Experienced leadership Leverage Ed Craine’s 25+ year track record and leadership roles in CAMP and CCIM to position premium financing solutions and relationship-based services to a senior decision-maker who values industry credibility.

Credit and deal volume With a revenue range of 1M-10M and a history of originations exceeding 2 billion, target mid-market real estate developers and brokers seeking scalable mortgage financing, securitization options, or advisory services to optimize leverage.

SB/tech optimization Current tech stack includes WordPress and marketing/social platforms; identify opportunities to enhance digital lending workflows, CRM integration, and analytics to improve loan origination efficiency and client experience.

Market positioning Position as a long-standing independent lender in San Francisco with deep local networks; pursue partnerships with regional firms and brokers looking for trusted capital sources distinct from μεγs players in the nationwide banks.

Growth opportunities Explore scalable funding solutions, advisory services, and marketing partnerships with peers in similar size segments (e.g., Greystone, MMCC, Berkadia) to broaden product offerings and client reach while maintaining boutique service.