Presented by #AAPLANNUAL2021AAPL’S12THANNUALCONFERENCELASVEGASNOVEMBER14-16 Welcome to the Nation’s Largest Private Lender Event
©2021 CIVIC Financial Services, LLC. All Rights Reserved. This is not a commitment to lend. All offers of credit are subject to approval. Restrictions may apply. CIVIC Financial Services, LLC reserves the right to amend rates and guidelines. NMLS ID 1099109. Loans made or arranged pursuant to a California Finance Lenders Law License 603L321. AZ Mortgage Broker License 0928633. OR Mortgage Lending License ML-5282. See www.civicfs.com/Licensing. CORRESPONDENT LENDING WITH TEAM IN MINDyour Call 833-403-5917 or Withwww.civicfs.com/correspondentvisitCIVICasyourcapitalpartner and provider, you get access to a low cost of capital, great products, an easy process, an expert team, and fast closings –all while preserving your brand and balance sheet. Let’s talk about how a CIVIC Correspondent partnership can help build business.your $5OVER BILLION IN FUNDEDLOANS SERVEDCURRENTLYSTATES28COMPETITIVE PRICING QUICK CLOSINGS DOCS IN NAMEyour ® YOUR CAPITALTRUSTEDPARTNER™ BRAND PIPELINE CUSTOMERSyour your your BRIDGE FIX & FLIP SHORT-TERM RENTAL NEW RENTALCONSTRUCTIONMULTIFAMILY
Contents 6 CONFERENCE MAP Your visual guide to navigating #AAPLANNUAL. 7 EXHIBITOR MAP Our vendors bring their best to our Annual Conference. Check out what they’re up to! 10 SCHEDULE A quick reference for when and where things happen. 14 SPEAKERS The people you’ve come to see. Find more information about them in our app. 24 AGENDA Your snapshot to conference sessions. 32 NETWORKING GUIDE Check out the official AAPL- and happenings.Sponsor-hosted 34 EVENT APP Make the most of conference networking, lead-generation, and more! 36 WIFI Get your informationconnectivityhere. 40 EXCELLENCE AWARDS The Who’s Who of Private Lending. 44 SPONSORS Our thanks to those who support our mission. DOWNLOAD THE AAPL ANNUAL CONFERENCE APP FOR INTERACTIVE INFO ON SPEAKERS,ACTIVITIESEXHIBITORS,&MORE! 3 C ONTENTS \\ #AAPLANNUAL
100% ExpertFinancingSupport and Advice Transparent Terms Easy ResCapQuickApplicationClosingRewards
100residentialcapitalpartners.comFast,Easy,%Financing Ask about The ResCap Way susan.andress@rescappartners.com
The American Association of Private Lenders (AAPL) and its related affiliates (including but not limited to: Think Realty, Alliance Nationwide Exposition, and Caesars Palace) and all sponsors will not be held liable for any and all manners of action, suits, damages, or claims whatsoever arising from any loss, damages, or claims to persons or property during the conference.
CAESARS PALACE PROMENADE LEVEL
DISCLAIMER
ConferenCe Map
Exhibit SessionsSessionsRegistrationHall 6 C ONFERENCE M AP \\ #AAPLANNUAL
AccoLend 102 AlphaFlow 317 Bayport Funding 107 Bridge Loan Network 205 Canton Capital Mngmt. 405 Civic Financial Services 417 COGO Capital 112 CohnReznick 115 Constructive Loans 408 Covey Financial 213 Duner And Foote 110 Fastapp Appraisal 302 FCI Lender Services 304 Fidelis Investors 412 Fidelity Mtg. Lenders 406 FileInvite 403 Flatiron Realty Capital 208 Geraci LLP 116 GoDocs 206 Hanson Capital 114 Hasz Fund Control 105 Ignite Funding 307 Investor Loan Source 214 JCAP Private Lending 407 LendingHome 207 LendingWise 415 Liberty SBF 103 Liquid Logics 308 LYNK Capital 404 Merchants Mtg. & Trust 100 Mortgage Automator 106 NorthWest Const. Cntrl. 108 Pacific Private Money 306 Patch of Land 203 PCV Murcor 314 PeerStreet 212 Private Lender Law 305 Private Mortgage Fund 401 Prospera 109 Quest Trust Company 113 RCN Capital 117 Residential Capital Ptrs. 217 Roc Capital 209 Scotsman Guide 409 Secured Investment Corp 413 Sekady 414 Sharestates 204 Sitewire 202 Spiegel Accountancy 309 Superior Loan Servicing 402 Temple View Capital 313 The Mortgage Office 215 Toorak Capital Partners 312 Total Lender Solutions 411 Trelly 104 White Stone Dev. 303 Yieldi 315 FIND AN EXHIBITORREGISTER FOR 2022 AT AAPLCONFERENCE.COM // E XHIBITOR M AP 7
