The Lenders Playbook

Welcome to The Lenders Playbook, Episode 83 where we dive into the minds of the top performers in private lending and real estate. I am your host, Matt Rosen. Today’s guest is none other than Anthony Geraci. Anthony has scaled multiple companies Geraci Law, Stratus Finance, and Move and services as the Vice chair and Founder of AAPL— Anthin d brings a wealth of insight on leadership, strategy, and...

#82: If you've ever thought about getting into private lending or scaling what you’ve already started today’s episode is a must-listen. Even if you have no money! This conversation could easily be a paid workshop. It’s that good. I’m sitting down with Logan Richetti someone who’s built world class systems, communities, and platforms that are shaping the future of it. From Finley Capital to LendSaf...

#81: What if I told you a simple licensing delay cost a broker not just one deal… but an entire market? I am your host, Matt Rosen. This is the Lenders Playbook Podcast. Your go to resource for private lending, real estate and entrepreneurship, episode #81!In today’s episode, we’re diving into the hidden world of licensing with Catalina Stepanov! We are talking about CE renewals, multi-state expan...

Today we share with you 3 of the core reasons why you should attend the American Lending Conference, Sept. 3-4 in Las Vegas. We discuss networking,  practical education, and the benefits of a thriving community. Join us! Register here -->https://www.americanlendingconference.com/register-vegas

#79: Welcome to the Lenders Playbook Podcast episode # 79, I am your host Matt Rosen and in today’s episode, we sit down with Marcus Carter the founder of La Mesa Fund Control, a company that’s become a crucial ally for lenders looking to protect their capital in construction projects. You’ll hear how they got started, what fund control really is, and why it’s the difference between successful bui...

#78: In this episode of The Lenders Playbook, we sit down with Jerry Wilson founder of Commercial Servicing and one of the few brokers in the game who actually specializes in ground-up construction and land development deals. While most brokers avoid these complex projects, Jerry has built a thriving business over 30 years around them, leveraging experience, speed, and creative structuring to fund...

What if the biggest risk to your private lending business isn’t the borrower… but your servicing process? Today’s guest discovered that firsthand—and instead of settling for outdated systems, he built something better. Welcome to the lenders playbook podcast. Your go to resources  for private lending, real estate, and entrepreneurship. Today on The Lender’s Playbook, we’re diving into the ori...

What if your lending business could scale faster, grow revenue monthly like clockwork, and all without adding staff or paying hidden fees? Welcome to the lenders playbook podcast, episode 76, I am your host Matt Rosen. Today, we sit down with Nate Cater a business leader in our space who did exactly that using PHOCIS  Capital— a platform that’s quickly transforming how private lenders operate...

#75: What if the biggest challenge in private lending wasn’t raising capital... but losing time, missing follow-ups, and dealing with preventable errors? In this episode, we sit down with the founder of RTL Tech, a platform built to streamline the lending workflow using AI. From chasing down collections to automating file flow and supporting busy loan officers, RTL Tech is transforming how lending...

#74: Most business success doesn’t come from one big move—it comes from doing the right things over and over, on purpose. In this episode, we’re breaking down the real power of repetition in business: why it works, how it builds momentum, and how those daily reps are the bridge from being good... to becoming world-class. I’ll share personal stories from my background in athletics, explain the...

#73: Welcome back to the Lenders playbook Podcast Episode... 73! Today we have Ryan Hughes and Ryan is on a mission to empower self-directed retirement investors to take control of their financial future. At NRL, he leads a team that delivers innovative, IRS-compliant non-recourse lending solutions, helping clients diversify into real estate, startups, and other high-potential opportunities — all...

Today, we’re talking with Dalton Elliot an old friend of mine with who recently went from intense martial arts discipline to carving a successful path at Rain City Capital, one of the fastest-growing names in business-purpose lending. So...If you’ve ever wondered:What exactly is a hard money loan and why it might beat a traditional bank loan,What mistakes smart investors still make when it comes t...

#72: Hey everyone, welcome back to the Lenders Playbook Podcast episode 72. I'm your host, Matt Rosen and today, we’ve got a truly special guest joining us —But before we dive into today's episode, I’ve got something exciting to share — our National Private Lending Conference is coming up on September 3rd and 4th in Las Vegas! It's going to be the place to connect, learn, and grow in the private l...

