NOW‘23 EXHIBITORS
Join NADCO in celebrating our NOW 2023 exhibitors.
Each and every one has valuable and relevant information and offerings. Please take time to visit each booth.
|
|
Guidehouse - Central Servicing AgentAlliance Partner Brian Gagnon Partner, CSA Team 1800 Tysons Boulevard McLean, VA 22102 202-412-8660 bgagnon@guidehouse.com |
Top of Page
|
|
Cirrus SecureDiamond Sponsor David Brooks CEO 29025 Upper Bear Creek Road Suite B Evergreen, CO 80439 800-341-1442 db@cirrussecure.com www.cirrussecure.com |
|
   |
|
Cirrus provides a secure document collection portal to streamline and accelerate the loan process for CDCs and SBA lenders. Our cloud-based software ensures a great borrower experience and consistent documentation, while eliminating document chaos.
|
|
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 Denise Martinez Senior Customer Success Manager 2448 Historic Decatur Road Suite 200 San Diego, CA 92106 619-243-8643 dmartinez@venturesgo.com www.venturesgo.com |
|
|
|
Ventures Lending Technologies (VLT) offers cutting-edge solutions through its cloud-based flagship product, Ventures. As the leading resource in the CDC industry, Ventures caters to 7(a), CDFI, regional bank lenders, and Lender Service Providers. With our "Build Your Experience" feature, you have the flexibility to tailor your platform using various modules, including Payment Tracking, 1502 Reporting, Document Storage, and seamless 3rd party integrations. Over the past year, we've introduced several new and expanded capabilities:
- Custom Data Fields: Lenders can now create their own data fields, which can be seamlessly integrated into documents and reports, providing a highly customizable experience.
- Transactional Level Report (TLR) for CDFIs: We've introduced TLR, a feature specifically designed for CDFIs, enhancing the accuracy and efficiency of reporting.
- Financial Spreads Templates: Lenders can now fine-tune their spreadsheets by adding extra row items and/or customization for specific industries.
- FlashSpread 2.0 Integration: We are thrilled to announce the full integration of within Ventures. No longer will you need a separate login for FlashSpread; it's seamlessly integrated into Ventures, offering cost-saving benefits for most lenders along with increased efficiencies and expanded capabilities.
- Gateway Borrower Portal Enhancements: We continue to enhance the Gateway Borrower Portal, with on next focus on integrating the user experience directly into Ventures and adding valuable servicing functionality.
Top of Page
|
|
Tax GuardPlatinum Sponsor Andrew Putt Senior Account Executive 10355 Westmoor Drive Suite 101 Westminster, CO 80021 720-664-3388 aputt@tax-guard.com www.tax-guard.com |
|
|
 Industries Served | Tax Guard |
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.
|
|
Alliant Americas
|
|
|
|
|
APC LendingPlatinum Sponsor Michael Eddy Due Diligence and Underwriting Manager 3000 Heritage Walk Milton, GA 30004 770-331-5205 mike.eddy@apclending.com www.apclending.com |
|
|
|
APC Lending is an SBA certified Non-bank TPL. We offer CDC partners across the country transparent credit criteria, flexible underwriting and competitive rates on 504 real estate loan. We’re easier and more reliable than a traditional bank and can also provide turnkey construction financing.
|
|
PrestaPlatinum Sponsor Leopoldo Peña Co-Founder & CEO 53 3rd Street 1R Brooklyn, NY 11231 949-345-9527 leo@letspresta.com www.letspresta.com |
|
|
|
Our mission is to simplify the lending process for financial institutions so they can focus on serving communities and making a positive impact. Presta’s end-to-end lending platform helps lenders accelerate their lending process and reach more borrowers.
|
|
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 |
|
|
|
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 #308 and meet with our Co-Founder & CEO, Joshua Talbert to learn more.
