The lender who shows up consistently online is the one brokers and borrowers call first, especially in those late-night decision moments. It’s 11:47 p.m. on a Tuesday. Your kid’s asleep. You’re doom-scrolling LinkedIn. And a broker you’ve never met is deciding whether to call you tomorrow. That broker just finished talking to a borrower who [...]
The edge belongs to lenders who automate the grunt work, not the handshake, to stay in front of borowers and brokers. You’re underwriting a deal when your phone buzzes. It’s a broker you’ve never met, sending you a LinkedIn message: “Have a deal. Closing in 14 days. Can you handle it?” Across town, your competitor [...]
Authored by George Caballero and Daniel A. Cox Understanding the legal line between borrower and guarantor is critical to enforceability, underwriting, and recovery. Business-purpose lenders must understand the legal distinction between a borrower on a promissory note and a guarantor on a guaranty. Accurately defining and documenting these roles is foundational to structuring enforceable, high-quality [...]
Join the Elite at the PWM APAC Summit 2025 in Singapore Singapore, April 28-29, 2025 – marcus evans is excited to announce the PWM APAC Summit 2025, an exclusive, invitation-only forum that will gather leading private wealth management executives, innovative fund managers, and consultants. This premier event will take place at the luxurious Dusit Thani [...]
Solving problems, communicating, and marketing are the three ways your loan origination team can grow revenue. In the lending industry, being able to navigate challenges effectively is the cornerstone of success. Because it often falls upon the loan officer to deftly maneuver these obstacles, your company’s primary objective should be to equip your origination staff [...]
If you want to keep your borrowers coming back in a challenging market, work on these strategies to give them more opportunity. In the competitive private lending industry, lenders likely find it increasingly difficult to differentiate themselves from their competitors. As rates continue to compress and margins thin, there is little wiggle room for lenders [...]
Your past borrowers are essential for sustainable growth. Here’s how to develop effective strategies for engaging them, enhancing their loyalty, and tapping into their potential as repeat customers. You know it as well as I do: Private lending is highly competitive. Borrowers go to the lowest bidder sometimes, trying to get the best deal possible [...]
Perfecting your strategies for conducting borrower relationships, getting a deal back on track, and hitting the brakes when needed are critical skills to keep your business on schedule. In the real estate investment industry, one of the best things borrowers can do to help themselves is shop around for the best loan possible. If you’re [...]
Making it rain is one thing—knowing how to manage the rainwater is another. You should never need to turn otherwise qualified leads away. The first challenge in any business, including private lending, is creating consistent lead flow. This challenge is learning how to “make it rain.” The second, and much more daunting challenge, is to [...]
Keeping abreast of the latest technology tools and how to use them efficiently can help you grow—and retain—your client base. Marketing tools are always changing. For a private lender without a dedicated marketing team, keeping up with the latest developments can be tricky. Using them to create trusted long-term relationships can be even more challenging. [...]
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Nominations are open until August 30, 2026, with voting from September 7-30, 2026. We’ll announce recipients at our Annual Conference.
Member of the Year (MOTY): This award goes to a member based on their deep expertise, unique value, and strong commitment to clients and the industry.
Rising Star: Rising Stars are members who have accomplished outstanding growth in their company or industry sector over the past year.
Community Impact: Recipients improve their local communities or our industry through volunteering, development programs, or civic efforts.
See past award winners, award rules, and participate in the 2026 nomination and voting process here.
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3rd Place – 1 year AAPL Individual Membership