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Mar 18 •
We are LIVE! The 2026 ADU Roadmap Workshop
The doors are officially open! Join me and Jonathan Mitchell from ADU Pals as we break down exactly how to navigate San Diego’s new zoning shifts and build high-ROI units this year. We’re diving into: - ✅ The 2026 Compliance Checklist - ✅ Design strategies to maximize your square footage - ✅ A live San Diego case study (dirt to doors!) Time: 1:00 PM – 2:00 PM PST Join the meeting here: https://meet.google.com/qai-paed-afu See you inside! ☕️
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Mar 5 •
Stop paying interest first. Start paying principal first. 🏠💰
Are you tired of the traditional 30-year mortgage trap? In this video, we sit down with Mason Maurer, Vice President at Northpointe Bank, to break down the AIO (All-In-One) Loan—a game-changing 1st-lien HELOC connected to an FDIC-backed checking account. For real estate investors, entrepreneurs, and high-income earners, this isn’t just a mortgage; it’s a powerful liquidity tool. Imagine your rental income or business profits immediately offsetting your loan balance the moment they hit your account, saving you tens of thousands in interest—all while keeping that cash 100% accessible for your next flip, ADU build, or investment project. https://youtu.be/MYnG5KmLa1I
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Aug '25 •
Welcome!
👋 Welcome to The Funding Lab Most lenders are quick to sell you a loan—if you’ve got a W-2 and a high credit score. But the real question is: Is this the right funding strategy for your life, goals, and situation? In The Funding Lab, we’re not here to push products. We're here to help you design a smart, personalized path to funding—whether you’re self-employed, a business owner, or navigating non-traditional income. 🧪 This is where we experiment, learn, and build strategies that work for you—not just the bank. You deserve more than approval. You deserve a plan that aligns with your vision 💼 🚀 Your First Move: Drop a quick intro below! 👇 - Who are you? - What kind of income or business do you have? - What’s your #1 funding goal right now? We’re here to help you get strategic and get approved. Let’s get to work.
4d •
Reloaded this month M & M Rebranded
Come join us June 25th from 5 pm to 8 pm Margaritas & Mingle - Founders & Entrepreneurs Networking Event https://www.eventbrite.com/e/margaritas-mingle-founders-entrepreneurs-networking-event-tickets-1990808877945
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10d •
📣 COMMUNITY ANNOUNCEMENT: The Master SBA & Underwriting Guide (Vol. 3) Is
Headline: 📣 COMMUNITY ANNOUNCEMENT: The Master SBA & Underwriting Guide (Vol. 3) Is Officially Live! Hey Lab Family! 👋🧪 The wait is over. The completely updated, fully branded Master SBA Loan & Underwriting Guide (Volume 3) is officially online and ready for everyone to review! We engineered this version to be the ultimate reference blueprint for this community. Whether you are actively preparing a loan package right now or just mapping out your 3-to-5-year funding strategy, this document contains the exact formulas you need to clear bank underwriting smoothly. 🔬 What is waiting for you inside the update: - The New 2026 Caps: A full breakdown of the federal rule change that allows expanding companies to secure up to $10,000,000 by combining 7(a) and 504 loan programs. - The Underwriting "Needs List": An itemized checklist of the exact financial records, tax forms, and disclosures (including SBA Forms 413 and 1919) banks require before granting credit approval. - The Automated Risk Defenses: The specific industry words that trigger immediate software rejections, and the exact corporate naming structure you should use to bypass them. 🎯 Your Action Steps: 1. Head over to the Classroom tab right now. 2. Open up The Funding Lab Resource Vault. 3. Stream or download Volume 3 to review the material. 💬 Got Questions? > This is a comprehensive blueprint, and it's completely normal to have questions about how these underwriting rules apply to your specific business model or industry. Once you have reviewed the document, drop a comment below this post or shoot me a direct message with your questions. Let’s look at your structure together and make sure your entity is built for maximum leverage! Let's get to work! 🚀
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