Upcoming Trends & Changes

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,...

See the Investment Potential of IRAs
Upcoming Trends & Changes
Read the full Originate Report October edition here. Most people in the U.S. are unaware that tax-advantaged accounts, like Traditional or Roth IRAs or...

UBTI and Mortgage Debt Funds
Upcoming Trends & Changes
Read the full Originate Report October edition here. According to Investopedia, Unrelated Business Taxable Income [UBTI] is income regularly generated by a tax-exempt entity...

The Effects from COVID on Reverse Mortgages
Upcoming Trends & Changes
Read the full Originate Report September edition here. – With the Covid crisis still looming, much attention has been focused on conventional loans...

How Deferment of Mortgage Payments May Affect Borrowers in the Long Run
Upcoming Trends & Changes
Read the full Originate Report August edition here. – When Congress passed Section 4021 of the CARES Act in response to the effects...

Appraisals In the New World
Upcoming Trends & Changes
The appraisal industry has been under a great pressure for several years now. Increasing demand, shrinking pools of aging appraisers, evolving data and...

Why a Weakening Housing Market Could Be Good News for Investors
Business Development - Originate Report, Upcoming Trends & Changes
A recent BiggerPockets’ blog post carried the headline “Why I’ll Never Fix and Flip Houses Again.” The writer lamented about the HGTV factor:...

What Seismic Retrofit Requirements Mean for Lenders and Investors
Business Development - Originate Report, Upcoming Trends & Changes
As seismic retrofit programs on the West Coast begin a new phase of migrating from voluntary programs to mandatory programs, lenders, investors, and...


Lend to an IRA…with your IRA
Business Development - Originate Report, Upcoming Trends & Changes
A solid private lending strategy can persevere through any market. The United States economy has been chugging along and the stock market has...



The Future of Lending is Through Automation and AI
Automation in Today’s Evolving Society, Business Development - Originate Report, Essential Tools & Technologies, Technology, Upcoming Trends & Changes
When mortgage professionals gather for an industry conference it’s usually not long before someone jokes (or moans) about how slow the industry moves...