Questions? Visit yieldi.com or contact us at info@yieldi.com or 770.376.7632 The Lender That Can Get Your Deals Closed Yieldi is ready to help you get your borrower’s loans closed in as little as 5 days. With significant capital and our superior customer service, Yieldi has programs tailored to both commercial and residential loans. Brokers welcome always! INTEREST RATE: 9.75% Flat PURCHASE: 100% OF PURCHASE REHAB: 100% OF REHAB Closing: 100% ARV: UP TO 75% POINTS: 1 POINT (NON-REHAB, NO CASH 2-POINTSOUT)(REHAB, CASH-OUT) No application fee on transactions! Full Appraisal – up to 75% ARV Automated Valuation – up to 70% ARV 701 E Front Street 2nd CoeurFloord’Alene, ID. 83814 (800) PLATINUMwww.cogocapital.comcs@cogocapital.com473-6051 CLUBOrScantoLearn More: Loans are available only on non-owner occupied real property. NMLS #1760709; Arizona Mortgage Broker License #0950084; California Finance Lenders License 60DBO-101344. Cogo Capital Underwriting Guidelines are subject to change without notice. This is not a commitment to lend. All offers of credit are subject to approval. Restrictions may apply. Your success is our success! Our mission at Cogo Capital is to give you the funds necessary to do more fix and flips and then reward you each time you successfully complete a transaction! That means that the more reputational capital you build with us, the less our capital will actually cost you! As your business grows, your rates, fees, and benefits improve. Once you complete four successful exits, you can qualify for the lowest rates and fees, and even have the option to eliminate appraisals by doing a quick evaluationreport!WE REWARD YOU FOR YOUR SUCCESS!
TUESDAY,
7:30AM-8:30AM
NOVEMBER 16 8:00 - 11:00AM Exhibitor Breakdown 8:00 - 9:00AM Breakfast with Liberty SBF Coffee from The Mortgage Office 9:00 - 11:30AM Morning Sessions 10 S CHEDULE \\ #AAPLANNUAL
NOVEMBER 14 9:00AM - 5:30PM AAPL Certified Private Lender Associate Course AAPL Certified Fund Manager Course 1:00 - 5:00PM Exhibitor Setup 7:30 - 10:00PM VIP Reception @ OMNIA Nightclub [RSVP Required] MONDAY, NOVEMBER 15 7:30AM - 4:00PM Registration
sChedule
SUNDAY,
Breakfast with Liberty SBF Coffee from The Mortgage Office 7:30AM - 7:30PM Exhibit Hall Open 8:30AM - 11:45AM Morning Sessions 11:45 - 12:45PM Lunch [Not Provided] 12:45 -5:30PM Afternoon Sessions 5:45 - 6:15PM Power Networking with The Mortgage Office 6:00 - 7:30PM Networking Reception with Prospera TBA Official After Party with Andelsman Law, Constructive Loans, & Geraci LLP
Sekady.com There’s a better way to manage construction payment disbursements. ✓ Digital Lien Waiver Collection ✓ Project Management and Visibility ✓ Unmatched Service and Support ✓ Automated Payments to Subs & Vendors The Controlled Payment Disbursement Process Onboarding Our staff Subcontractorsonboards SubmissionInvoice All draws processed through the platform Approval Oversight and approval on payments maintain internal controls Lien Waivers Signed and digitallycaptured Payment chooseSubcontractorspaymentoption Call 208.452.1910 or email Info@Sekady.com
chasing clients for documents! Close more loans with automated document collection fileinvite.com Stop
speakers
AAPL & THINK REALTY Eddie Wilson
As founding partner and principal of Residential Capital Partners, Paul brings 25 years of finance and real estate experience to ResCap’s mission of helping customers build wealth through real estate.
