Private Lender Forum opens with afternoon refreshments.

Join our roster of presenters who will discuss the current state of the sector (retail, wholesale and correspondent) and what the future looks like.

Private lending is expected to grow in 2024, where is that growth going to come from? What are some common misconceptions about private lending? And why are so many lenders getting into this space? Finally, how have the changes in the Agency space impacted private lending?

Which borrowers does private lending best serve? What programs are available to borrowers?

What are the best practices for marketing to, targeting and finding private money borrowers.

• What are you finding is your highest-yielding strategy?
• Comparisons vs. other standard mortgage products
• What is successful on the social media side? Digital marketing?
• Non-traditional lead sources: Which one(s) really work
• Why loan officers from banks and credit unions are good sources of leads

Underwriting, Pre-Qualification Procedures, Calculating Bank Statement Income & Ability to Pay

• Ability vs. willingness to pay
• What kind of scenarios do you look for when evaluating the ability to pay?
• Assessing product suitability
• Jumbos vs. super jumbos
• What is the “not so secret sauce?”
• Where is the risk?
• Alternative methods of income validation
• What should you look for in an underwriting system?
• What kind of documentation do you use?