Private-lender relationships.

Begin with an introduction.

Palermo’s work includes private mortgage lending and loan servicing. A private-lender relationship conversation starts with understanding what you would like to discuss and how the team’s role should be defined.

Define the administration.

Clarify the scope of the relationship, communication expectations and the applicable documentation. Ask how loan information is provided, who handles questions and which agreed process governs requests or changes.

Keep information in the right setting.

Relationship-specific documents and private loan information are handled through the established process. This public website provides a way to begin a conversation; it does not display account information, private records or available investment allocations.

This page is informational. It does not offer a security, advertise a return or establish the terms of a private-lending arrangement.