Lenders Playbook. Episode 65
How to Create a Clear, Compelling Message for Your Business
Many business owners struggle with having a clear, organized message that’s easy for anyone to understand. In today’s episode, we break down how to create a powerful one-liner for your business. We’ll cover the 3 key elements of a one-liner, the formula to craft it, and provide some helpful examples. This approach is inspired by the StoryBrand BrandScript from Donald Miller’s book Building a StoryBrand. Hope this helps you clarify your message!
Listen on Apple
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What you will learn
How to create a clear message for your business
The 3 components to a one-liner
Why learning this can double your income
What your clients are really interested in
One Liner-Quick Notes
One-liner formula: Fill in the blank for your company
“Most people [problem], but we [solution], so they can [success]”
Example: Private lenders struggle with a lack of capital or deal flow, but at the American Lending Conference, we connect them with capital sources and dealmakers so they can grow their business.
3 components of a One-Liner:
Step 1: Start by identifying the pain points of your target audience.
Step 2: Clearly describe how your service or product solves those pain points.
Step 3: Share the positive impact or transformation your customers will experience.
Resources Mentioned
Thank you for listening!
Please subscribe!
Lenders Playbook. Episode 64
Talking about cigars, networking, and all things cool with Mark Cassidy!
Mark Cassidy is back on the show! This time, we're diving into the world of cigars—what pairs best with them, how they enhance networking, and the excitement around the exclusive VIP Networking Cigar Lounge at the American Lending Conference. It's a laid-back, fun conversation, and we hope you enjoy the episode!
Want to be part of the VIP Cigar Lounge at the Kickoff Party? American Lending Conference, March 21-22 Las Vegas at the Opium Terrace March 21st.
Step 1. Register For Event
Step 2. Email Mark Cassidy mark.cassidy@covius.com
Step 3. Enjoy the party and lets get some business!
Lenders Playbook. Episode 63
A Deep Dive into Private Lending with Wesley Carpenter of Stormfield Capital
In this episode of The Lenders Playbook, we’re joined by Wesley Carpenter of Stormfield Capital for an insider look at private credit and bridge lending. Wesley shares how Stormfield stands out in the competitive lending space and reveals key strategies that set it apart.
You Will Learn
✅ Stormfield’s mission and the problem they’re solving
✅ How they underwrite and close deals fast
✅ Why being a balance sheet lender gives them an edge
✅ The appeal of private credit for investors
✅ How securitization and loan servicing drive success
✅ The current market’s impact on bridge lending
✅ Traits of top professionals in real estate finance
✅ Must-read publications for business growth
If you're looking to level up your understanding of private lending, this episode is packed with valuable takeaways.
Resources Mentioned
Connect with Stormfield and Wesley Carpenter
https://stormfieldcapital.com
Please Subscribe! Click link below
Lenders Playbook. Episode 62
The Secret to Finding Off-Market Properties – Expert Tips from Jeremy Beland
In today’s episode, we’re diving into the power of off-market deals with Jeremy Beland—how to find them, negotiate them, and turn them into cash-flowing opportunities. If you’re tired of bidding wars on the MLS and want an edge in today’s market, this episode is for you! Jeremy was a previous guest as well as a speaker at our national private lending conference and is absolutely amazing-and make sure you stick around because Jeremy has a free gift for you at the end of this.
What you will learn
How to Find Off-Market Deals – Strategies and tactics for uncovering hidden real estate opportunities.
How to Negotiate Off-Market Deals – Tips for structuring and securing profitable agreements.
How to Turn Off-Market Deals into Cash-Flowing Opportunities – Insights on maximizing value and returns.
Why Off-Market Deals Give You an Edge – How avoiding MLS bidding wars can lead to better deals.
Jeremy Beland’s Expertise – Lessons from an experienced investor and national private lending conference speaker.
Exclusive Free Gift – A special resource from Jeremy at the end of the episode.
Resources Mentioned
PropStream
Podio
American Lending Conference
REI Freedom Site
Work with Jeremy!
