoreStrategic or Co-development PartnerUTA and California Mortgage Association co-host annual California State Lobby Day in Sacramento, where members meet with legislators to discuss matters impacting real estate and lending industries. This partnership represents a core element of UTA's legislative advocacy strategy.
• California AdvocatescoreStrategic or Co-development PartnerCalifornia Advocates serves as UTA's retained California lobbyist, led by Michael Belote, Esq. The firm provides legislative representation and advocacy before the California Legislature, tracking approximately 2,500 bills annually and helping shape foreclosure-related legislation.
• HPC AdvocacycoreStrategic or Co-development PartnerHPC Advocacy, led by Holly Chisa, serves as UTA's Washington State lobbyist. The firm provides legislative representation, stakeholder engagement, and policy monitoring for the Washington State Legislature on foreclosure-related matters.

Scale indicators3 records

Recent moves7 records

Expansion highlights5 records

Regional players

• California Land Title Association: California-focused title industry association. Closely comparable to UTA in serving California-based default-services members, with parallel state-level advocacy, but focused on title rather than trustee professionals.
• California State Bar - Real Property Law Section: The Real Property Law Section of the California State Bar serves attorneys practicing in real property, including default and foreclosure law. Comparable to UTA in serving California foreclosure attorneys with CLE, publications, and legislative engagement, though structurally as a bar section rather than independent nonprofit.

Broad incumbents

• American Land Title Association: National trade association for the title insurance and settlement industry. Comparable to UTA in serving member companies (including title firms like Stewart Title) that intersect with the foreclosure ecosystem, though broader in scope than UTA's trustee focus.
• Mortgage Bankers Association: The largest national trade association for the real estate finance industry, covering mortgage origination, servicing, and default. Comparable to UTA as a membership-based industry association serving overlapping mortgage and default industry member companies, but operating at a much broader scale and national scope.
• National Association of Mortgage Brokers: National trade association for mortgage brokers and originators. Comparable to UTA in membership-based association model serving mortgage industry professionals, though focused on origination rather than default and trustee services.
• National Notary Association: Long-standing professional association for notaries public, with parallel services including certification, education, publications, and member advocacy. Comparable to UTA in operating model and use of certification as a member value pillar.

Direct peers

• California Mortgage Association: A UTA strategic partner that co-hosts the California State Lobby Day. Directly comparable as a California-focused mortgage industry trade association engaging in legislative advocacy, member education, and industry representation.
• National Association of Bankruptcy Trustees: Long-standing professional association for Chapter 7 bankruptcy trustees. Directly comparable to UTA in structure: nonprofit membership body delivering education, certification, legislative advocacy, and conferences to a defined trustee profession.
• National Association of Chapter 13 Trustees: A national professional association for Chapter 13 bankruptcy trustees, mirroring UTA's role as a specialized trustee association. Directly comparable as a membership organization providing certification, education, advocacy, and networking for a defined trustee professional community.
• California Mortgage Bankers Association: California-based industry association for mortgage banking professionals. Comparable to UTA in serving California-default-services members, providing education, advocacy, and networking at the state level, with overlapping member companies.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/united-trustees-association

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about United Trustees Association