NOW‘24 EXHIBITORS
Join NADCO in celebrating our NOW'24 exhibitors.
Each and every one has valuable and relevant information and offerings. Please take time to visit each booth.
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Guidehouse - 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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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 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:
- Tax Guard Integration: Many lenders switched to Tax Guard for the 5521 transcript Ventures is now integrated with the ability to order through Ventures directly.
- Financial Spreading Enhancement which now provides the ability to copy financial statement(s) from other loans files, speeding up the ability to spread in multiple loans.
- 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. Additionally, the ability to upload in bulk for quick spreading to different files at once is included.
- SendNow: Soon to be released secure upload link for your borrowers to send documents securely without the need of logging into a portal.
- Gateway Borrower Portal Enhancements: We continue to enhance the Gateway Borrower Portal, with our next focus on integrating the user experience directly into Ventures and adding valuable servicing functionality in the future.
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mysherpasPlatinum Sponsor Wilson Su'a-filo Director of Sales 257 E 200 S Suite 525 Salt Lake City, UT 84111 801-380-3371 wilson@sherpas.ai www.mysherpas.ai |
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mysherpas is an all-in-one, “done-for-you” platform that handles the heavy lifting of loan processing. Set-up…outreach to borrowers…document management…all done for you. Our platform consolidates emails, attachments, needs lists, and loan application status into one central location visible to all. mysherpas is an easy-to-use, streamlined digital workspace that does the heavy lifting for lending teams and provides a better experience for the borrower. We are at booth #101. Qualified lenders who see our platform demo, will receive a mysherpas backpack (while supplies last)!
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Tax GuardPlatinum Sponsor Andrew Putt Account Executive 10355 Westmoor Drive Suite 101 Westminster, CO 80021 720-664-3388 aputt@tax-guard.com www.tax-guard.com/ |
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Tax Guard, a Cogency Global Company, is the only company in the U.S. that can reliably provide federal tax debt data in as little as four hours. 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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New Day Commercial CapitalPlatinum Sponsor Dain Court Chief Origination Officer 25411 Cabot Road Suite 206 Laguna Hills, CA 92653 714-402-5096 dcourt@newdaycommercial.com www.newdaycommercial.com |
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New Day Commercial Capital is a nationwide direct commercial real estate lender offering flexible financing from $200,000 to over $10 million. We provide Owner/User and Investor Financing, SBA Loans, 30-year fixed programs, up to 90% LTV, interest-only options, and serve clients with FICO scores as low as 600, including foreign nationals. Let New Day be your trusted partner for your real estate needs. Visit www.newdaycommercial.com to learn more.
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Alliant Americas
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TEND Capital Zachary Petry Principal 1 N. 5th Street Suite 409 Richmond, VA 23219 804-513-2952 zpetry@tend-capital.com www.tend-capital.com |
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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ERI, Inc. Bill McGuinness VP 201 McCullough Drive Suite 150 Charlotte, NC 28262 704-237-8138 bmcguinness@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.
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Doeren Mayhew Leslie Tripp Director of SBA Consulting 8785 SW 165 Avenue Suite 303 Miami, FL 33193 240-508-8349 ltripp@doeren.com www.doeren.com |
At Doeren Mayhew, we’re passionate about SBA loans. Our proof is in the numbers. A top 60 accounting firm, we serve over 500 financial institutions nationwide with a variety of tailored SBA Compliance loan solutions. Our pros put their 45-plus years of first-hand experience of SBA Loan Compliance and performance of more than 16,000 SBA reviews to work to ensure loan programs thrive. Beyond loan reviews, rely on Doeren Mayhew for exam preparation, lending training, loan valuations, federal regulatory compliance reviews and more.
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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.
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Cogency Global, Inc. Tom Kammerer Account Executive 122 East 42nd Street 18th Floor New York, NY 10168 360-946-2344 x124 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®!
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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 |
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.
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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.
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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 |
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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Lumos Technologies Cory Jones Senior Client Development Officer 7242 Wrightsville Avenue Wilmington, NC 28412 336-688-6791 cory.jones@lumosdata.com www.lumosdata.com |
Lumos core mission is to help small businesses gain access to capital. This is achieved by helping financial institutions streamline the underwriting, credit, and servicing process. Using predictive models and data analytics, financial institutions can get to a more accurate and more fair decision faster. Saving time and money for financial institutions through every step of the lending process.
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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!
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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!
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Lenders Cooperative Chuck Evans Executive Director 1039 Rowland Drive Port Deposit, MD 21904 610-952-9770 cevans@lenderscooperative.com www.lenderscooperative.com |
More information coming soon.
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Trileaf - Environmental | Architecture | Engineering Clint Carlson Account Manager 1515 Des Peres Road Suite 200 St. Louis, MO 63131 847-338-6380 c.carlson@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.
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Withum Brian Johnston Senior Manager 250 Pehle Avenue Suite 104 Saddle Brook, NJ 07663 201-265-2800 bjhonston@withum.com www.withum.com |
Today’s global economic environment has elevated the importance of valuations that support our advisory, tax and audit capabilities. An advisor with experience and presence can help companies respond to both domestic and cross-border valuation challenges. At Withum, our Tangible Assets Team has the coverage, experience and trusted name you can rely on to help you meet your Plant, Property and Equipment (PP&E) valuation needs. Our experts are professionally tested, certified and hold Accredited Senior Appraiser (ASA), Certified Valuation Analyst (CVA), Certified Fraud Examiner (CFE) and Certified Public Accountant (CPA) designations. Our team has directed engagements on behalf of privately held and publicly traded entities’ economic concerns and strategic interests with a cross-functional focus amongst a range of purposes in accounting, tax, litigation, finance, insurance, operations and transaction equity investment.
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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) provides 504 loan underwriting services on the Ventures platform. We can underwrite your credit memos (from A to Z) within your Ventures account and complete your annual risk ratings. 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”, and they outsource to KaPOUW all their underwriting projects.
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 were 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. You can increase production at a lower cost.
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Cirrus Secure 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.
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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.
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Collateral Specialists Emilie Comaduran Marketing & Business Development 1670 Corporate Circle Suite 200 Petaluma, CA 94954 415-842-3924 ecomaduran@csina.com www.csina.com |
Collateral Specialists is a nationwide site inspection company. Our reliable service, proven technology, and competitive pricing deliver an inspection solution that helps saves you time and money. We work with many CDC's across the country. Whether you are conducting a pre-funding site visit, delinquency site visit, or conducting annual due diligence, we are here to help you manage your risk.
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Presta 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.
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