• ​ONLY 19 SEATS AVAILABLE!
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Have you considered private lending but aren't sure where to start? Join Kelli Garrett, Angela Dunn and their team as they walk you through the process of beginning and maintaining your status as a private lender.

Join Kelli Garrett and Angela Dunn 
of the Rehab Wallet Team 
LIVE in Columbia, SC for a 
2-Day Private Lending Intensive 
on September 18-19, 2023
This is an exclusive event that is only open to 30 active investors to come to Columbia, SC to learn one-on-one with Kelli Garrett and Angela Dunn on how to excel in the private lending business whether you are just getting started or if you've been in the business for awhile. 

September 18-19, 2023

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Meet Kelli Garrett:

Managing Partner | Rehab Wallet

Managing Partner of Rehab Wallet, Kelli Garrett has been a real estate investor for over 22 years and founded and ran a successful mortgage brokerage company for 9 years focusing on residential and commercial mortgages. She held a series six and series 63 securities license during her time with the mortgage company. Her company worked with over fifty different lenders and brokered 60-70 loans per month. 

Before exiting, her company had expanded throughout the state of South Carolina with locations in Charleston, Greenville, Columbia, and Hilton Head. Since exiting her mortgage brokerage company, Kelli has performed hundreds of private loan applications. She prides herself on a strict underwriting criterion for lending and has not lost any money with the loans that she has provided to residential and commercial rehabbers. 

Within Rehab Wallet, Kelli focuses on originating deals, networking, building out, and managing the team at Rehab Wallet.

Meet Angela Dunn:

Managing Director | Rehab Wallet

Angela is a business executive with 31 years of experience leading retail and manufacturing organizations often through significant change. Her career included assignments in seven major markets including Charleston, Charlotte, Richmond and Birmingham. Angela’s intuitive focus on the customer experience and team-building skills was the catalyst in her being promoted to increasingly higher levels of responsibility while consistently exceeding sales and profit targets. 

Angela’s role within Rehab Wallet includes loan origination, servicing, and customer networking.
Rehab Wallet has closed over 1,000 loans since inception (June 2020) surpassing $215M in funded loans.

Learn From Dan Handford:

Intensive Topic:
Private Lending
  • Considerations to Factor
  • Benefits of Private Lending
  • Rules and Regulations
  • ​Types of Borrowers
  • ​Joint Ventures
  • ​​Fees and Points
  • Interest Payments
  • ​Loan Term Determination
  • ​Best Practices for Lending
  • Documents You Need to Know
  • ​ Insurances Required
  • ​ Exit Strategy

 
Considerations to Factor

Learn what you should take into consideration before stepping into the private lending field.

 
Benefits of Private Lending

What are the main perks of private lending and how will it work for you?

 
Rules & Regulations

You must know the rules and regulations to stay compliant in private lending.

 
Types of Borrowers

What type of loans are there and which ones are best for you and your clients? 

 
Joint Ventures

Partnering has its pros and cons, find out when you might want to bring someone else in.

 
Fees and Points

Learn how to determine a competitive yet profitable mix of fees and points to charge your borrowers.

 
Interest Payments

Deciding when, where and how interest payments will be collected for your business model.


Loan Terms

Determining the length of time, you will offer your borrowers to pay back their loan.

 
Insurances Required

What are you required to carry on the insurance side when dealing with private lending?

 
Best Practices 

Learn what tips and tricks the team has picked up over the years.

 
Documents You Need To Know

Understanding what documents must be utilized for compliance, borrower service levels, etc.

 
Exit Strategy 

Evaluating potential borrower's plans to exit your loan including a viable contingent plan.

 MFIN Intensive Perks

Buy your ticket today to receive ALL of these added benefits at the Intensive!

WHAT IS ALL THE HYPE ABOUT?
HEAR FROM OTHERS

This is not an event where you will just sit in the room and do nothing. There will be workshop time to allow you to start working on the things you are learning during this intensive.
 
One of the keys to Kelli and Angela's success is that they always schedule time to work ON the business and not always IN the business.

This is YOUR opportunity to finally schedule that must needed time to do exactly that…work ON your business during this 2-day intensive.

Make sure you bring your laptop as we will be doing projects to help your business during the intensive. You MUST bring your laptop in order to effectively succeed during this workshop.

100% Money Back Guarantee if you are not satisfied!

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