2023 SPRING SUMMIT EXHIBITORS
Join NADCO in celebrating our exhibiting partners!
Each and every one has valuable and relevant information and offerings. Please take time to visit each booth.
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Central Servicing AgentAlliance Partner Brian Gagnon Partner, CSA Team 1800 Tysons Boulevard McLean, VA 22102 202-412-8660 bgagnon@guidehouse.com |
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iBusiness FundingDiamond Sponsor Chuck Evans Executive Director of Lending 9 East Loockerman Street Suite 202-543 Dover, DE 19901 610-952-9770 chuck.evans@ibusinessfunding.com www.ibusinessfunding.com John Vehlewald VP Marketing 110 SE 6th Street Suite 700 Fort Lauderdale, FL 33301 727-667-7264 john.vehlewald@ibusinessfunding.com www.ibusinessfunding.com |
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iBusiness Funding is a technology and services provider serving banks, credit unions, and lenders of all sizes. Our technology and services enable these lenders to grow their commercial lending business, in many cases, without the need for any additional resources.
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Ventures Lending TechnologiesDiamond Sponsor Julie Middleton Vice President Sales & Support 2448 Historic Decatur Road Suite 200 San Diego, CA 92106 916-565-8101 jmiddleton@venturesgo.com www.venturesgo.com Tom Brune President 2448 Historic Decatur Road Suite 200 San Diego, CA 92106 619-243-8601 tbrune@venturesgo.com www.venturesgo.com |
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Ventures Lending Technologies (VLT) offers state-of-the-art solutions in its cloud-based premiere product, Ventures+. Already the top resource of the CDC industry, Ventures+ serves 7(a), CDFI and regional bank lenders along with Lender Service Providers. With our Build Your Experience you can customize your platform with various modules including Payment Tracking, 1502 Reporting, Document Storage and 3rd party integrations. Our newest module, Apply+ is a borrower application portal that allows the lender to easily gather loan details and documents directly in Ventures on demand. VLT will be expanding its borrower portal to obtain e-signatures and handle ongoing servicing requests.
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Company NameDiamond Sponsor Contact # 1 Name Professional Title Address City, State Zip Phone website Contact # 2 Name Professional Title Address City, State Zip Phone website |
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Company Description – up to 500 words
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Zions BankPlatinum Sponsor Blake Zumbrunnen National Sales Manager 1 South Main Street Suite 900 Salt Lake City, UT 84133 801-979-0994 blake.zumbrunnen@zionsbank.com www.zionsbank.com Chad Witcher SVP, Director of NRE 1 South Main Street Suite 900 Salt Lake City, UT 84133 801-844-8615 chad.witcher@zionsbank.com www.zionsbank.com |
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By providing the best combination of service, premiums, and creativity, Zions Bank is the secondary market pioneer and leader for the direct funding or purchase of SBA 504 first mortgage loans. Zions offers both fixed and variable rates for loan amounts up to $8 million on all SBA eligible property types.
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Alliant Americas
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Alliant Insurance Services is a National leader in insurance, risk management, and consulting. Since 1925, our clients and partners have had profound confidence in us to deliver in all market climates. Today, this promise lives on through the dynamic confluences of people, ideas, and solutions that have come to define the Alliant name. Alliant is the exclusive administrator for the NADCO Management Liability program.
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NewtekOnePlatinum Sponsor Sean Filley Senior Vice President 14 Washington Street Suite 600J Orlando, FL 30801 212-356-9531 sfilley@newtekone.com www.newtekone.com |
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Newtek Lending, a Division of NewtekOne, is direct lender for SBA 504 permanent and interim financing.
By not being constrained to the typical credit appetite of traditional lenders, Newtek Lending provides borrowers with unique credit situations the ability to obtain financing at competitive rates and terms. Newtek Lending can lend on acquisition, refinance, construction and/or renovation opportunities in all 50 states.
NewtekOne, Your Business Solutions Company®, provides a wide range of business and financial solutions under to the small- and medium-sized business (“SMB”) market. Since 1999, NewtekOne has provided state-of-the-art, cost-efficient products and services and efficient business strategies to SMB relationships across all 50 states to help them grow their sales, control their expenses, and reduce their risk.
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mysherpasPlatinum Sponsor Joshua Talbert CEO 257 E 200 S Suite 525 Salt Lake City, UT 84111 385-799-6595 josh@sherpas.ai www.mysherpas.ai |
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mysherpas is a new software technology company based in Salt Lake City, UT focused on reimagining the commercial loan experience for all stakeholders. Using the latest cloud-based technology mysherpas is redefining the borrower and lender experience. Using the collective expertise and industry knowledge of seasoned founders mysherpas will unify communication, provide action driven transparency and standardize loan application package assembly and delivery for CDCs and the TPLs they collaborate with. Please stop by BOOTH #13 and meet with our Co-Founder & CEO, Joshua Talbert to learn more.
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Company NamePlatinum Sponsor Contact Name Professional Title Address City, State Zip Phone website |
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Company Description – up to 250 words
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Momentus Direct Capital Ken Rosenthal Sr. Advisor 2448 Historic Decatur Road Suite 200 San Diego, CA 92106 858-967-7817 krosenthal@cdcloans.com www.momentusdirectcapital.com |
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Aloha! Momentus Direct Capital provides a full array of wholesale SBA 504 1st mortgage options nationwide.
