Lenders Playbook. Episode 81

Jul 28

NMLS Compliance and Licensing Strategies for Private Lenders and Mortgage Brokers

What if I told you a simple licensing delay cost a broker not just one deal… but an entire market?
I am your host, Matt Rosen. This is the Lenders Playbook Podcast. Your go to resource for private lending, real estate and entrepreneurship, episode #81!

In today’s episode, we’re diving into the hidden world of licensing with Catalina Stepanov! We are talking about CE renewals, multi-state expansion
where one missed deadline or wrong assumption can cost you time, money, and momentum. Our guest has seen it all, from brokers losing six-figure opportunities due to paperwork mistakes, to the surprising ways companies slow themselves down without even realizing it.

If you’re a broker, lender, or investor looking to grow across state lines or just stay ahead of your CE renewals this episode will give you the roadmap. You'll learn what to do before you touch the paperwork, how to stay compliant without the stress, and where to go for clear, hands-on help

Let’s jump in!

Dont Miss The National Private Lending Conference Of The Year!
https://www.americanlendingconference.com/

What you will learn

Avoid Costly Licensing Mistakes — Learn how one missed deadline can derail deals and what steps to take to prevent it.
Expand Across State Lines with Confidence — Get a clear roadmap for multi-state growth without getting buried in red tape.
Master CE Renewals & Compliance — Discover simple systems to stay on top of renewals and avoid last-minute panic.
Learn from Real-World Missteps — Hear true stories of brokers who lost six-figure deals—and how you can avoid the same fate.