Please Subscribe to The Lenders Playbook Podcast!
Lenders Playbook. Episode 61
LegalFee Consultant's own Matt Watson on business startup, mindset and how to add value
In today’s episode, we’re joined by Matt Watson, the founder of LegalFee Consultants. He’ll share what inspired him to start his company, his challenges in building it, and the strategies that have helped him set and achieve big goals while managing multiple roles. Plus, you’ll hear the best advice he's received and the books that have shaped his personal and professional growth.
Before we dive in, mark your calendars for the American Lending Conference, March 21-22, 2025, at Green Valley Ranch in Las Vegas. It's two days of networking, education, and game-changing opportunities in private lending. You won’t want to miss it! Now, let’s get started.
Quotes From The Show
"Never overpromise and under deliver"
"Always bet on yourself"
"Stay honest and have integrity"
Takeaways from the episode
Building a Business with Purpose – Learn what inspired Matt Watson to start LegalFee Consultants and how he turned his vision into reality.
Overcoming Challenges – Gain insights into the biggest obstacles he’s faced and the strategies he used to navigate them.
Setting and Achieving Big Goals – Discover how Matt balances multiple roles while staying focused on long-term success.
Top Advice & Game-Changing Books – Hear the best advice he’s received and the books that have shaped his personal and professional growth.
Resources Mentioned:
Connect with LegalFee Consultants and Matt Watson
Please Subscribe! Click the Apple or Spotify Icon below
Thank you!
Lenders Playbook. Episode 60
4 ways to unleash the best in you for 2025! Part 2 with Ira Rosen
Welcome back to the Lenders Playbook Podcast- part 2 of our incredible conversation with Ira Rosen! In this episode, you’ll learn:
How to turn your day into a revenue-producing machine
What velocity means in business and how to harness it for unstoppable growth
The power of 2/10/40 and why it creates true freedom
How to avoid the dreaded empty calendar syndrome
And so much more!
Books and Resources Mentioned
Connect with Ira
Ira Rosen on Linkedin
Company Website: Mojo Global
Please Subscribe-Thank you!
Lenders Playbook. Episode 59
Mastering Mindset with Ira Rosen – Part 1
In this two-part episode, we’re joined by the incredible Ira Rosen, co-founder of Mojo Global, a leader in LinkedIn products and training platforms. With over 50 years of experience in business, persuasion, and mindset, Ira has helped tens of thousands of entrepreneurs transform their businesses—and his achievements earned him Marketer of the Yearfrom the Phoenix Business Journal.
Ira’s journey is nothing short of remarkable: from revolutionizing the medical weight management industry in the '90s to owning car and motorcycle franchises in the '80s, and even competing as a member of the U.S. Olympic Wrestling Team. He’s also run over 30 marathons and logged more than 100,000 miles—and hasn’t missed a single day working out!
In this episode, Ira shares how he’s worked with legends like Grant Cardone, John Maxwell, and Mark Cuban. He’ll walk us through his strategies for staying disciplined, filling calendars, and achieving massive goals. Get ready to discover the mindset secrets that have fueled his success and how you can use them to level up your life and business.
Don’t miss this inspiring conversation—grab your notebook and let’s dive in!
You Will Learn
Proven Mindset Strategies: Discover the mindset secrets Ira Rosen has used to achieve success across industries.
Expert Business Insights: Learn how to stay disciplined, fill your calendar, and crush ambitious goals from someone who’s worked with industry legends like Grant Cardone, John Maxwell, and Mark Cuban.
Inspiration from an Extraordinary Journey: Hear how Ira's diverse experiences—from owning franchises to competing in the Olympics—shaped his approach to business and life.
Actionable Takeaways: Walk away with practical strategies to transform your life and business.
Books and Resources Mentioned
How To Win Friends And Influence People
The Sales Advantage, Dale Carnegie
Connect with Ira Rosen
Please Subscribe Below! Thank you
Lenders Playbook. Episode 57
Streamlining Home Inspections with Josh Jensen of Inspectify
Welcome back to the show! Today, I’m thrilled to be joined by Josh Jensen, the founder and CEO of Inspectify—a cutting-edge platform that’s transforming the property inspection industry. With a network of over 6,000 inspectors and technology designed to bring speed, efficiency, and standardized data to real estate transactions, Josh is paving the way for how agents, investors, and homebuyers approach inspections.
We’ll dive into what inspired him to create Inspectify, the challenges he’s faced, and how his platform is empowering inspectors while giving real estate professionals the tools they need to make smarter decisions. We’ll also explore Josh’s mindset, the advice that’s shaped his journey, and the resources that have influenced his success.
If you’re in real estate or curious about how innovation is driving change in traditional industries, this is a conversation you won’t want to miss. Let’s get started!
You Will Learn:
How Inspectify is revolutionizing the property inspection industry with cutting-edge technology.
The benefits of a standardized inspection process for agents, investors, and homebuyers.
Josh Jensen's journey to founding Inspectify and the challenges he faced along the way.
How Inspectify empowers inspectors while streamlining real estate transactions.
Key advice and resources that have shaped Josh’s entrepreneurial success.
Insights into how innovation is driving change in traditional industries like real estate.
Connect With Josh and Inspectify
https://www.inspectify.com
Thank You For Subscribing
Lenders Playbook. Episode 56
How LoanPASS is Redefining Loan Decisioning for Lenders Everywhere
Welcome to The Lenders Playbook Podcast! I am your host, Matt Rosen and Today, we’re diving into the world of innovative lending solutions with Bill Mitchell from LoanPASS.
Whether you’re a lender looking to streamline pricing and underwriting or curious about the future of lending tech, this episode has something for you.
Stick around as we unpack what makes LoanPASS different, how it helps lenders of all sizes, and what’s next on the horizon for this game-changing company.
You Will Learn:
How LoanPASS is revolutionizing lending technology
Streamlining pricing and underwriting
Tech solutions for lenders of all sizes
The future of lending technology
Books Mentioned:
Connect with Bill Mitchell and LoanPass
Thank you for subscribing!
Lenders Playbook. Episode 55
Redefining Real Estate Finance with New Silver's Kirill Bensonoff
#55: In this episode, we dive into the future of real estate investing with New Silver, a company redefining how deals get done. Co-founded in 2018 by tech entrepreneur Kirill Bensonoff, New Silver blends cutting-edge technology with real estate expertise to bring speed, convenience, and flexibility to property financing.
From launching the first real-time pricing engine for property loans—offering instant approvals, term sheets, and proof of funds online—to creating tools like FlipScout for finding profitable deals, New Silver is empowering investors to work smarter, not harder.
Join us as we explore how this innovative platform is transforming real estate investing for professionals and partners alike. Don’t miss it!
You Will Learn
Revolutionizing Property Financing: Discover how New Silver’s cutting-edge technology, like their real-time pricing engine, offers instant approvals, term sheets, and proof of funds online—making property financing faster and more convenient than ever.
Finding Profitable Deals Made Easy: Learn about FlipScout, New Silver’s powerful tool that helps investors identify lucrative deals and make smarter investment decisions.
Tech Meets Real Estate Expertise: Explore how New Silver blends technology and real estate know-how to create a flexible, investor-focused platform that redefines how deals get done.
The Future of Real Estate Investing: Gain insights into the trends and tools shaping the future of real estate investing and how professionals can leverage these innovations for success.
Books Mentioned
EOS Books, Gene Wickman
The Economist Magazine
History Books of all kinds
Connect with Kirillnewsilver.com
Thank you for Subscribing!
Lenders Playbook. Episode 54
Setting Goals For 2025 With Matt Rosen
#54: Today, we are going solo and were talking about 3 main things today.
1. Why Lenders Playbook was created and how this ties into growing the American Lending Conference community.
2. Goal Setting mindset that I realized is much healthier for me to execute on and certainly believe it will help you.
3. I am thinking about starting a Podcast Course! And looking for your feedback.
Enjoy!
Please Subscribe! Thank you.
