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The latest in business lending & fintech with Trey Markel, VP Centrex Software
We spoke with Trey Markel of Centrex Software, Inc., last week about the latest trends in business lending, what he is working on at Centrex, new products for the market, and how business loan brokers can excel with technology.
Oct 28


Brokers Expo 2025 recap | SBA contradicts itself on fees
Top observations from Brokers Expo NYC 2025, where the business funding industry came together this week to network and learn from some of the top experts in the industry.
Additionally, what is happening at the SBA that they have reversed the reinstatement of Upfront fees for Borrowers, to now waive them for manufacturers? I talk about the hypocrisy and politics involved.
Sep 19


Boris Mendes Reveals the Biggest Fintech and Funding Shifts Brokers Can’t Ignore
A chat with Boris Mendes, CEO of B2 Systems, about all things business lending and fintech, as he recently launched the B2 software platform for business loan brokers. With more than 10 years in alternative business funding, Boris shares valuable insights with new entrants and veterans alike.
Sep 5


Fora Financial partners with Celtic Bank; analysis of Texas law impact
Funder Intel President Shane Mahabir discusses the news of Fora Financial and Celtic Bank partnering up to expand lending services. He dives into the news, what it means, how funders of sales-based financing (MCA/RBF) are proceeding in Texas, and more.
Sep 4


I Built a Funding Options App in a Weekend with Base44 — Here’s How Brokers Can Too
In today’s lending environment, small business owners expect speed, transparency, and a digital experience that feels like working with a top fintech. Until recently, building tools like this meant spending thousands on developers and waiting months to launch.
But with Base44, an AI-powered app builder, brokers can now...
Aug 27


SMB confidence bounces back | Alternative Lending platforms grow | CC usage for SMBs
Are you aware of what SMBs are saying about their confidence for survival within 2 years, what credit cards they use, and which ones they use first?
Aug 12


Wix creates Wix Capital, offering MCAs (finally)
One of the largest website builder platforms, which has many apps and plugins, has launched Wix Checking and Wix Capital for its clients. This is long overdue, as I wrote about the lack of financing offered by Wix and GoDaddy a couple of years ago. I discuss this in the video and another recent story of embedded lending, explaining how it affects the market and what you should be doing in this evolving market.
Aug 4


Discussing Texas HB 700, 7(a) Loan Agent bill, and broker best practices
Discussing current regulatory news, including the important bill HB 700 in Texas and the 7(a) Loan Agent Oversight Act (H.R. 1804), the tech business loan brokers need to know about, and other best practices for brokers with Jerry Cocuzzo of FundAll Capital and John DiCanio of Fund My Biz.
Jun 16


Communications in Business Finance and Beyond: Insights from Sachs Media’s Drew Piers
From the latest in communications strategy to the intersection of finance, technology, and public affairs, this video is packed with insights for anyone interested in how high-stakes messaging is crafted and delivered today. Watch now to stay ahead of the curve!
May 7


Ocrolus CEO Sam Bobley: His path and what's next for Ocrolus
If you want to understand how fintech company Ocrolus came about, its impact on business lending and other markets, and where it's going, this video is for you. I recently had the pleasure of speaking with Sam Bobley, CEO of Ocrolus, the fintech company he co-founded at about the same time I entered the alternative business funding space.
Apr 28


You provide sales-based financing in Virginia? Let's check
Seeing a few companies claim they fund Sales Based Financing transactions in Virginia led me to look into them to see if that's accurate.
Apr 17


What does it take to start a funding company? Viking Funding tells us
We recently visited the beautiful Viking Funding office in downtown Fort Lauderdale to meet with owners Jake Kelley and Tylor Pemberton.
Mar 17


OnDeck/Ocrolus and Bluevine reports are out; what to know
Two new business outlook reports came out this week from OnDeck in combination with Ocrolus and Bluevine who also does a report using a...
Feb 28


Inside Johanna Michely Garcia's sentencing hearing
As the sentencing hearing of former CEO of MJ Capital Johanna Michele Garcia began, I looked around at the people in the courtroom wondering
Dec 3, 2024


Interview with MoneyThumb CEO Ryan Campbell; whats next for them
In this video, I talk to CEO Ryan Campbell about the recent acquisition of MoneyThumb, the company's history, its future, and where the...
Sep 18, 2024


Thoughts on the Kris Roglieri case with a CCTG student
got the chance to catch up with one of our early loan broker course enrollees James Jones, CEO of Entre Funding and Bizzlyelite, who...
Jun 19, 2024


Reconciliation in MCA and Systems Security: A Conversation with Trey Markel of Centrex
We dive into what reconciliation is for revenue based financing, why it's making headlines, and the changes funders need to implement.
May 14, 2024


How to improve MCA portfolio performance with Rodrigo Fritis, CEO of Niso
Exclusive interview with Rodrigo Fritis, the CEO of Niso, a leading provider of strategic portfolio solutions using AI & Data Science.
May 6, 2024


Podcast with PIRS Capital COO Andrew Mallinger: How Revenue Based Financing is Driving SMB Growth
In this podcast, we dive deep into the world of revenue-based financing (RBF), the financing product fueling small businesses, with Andrew M
Feb 21, 2024


Live Podcast with PIRS Capital COO Andrew Mallinger: Unlock Your Revenue Based Financing Potential
Navigating Success in Revenue Based Financing: Join Our Live Podcast with Andrew Mallinger, PIRS Capital
Jan 27, 2024


The Rise of Tailored Revenue-Based Financing Solutions
There are new ways to structure and market a revenue based financing product. The new generation of RBF players, like...
Jan 24, 2024


CFGMS President Bill Gallagher discusses revenue-based financing, the RBFC, & more
In this video, we speak with William Gallagher, President of CFG Merchant Solutions, about what is happening in the economy and industry...
Dec 6, 2023


Uassist.Me President Diego De Sola Demystifes Business Process Outsourcing & Much More
In this enlightening session, we delve into the world of Business Process Outsourcing (BPO), exploring its pivotal role in the commercial...
Nov 24, 2023


Why Legislative Engagement Matters with Rachael Schreiber
If you missed our last live podcast then we are allowing you to watch the replay with our guest Rachael Schreiber. There was so much...
Nov 16, 2023
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