Top of Page
|
|
ERI - Environmental Risk Assessment Consulting – Designed to Fit Your Needs Keara Vigil VP of Operations 201 McCullough Drive Suite 150 Charlotte, NC 28262 704-548-9333 kvigil@eriskinnovations.com www.eriskinnovations.com |
ERI is the nation’s premier consulting firm that specializes in the management of environmental risk for commercial lenders. ERI’s clients include a broad base of commercial lenders, from regional banks to banks with national footprints. Since 1999, ERI has been dedicated to providing commercial lenders with effective and efficient due diligence services and guidance. ERI is staffed with environmental professionals who are proficient in interpreting current SBA Standard Operating Procedures (SOP) for Environmental Policies and Procedures for both 7(a) and 504(c) loans. ERI is not a traditional environmental consulting firm that performs Phase I or Phase II Environmental Site Assessments. As a result, ERI’s recommendations represent a truly independent, third party opinion that conforms to the client bank’s specific risk tolerance.
|
|
Dabyn Wealth Strategies Dan Halos Partner 10500 NE 8th Street Suite 1600 Bellevue, WA 98004 206-956-6270 dan@dabynws.com www.dabynws.com |
Since 2011, Dan Halos has specialized in working with SBA 7(a) lenders, CDC’s, brokers, and their clients to provide expedited life and disability insurance when required as a loan condition or for other business planning needs. Dan has access to 50+ life insurance companies and works with clients to select the best fit. In January 2023, Dan joined Dabyn Wealth Strategies, forming a team of 4 advisors with over 75 years of experience, and 7 support staff across the country. Utilizing his further education as a ChFC® and CLU®, and relationships formed as past president of the Seattle Estate Planning Council, Dan and his team help clients and their trusted professionals (lenders, CPAs, and attorneys) provide custom and comprehensive financial guidance. Dan first attended the NADCO annual conference in 2013 and is excited to share his updated capabilities for expedited life insurance with CDC teams for their borrowers!
|
|
Trileaf - Environmental | Architecture | Engineering John Huter Group Manager 2550 South IH 35 Suite 200 Austin, TX 78741 512-519-9388 j.huter@trileaf.com www.trileaf.com |
TRILEAF is a nationwide environmental services company, providing targeted environmental services to Commercial and SBA lenders for SBA 504, 7(a) loans and government guaranteed loans. TRILEAF works with numerous banks, lenders and Certified Development Companies (CDC's) to satisfy the need for timely and cost-effective Records Search with Risk Assessment (RSRA), Transaction Screen Assessment (TSA), Phase I and II ESAs, Property Condition Assessments, asbestos and lead assessments.
|
|
Cogency Global, Inc. Tom Kammerer Account Executive 122 East 42nd Street 18th Floor New York, NY 10168 913-206-5272 tkammerer@cogencyglobal.com www.cogencyglobal.com |
Cogency Global, Inc. is a leading provider of UCC, lien and litigation services. Our UCC and Corporate search and filing services assist lenders nationwide in establishing and maintaining their security interests. If you’re looking for due diligence assistance tailored specifically to your organization’s needs, with a fast response time, accurate results, and friendly, personalized service, let Cogency Global be your first call. To learn more about our full list of services, please visit our website at www.cogencyglobal.com. With Cogency Global you’ll always receive the right response at the right time, every time®!
|
|
Fileinvite Gerald Leveritt Sales Manager 4600 S. Syracuse Street 9th Floor Denver, CO 80237 440-308-6450 g.leveritt@fileinvite.com www.fileinvite.com |
Collecting information from clients doesn't need to be difficult. If you're still using email for document-heavy processes, it's time to meet FileInvite. We're transforming the way companies request and collect documents, with a custom portal that makes it easier and more secure to request, track, review, and approve files. With FileInvite, internal workflows are improved and clients have a better experience -- so you can get more done, faster.
|
|
Partner Engineering and Science, Inc. AJ Nosek National Client Manager 2154 Torrance Boulevard Suite 200 Torrance, CA 90501 800-419-4923 ajnosek@partneresi.com www.partneresi.com |
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.
|
|
BMI Productivity Solutions Boyd Mortensen President 475 North 300 West Suite 5 Kaysville, UT 84037 801-546-7462 boydm@bmisw.com www.bmisw.com |
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.
