The Lenders Playbook

#58: Welcome back to the show! Today, I’m thrilled to be joined by Josh Jensen, the founder and CEO of Inspectify—a cutting-edge platform that’s transforming the property inspection industry. With a network of over 6,000 inspectors and technology designed to bring speed, efficiency, and standardized data to real estate transactions, Josh is paving the way for how agents, investors, and homebuyers...

#56: Welcome to The Lenders Playbook Podcast! I am your host, Matt Rosen and Today, we’re diving into the world of innovative lending solutions with Bill Mitchell from LoanPASS.Whether you’re a lender looking to streamline pricing and underwriting or curious about the future of lending tech, this episode has something for you. Stick around as we unpack what makes LoanPASS different, how it helps l...

#55: In this episode, we dive into the future of real estate investing with New Silver, a company redefining how deals get done. Co-founded in 2018 by tech entrepreneur Kirill Bensonoff, New Silver blends cutting-edge technology with real estate expertise to bring speed, convenience, and flexibility to property financing. From launching the first real-time pricing engine for property loans—offerin...

#54: Today, we are going solo and were talking about 3 main things today.1. Why Lenders Playbook was created and how this ties into growing the American Lending Conference community.2. Goal Setting mindset that I realized is much healthier for me to execute on and certainly believe it will help you.3. I am thinking about starting a Podcast Course! And looking for your feedback. Enjoy!

#53: Welcome back to The Lenders Playbook Podcast, Episode 53 I am your host Matt Rosen. Today’s guest is Devon Kennard a true embodiment of excellence—on the football field, in the classroom, and in the world of business. Before being drafted into the NFL in 2014, he earned both his Bachelor’s and Master’s degrees in Communication Management from the University of Southern California, where he ma...

Today, we’re diving deep into the world of real estate financing with two industry leaders from M.R. Qualified. First up is Matthew 'Matt' Rodrigue, founder of M.R. Qualified—a game-changer bridging the gap between ambitious real estate entrepreneurs and traditional banks with fast, flexible underwriting. Matt combines Wall Street expertise and has applied that to private financing. Joining him is...

#51: In this episode, we dive deep into the world of real estate funds with a special guest from Verivest, Matt Burk. Discover what sets Verivest apart and how they support real estate managers and investors. We explore the critical differences between Reg A, and Reg D, offerings, breaking down what each means for fundraisers. Learn the true cost of setting up and running a real estate fund and ga...

This is our 50th episode, and we are beyond excited to have Kaaren Hall back for this special episode! Kaaren is a leading expert in self-directed IRAs and alternative investments. If you want to diversify your portfolio and boost your retirement strategy, this episode is packed with insights you can’t afford to skip. Let’s dive in.

#49: Today, we're thrilled to have Ryan Jesena from Superior Loan Servicing joining us. We dive into all things loan servicing—what it is, why it matters, and how it works. We also discuss streamlining processes, becoming a more efficient entrepreneur, and exploring Ryan's incredible journey as a 100-mile marathon runner, uncovering life lessons. There's a lot to learn, so stay tuned!

#48: In this episode, we’re joined by Dave Gray, Anchor Loans’ VP of Business Development. Dave is a seasoned expert in real estate lending and strategy. We’ll uncover what makes Anchor stand out, the latest trends shaping real estate, and the keys to building strong client relationships. You will learn why ground-up construction is such a big opportunity and how you can take advantage of this tod...

#47: Welcome back to the Lenders Playbook Podcast, episode #47! It feels like yesterday I started this podcast; in fact, today's episode is Michelle Esparza, who was, in fact, episode #1!! We bring you some high-level real-time content you can apply to title and escrow, especially in the private lending arena, that will make your deals close faster with much less headache. Michelle is the Senior v...

#46: Stay tuned as we dive into a range of compelling topics, including starting a Nevada corporation, bookkeeping and tax services, living trusts, and even strategies for building business credit. You won't want to miss this! Today's episode is proudly sponsored by Above Par Capital. Under the expert leadership of Justin Rosenhaus, Above Par Capital specializes in providing investors with th...