Speakers continued on page 16 14 S PEAKERS \\ #AAPLANNUAL
An entrepreneur and visionary by nature, Eddie’s widespread interests have led to successful ventures across the globe. Today, he guides AAPL and Think Realty with his marketing, funding, and real estate investing knowledge to ensure their establishment as the premier organizations in their sectors.
As founder and CEO of AlphaFlow, Ray is obsessed with building technology to redefine the world of real estate investing. He created AlphaFlow to empower lenders and investors with the data, transparency, and analytics previously only available to the world’s largest institutional investors.
ALPHAFLOW Ray Sturm
RESIDENTIAL CAPITAL Paul Jackson
Eric Abramovich Roc Capital AmbroseChristopher Ambrose Law Group Andelsman,Larry Esq. Andelsman Law Chris Baggett Essex ServicesFinancial John Beacham Toorak PartnersCapital Benjamin Beer CohnReznick Tom Berry Investor Loan Source Thayne Boren Sekady Arthur Budimir COGO Capital Cort Chalfant Nexus Private Capital speakers (CONTINUED) 16 S PEAKERS \\ #AAPLANNUAL
DaghbandanNema Geraci LLP Patrick Dahnert Essex ServicesFinancial Heather Dreves Secured Investment Corp. Chris Fuelling LendingWise Brian Gallian NDetail Capital Matthew Gunter RCN Capital Mike Hanna Investmark Mortgage Chris Hanson Hanson Capital, LLC Jack Helfrich Civic ServicesFinancial Beth Johnson Flynn Family Funding Speakers continued on page 20. REGISTER FOR 2022 AT AAPLCONFERENCE.COM // S PEAKERS 17
O V E R 1 7 , 0 0 0 L O A N S F U N D E D T O D A T E M U L T I P L E L E N D I N G P R O D U C T S C O N S I S T E N T A N D R E L I A B L E D E L I V E R Y P R O C E S S C O M P E T I T I V E B U Y R A T E S R E S I D E N T I A L ( 1 - 4 U N I T ) , M U L T I F A M I L Y ( 5 + ) & M I X E D - U S E P R O P E R T I E S CLOSED LOAN PRODUCTS WE BUY INCLUDE: Bridge Residential & Multifamily Ground Up Construction Long Term Rental (DSCR/SFR) Balance: up to $5M (1 4 units) / up to $10M (5+) Up to 75% LTV/LTC Term: Up to 24 months Balance: $50K to $5M Up to 85% LTV/LTC Term: 30 years Balance: $50K to $10M Up to 90% LTV/LTC, up to 100% Budget Funded Term: Up to 36 months 1 5 M a p l e S t , S u m m i t , N J 0 7 9 0 1 2 1 2 3 9 3 4 1 0 0 w w w t o o r a k c a p i t a l c o m W E P R O V I D E I N S T I T U T I O N A L C A P I T A L F O R L E N D E R S N A T I O N W I D E W E B U Y T H E L O A N ; Y O U K E E P T H E C U S T O M E R T O O R A K C A P I T A L P A R T N E R S I S A R E A L E S T A T E D E B T I N V E S T O R B A C K E D B Y K K R & C O . T H E F I R M , W H I C H B U Y S R E A L E S T A T E L O A N S I N T H E U S A N D U K , H A S F U N D E D O V E R $ 6 . 0 B I L L I O N L O A N S O N R E S I D E N T I A L , M U L T I F A M I L Y , A N D M I X E D U S E P R O P E R T I E S T O D A T E . For more information about our current product offerings, email us at BD@toorakcapital.com
