DossDocs at the California Mortgage Association Fall Conference (2025)
October 8–10 Monterey Plaza Hotel and Spa
Dennis Doss, Founder and CEO of DossDocs.com and Managing Partner at Doss Law, will be featured in two key sessions at the California Mortgage Association Fall Conference in Monterey, examining the legal, operational, and market shifts influencing private lending in 2025.
Moderated by: Pam Sosa, President, Standard Mortgage Financial Services, Inc. and Dennis Doss, Esq.
The business purpose exemption continues to be one of the most discussed, and misunderstood, topics in private lending. Dennis brings decades of legal and compliance experience to help lenders cut through the confusion, interpret gray areas, and apply the rules confidently.
This session goes beyond theory to explore how lenders can evaluate purpose, protect compliance, and document intent effectively in today’s lending climate.
Moderated by: Shafiq Taymuree, EVP at Stonecrest, and Brock VandenBerg, President at TaliMar Financial
Where is private capital moving in 2025? Dennis joins leading voices in the industry to talk about how lenders and investors are adapting to rising rates, tighter credit, and the growing demand for alternative capital.
This session dives into the trends shaping private lending, from fix-and-flip to DSCR, BRRRR, and build-to-rent and what lenders need to anticipate in a shifting market.
Christopher Donovan, Esq., Partner at Doss Law, will be leading the Construction Lending panel at the California Mortgage Association Fall Conference.
Wildfires. Full rebuilds. Insurance gaps. Borrowers in crisis.
Lenders are asking: Can we help? What are the risks?
This panel takes those questions head-on. Chris, along with industry leading colleagues, will explore both the legal and technical sides of construction lending. They will cover the potential role of consumer-purpose construction bridge loans in rebuilding communities after disaster.
✅ What makes a consumer bridge loan viable
✅ Fund control mistakes that lead to lawsuits
✅ Legal structure, licensing, and compliance
✅ What happens when insurance falls short
This session is for lenders already active in construction and those exploring new loan products in high-need markets.
If you’re at the California Mortgage Association Fall Conference, stop by the DossDocs booth and say hello.
If not, stay connected, we’ll be sharing what comes out of the sessions and the questions lenders are asking behind the scenes.
