CMA PRIVATE MONEY BASICS

CMA’s Roadmap, Resources, and Contacts to Close Private Money Loans

June 19, 2025 / 8:30am – 5:00pm
Crowne Plaza Foster City-San Mateo
1221 Chess Dr, Foster City, CA 94404

SPONSORED BY:

Join us in San Mateo for this powerful, information packed, one-day event. You’ll get the roadmap, resources, and direct points of contact to close private money loans.

SOLD OUT!

Who is this for?

Loan Brokers
Loan Originators
Private Investors/Lenders
Real Estate Investors
Gap Funders
Compliance Officers
Loan Processors and Underwriters

What you’ll get:

Business Purpose Exemption: Key factors to know
The Do’s and Don’ts of brokered loans
Marketing strategies and deal generation
Licensing, entities, and compliance
Business infrastructure
Raising capital: private investors, mortgage funds, or self-funding?
Loan documentation and title insurance
Checklists
– Compliance checklists
– Underwriting checklists
– Prior to funding checklists
– Post-closing checklists
Loan servicing: in-house vs. outsourcing

Key Takeaways…

You’ll network with industry experts, service providers, investors, and brokers, who will help your business grow.
The private money industry WON’T teach you this……until now.
The framework will be complete, the do’s and don’ts will be identified, and you’ll get the lists and contact info you’ll need.
You’ll walk out, ready to “DO PRIVATE MONEY!”