A Trusted Partner to LendersA Trusted Partner to Lenders Total Lender Solutions advocates for lenders looking for comprehensive solutions to resolve defaulted loans in Arizona, California, Nevada, and TotalTexas.Lender Solutions advocates for lenders looking for comprehensive solutions to resolve defaulted loans in Arizona, California, Nevada, and Texas. We work as an integral extension of your team to provide guidance on and process non-judicial foreclosures, reconveyances, and UCC sales. We work as an integral extension of your team to provide guidance on and process non-judicial foreclosures, reconveyances, and UCC sales. info@totallendersolutions.com 866.535.3736 TotalLenderSolutions.com Private Lending law Firm Expedited Closing Process Closing and Settlement Nationwide Loan Document Preparation Online access to legal checklist 24/7 Nationwide loan documents tailored to your transaction. We prepare a wide range of loan documents, including commercial, rental, residential, lines of credit, construction, and more We ensure clients have access to trusted advice, loan documents, and resources for loans nationwide.Learn more about our services at AndelsmanLaw.com
Brew Johnson PeerStreet Kellen Jones Prospera Sam Kaddah Liquid Logics Bobby Khorshidi Archway Capital Kevin Kim Geraci LLP Steve Kuptz Trinity Mortgage Fund Erica LaCentra RCN Capital Justin Land Merchants Mortgage and Trust Corporation Beeta Lecha Spiegel Accountancy Corp speakers (CONTINUED) CONNECT WITH SPEAKERS AND FIND OUT MORE ABOUT WHO THEY ARE AND WHAT THEY DO ON THE AAPL ANNUAL CONFERENCE APP! 20 S PEAKERS \\ #AAPLANNUAL
Gerald Leveritt FileInvite Jeff Levin Specialty Lending Group Josh Lloyd Yieldi Noah Martin AlphaFlow Martorella,Melissa Esq. Geraci LLP MoralesElizabeth The Mortgage Office Susan Naftulin Rehab Financial Group Cindy Nasser PCV Murcor Randy Newman Total SolutionsLender NorsworthyKemra Bull Funding REGISTER FOR 2022 AT AAPLCONFERENCE.COM // S PEAKERS 21
speakers (CONTINUED) Doug Perry Temple View Capital Chris Ragland Ragland Realty Anne RogersMarie Quest Trust Company Kendra Rommel Civic ServicesFinancial Jeff Spiegel Spiegel Accountancy Corp Robert Talas Flatiron Realty Capital Jeffrey Tesch RCN Capital William J. Tessar Civic ServicesFinancial Dana Wasson PeerStreet Darren Weaver Man Global Private Markets 22 S PEAKERS \\ #AAPLANNUAL
FLORENTINE III PANEL >> DIVERSIFYING FROM WALL STREET — YOUR GUIDE TO ALTERNATIVE FUNDING METHODS
Partners
10:45 - 11:45AM POMPEIAN BALLROOM STATE OF THE INDUSTRY: HOW THE BEST LENDERS TRANSFORMED THEIR BUSINESSES IN 2021
MODERATOR:
Capital;
agenda MONDAY, NOVEMBER 15 2021 7:30 - 8:30AM EXHIBIT HALL BREAKFAST BROUGHT TO YOU BY LIBERTY SBF WITH ALL - DAY COFFEE FROM THE MORTGAGE OFFICE 8:30 - 9:30AM POMPEIAN BALLROOM KICKOFF WITH JET LENDING, THEN: KEYNOTE & EXCELLENCE AWARDS Eddie Wilson, American Association of Private Lenders. 9:30 - 10:30AM POMPEIAN BALLROOM THE 3R’S OF REAL ESTATE AND THE ECONOMY IN 2021 AND BEYOND
LENDING Nema
Randy Newman, Total Lender Bobby Khorshidi, Archway Benjamin Beer, CohnReznick LLP. Melissa Martorella, Esq., Geraci LLP.
MODERATOR:
Paul Jackson, Residential Capital and Ted Jones, Title Company. Ray Sturm, AlphaFlow. (ON PRIVATE Daghbandan, Esq. & Kevin Kim, Esq., Geraci LLP.