#70: Welcome back to the Lenders playbook podcast episode 70 with Noel Felix!  We're catching up with a guest who's been grinding hard behind the scenes since epidose #9—running multiple businesses, growing his family, and riding through the highs and lows of entrepreneurship. In this episode, we’ll dive into what he’s been building, the incredible things his daughter Sophia is up to, and som...

#69: In this episode of The Lenders Playbook we sit down with Ranette Oliver a seasoned expert who brings over 20 years of experience in business development, sales, and leadership—and now plays a key role at B.E. Lending, a trusted name in private lending for real estate investors. We dive into her journey into the industry, the story behind B.E. Lending, and how the company has evolved over the...

Today, we sit down with Catalina Stepanov the Chief Strategy Officer the The Licensing Store —American Lending Conference's  go-to resource for helping lenders navigate the maze of multi-state licensing with clarity, confidence, and a peace of mind. We’ll dive into how you can stay ahead of constantly shifting regulations, avoid the most common licensing mistakes that could be costing you ser...

Episode #67. Today we sit down with Ryan Goodenoot from the Licensing Store. Let’s be real—mortgage licensing is a nightmare. It’s messy, frustrating, and downright exhausting. Between the endless paperwork, confusing state-by-state rules, and constant regulatory changes, it’s enough to make any mortgage professional want to pull their hair out. But what if all that stress could just… go away? Tha...

What if you had access to an entirely new stream of income as a private lender? In this episode of The Lender’s Playbook, host Matt Rosen sits down with Nate Cater of Phocis Capital to reveal a game-changing opportunity for lenders looking to maximize their revenue beyond traditional banking. We’ll cover:✅ How Phocis Capital helps lenders generate new income streams✅ The biggest capital reserve...

Many business owners struggle with having a clear, organized message that’s easy for anyone to understand. In today’s episode, we break down how to create a powerful one-liner for your business. We’ll cover the 3 key elements of a one-liner, the formula to craft it, and provide some helpful examples. This approach is inspired by the StoryBrand BrandScript from Donald Miller’s book Building a Story...

Mark Cassidy is back on the show! This time, we're diving into the world of cigars—what pairs best with them, how they enhance networking, and the excitement around the exclusive VIP Networking Cigar Lounge at the American Lending Conference. It's a laid-back, fun conversation, and we hope you enjoy the episode!

In this episode of The Lenders Playbook, we’re joined by Wesley Carpenter of Stormfield Capital for an insider look at private credit and bridge lending. Wesley shares how Stormfield stands out in the competitive lending space and reveals key strategies that set them apart. You will learn:✅ Stormfield’s mission and the problem they’re solving✅ How they underwrite and close deals fast✅ Why being...

 #62: Welcome back to The Lender’s Playbook, the go-to podcast for private lenders, real estate investors, and dealmakers looking to scale their businesses and close more profitable deals. I’m your host Matt Rosen and in today’s episode, we’re diving into the power of off-market deals with Jeremy Beland—how to find them, negotiate them, and turn them into cash-flowing opportunities. If you’re...

In today’s episode, we’re joined by Matt Watson, the founder of LegalFee Consultants. He’ll share what inspired him to start his company, his challenges in building it, and the strategies that have helped him set and achieve big goals while managing multiple roles. Plus, you’ll hear the best advice he's received and the books that have shaped his personal and professional growth. Before we dive in...

#60 Welcome back to the Lenders Playbook Podcast- part 2 of our incredible conversation with Ira Rosen! In this episode, you’ll learn:*How to turn your day into a revenue-producing machine*What velocity means in business and how to harness it for unstoppable growth*The power of 2/10/40 and why it creates true freedom* How to avoid the dreaded empty calendar syndromeAnd so much more!

In this two-part episode, we’re joined by the incredible Ira Rosen, co-founder of Mojo Global, a leader in LinkedIn products and training platforms. With over 50 years of experience in business, persuasion, and mindset, Ira has helped tens of thousands of entrepreneurs transform their businesses—and his achievements earned him Marketer of the Yearfrom the Phoenix Business Journal. Ira’s journey is...