NOW‘25 EXHIBITORS
Join NADCO in celebrating our NOW'25 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 Email this Exhibitor |
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iBusiness FundingDiamond Sponsor Marco Perim AVP of Enterprise Sales 110 SE 6th Street Suite 700 Ft. Lauderdale, FL 33301 917-544-3899 Email this Exhibitor www.ibusinessfunding.com Kos Joshi Chief Business Officer 110 SE 6th Street Suite 700 Ft. Lauderdale, FL 33301 646-409-7642 Email this Exhibitor www.ibusinessfunding.com |
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iBusiness Funding offers innovative technology, services, and products that helps enable lenders of all sizes to assist borrowers in obtaining SBA and commercial funding. With its LenderAI, Lending as a Service, and Referral Partnership solutions, the company focuses on helping banks and lenders streamline their operations efficiently and compliantly. iBusiness Funding has helped lenders process over $7 billion in SBA loans to date and handles over 1,200 business loan applications daily.
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Lenders CooperativeDiamond Sponsor Julie Middleton Vice President Sales & Support 2448 Historic Decatur Road Suite 200 San Diego, CA 92106 916-565-8101 Email this Exhibitor www.lenderscooperative.com Chuck Evans Executive Director 1039 Rowland Drive Port Deposit, MD 21904 610-952-9770 Email this Exhibitor www.lenderscooperative.com |
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Lenders Cooperative is the provider of the only platform in the market that automates and manages the complete loan life cycle from application intake to origination to servicing. Its customers have ready access to SBA Lender Service Provider (LSP) support, credit underwriting, loan operations, and more—empowering financial institutions to scale lending operations with greater speed, efficiency, and confidence.
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mysherpasDiamond Sponsor Joshua Talbert CEO 257 E 200 S Suite 525 Salt Lake City, UT 84111 385-799-6595 Email this Exhibitor www.mysherpas.ai Aaron Thomas Manager, User Experience 257 E 200 S Suite 525 Salt Lake City, UT 84111 385-478-1332 Email this Exhibitor www.mysherpas.ai |
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Based in Salt Lake City, Utah, mysherpas is redefining commercial lending technology. Like Sherpas guiding climbers through rugged mountain terrain, we take on the heavy lifting of lending operations—simplifying, streamlining, and transforming the process. Our platform allows you to focus on what matters most: delivering exceptional, personalized customer experiences.
Our patented, cloud-based platform consolidates tools like email, Teams, SharePoint, Dropbox, Slack, and CRM systems into one intuitive system that complements any existing Loan Origination System (LOS) or core technology. Whether you’re a bank, credit union, or government guaranty lender, mysherpas is easy to learn. No matter your experience level, it can be —mastered in just a few loans.
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Organization NameDiamond Sponsor Contact 1 Name Professional Title Address Line 1 Address Line 2 City, State Zip Phone Email this Exhibitor website Contact 2 Name Professional Title Address Line 1 Address Line 2 City, State Zip Phone Email this Exhibitor website |
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Company Description up to 500 words.
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Outsourced Risk Management SolutionsPlatinum Sponsor Derek Ezovski President 7 South Main Street Suite 202 West Hartford, CT 06107 860-838-5388 Email this Exhibitor www.orms.com |
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Outsourced Risk Management Solutions (ORMS) works as an extension of your lending team and is ready to assist with the new self-certification process. We will conduct the SBA required reviews for your team and recommend certification or provide a path forward to compliance. This is all done for a fee that can be passed on to the borrower and can be added to the debenture.
In addition, ORMS provides a variety of environmental support services so you can keep your team focused on all the other lending tasks:
- Report management - ORMS reduces your team’s time spent ordering, reviewing, correcting, and preparing environmental reports, decreasing the time involved to get to close and increasing the number of loan closings.
- Consulting - 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.
- RSRAs - ORMS also performs RSRA reports per the SBA SOP 50 10 7.1 standard.
