Private Money Basics by CMA: Packed House and Sold Out!

Last week’s CMA Private Money Basics event was sold-out, and for good reason. Held at the Hilton Irvine Orange County Airport, it brought together a mix of professionals—loan brokers, originators, private investors, real estate investors, compliance officers, and more—all looking to build their knowledge. This wasn’t just another conference. It was the place to be for anyone serious about private money deals.

Private Money Basics: Leading Industry Experts Took the Stage

The day’s sessions were filled with advice from some of the top names in the industry:

  • Elizabeth Knight – PLM Family of Companies 
  • Joffrey Long – Southwest Bancorp 
  • Dennis H. Doss – Doss Law LLP and Doss Docs
  • K. Brad Rogerson – Hanson Bridgett LLC 
  • Brock VandenBerg – Talimar Financial, Inc.
  • Nema Daghbandan – Geraci LLP

 

These experts weren’t just giving out information—they were sharing step-by-step tools for success.

A Full House of Engaged Professionals at Private Money Basics

With a sold-out crowd, the energy was strong all day. People weren’t just listening—they were taking notes, asking questions, and making connections that will help grow their businesses. If you weren’t there, you missed a chance to learn from the best.

Spotlight on Doss Law’s Dennis Doss: Industry Authority

When it comes to business purpose loans and loan documents, no one is more in-demand than Dennis Doss. He’s well-known for his expertise, and his session at CMA’s Private Money Basics didn’t disappoint. Packed with useful tips and legal know-how, Dennis made sure the crowd left with:

  • What really qualifies as a business purpose loan today (and why it matters)
  • How to avoid legal risks with the right documents
  • The best way to structure loans for compliance and borrower protection

ZoomLock™: An Added Layer of Protection

During Dennis’s Private Money Basics session, the question was raised on how lenders can better protect their business purpose owner-occupied loans, bringing ZoomLock™ into the conversation. This led to a great discussion on how, Doss Law’s ZoomLock provides an extra layer of security through a recorded video conversation with the borrower, clearly documenting the loan’s business purpose. This recording helps ensure compliance and reduces legal risks for lenders.

Attendees were reminded how useful tools like ZoomLock can be, along with other safeguards like handwritten letters and supporting business documents. More and more lenders are relying on it to safeguard their loans.

It’s clear why Dennis is an industry authority—his sessions are always packed for a reason.

A Special Thanks to the Sponsors of Private Money Basics

A big thanks to Elizabeth Knight from PLM Family of Companies and Joffrey Long from Southwest Bancorp for sponsoring this sold-out event. Their support made this important learning experience possible.

Lessons Learned: Don’t Miss Out on the Next One

The CMA Private Money Basics course wasn’t just another industry event—it was a valuable opportunity to gain insights directly from industry leaders. Attendees didn’t just listen—they left equipped with actionable strategies, essential resources, and connections that will have a real impact on their business.

If you couldn’t attend, make sure you don’t miss the next one. Events like this bring together the key players and expertise that can make a real difference in how you approach private money.

Sign Up For Doss Guides

Sign up to get to get widely read DOSS GUIDES, tips for compliance with laws regulating the private money mortgage industry.



    By submitting this form, you are consenting to receive marketing emails from: Doss Law, 300 Spectrum Center Drive, Suite 400, Irvine, CA, 92618, US, https://www.dosslaw.com. You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact.