CMA PRIVATE MONEY BASICS

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

June 17, 2026 / 8:30am – 5:00pm
The Burbank Airport Marriott Hotel
2500 N Hollywood Way, Burbank, CA 91505
(Directly across the street from Burbank Airport)  

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

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 need.
  • You’ll walk out, ready to “DO PRIVATE MONEY!”
SUPER
EARLY BIRD
 
(on or before April 10)
Non-Member Reg: $550
CMA Member Reg: $490
EARLY
BIRD
 
(On or before May 11)
Non-Member Reg: $590
CMA Member Reg: $530
EARLY
REG
 
(on or before June 1)
Non-Member Reg: $690
CMA Member Reg: $620
REGULAR
PRICING
 
(Until Sold Out)
Non-Member Reg: $770
CMA Member Reg: $690

Your Registration Includes:

  • Breakfast
  • Lunch
  • Coffee/Snacks
  • Beer/Wine networking hour
  • Free Parking
  • Course Material Binder
  • 90 minute follow up Zoom Meeting

 
The Burbank Airport Marriott Hotel

2500 N Hollywood Way, Burbank, CA 91505
(Directly accross the street from the Burbank Airport)

Phone: 818-843-6000