Lenders Playbook. Episode 53
From NFL Star to Private Lending with Devon Kennard
Today’s guest is Devon Kennard, a true embodiment of excellence—on the football field, in the classroom, and in the business world.
Before being drafted into the NFL in 2014, he earned both his Bachelor’s and Master’s degrees in Communication Management from the University of Southern California, where he maintained a 3.8 GPA. Devon played for The New York Giants, Arizona Cardinals, Detroit Lions, and Baltimore Ravens for 9 seasons total.
But his story doesn’t stop with the NFL. During his academic journey, he discovered a passion for real estate investing and building passive income. Today, he leads 42 Solutions, a thriving private lending company with a robust portfolio of properties and numerous successful investments in syndications. His transition from professional athlete to an accomplished investor is nothing short of inspiring."
Get ready for an inspiring conversation about resilience, consistency and real estate. Please welcome to the show, Devon Kennard.
What you will learn
Balancing Excellence Across Fields:
How Devon maintained academic excellence with a 3.8 GPA while playing football at a high level, earning both a Bachelor’s and Master’s degree.
Transitioning From NFL to Real Estate:
Insights into Devon’s journey from a 9-season NFL career with teams like the Giants, Cardinals, Lions, and Ravens, to becoming a successful real estate investor.
Building Wealth Through Real Estate:
Devon’s strategies for generating passive income and creating a robust portfolio through private lending, syndications, and property investments.
Resilience and Consistency in Life and Business:
The principles Devon has carried from the football field into his investing and entrepreneurial ventures.
The Vision Behind 42 Solutions:
How Devon's company is making an impact in the private lending space and his approach to scaling success in real estate.
Books and Resources Mentioned
Money: Master the Game: 7 Simple Steps to Financial Freedom by Tony Robbins
The E-Myth Revisited: Why Most Small Businesses Don't Work and What to Do About It
Small and Mighty Investor, Chad Carson
Connect with Devon!
Online: https://www.weare42solutions.com
Personal Website https://www.devonkennard.com
Please Subscribe! Thank you
Lenders Playbook. Episode 52
Learn Real Estate Finance from these 2 experts! Matt Rodrigue and Derrek Shannon from M.R. Qualified share all!
Today, we’re diving deep into the world of real estate financing with two industry leaders from M.R. Qualified. First up is Matthew 'Matt' Rodrigue, founder of M.R. Qualified—a game-changer bridging the gap between ambitious real estate entrepreneurs and traditional banks with fast, flexible underwriting. Matt combines Wall Street expertise and has applied that to private financing.
Joining him is Derrek Shannon, Principal at M.R. Qualified. With extensive experience underwriting and managing complex, high-yield loan transactions across asset-based lending and commercial real estate, Derrek is now leading their expansion into emerging markets. Together, they’re redefining what’s possible in real estate financing.
What you will learn
Innovative Real Estate Financing Solutions:
How M.R. Qualified is transforming the financing process by bridging the gap between traditional banks and real estate entrepreneurs with fast, flexible underwriting solutions.
Leveraging Wall Street Expertise:
Matt Rodrigue’s journey from Wall Street to private financing and how that expertise benefits ambitious investors seeking capital.
Complex Loan Structuring:
Derrek Shannon’s approach to underwriting and managing high-yield loan transactions, including strategies for tackling challenging deals and maximizing returns.
Emerging Market Opportunities:
How M.R. Qualified is expanding into emerging markets and what this means for real estate investors looking to capitalize on new opportunities.
Redefining Private Lending:
Key takeaways on how M.R. Qualified is pushing the boundaries of traditional real estate financing, making it more accessible and tailored to investor needs.
Books and Resources Mentioned
The Snowball: Warren Buffett and the Business of Life
Connect with Matt and Derrek
Website www.mrqualified.com
Please Subscribe! Thank you
Lenders Playbook. Episode 51
Raising Capital & Managing a Real Estate Fund, with Matt Burk
In this episode, we dive deep into the world of real estate funds with a special guest from Verivest, Matt Burk. Discover what sets Verivest apart and how they support real estate managers and investors. We explore the critical differences between Reg A, and Reg D, offerings, breaking down what each means for fundraisers. Learn the true cost of setting up and running a real estate fund and gain expert advice on raising capital successfully. Matt shares invaluable insights into the mindset and habits that drive success in fund management. We discuss the key challenges real estate managers face, the role of technology in shaping the future of fund administration, and what makes a fund thrive in today’s market. Plus, get personal with stories of resilience, early business struggles, and the books and podcasts that have left a lasting impact.
Whether you're a seasoned investor or starting your first fund, this episode offers strategies and inspiration to guide you on your journey. Tune in to connect with the experts and take your real estate game to the next level.
What you will learn
The Verivest Difference: What makes Verivest unique and how they support real estate managers and investors.
Understanding Reg A vs. Reg D: A breakdown of these offerings, their differences, and implications for fundraising.
Real Estate Fund Costs: Insights into the financial and operational costs of setting up and managing a real estate fund.
Capital Raising Strategies: Expert advice on successfully attracting and securing investment capital.
Key Challenges and Solutions: The hurdles real estate managers face and how to overcome them.
Future of Fund Administration: The role technology plays in evolving the fund management landscape.
Habits for Success: Mindset and practices that contribute to thriving fund management.
Personal Stories: Lessons from Matt Burk’s early business struggles, stories of resilience, and his recommendations for impactful books and podcasts.
Books and Resources Mentioned
Let's Get Real or Let's Not Play: Transforming the Buyer/Seller Relationship
Seven Habits of Highly Successful People
Team of Rivals: The Political Genius of Abraham Lincoln
Connect with Matt Burk
Website: Verivest
Email:matt.burk@verivest.com
Please Subscribe! Thank you.
Lenders Playbook. Episode 50
How to Take Control of Your Retirement with a Self-Directed IRA Featuring Kaaren Hall
This is our 50th episode, and we are beyond excited to have Kaaren Hall back for this special episode! Kaaren is a leading expert in self-directed IRAs and alternative investments.
If you want to diversify your portfolio and boost your retirement strategy, this episode is packed with insights you can’t afford to skip.
Let’s dive in.
You’ll Learn:
How To Maximize Your Retirement Savings:
Learn how to supercharge your retirement savings with self-directed IRAs.Discover Valuable Tax Benefits:
Discover the amazing tax breaks available through self-directed accounts.Understand Key Differences:
Break down the distinctions between self-directed IRAs and traditional IRAs.Explore Alternative Investments:
Find out how to invest in real estate, syndications, and notes using a self-directed IRA.Diversify Your Portfolio:
Learn how self-directed IRAs can help you diversify beyond traditional Wall Street investments.Enhance Your Retirement Strategy:
Gain actionable insights to boost your financial future with alternative assets.
Connect with Kaaren!
https://www.facebook.com/uDirectIRA/
https://twitter.com/uDirectIRA
https://www.instagram.com/udirectiraservices/
https://www.linkedin.com/company/851967
https://www.youtube.com/channel/UCWAycexbDjYjHh8R8goug0A
Thank You For Subscribing!
Lenders Playbook. Episode 49
Superior Loan Servicing's own Ryan Jesena on mindset, marketing and 100 mile marathons!
#49: Today, we're thrilled to have Ryan Jesena from Superior Loan Servicing joining us. We dive into all things loan servicing—what it is, why it matters, and how it works. We also discuss streamlining processes, becoming a more efficient entrepreneur, and exploring Ryan's incredible journey as a 100-mile marathon runner, uncovering life lessons. There's a lot to learn, so stay tuned!
You’ll Learn:
How to scale your lending business
Why partnering with Ryan can 10x your business
Vision, mindset needed to be a successful business person
100-mile marathon mindset-goals, vision, processes
Books Mentioned
Start with Why, Simon Sinek
Connect with Ryan and Superior Loan Servicing
Visit https://superiorloanservicing.com
Connect with Ryan on Linkedin
Thank you for subscribing!