YOUR OWN) 12:45 - 1:45PM [[ BREAKOUTS ]] POMPEIAN BALLROOM IS BRIDGE DEAD?! THE FUTURE OF
Source;
FLORENTINE IV PANEL>> DEFAULT, FORECLOSURE
24 A GENDA \\ #AAPLANNUAL
Stewart
11:45 - 12:45PM LUNCH
REO DISPOSITION STRATEGY
Robert Talas, Flatiron Realty Capital; Tom Berry, Investor Loan Eric Abramovich, Roc Capital. Anne Marie Rogers, Quest Trust Company. &
Solutions;
2:00 - 3:00PM [[ BREAKOUTS ]] POMPEIAN BALLROOM OPPORTUNITIES AND THREATS IN LENDING TODAY William J. Tessar, Civic Financial Services. FLORENTINE III PANEL>> STATE OF THE MARKET Darren Weaver, Man Global Private Markets; Noah Martin, AlphaFlow; Paul Jackson, Residential Capital Partners. MODERATOR: Jeffrey Tesch, RCN Capital. FLORENTINE IV PANEL>> SCALE YOUR ORIGINATION & SERVICING WITH THESE KEY STRATEGIES Doug Perry, Temple View Capital; Sam Kaddah, Liquid Logics; Thayne Boren, Sekady. MODERATOR: Chris Baggett, Essex Financial Services. 3:15 - 4:15PM [[ BREAKOUTS ]] POMPEIAN BALLROOM LEVERAGE TECHNOLOGY TO 10X YOUR LENDING BUSINESS Brew Johnson, PeerStreet. FLORENTINE III PANEL>> THE INSIDE TRACK ON ADVANCED CAPITAL RAISING & SECURITIES Beeta Lecha, Spiegel Accountancy Corp; Heather Dreves, Secured Investment Corp; Eric Abramovich, Roc Capital. MODERATOR: Kevin Kim, Esq., Geraci LLP. FLORENTINE IV PANEL>> LONG - TERM RENTALS: WHAT YOU NEED TO KNOW NOW Jeffrey Tesch, RCN Capital; John Beacham, Toorak Capital Partners; Larry Andelsman, Esq., Andelsman Law. MODERATOR: Anne Marie Rogers, Quest Trust Company. CHECK OUT SESSION DESCRIPTIONS & BUILD YOUR PERSONALIZED AGENDA IN THE AAPL ANNUAL CONFERENCE APP. Agenda continued on page 32. REGISTER FOR 2022 AT AAPLCONFERENCE.COM // A GENDA 25
Loan Purpose Loan Amount: $75K - $10MM* Max Term: 36 months Credit Score: 620 minimum Type: 1st lien Credit Buy Box lenders@alphaflow.com www.alphaflow.com CONTACT US 85%** 90% 75% We make lenders more successful by empowering them to give borrowers the best experience possible. Our PropertyMissionType SFR ( 1-4 units, Condo, PUD ) Fix and Value-AddFlipGroundUp Multi-family(5-30units) Mixed Use (5 -30 units) RentalStabilizedRent * value add purchase : 85% , cash out and rent stabilize: 75% * SFR is up to $3.5MM * * Value Add purchase : 85% , Cash Out and Rent Stabilize: 75%
AlphaFlow Lending Platform The most efficient way to sell your loans Real Time Visibility Credit insights on loans to complement your Transparencyunderwritinginto the status of loans being reviewed for purchase More e cient way to communicate with your dedicated investment team Instant Feedback Real-time feedback - see if your loan ts our "credit box" via our proprietary Loan Sizer Simpli ed interface to upload loan tapes and supporting collateral One-click submission for soft-approvals STEP ONE Apply Online STEP TWO We’ll Get In Touch STEP THREE We Buy Your Loans Complete our simple application process in minutes. Receive funds fast! Our customer support team will guide you each step of the way. We'll evaluate loans within 24hr and give you fast feedback. OR Simple. Fast. Reliable.