|
|
Lincoln Capital Management Michael Foster Vice President 16415 Addison Road Suite 850 Addison, TX 75001 214-296-4927 michael@lincolncapitalgroup.com www.lincolncapitalmgt.com |
Lincoln Capital Management originates senior and subordinated interim loans for construction and other real estate & equipment transactions on a national basis in connection with the SBA Section 504 program. We minimize your 1st lien lender’s construction risk, legal lending limits, loan concentration challenges and HVCRE issues with our innovative loan structures. Come by our table to find out how we can help you be a solution for your 1st lien lending partners!
|
|
KaPOUW Credit Services, LLC Matt Taylor Managing Member 1171 Hyde Park Drive Santa Ana, CA 92705 949-836-1373 matt@kapouw.com www.kapouw.com |
KaPOUW Credit Services, LLC (KaPOUW) is a Loan Service Provider for 504 underwriting on the Ventures platform. We can underwrite your credit memos. With the growing shortage of credit trained and experienced underwriters and those that are familiar with Ventures software as well as SBA SOP, KaPOUW was founded to serve the 504 underwriting needs of CDCs. We work with CDCs of all sizes.
SBA 504 lending can be a feast or famine business. Some CDCs are finding it cost effective to staff employee underwriters for the low point in deal flow and use vetted and experienced on-demand KaPOUW underwriters to capitalize on the times of higher volume. For other CDCs, KaPOUW is effectively their underwriting “staff.”
KaPOUW creates a variable cost structure for CDCs that efficiently adjusts to varying levels of deal flow. The recent technology advances that were developed for the use of remote workers was part of the genesis for a new model of variable underwriter cost structures for CDCs. The underwriting services provided by KaPOUW enable you to benefit from this new model.
|
|
Entero Energy Nancy Ballou New Business Director 1508 West 30th Street Austin, TX 78703 512-551-0742 nancy@enteroenergy.com www.enteroenergy.com |
Entero Energy is a renewable energy company specializing in assisting SBA borrowers with SBA 504 "Energy" Public Policy Goal qualification and fulfillment. The company offers a comprehensive turn-key solution, working with CDCs, third party lenders and their borrowers to assure every step of the "Green" loan process is administered, from education & consultation, to Verification Report preparation to fulfillment.
|
|
iBusiness Funding 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 |
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.
|
|
Outsourced Risk Management Solutions Derek Ezovski President 7 South Main Street Suite 202 West Hartford, CT 06107 860-838-5388 dezovski@orms.com www.orms.com |
Outsourced Risk Management Solutions (ORMS) supports CDCs as an extension of your lending team using our in-house environmental consultants. This helps with the following items:
- ORMS reduces your team’s time spent ordering, reviewing, correcting, and preparing environmental reports for SBA reviews while increasing the number of loans closed successfully.
- ORMS’ experienced consultants work out solutions for you on complicated sites, take care of your reviews and checklists, and work with your consultants to get compliant reports. This is all done for a fee that can be passed on to the borrower and can be added to the debenture.
- ORMS also performs RSRA reports per the SBA SOP 50 10 6 standard.
- ORMS conducts pre-submittal reviews looking for possible screen-outs and work to correct deficiencies.
- ORMS completes the documents needed for disbursements on contaminated sites (formerly Section G) and will guide you through the appeal process for sites with “out-of-the-box” issues.
- ORMS has a great rapport with other consulting professionals nationally and we can help you get changes made to increase the chances of SBA approval.
- Ultimately, ORMS allows you to focus on your banking partners, borrowers, and all of the other closing complexities without worrying about the environmental by providing simple, straightforward guidance and assistance.
|
|
Rapid Business Plans Bethany A McClellan Owner 1015 Atlantic Blvd Suite 144 Atlantic Beach, FL 32266 904-910-2511 bb@rapidbusinessplans.com www.rapidbusinessplans.com |
At Rapid Business Plans, we provide business plans and feasibility studies for companies obtaining SBA and USDA loans.
|
|
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 |
Hilco Real Estate’s (HRE) SBA 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.
|
|
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 |
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 wide range of customized solutions for portfolio management, loan packaging, and underwriting assistance, to servicing and liquidations, for all government guaranteed lending products.
Top of Page
