Upcoming Trends & Changes

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Armanino LLP: Pioneering Digital Asset Assurance

Upcoming Trends & Changes

Read the full Originate Report April edition here. Armanino LLP, one of the top 25 independent business and accounting firms in the U.S....

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Mortgage Automator: Revolutionizing the Lending Industry One Click at a Time

Upcoming Trends & Changes

Read the full Originate Report April edition here. Innovation is great. Innovation combined with a dedication to unparalleled customer service and a relentless...

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The Machines Are Going to Put You Out of Business: Automate or Die

Upcoming Trends & Changes

Read the full Originate Report April edition here. In my first year of practice, my now business partner Anthony Geraci said to me,...

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Private Lending Titans: Peter Steigleder, COO Fidelity Mortgage Lenders, Inc.

Upcoming Trends & Changes

Read the full Originate Report April edition here. What is the purpose of a COO? I think the role of a COO depends...

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“Soft Money”: Is It the New Hard Money?

Upcoming Trends & Changes

Read the full Originate Report April edition here. ‘Soft Money’ is a relatively new term in the private lending industry, an innovative approach...

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Incoming Changes to Federal Securities Exemptions Go Live March 15: 6 Updates to Know

Upcoming Trends & Changes

Read the full February edition of Originate Report here. The framework for securities offering exemptions is undergoing major changes beginning March 15 that...

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Shifting the Paradigm…Again: Capital Strategies in Private Lending

Upcoming Trends & Changes

Read the full February edition of Originate Report here. 2020 tested many private lenders’ capital strategies. Although the private lending industry has very...

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Moving Forward, Looking Back

Upcoming Trends & Changes

Read the full February edition of Originate Report here. Crises are often described as accelerants for change. Actions once considered unlikely or improbable...

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Business as Usual? What to Expect in the 2021 Real Estate Market

Upcoming Trends & Changes

Read the full February edition of Originate Report here. By any reasonable measure, 2020 was an unusual year. A global pandemic, a worldwide...

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You’re Lending With A Handicap: Private Lending Data is Still in the Dark Ages

Technology, Upcoming Trends & Changes

Read the full November edition of Originate Report here. Private lending has become more tech-savvy than ever, with numerous software options to market,...