agenda (CONTINUED) MONDAY, NOVEMBER 15 2021 (CONTINUED) 4:30 - 5:30PM [[ BREAKOUTS ]] POMPEIAN BALLROOM PANEL>> HOW TO CAPITALIZE ON THE NEED FOR AFFORDABLE HOUSING Josh Lloyd, Yieldi; Gerald Leveritt, FileInvite; Justin Land, Merchants Mortgage and Trust Corporation. MODERATOR: Chris Ragland, Ragland Realty. FLORENTINE IV PANEL>> POSITIONING FOR A POSTCOVID HOUSING MARKET Cindy Nasser, PCV Murcor; Jack Helfrich, Civic Financial Services; Chris Fuelling, LendingWise. MODERATOR: Nema Daghbandan, Esq., Geraci LLP. FLORENTINE IV PANEL>> BRIDGING THE DISCONNECT BETWEEN BORROWERS & LENDERS Elizabeth Morales, The Mortgage Office; Chris Hanson, Hanson Capital LLC; Arthur Budimir, COGO Capital. MODERATOR: Erica LaCentra, RCN Capital. 5:45 - 6:15PM CONFERENCE FOYER POWER NETWORKING WITH THE MORTGAGE OFFICE 6:00 7:30PM CONFERENCE FOYER NETWORKING RECEPTION WITH PROSPERA 8:30 - 10:00PM WATER GRILL AAPL’S OFFICIAL AFTER - PARTY WITH ANDELSMAN LAW, CONSTRUCTIVE LOANS, LIQUID LOGICS, & GERACI, LLP MORE DETAILS ABOUT OFFICIAL NETWORKING ACTIVITIES ON PAGE 38 AND IN THE AAPL ANNUAL CONFERENCE APP. 28 A GENDA \\ #AAPLANNUAL
TUESDAY, NOVEMBER 16 2021 8:00 - 9:00AM EXHIBIT HALL OMELETTE BREAKFAST BROUGHT TO YOU BY LIBERTY SBF WITH COFFEE FROM THE MORTGAGE OFFICE 9:00 - 10:00AM [[ BREAKOUTS ]] FLORENTINE III PANEL >> PLAYING FOR AAPL’S WINNING TEAM AAPL’s Government Relations Committee. FLORENTINE IV PANEL >> PLANNING FOR & MITIGATING THE APPRAISAL SQUEEZE Dana Wasson, PeerStreet; Cindy Nasser, PCV Murcor; Jeff Levin, Specialty Lending Group. MODERATOR: Steve Kuptz, Trinity Mortgage Fund 10:30 - 11:30AM [[ BREAKOUTS ]] FLORENTINE III PANEL >> MUST- KNOW BARRIERS TO COMMERCIAL LENDING Jack Helfrich, Civic Financial Services; Patrick Dahnert, Essex Financial Services, Tom Berry, Investor Loan Source. MODERATOR: Beth Johnson, Flynn Family Funding. FLORENTINE IV PANEL >> TURNING A BLIND EYE TO THESE BEST PRACTICES WILL ( EVENTUALLY ) KILL YOUR BUSINESS AAPL’s Ethics Committee REGISTER FOR 2022 AT AAPLCONFERENCE.COM // A GENDA 29
The knowYourforcapitalleadingproviderprivatelendersborrowerswon’tweexist.Youlendwithoutrisk.Wesupportyouthroughprocessing,underwritingandclosing.White label table funding and everything else you need Startwww.roccapital.com/AAPL2021GrowingYourBusinessToday
networking guide VIP RECEPTION SUN, NOV 14 @ 7:30PM OMNIA NIGHTCLUB Enjoy complimentary hors d’oeuvres and drinks while networking. RSVP required. POWER NETWORKING MON, NOV 15 @ 5:45PM CONFERENCE FOYER This fast-paced half-hour with The Mortgage Office will put you on a first-name basis with nearly everyone at the conference. NETWORKING RECEPTION MON, NOV 16 @ 6:00PM EXHIBIT HALL Continue conversations while snacking on complimentary hors d’oeuvres and drinks, brought to you by Prospera. OFFICIAL AFTER PARTY MON, NOV 16 @ 8:30PM WATER GRILL in the FORUM SHOPS Bring your #AAPLANNUAL badge to access the largest chilled seafood tower in the history of private lending! This swanky seafood soiree — brought to you by Andelsman Law, Constructive Loans, Liquid Logics, and Geraci LLP — will feature coastto-coast oysters, surf & turf and more, plus a luxury selection of fine wine and cocktails. 32 N ETWORKING G UIDE \\ #AAPLANNUAL
Export to Loan Servicing Import Loan Apps Risk Managment Issue CommitmentLetters Conversation Tracking E-Signature Closing and Funding Full Document Prep E-Signature START Finish Customize Workflow
e vent app The AAPL Annual Conference App on iOS, Android, and desktop is your insiders’ guide to getting the most out of #AAPLannual. • Design your personalized agenda for sessions and networking. • Connect to share your “contactless business card” with other attendees anywhere in the world. • Network through virtual meeting rooms, one-on-one text, and video chat. • Watch and Q/A live-streamed sessions during the conference. • Watch session replays post-conference. • Navigate with interactive maps. • Get more information about and connect with sponsors and speakers. • Add private notes to sessions, speakers, sponsors, and attendees. • Export your connections post-event. • Win prizes by interacting. HOW TO GET STARTED 1. Search and download “AAPL Annual Conference” in the Apple or Google Play stores. (On desktop, go to aaplonline.com/conference-app.) 2. Sign in with your registration email. 3. Complete your profile. 4. Choose today’s event. 5. Start exploring! Need help with app features? Swipe left on the main screen, then tap “App Guide.” 34 E VENT A PP \\ #AAPLANNUAL
wi-fi? why yes! InspiredPASSWORDaapl2021NETWORK Save the Date! AAPL’S 13TH ANNUAL CONFERENCE OCT. 19-21 2022 LAS VEGAS Brought to you by 36 W I -F I ? W HY Y ES ! \\ #AAPLANNUAL
CREDIBILITY WITH YOUR INVESTORS IS MORE IMPORTANT THAN EVER We specialize in www.spiegel.cpa 925.977.4000 CPAs with over 20 years experience working with Private Lenders audit, tax, and fund accounting.