Lenders Playbook. Episode 48
Why Ground Up Construction Is A Huge Opportunity with Dave Gray
#48: In this episode, we’re joined by Dave Gray, Anchor Loans’ VP of Business Development. Dave is a seasoned expert in real estate lending and strategy. We’ll uncover what makes Anchor stand out, the latest trends shaping real estate, and the keys to building strong client relationships. You will learn why ground-up construction is such a big opportunity and how you can take advantage of this today! Tune in for insights from 18 years of experience, lessons learned, and a look at the future of real estate investing.
Meet Dave and hundreds of industry professionals in private lending at the American Lending Conference, March 21-22 in Las Vegas!
www.americanlendingconference.com
You’ll Learn
How Anchor is doing $250-$300 million per month!
Learn the relationship values that Dave lives by and ensures success for everyone
Learn some pertinent information on the current housing shortage and what that means to the construction lending opportunity!
Understand the gap between 1.8 million new homes needed and how the largest homebuilder built only 67,000 last year!
Why consistency is king in developing long term success
And so much more…
Connect with Dave Gray
Please Subscribe!
Lenders Playbook. Episode 47
How To Avoid Common Title Glitches with Michelle Esparza
#47: Welcome back to the Lenders Playbook Podcast, episode #47! It feels like yesterday I started this podcast; in fact, today's episode is Michelle Esparza, who was, in fact, episode #1!! We bring you some high-level real-time content you can apply to title and escrow, especially in the private lending arena, that will make your deals close faster with much less headache. Michelle is the Senior vice president for Priority Title and Escrow.
Thank you, this episode's sponsor!
Above Par Capital
www.aboveparcapital.com
You’ll Learn
The most common title glitches and how to avoid them!
How a settlement office who handles business purpose financing is so different than your typical agent
Learn how to take your deals to a trusted professional and save a ton of time and energy
Title Policies: What is a Title Policy and and Owner Policy
Resources and FREE GIFT from Michelle!
Make sure you signup for our weekly newsletter and you will get some free information provided from Michelle to the Lenders Playbook and American Lending Conference Community
www.americanlendingconference.com
Please Subscribe To The Lenders Playbook Podcast
Lenders Playbook. Episode 46
Protecting your assets with Brent Carlson
#46: Stay tuned as we dive into a range of compelling topics, including starting a Nevada corporation, bookkeeping and tax services, living trusts, and even strategies for building business credit. You won't want to miss this!
Today's episode is proudly sponsored by Above Par Capital. Under the expert leadership of Justin Rosenhaus, Above Par Capital specializes in providing investors with the essential funding needed for their real estate investment projects.
You’ll Learn:
What corporate structure should you be considering
How to protect your assets
New Laws that will cost business owners 10’s thousands of dollars if not taken care of
How to use Corporate Capital as a “Gym Membership”
Why I chose Corporate Capital to form The American Lending Conference
Connect with Brent!
Thank You For Subscribing!
Lenders Playbook. Episode 45
The Simple Way To Grow in Private Lending
Today, we’re excited to welcome Janine Cascio, CEO of Simplending Financial. This episode is a must-listen, as Janine has taken Simplending from a startup only a couple years ago to impressive success in a short time span. She’s shares some actionable insights and real-world strategies from her hands-on journey. Together, we dive into topics like business growth, fitness, her yoga lifestyle, marketing, and more. Let’s bring on Janine Cascio!
You’ll Learn
How to bring more energy to your business and why this could be the reason for new growth in 2025
The origin story from a College Soccer player to being a full time private lender
The importance of a tagline and the origin story of “We Close Loans”
Job mentality vs entrepreneur mentality and some great tips on this from Janine
Books and Resources Mentioned
Books
Magic Of Thinking Big, David Schwartz
5 dysfunctions of a team
Magic Of Thinking Big, David Schwartz
Traction, Gino Wickman
The energy bus
Podcasts
Eckart Tolle Podcast
Oprah Winfrey Podcast
Connect with Janine
www.simplelendingfinancial.com