MAY 7
The Forum
Lending deep-dives for mortgage pros & investors
9:30 – 9:45 AM
Welcome Address — Michael Boggiano
9:45 – 10:45 AM
SBA Lending Practice — How 7(a) and 504 loans get underwritten, structured & approved. Cash flow expectations, eligibility nuances, and what delays deals.
10:55 – 11:50 AM
Investor Residential Finance — DSCR, fix & flip, construction, BTR, and SFR portfolio lending. Matching the right capital to the right deal.
12:00 – 12:55 PM
Small Balance Commercial Financing — Underwriting retail, mixed-use, office & light industrial. How credit decisions differ from residential and large-balance lending.
1:05 – 2:00 PM
Small Balance Multifamily Lending — Workforce housing, value-add, rent growth, insurance pressures, and agency vs non-agency execution.
2:10 – 3:00 PM
The Commercial Lending Panel — How lenders evaluate risk, structure loans, and move deals from origination to credit committee.
3:10 – 4:00 PM
Tapping the 55+ Buyer Market — Nearly half of 2025 homebuyers were 55+. Financing strategies and marketing tips for this growing demographic.