- Contaminated Site Compliance - ORMS will prepare your Section E.5 (contaminated site lending) memos and guide you through the appeal process if needed for sites with “out-of-the-box” issues. ORMS has completed hundreds of these and successfully worked with the SBA environmental reviewers and the Environmental Appeals Committee to obtain concurrence on challenging sites.
- 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.
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Alliant Americas
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Alliant Insurance Services is one of the top 5 largest commercial retail insurance brokerage firms in the United States. Since 1925, our clients and partners have had profound confidence in us to deliver in all market climates. Our dedicated service team has provided NADCO members with competitive insurance solutions and top-quality program administration. Alliant is the exclusive administrator for the NADCO Management Liability program, and the program is approved by the SBA.
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Cirrus SecurePlatinum Sponsor David Brooks CEO 29713 Troutdale Scenic Drive Suite B Evergreen, CO 80439 800-341-1442 Email this Exhibitor www.cirrussecure.com |
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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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Tetra Tech, Inc. Aaron Bartel Construction Manager 56835 Venture Lane Suite 204 Sunriver, OR 97707 541-593-3600 Email this Exhibitor www.tetratech.com |
The Construction Risk Management group of Tetra Tech provides lenders, owners and developers with a comprehensive and focused program to mitigate the risks associated with construction projects. We provide our services to a diverse base of public and private sector clients. With our broad and varied base, we can and will customize our services to fit your needs and the needs of the project.
Tetra Tech has a standard of excellence that you can depend on for all of your construction projects and loan requirements.
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Coleman Report Bob Coleman Publisher & Founder 20801 Marguerite Pkwy #4525 Mission Viejo, CA 92690 818-974-8934 Email this Exhibitor www.colemanreport.com |
Coleman is the leading provider of information for small business bankers, helping them make less risky small business loans. All 100 of the top 100 SBA lenders subscribe to Coleman’s newsletters, purchase data, attend live-streaming webinars, or enroll in training classes. Coleman is committed to training lending professionals to become experts in delivering capital to Main Street and Rural America’s small businesses.
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Doeren Mayhew Leslie Tripp Director of SBA Consulting 8785 SW 165 Avenue Suite 303 Miami, FL 33193 240-508-8349 Email this Exhibitor 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 Loan Reviews to work to ensure loan programs thrive. Rely on Doeren Mayhew for:
- 7(a) & 504 Independent Loan Reviews
- UPP Packages
- LSP Oversight Reviews
- SBA Credit Policy and LSP Policy
- SBA Department Set-Up
- OCRM Exam Prep
Learn more about Doeren Mayhew by visiting our website at:
https://doeren.com/services/advisory/sba-loan-compliance-advisory.
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TEND Capital Zachary Petry Principal 1 N. 5th Street Suite 409 Richmond, VA 23219 804-513-2952 Email this Exhibitor 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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Avid Commercial, LLC Scott Harbertson Executive Vice President 6995 Union Park Center Suite 350 Cottonwood Heights, Utah 84047 801-365-1740 Email this Exhibitor www.avidcommercial.com |
Avid Commercial specializes in commercial mortgage loans for owner occupied properties.
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Stop Whispering Laura Kozien Founder and Lead Marketing Strategist Troy, NY 12180 917-597-1189 Email this Exhibitor www.stopwhispering.co |
Stop Whispering is a consultancy that specializes in helping mission-driven financial services organizations achieve growth and enhance impact through strategic, customer-focused marketing.
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H & H Review Partners Heather Newgreen Partner Charlotte, NC 704-779-2491 Email this Exhibitor www.hhreviewpartners.com |
H & H Review Partners empowers SBA 504 lenders across the country to achieve superior credit administration and risk management by providing independent loan review services that enable lenders to enhance portfolio quality, minimize losses, and promote sustainable growth. Our comprehensive loan reviews are conducted in full compliance with SBA SOPs and regulations and SBA’s Office of Credit Risk Management’s Independent Loan Review Guide. We also offer expert guidance on loan servicing, liquidations, and policy development.
