Upcoming Trends & Changes
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....
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...
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,...
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...
“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...
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...
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...
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...
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...
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,...