Fathom Holdings Divests LiveBy Assets to Move Concierge for $3 Million
Fathom secures a five-year extension on the LiveBy platform, while Move Concierge enhances service offerings for all Fathom agents, expanding operational capabilities.
7 Steps to a Bulletproof Private Mortgage Note Portfolio Audit
How to Conduct a Comprehensive Risk Audit of Your Private Mortgage Note Portfolio in 7 Steps For private mortgage note holders, proactive risk management isn't just a best practice—it's essential for protecting your investment and ensuring smooth operations. A comprehensive risk audit of your [...]
Hard Money Lender Boosts Investor Retention by 30% Through Digital Reporting & Outsourced Servicing
How a Hard Money Lender Boosted Investor Retention by 30% with a New Digital Reporting Portal Client Overview Capstone Capital Partners (CCP) is a well-established hard money lender operating across key growth markets in the United States. For over a decade, CCP has specialized [...]
Disclosure Excellence: The Foundation for Trust and Profit in Private Mortgage Servicing
Disclosure Best Practices in Private Mortgage Servicing: Navigating Complexity, Building Trust, and Driving Profitability In the intricate world of private mortgage servicing, transparency isn't just a buzzword; it's the bedrock of ethical operation, regulatory compliance, and sustained profitability. For mortgage lenders, brokers, and investors [...]
How to Draft an Ironclad Forbearance Agreement: A Step-by-Step Guide for Private Lenders
How to Draft an Ironclad Forbearance Agreement: A Step-by-Step Guide for Private Lenders In the world of private mortgage lending, borrower hardship is an unfortunate reality. When a borrower faces temporary financial distress, an informal handshake or verbal agreement for forbearance can quickly become [...]
Drafting Ironclad Forbearance Agreements for Private Lenders
How to Draft an Ironclad Forbearance Agreement: A Step-by-Step Guide for Private Lenders For private lenders navigating the complexities of loan servicing, a well-crafted forbearance agreement is more than just a temporary solution; it's a strategic tool. When borrowers face financial hardship, an ironclad [...]
Junior Lien Risks: A Private Lender’s Essential Guide to Protection
Decoding Junior Lien Risks: What Private Lenders Need to Know Decoding Junior Lien Risks: What Private Lenders Need to Know Private mortgage lending offers a dynamic landscape of opportunities for investors, brokers, and lenders alike. While the allure of attractive yields and diverse portfolio [...]
Private Lender’s Guide: Crafting Ironclad Forbearance Agreements
How to Draft an Ironclad Forbearance Agreement: A Step-by-Step Guide for Private Lenders For private mortgage lenders, navigating periods of borrower hardship is an inevitable part of the loan servicing landscape. While compassion is paramount, protecting your investment through legally sound and clearly defined [...]
The Indispensable Role of Forensic Due Diligence in Distressed Note Acquisitions
From Near Miss to Profitable Acquisition: How Thorough Due Diligence Revealed and Rectified a Major Title Defect in a Distressed Note. Client Overview Apex Capital Partners is a well-established private equity firm specializing in the acquisition and strategic management of distressed real estate-backed debt. [...]
Scalable Due Diligence for Private Mortgage Note Portfolios
Due Diligence for Portfolios of Notes: Scalable Strategies Due Diligence for Portfolios of Notes: Scalable Strategies in Private Mortgage Servicing In the dynamic world of private mortgage servicing, the acquisition and management of note portfolios present both immense opportunity and significant risk. Whether you're [...]