Lenders Playbook. Episode 4
Real talk with one of the nations leading appraisal executives
Mark Cassidy has over 35 years of experience in the real estate valuation business as a general licensed appraiser, an appraisal company owner, and an appraisal management company executive.
Mark has a bachelor’s degree in management and economics from the University of Illinois.
mcassidy@service1inc.com
Call Mark: 630-377-1904
American Lending Conference
You’ll Learn
How a high touch valuations team can help you with fix and flip and commercial needs
How this appraisal company can serve so well by combining high tech with high touch
How to navigate technology advancements
Benefits of a mid-tier size company working on your behalf
How Mark is an Escotology nerd
Quotes
“Quality stands out in all market conditions.”
“We’re going to take the high road.”
Books and Resources Mentioned
Bible
Presentation Secrets Of Steve Jobs
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Lenders Playbook Podcast. Episode 3
How to multiply your results outsourcing with Brian Flaherty
Brian is the CEO of Global Strategic, a company that helps businesses focus on their core competencies by providing effective and quality outsourcing solutions. Brian is also the President of the Denise Marie Flaherty Memorial Foundation. The foundation started out as a grassroots effort that began in 2003 by Brian Flaherty as a way to pay back, and really pay forward, the support the Flaherty had received from MSKCC not only by prolonging Denise's Life but also by forgiving a large amount of outstanding bills at the time of her passing. Our mission is to provide funds for cancer research to continue MSKCC's mission as a leading provider of Cancer Care and also to support families dealing with the huge financial burden of fighting this disease, families just like the Flahertys all those years ago. We believe no one should have to worry about the mortgage when they are in the fight of their lives.
Visit online at GlobalStrategic.com
Connect with Brian on Linkedin
You’ll Learn
What if you could spend your time doing your most important and productive tasks?
How Brian’s company takes Business Process Outsourcing to levels no one has seen before.
Game-changing financial advice he was given when first starting out
How to use history and examine what went wrong to improve
and sooo much more…..
Books and Resources Mentioned
Atlas Shrugged by Ayn Rand
Who is John Galt by Ayn Rand
Please Like, Subscribe, and Comment! Thank you for listening!
Lenders Playbook Podcast. Episode 2
How to be more efficient, remove headaches, and close more deals with Shaye Wali
Today's episode is with Baseline's founder, Shaye Wali. If you are a private lender, this show is a must-listen. If you are getting into the industry and looking for a software solution, Baseline is a comprehensive loan servicing and origination software platform for private lenders. Their cutting-edge technology streamlines the inefficiencies associated with private lending. From document generation, payment automation, and custom report generation, Baseline covers all the bases in a single software platform. We talk about business, tennis, his favorite books, and more...
Todays Guest
Shaye Wali
Founder and CEO of Baseline, a technology platform private lenders use to manage their loans, borrowers, investors, and more.
Baseline is a comprehensive loan servicing and origination software platform for private lenders. Our cutting-edge technology streamlines the inefficiencies associated with private lending. From document generation, payment automation, and custom report generation, Baseline covers all the bases in a single software platform.
Visit online at BaselineSoftware.com
Connect with Shaye on Linkedin
Wali@baselinesoftware.com
You’ll Learn
How Shaye found a solution as a private lender to solve his own problem
How this specific software can streamline a private lender business
How to become a master of origination and sourcing capital as a private lender
Books and Resources Mentioned
The fish that ate the whale
American Lending Conference
Please Like, Subscribe, and Comment! Thank you for listening!
Welcome to the Lenders Playbook Podcast! Episode 1
Creating the best closing experience with Michelle Esparza
Michelle Esparza started in the title industry in 1993 after a successful 8-year banking journey with one of Texas’s largest banks. In her current role as SVP at Apex Closing Services (Apex), her goal is to make my clients’ closing experience the best it can be. Relationships expand beyond the scope of a business transaction. It’s about what we can do to help and how we can add value to our relationship. She says she’s been lucky to work with some incredible people in the industry, and when you enjoy what you do, it’s not work!
Visit online at apexclose.com
Connect with Michelle on Linkedin
michelle@apexclose.com
You’ll Learn
Why you should close all your deals with Michelle
Value of building relationships over time
How to build trust over time regardless of market conditions
Understanding the closing process for LLC’s and investors
Books and Resources Mentioned
Selling to Big Companies by Jill Konrath
The Power of Sales Analytics by ZS Associates
Kolter on Marketing – How to create, win and dominate markets by Philip Kolter
How to win friends and influence people