Fidelis Investors is a dedicated strategic capital partner for private lenders throughout the United States. Our platform helps lenders raise capital e ciently by selling loans. Since 2009, our Investment Team has funded over $3 billion of whole loan purchases. LIQUIDITY SOLUTIONS THAT WORK FOR YOUR LENDING BUSINESS PRODUCT TYPES • FIX AND FLIP SFR & RATESMULTIFAMILYSTARTINGAT 6.5% • LONG TERM RENTALS RATES STARTING AT 4.5% • BRIDGE FINANCING RATES STARTING AT 7% • NEW CONSTRUCTION RATES STARTING AT 7% • FINANCING LINES SHORT AND LONGER TERM WAREHOUSE/REPO LINES AVAILABLE • Institutional Note Buyer • Purchases Not Financed by other institutions • Common Sense Guidelines • Competitive Rates • Flexible Servicing Arrangements • Fast and E cent Funding 25 Commerce Dr, Suite 330 Cranford, NJ, 07016 info@fidelis-investors.comwww.fidelis-investors.com908-402-8132Phone: Important Disclosure : Fidelis Investors, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission specializing in institutional liquidity solutions. This flyer has been prepared for informational purposes only. Past performance is not indicative of future results. To better understand our advisory services and business practices of please review our SEC Form ADV Part 2A, available @ https://adviserinfo.sec.gov/firm/summary/306920.
awards 2021 EXCELLENCE AWARDS NOMINEES Our awards showcase peer-nominated AAPL members who have leveraged their resources to solve problems, kick-start innovation, and improve their communities. RISING STAR Rising Stars are members who have accomplished outstanding growth. Jack Bevier Dominion Financial Services Doug Roberts HouseMax Funding Saurabh Shah InstaLend Erica Sikoski Bridge Loan Network COMMUNITY IMPACT This award honors dedicated and innovative professionals and their commitment to bettering their local and/or private lending communities through volunteering, community development programs, or civic/ legislative efforts. Raul Avila The Avfund Group Beth Johnson Flynn Family Lending Ray Sturm AlphaFlow 40 A WARDS \\ #AAPLANNUAL
MEMBER OF THE YEAR This award goes to one lender and one service provider based on their expertise and strong commitment to clients and growing the industry. LENDERS Cort Chalfant Nexus Private Capital Carrie Cook Ignite Funding William Tessar Civic ServicesFinancial SERVICE PROVIDERS Joseph Fooks Mortgage Automator Beeta Lecha Spiegel Accountancy Corp Randy Newman Total SolutionsLender 2019 AWARD RECIPIENTS (2020 NOT PHOTOGRAPHED AS A GROUP) REGISTER FOR 2022 AT AAPLCONFERENCE.COM // A WARDS 41
• FIX & FLIP • RENTAL • TABLE FUNDING TEMPLE VIEW CAPITAL FUNDING, LP™ 2016 is licensed (i) by the Financial Division of the California Department of Business Oversight as a California Finance Lender and Broker under DBO license #60DBO-73498, (ii) by the Department of Financial Institutions of Arizona as a Arizona Mortgage Banker under License # BK-1004278, (iii) in Minnesota as a Residential Mortgage Originator under License #MN-MO-1835832, (iv) maintains its Residential First Mortgage Notification status in Utah through the Utah Department of Financial Institutions, (v) by the Division of Financial Regulation of Oregon as an Oregon Mortgage Lender under License # ML-5871 and (vi) by the Nevada Division of Mortgage Lending as a Mortgage Company Licensee under License # 5168. (844) 232-7878 | www.TVCFunding.com Your Trusted Partner for Real Estate Financing • BRIDGE • GROUND UP CONSTRUCTION Our Products & Services SECURED INVESTMENT CORP LAKE CITY SERVICINGOR SCAN TO LEARN MORE: OR SCAN TO LEARN MORE: (800) www.lakecityservicing.comcs@lakecityservicing.com630-9252 PASSIVE RETURNS Neither Secured Investment Corp. nor any of its affiliates are registered investment advisors or broker-dealers and do not provide investment advice. If you are seeking financial advice, please consult a competent advisor. Past performance is not an indicator of any future results. All investments contain risk and may lose value. THERE IS NO ASSURANCE THAT ANY STRATEGY WILL SUCCEED OR THAT ANY PROGRAM WILL MEET ITS INVESTMENT OBJECTIVES. Secured Investment Corp is one of the fastest growing private money marketplaces in the United States. With over 50 years of specialized real estate and loan expertise, we have built a comprehensive, peer-to-peer lending platform focused on non-owner occupied residential real estate assets. We make it possible for you to diversify your portfolio through the purchase of Trust Deeds and investment into our high yield real estate funds. Lake City Servicing offers a complete relationship for investors and borrowers. We provide a range of services designed to accommodate the investor’s desired involvement with the borrower. Our mission is to provide value and protection to individuals and portfolio lenders through the servicing and collection of private money loans, and when necessary, the foreclosure on and disposition of real property. (800) LETwww.securedinvestmentcorp.comfunding@securedinvestmentcorp.com898-2717OURASSETSAND EXPERTISE HELP DRIVE YOUR
sponsors PLATINUMTITLEGOLD NETWORKING RECEPTION YOUR SPONSORSHIP DOLLARS HELP FUND IMPORTANT INDUSTRY INITIATIVES ALL YEAR ROUND. THANK YOU! 44 S PONSORS \\ #AAPLANNUAL
EXHIBITORSSILVER HaszGoDocsLendersFidelityFCIManagementFastappDunerBridgeBayportAttorneyDriveArchwayAccoLendCapitalFundingLoanNetworkAndFooteAppraisalLenderServicesMortgageInc.FundControlInc. Ignite Funding JCAP Private ConstructionNorthWestExpertsNationalMortgageLYNKLibertyLendingHomeLendingSBFCapitalAutomatorLendingControl Pacific Private Money Patch of Land Private Lender Law Private Mortgage Fund Scotsman Guide Seneca DevelopmentWhiteTrellyThinkServicingSuperiorSitewireSharestatesManagementVillageLoanRealtyStone REGISTER FOR 2022 AT AAPLCONFERENCE.COM // S PONSORS 45
10x your business with PeerStreet $1.8 billion in assets managementunder 600+ originators across 45 states $4 billion transactedinvolume Contact Information: lenders.peerstreet.com (844)-733-7787 lenders@peerstreet.com The marketplace for real estate loans. Come see us at Booth 212 at AAPL 2021
WE PROVIDE PEACE OF MIND Geraci LLP is a full-service law, media, and consulting firm, specializing in representing non-conventional lenders. (949) 379-2600 90 Discovery Irvine, CA 92618 https://geracilawfirm.com/ • https://geracicon.com/ • https://lightningdocs.com/ CORPORATE & SECURITIES Securities Offerings and Compliance Entity CorporateFormation(Governance, M&A, Capital Marketing) Mortgage Licensing LITIGATION & BANKRUPTCY Documents Constantly Updated and Approved by Local Attorneys Available in all 50 States No Re-Draw Fees, Upfront Costs, or Contract Period BANKING & FINANCE Foreclosure/Loss Mitigation Nationwide Loan Documents Nationwide Lending Compliance Lightning Docs - Fully Automated, Customizable Loan Documents LIGHTNING DOCS Fully Automated, Customizable Loan Documents Documents Constantly Updated and Approved by Local Attorneys Available in all 50 States No Re-Draw Fees, Upfront Costs, or Contract Period GERACI MEDIA Conference Line Tailored to the Non-Conventional Lending Industry Originate Report Magazine Lender Lounge Podcast OUR SERVICES
Register for 2022 at AAPLCONFERENCE.COM
