#75: What if the biggest challenge in private lending wasn’t raising capital... but losing time, missing follow-ups, and dealing with preventable errors?In this episode, we sit down with the founder of RTL Tech, a platform built to streamline the lending workflow using AI. From chasing down collections to automating file flow and supporting busy loan officers, RTL Tech is transforming how lending teams operate—with less friction and more precision.We explore:
*The core industry pain points that inspired RTL Tech
*How the AI-powered Account Executive Assistant works behind the scenes
*And key advice for anyone starting or scaling in today’s tech-driven lending world.
and so much more...

If you're a private lender, loan officer, or building a lending team, this is your playbook for working smarter not harder.Tune in and discover how to future-proof your lending operation.

**Join us Sept. 3-4 for the American Lending Conference National Private Lending Event in Las Vegas!
Check out details here https://www.americanlendingconference.com/

#74: Most business success doesn’t come from one big move—it comes from doing the right things over and over, on purpose. In this episode, we’re breaking down the real power of repetition in business: why it works, how it builds momentum, and how those daily reps are the bridge from being good... to becoming world-class.I’ll share personal stories from my background in athletics, explain the systems I’ve built to keep my business engine running, and unpack why early results might seem slow, but behind the scenes, they’re compounding fast. Whether you’re creating content, making sales calls, underwriting deals, or building client relationships, repetition isn’t boring, it’s your most underrated competitive advantage.If you’re aiming to be the best at what you do, this episode is the reminder (and push) to keep showing up and putting in the reps.
If you are interested in making an additional $100k this year in private lending-then. you need to register for our National Private Lending Conference, Sept. 3-4 in Las Vegas! Check it out! https://www.americanlendingconference.com/

#73: Welcome back to the Lenders playbook Podcast Episode... 73! Today we have Ryan Hughes and Ryan is on a mission to empower self-directed retirement investors to take control of their financial future. At NRL, he leads a team that delivers innovative, IRS-compliant non-recourse lending solutions, helping clients diversify into real estate, startups, and other high-potential opportunities — all while protecting their retirement accounts. Ryan is he's opening doors to a whole new world of retirement investing. Whether you're an investor hungry for growth or a partner ready to collaborate, this episode is packed with insights you don’t want to miss. Tune in now and get inspired to unlock the full potential of your retirement funds!Lets go

Today, we’re talking with Dalton Elliot an old friend of mine with who recently went from intense martial arts discipline to carving a successful path at Rain City Capital, one of the fastest-growing names in business-purpose lending.So...If you’ve ever wondered:

What exactly is a hard money loan and why it might beat a traditional bank loan,
What mistakes smart investors still make when it comes to financing,
Or how brokers can position themselves to win big with the right lender partner...

You’re in for a treat.We’re also pulling back the curtain on Rain City's sweet spot, how they support brokers, and what really sets them apart in a competitive market.And—because success starts in the mind—we’ll hear how martial arts, mindset, and some game-changing books helped shape this guest's approach to business.So whether you’re an investor, broker, or just private-lending curious...
Stay locked in. This episode might just be the blueprint you didn’t know you needed.Let’s get into it.

#72: Hey everyone, welcome back to the Lenders Playbook Podcast episode 72. I'm your host, Matt Rosen and today, we’ve got a truly special guest joining us —But before we dive into today's episode, I’ve got something exciting to share — our National Private Lending Conference is coming up on September 3rd and 4th in Las Vegas! It's going to be the place to connect, learn, and grow in the private lending space, and I can't wait to see you there. Please check out americanlendingconference.com for more details!
Today, we're joined by Dante Petrella from Service 1st — a company that's making some serious waves among private lenders, investors, and even government entities. We are going to talk about how they are building one of the most trusted names in the valuation world.We'll talk about why Service 1st makes life easier for lenders and brokers, and how their innovations — like their Hybrid AVM model — are helping deals close faster with less risk.We'll also cover how Service 1st removes the biggest pain points in real estate deals, why experience across both residential and commercial spaces is critical, and why speed and accuracy in valuations have never been more important.And of course, we'll hear some of Dantes favorite books, tools, and resources — and how you can connect with him if you're ready to work with a valuation partner who truly gets the private lending world.You won't want to miss this one — so let’s get into it!"

#70: Welcome back to the Lenders playbook podcast episode 70 with Noel Felix!  We're catching up with a guest who's been grinding hard behind the scenes since epidose #9—running multiple businesses, growing his family, and riding through the highs and lows of entrepreneurship.In this episode, we’ll dive into what he’s been building, the incredible things his daughter Sophia is up to, and some of the toughest and most rewarding moments from the past year.From bull riding lessons that oddly mirror business life, you’ll hear stories that inspire, advice that hits home, and wins that prove the hustle’s worth it. Especially if you remember it wasnt that long ago...So buckle up, because this episode is loaded with some raw lessons and tons of hear.Let’s get into it.

#69: In this episode of The Lenders Playbook we sit down with Ranette Oliver a seasoned expert who brings over 20 years of experience in business development, sales, and leadership—and now plays a key role at B.E. Lending, a trusted name in private lending for real estate investors.

We dive into her journey into the industry, the story behind B.E. Lending, and how the company has evolved over the past decade. You’ll hear valuable insights on where wholesaling and lending meet, how to identify a “no-brainer” deal, cross collateralization and what sets B.E. Lending apart from the competition and Whether you’re a new investor or a seasoned pro, this conversation is packed with practical advice, industry wisdom, and tips on building lasting relationships in the lending world.Tune in and get ready to take notes!

Today, we sit down with Catalina Stepanov the Chief Strategy Officer the The Licensing Store —American Lending Conference's  go-to resource for helping lenders navigate the maze of multi-state licensing with clarity, confidence, and a peace of mind.We’ll dive into how you can stay ahead of constantly shifting regulations, avoid the most common licensing mistakes that could be costing you serious time and money, and tap into the strategies that successful lenders are using — thanks to The Licensing Store — to scale across multiple states with ease. If you're tired of hitting roadblocks or second-guessing licensing rules, this episode will give you the clarity and tools to move faster, smarter, and with way more peace of mind.Plus — we’ll go beyond business and talk about mindset, leadership, and the books and podcasts that have fueled Catalina’s rise as a powerhouse in this industry.If you're looking to build a smarter, stronger lending business — this one’s for you.

Episode #67. Today we sit down with Ryan Goodenoot from the Licensing Store. Let’s be real—mortgage licensing is a nightmare. It’s messy, frustrating, and downright exhausting. Between the endless paperwork, confusing state-by-state rules, and constant regulatory changes, it’s enough to make any mortgage professional want to pull their hair out.But what if all that stress could just… go away?That’s where Ryan Goodenoot from Licensing Store comes in. Ryan and his team are in the business of making your licensing headaches disappear. Whether you're struggling to figure out the difference between a Mortgage Broker, Lender, or Banker License, stuck in a never-ending approval process, or trying to expand into multiple states without losing your mind, 

What if you had access to an entirely new stream of income as a private lender? In this episode of The Lender’s Playbook, host Matt Rosen sits down with Nate Cater of Phocis Capital to reveal a game-changing opportunity for lenders looking to maximize their revenue beyond traditional banking.We’ll cover:
✅ How Phocis Capital helps lenders generate new income streams
✅ The biggest capital reserve challenges lenders face—and how to solve them
✅ Why Phocis offers better security and flexibility than a traditional escrow accountIf you’re a lender looking to diversify your revenue and stay ahead of the competition, this episode is a must-listen!