We work with banks, non bank lenders, credit unions, CDFI’s, and CDCs to provide fixed rate first mortgage option to compete and beat the large regional and national lenders while earning premium income.
We offer four options:
Morgan Stanley: Nationwide, 25 year fixed rates starting at 250 over 10 year TCM. Min 1.20 DSCR, 680 FICO, Multi purpose properties only. Premium based on rate and prepay.
Momentus Private Capital: Nationwide, 25 year fixed rates starting at 275 over 10 year TCM. Min 1.0 DSCR, 650 FICO, Multi purpose properties only. Premium based on rate and prepay.
City First Bank: CA, DC, MD, VA only – must be in a New Market Tax Credit area or Minority owned business. Most property types. 10 year fixed rate at 350 over 10 year TCM with Declining 10 prepay and we pay a flat 3 point premium.
Impower – Up to 95% LTV owner user commercial real estate loan. Non SBA. Must be in a New Market Tax Credit area or minority owned or women owned. Most property types. Multi state. Min 1.0 DSCR. 5 and 10 year fixed rates.
To start, email me the proposed use of loan proceeds, subject business website, and subject property address.
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Tax Guard Rich Porterfield Sr. Account Executive 10355 Westmoor Drive Suite 101 Westminster, CO 80021 646-502-4478 RPorterfield@tax-guard.com www.tax-guard.com |
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Tax Guard is the first company in the U.S. to use tax debt data to give lenders proactive insights into their clients’ hidden credit risks. CDC and 504 lenders throughout the country rely on our proprietary tax risk assessment tools and tax return transcripts for ongoing peace of mind.
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Hilco Real Estate Jiovanny Restrepo SBA Loan Recovery Advisor 5 Revere Drive Suite 320 Northbrook, IL 60062 847-386-2282 JRestrepo@hilcoglobal.com www.HilcoRealEstate.com |
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Hilco Real Estate’s (HRE) SBA Loan Recovery Advisory team helps SBA and CDC clients optimize their 504/7(a) loan portfolios. With 30+ years of combined SBA 504/7(a) loan servicing, liquidation and recovery experience, our team of experts, working alongside TPLs, CDCs and borrowers, has recovered tens of millions of taxpayer dollars for the SBA and CDCs nationwide.
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Partner Engineering and Science, Inc. Tushar Dutta Senior Program Manager 680 Knox Street Suite 150 Torrance, CA 90502 800-419-4923 tdutta@ptrenergy.com www.partneresi.com |
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Partner offers full-service environmental risk management services for commercial lending throughout the US. Drawing on decades of business experience, our multidisciplinary approach allows us to support SBA lenders from property due diligence to construction risk management to ongoing maintenance and optimization of CRE assets.
Partner’s team of SBA professionals are dedicated to staying current on all requirements laid out by the SBA 504 and Green Loan Programs. We provide the highest quality reports for a fair price - and do so with a sense of urgency and exceptional communication.
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TEND Capital Zachary Petry Principal 1511 Custer Street Richmond, VA 23222 804-513-2952 zpetry@tend-capital.com www.tend-capital.com |
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As a Professional Service Contractor (PSC), TEND Capital provides SBA 504 loan packaging and underwriting support for our CDC partners. For our larger CDC partners, we can provide interim support during those periods of high demand and stretched bandwidth. And for our smaller CDC partners, where a few staff wear all the hats, we can remove the structuring, eligibility assessment, and underwriting burdens so you can focus on growing and servicing your portfolio. We can take the loan application from inquiry stage and drive it all the way to a finished Ventures loan file, ready for you to import and submit into ETRAN. Our goal is to help you get more SBA 504 loans approved, in less time, with a higher first pass rate, and less strain on your team. Connect with us to see how we can support your deployment of the 504 loan program.
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BMI Productivity Solutions Boyd Mortensen President 475 North 300 West Suite 5 Kaysville, UT 84037 801-546-7462 boydm@bmisw.com www.bmisw.com |
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BMI Productivity Solutions is a leading provider of Software and Solutions to help your organization. Some key solutions are:
- Document Management
- Electronic Signatures
- Let us help you Move to the Cloud
- Tools for the entire loan process from Application to Servicing
With the recent acquisition of Portfol Software, BMI serves 150+ CDFIs. For 30+ years, Portfol helps manage all types of loan programs from state agencies to microlenders. Track funding from multiple sources, generate reports confidently for government agencies, and gain visibility into your portfolio.
BMI is always working on new solutions to help the NADCO community, come by our booth to see what is new.
Our goal is to reduce costs, streamline workflows, and more easily serve your community. Let's meet to review your objectives and share how we can help.
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J.R. Bruno & Associates Alex Liberchuk Principal 92 Westervelt Place Suite 102 Passaic, NJ 07055-4627 973-685-2327 alex@jrbrunoassoc.com www.jrbrunoassoc.com |
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J.R. Bruno & Associates is a leading nationwide consulting firm to SBA lenders and has served the business lending community since 1994. With more than 200 years of combined commercial lending experience, JRB Team assisted hundreds of SBA lenders in creating and maintaining profitable lending programs. Former NADCO Chairman Richard Jeffrey leads our expanded and enhanced services to the CDC/504 community. JR Bruno offers a wide range of customized solutions for portfolio management, loan packaging, and underwriting assistance, to servicing and liquidations, for all government guaranteed lending products.
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Company Contact Name Professional Title Address City, State Zip Phone website |
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Company Description – up to 150 words
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