From Broker to Balance Sheet

With years of experience under their belts as third-party originators, Theresa Kabot and Pete Sawyer began holding transactions on their own balance sheets. They share their experiences, lay out the groundwork for aspiring brokers and point to the resources needed to get off the ground.... read more

Mar/Apr 2022

Progress or Peril: Current Challenges Facing Indirect Originators

Theresa Kabot of K2 Funding Group and Kabot Commercial Leasing explores how the landscape for indirect originators has shifted in the economic wake of the COVID-19 pandemic, particularly in the face of increasing digitalization and M&A activity. ... read more

Vol. 48 No. 6 2021

David vs. Goliath vs. Godzilla

As Big Tech moves into banking and banks move into the direct channel, should third-party originators (TPOs) start looking for a new gig? Theresa Kabot says “no” and argues that brokers who know how to leverage their network and interpersonal skills will provide value-added financing services that even the best AI cannot deliver.... read more

Jan/Feb 2020

Monitor Women’s List 2019: Theresa Kabot

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Nov/Dec 2019

Brokers Bridging the Gap: Choose Your Partnerships Wisely

Theresa Kabot

For the last twenty years, I have owned a third-party origination company/brokerage in Seattle. Throughout the years we have received hundreds of emails and letters from customers telling us how their business wouldn’t be where it is today if it... read more

October 2019