Today, we’re excited to welcome Janine Cascio, CEO of Simplending Financial. This episode is a must-listen, as Janine has taken Simplending from a startup only a couple years ago to impressive success in a short time span. She’s shares some actionable insights and real-world strategies from her hands-on journey. Together, we dive into topics like business growth, fitness, her yoga lifestyle, marke...

#44: Welcome back to The Lenders Playbook Podcast, where we bring you top-tier insights in private lending, real estate, and entrepreneurship. Today, we have the privilege of hosting Kristin Fleming, a powerhouse in the industry. Kristin embodies success as a private lender, investor, entrepreneur, and consultant, covering all the bases in her field. She’s both relatable and inspiring, offering in...

#43: Today, we’re diving into one of the most powerful wealth-building strategies: real estate funds. Joining us is Dennis Doss, one of the nation’s top legal experts in real estate fund creation. He’s helped countless lenders bring their vision to life while navigating the complexities of fund setup with precision. We’ll cover:  What is a real estate fund, and how does it differ from REITs o...

#42: You are in for an amaaazing podcast! What a treat to talk with Ani Kamikyan who is crushing it in private lending and definitely brought the value to you today. Learn how she got started, some key takeaways and some insights into mindset on success. Ani is the CEO of Dynamic Finance Group and is dedicated to aligning their clients' financial goals with the evolving market. With a focus on exc...

#41: 10x Your Lead Flow with Direct Mail Expert Nick Orf from REI Print. Welcome to episode 41 of the Lenders Playbook Podcast, where we deliver expert insights into private lending, real estate, and entrepreneurship. Today’s guest is Nick Orf, a Direct Mail Marketing Coach for REI Print—one of the largest direct mail companies in the U.S. If you're a real estate investor or lender aiming to scale...

#40: Join me in today's episode as I recap our recent National Private Lending Conference in Henderson, Nevada! I’ll take you behind the scenes to share what made this event such a success, along with some key takeaways and areas we plan to improve for our next big conference in March 2025. Whether you attended or missed out, you won’t want to miss this insider look at one of the industry's top ev...

#39: Today, we’ll be exploring with Mark Cassidy how Service 1st is revolutionizing the market with their Hybrid AVM model—combining the best of automated valuation with expert human analysis. Mark will take us through the key elements driving success in this model and how it’s shaping the future of private lending and real estate investing. So, grab your notebook, because you're going to want to...

#38: Today, we’re thrilled to have Heather Beers, an inspiring entrepreneur and the visionary founder of WeWomen, joining us on the show! We dive into her wildest hunting adventures and the incredible journey behind the creation of WeWomen, and explore how this remarkable organization empowers women across the globe.

Today, we discuss the 3 big reasons why you should consider attending our upcoming conference in private lending. Learn why others attend and have found extreme value so you can determine if this event is right for you. Plus, you get to hear me pitch for 14 minutes...who doesn't want to hear that? :)If you are interested, please visithttps://www.americanlendingconference.com/

#36: Welcome back to the Lenders Playbook Podcast, your source for knowledge, wisdom, and inspiration in private lending, real estate, and entrepreneurship. Today, we have Tim Stamps and Craig Gaudio from CopperRiver Funding. Listen to how they started CopperRiver, some of the values they hold true in business practices, and how they operated a successful commercial lending company as a team. This...

Today, we have a special guest on the show—Tom Davis, Chief Sales Officer for Deephaven Mortgage. This episode explores key strategies for success in tech, real estate, and finance. Tom shares insights on building a thriving company and the transformative impact of educational webinars. We also cover unique financing options for developers and self-employed individuals, tips for staying ahead in t...

Our guest today is none other than Mark Walser, a good friend of mine and the Senior VP of Class Valuation. Class Valuation is the 800lb gorilla within the Appraisal Management Space with nearly 20,000 independent appraisers across all 50 states. We dive into some of the most fascinating emerging techs I have seen that is changing the landscape of private lending, real estate and appraisals. Stay...

Today, we explore how small, daily decisions can create a significant ripple effect in your life. We'll travel back to the late 80s, when I was a kid who loved professional wrestling. Tune in to discover how a few seemingly minor choices shaped the course of my life and how similar decisions are impacting your life as well.