Expert Level Guidance

The Mortgage Office’s Customer-Centric Approach In the ever-evolving landscape of private lending, selecting the right technology partner can be a daunting task. How do you choose a vendor that not only addresses your pain points but also aligns with your growth aspirations? At Captivate 2023, Nate Goodhart, Senior Director of Account Management at The Mortgage…

By Elizabeth Morales, CMO The Basics: Marketing is always changing. How to keep up with the trends is the tricky part. Let’s start with the ones you already have in place. If you don’t, this paragraph should be your guide. Every search, from the best burger joint to a private lender, starts online or ends…

What to Expect and Five Things you Can do to Set up for Success when LIBOR retires In the financial ecosystem, change is imminent. The London Interbank Offered Rate (LIBOR), a longstanding fixture in global financial markets, is headed towards extinction. This transition is fundamental for private lenders, as it will affect the cost structure…

In today’s Digital Age, borrowers expect the experience they have with their lender to be as seamless, straightforward, and simple as watching a show on Netflix. Of course, we all know that in reality, private lending is much more complicated. However, to remain competitive in this marketplace, lenders must make the experience feel easy to…

If you are servicing your loans in-house, you probably have outgrown your excel spreadsheets, or worse, found a mistake. Maybe you went the custom software route and have spent a small fortune already, not to mention you now are becoming a software company. Maybe you already bought something and realized it does not do what…

Rewarding, Rather than Burdensome! “Servicing is the most exciting part of alternative lending” – said no lender ever. With this said, it can arguably be the most important back office process that helps your firm quickly scale and grow. A lot of lenders try to take on servicing manually with spreadsheets and paper files or…