Technology can make or break a private lending operation as loan volume grows. In this session of the AAPL Education Forum, experienced private lenders will share the platforms, systems, and workflows they use to manage originations, underwriting, servicing, borrower communications, compliance, and reporting.

The discussion will focus on technology investments that delivered measurable results, integrations that streamlined operations, solutions that fell short of expectations, and where automation adds the most value versus where hands-on oversight remains essential. The emphasis will be on practical implementation and real-world experience rather than vendor presentations.

Key Takeaways:

• Core technology platforms private lenders use to manage and scale their businesses
• Where automation improves efficiency, accuracy, and borrower experience
• Common technology mistakes, implementation challenges, and lessons learned
• Areas where manual review and lender expertise remain essential

Your subject matter experts:

• Moderator: Scott Ward, AAPL Education Committee
• Whit McCarthy, Consistent Capital
• John Santili, Unitas Funding
• Shaye Wali, Baseline Software