TALES FROM THE FIELD
Twice a year, we ask our clients to participate in our NPS Survey to gauge how well we’re meeting their needs. The NPS is used by leading organizations around the nation as a way to measure customer satisfaction. It takes 2 seconds to complete and simply asks if they would…
The U.S. Small Business Administration’s new and revised SOP 50 10 7 was issued earlier this year and goes into effect August 1, 2023. As it relates to environmental due diligence there are two changes in the SOP’s Chapter 5, Section E – Environmental Policies & Procedures.
The U.S. Small Business Administration’s new and revised SOP 50 10 7 was issued earlier this year and goes into effect August 1, 2023. As it relates to environmental due diligence there are two changes in the SOP’s Chapter 5, Section E – Environmental Policies & Procedures.
Operation & Maintenance (O&M) Plans help commercial property owners, managers, and others develop programs that minimize occupant exposure to potentially harmful or toxic building materials. While O&M Plans are not a substitute for statutory or regulatory requirements, they do provide…
This case study shows how relying on environmental questionnaires in commercial real estate transactions can cause challenges and how advances in technology and data aggregation now give lenders, buyers, and investors early property insights so they can better anticipate those challenges…
By Anthony Romano, CEO CREtelligent Real estate agents collect a myriad of information to help their clients move smoothly through a transaction. From sales comparables and property information to traffic and neighborhood statistics, the more insights agents provide their clients, the more value they add. The ability to sniff out…
By Daria Milburn, CEM, CEC, EP In this webinar, we explored the various tools in the environmental risk management process, when to use them, and how to react to their findings in a proactive way. As market conditions contract, many regulated lenders are revisiting their environmental due diligence process as…
By Anthony Romano, CEO CREtelligent Commercial real estate transactions have slowed due to higher interest rates, inverted cap rates, and asset values that have yet to recalibrate. If you’re a legal firm with CRE clients, you’ve likely felt this market contraction. With the $30B market for real estate legal services…
By Daria Milburn, CEM, CEC, EP If you’re lending on commercial real estate, environmental due diligence is an area not to be taken lightly. If you’re relying solely on questionnaires from the property seller or buyer, you may not be doing enough. Recent regulatory scrutiny around environmental due diligence and…
By Fraser K Hamilton, Sr. PG EP Indoor environmental quality (IEQ) is a big deal and one that I get calls about regularly. Office buildings, single-family homes, multi-family residential properties, schools, and many other facilities are frequent places we get asked to help resolve complaints about IEQ. Oftentimes, a problem…
Wendell Sommers is the Chief Operating Officer & President of Fulfillment Operations for CREtelligent. He joined the company as part of the CREtelligent/NexusCRE merger and was the founder and CEO of CRESurveys, the company that rebranded to NexusCRE in 2021. Nexus CRE and CREtelligent merged in July 2022.
Wendell began his tenure in the Commercial Real Estate industry in 1995 when he purchased his first commercial property. At the end of 2011, Wendell accepted the challenge of beginning a family of companies that would provide superior due diligence products supported by unparalleled customer service and started CRESurveys. Under Wendell’s leadership, CRESurveys, and later NexusCRE, grew quickly to become one of the premier providers of due diligence services throughout the U.S. prior to the merger with CREtelligent.
Lucy Mulvey is our Director of Environmental Services and a licensed Professional Geologist (PG) in the State of California. Lucy Joined our CREtelligent team in July 2021 and brings over 15 years of experience in Mining and Exploration (minerals and metals), Assessment and Remediation, Health and Safety, Sustainability, Stormwater Management, Air and Emission Monitoring, Public Drinking Water Quality and Compliance. Her diverse background of skills brings a unique perspective to our team. In addition to her technical knowledge, she is a strong leader who oversees the procedures and training of the consulting services team. Lucy is a member of the Groundwater Resources Association of California, the Professional Environmental Marketing Association, the Association of Environmental & Engineering Geologists, and represents the company in the Environmental Bankers Association.
Eric Morgan serves as CREtelligent’s Chief Strategy Officer. Eric is part of CREtelligent’s leadership team, primarily responsible for CREtelligent’s Mergers & Acquisition strategy and execution, including sourcing opportunities, negotiations, and due diligence for CREtelligent’s acquisitions. Eric is also in charge of third-party alliances and partnership opportunities. Before joining CREtelligent, Eric served as a Managing Director at Wells Fargo Securities, Merlin Securities, Susquehanna International Group, and Bank of America Securities. He has a broad background in finance, operations management, technology, and sales with institutional financial firms. Eric is a graduate of California State University, Sacramento, with a Bachelor’s in Business Administration.
Anthony, our Chief Executive Officer (CEO), joined the CREtelligent (formerly eScreenLogic) team in December of 2018 to lead company business strategy & execution. He spent the better part of the last 15 years in executive and leadership roles at CoreLogic (NYSE: GLGX) and First American Financial (NYSE: FAF), most recently as the Chief Revenue Officer for FAF’s Mortgage Solutions Division. Prior to that, Anthony was a co-founder of CustomerLink Systems, a vertically integrated CRM platform service eventually acquired by Demand Force. He holds a business degree in management and economics from Sacramento State University. He views his role as CEO to evangelize the vision, raise & deploy capital, spread the ethos, and set the pace.
Tobi Lutz, joined CREtelligent (formerly eScreenLogic) in late 2019 as Chief Administrative & Experience Officer. Tobi is an intelligent, action-ready, executive with expertise in organizational development, leadership, employee relations, and management. Over the past 12 years, she was a strategic partner at CoreLogic, where she led a global team as Vice President of Human Resources. Tobi also played an integral part in their mergers and acquisitions deal team.
Chris joins us with over 20 years of experience leading B2B enterprise sales, channel partner management, and business development. His experience and knowledge span globally, having formerly worked for CoreLogic in Australia, as their Director of Banking & Financial Services. Chris brings acute insights into the financial services industry, with a passion for developing and implementing innovative due diligence solutions, which will propel CREtelligent (formerly eScreenLogic) into a new realm of workflow solutions for the Commercial Real Estate Industry. Chris possesses a keen sense of how to build and scale highly effective teams with an eye for developing and implementing innovative solutions.
Christopher is a results-driven professional with 15+ years of business operations, sales, taxation, accounting, and client-relations experience with businesses ranging from early start-up and rapidly growing companies to Fortune 500 global multi-national corporations. After earning his MBA from USC, Chris spent the first part of his career with Pricewaterhouse Coopers in San Francisco working with pre- and post-IPO clients. He later joined Ernst & Young, completed his CPA, and now focuses on business strategy and operational finance.
Mark is a passionate creator, innovator, and business optimizer who thrives on developing teams and systems. He maintains the ability to both develop and execute winning strategies. Mark co-founded and developed CustomerLink Systems, ultimately selling the business to Intuit as a cornerstone of their expansion strategy. He has also served as CEO and COO for several other companies across a variety of industries.
Commercial Real Estate professionals often require a fairly detailed vetting process in order to utilize a new vendor. We get it.
In order to make that process as simple and through for you as possible we have assembled a downloadable “Due Diligence Package” for you to start the ball rolling. As soon as you complete this quick registration form, you will be able to receive our Statement of Qualifications, Certificate of Insurance and our Current Customer Referral list.