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Lincoln Capital Management Michael Foster Vice President 16415 Addison Road Suite 850 Addison, TX 75001 214-296-4927 Email this Exhibitor 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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BMI Productivity Solutions Boyd Mortensen President 475 North 300 West Suite 5 Kaysville, UT 84037 801-546-7462 Email This Exhibitor www.bmisw.com |
BMI Productivity Solutions is a leading provider of loan portfolio management software for economic development.
- Document Management
- DocuSign Implementations
- SBA 504 Submission Program
- Online Borrower Forms and Workflows
- Revolving Loan Fund Portfolio Management
With the acquisition of Portfol Software, BMI serves 150+ economic development organizations including CDFIs. For over 30 years, Portfol has helped 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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Entero Energy Elena Merkley Vice President Marketing 3278 E Nutmeg Street Salt Lake City, UT 84121 801-712-3922 Email this Exhibitor 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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Morrissey Metcalfe and Associates, LLC Allyson Shaker VP Sales and Revenue Leader 430 George Wallace Drive Suite 137 Gadsden, AL 35903 734-245-9302 Email this Exhibitor www.morrisseymetcalfe.com |
Morrissey Metcalfe and Associates is a nationwide business loan underwriting, servicing, and advisory firm dedicated to helping lending institutions—such as CDCs, LSPs, banks, and credit unions—efficiently manage both non SBA and SBA loan processes, including SBA 504, 7(a), and USDA programs, as well as other financing solutions like RLFs, microloans, short term loans, equipment financing, asset based lending, commercial real estate, and business lines of credit. With nearly $2.5 billion in underwritten loans over the past 4 years, we emphasize speed, accuracy, and flat rate cost efficiency, offering expertise without the overhead of building in house capacity, all backed by a commitment to integrity, responsiveness, and client success.
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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 Email this Exhibitor 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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Tax Guard Kelley Andersen Account Executive 10355 Westmoor Drive Suite 101 Westminster, CO 80021 720-204-7751 Email this Exhibitor www.tax-guard.com/ |
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 two 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 Capital Tim McLain EVP, National Sales Director 25411 Cabot Road Suite 206 Laguna Hills, CA 92653 818-519-2914 Email this Exhibitor www.newdaycommercial.com |
New Day Commercial Capital is a direct commercial real estate lender offering financing from $200,000 to over $12.5 million. Our loan programs include Owner/User and Investor Financing, SBA loans, 30-year fixed options, up to 90% LTV and interest-only structures. Programs are available across the U.S. for borrowers with credit scores as low as 600, including foreign nationals. Learn more at www.newdaycommercial.com.
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ProText Brad Simpson Founder & Owner 285 Peachtree Center Avenue. NE Suite 2300 Atlanta, GA 30303 478-290-2909 Email this Exhibitor website |
ProText automates SBA 504 loan document production. By reducing redundant manual tasks and automating SOP compliance, your SBA loan closing process gains efficiency, speed, and profitability through ProText. We provide a better user experience to close SBA loans with no unnecessary hurdles.
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KaPOUW Credit Services, LLC Matt Taylor Managing Member 1171 Hyde Park Drive Santa Ana, CA 92705 949-836-1373 Email this Exhibitor 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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Withum Brian Johnston Senior Manager 250 Pehle Avenue Suite 104 Saddle Brook, NJ 07663 201-265-2800 Email This Exhibitor 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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Trileaf
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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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Partner Engineering and Science, Inc. AJ Nosek National Client Manager 2154 Torrance Boulevard Suite 200 Torrance, CA 90501 800-419-4923 Email this Exhibitor 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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Organization Name Contact Name Professional Title Address Line 1 Address Line 2 City, State Zip Phone Email this Exhibitor website |
Company Description up to 150 words.
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