GoDocs Insights

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Conference

Lending Council Conference 2025, Anaheim, CA

Schedule an exclusive session with our team. Let’s map out what faster closings could look like for you. Book Today Join us in Anaheim for the premier credit union lending event of the year! The Lending Council Conference brings together credit union leaders, innovators, and experts to explore the future of lending in a dynamic...

October 7, 2025
Commercial Lending

Infographic: Commercial Lenders’ Budget Blind Spots

The Costly Blind Spots in Your Lending Budget In commercial lending, hidden budget blind spots quietly drain resources and limit growth. By clinging to a “play it safe” approach to automation, lenders unintentionally absorb inefficiencies instead of reallocating dollars toward savings, scalability, and long-term profitability. The question is: How much growth are these blind spots...

September 30, 2025
Guide
Scorecard Header

The FI Leader’s Annual Commercial Lending Budget Scorecard

Spot budget gaps and future-proof your profitability. Use this scorecard alongside the Budget Playbook, Volume 2 to evaluate where your dollars are working, and where they’re not, so you can future‑proof profitability. The FI Leader’s Annual Commercial Lending Budget Scorecard Adapted from insights by Adam Craig, CEO at GoDocs This scorecard helps you evaluate how...

September 30, 2025
Guide

SBA 7(a) Loan Checklist: From Prequal to Closing

Are you falling behind on SBA requirements? Are you moving slower than your competition? Most lenders spend up to 70% more time on SBA loans than other loan types. That wasted time can mean frustrated borrowers, missed opportunities, and even risk to the SBA guaranty. We created this step-by-step SBA 7(a) checklist to help you...

September 22, 2025
Conference

Western States CREF Conference 2025 Recap

GoDocs is back from Western States CREF! GoDocs is back from the Western States CREF Conference at the Aria in Las Vegas. This annual event brought together hundreds of commercial real estate leaders to connect, share insights, and explore the future of lending. Key Takeaways From the packed sessions (see the full agenda here) to...

September 8, 2025
Conference

NPLA Conference 2025, Scottsdale, AZ

Schedule your 1:1, let’s map out what faster closings could look like for you. Book Today GoDocs is headed to Scottsdale for the NPLA Conference 2025, taking place September 28–30 at the Fairmont Princess Resort Scottsdale. This premier event brings together the top minds in private lending, from brokers and lenders to service providers, for...

September 2, 2025
Compliance
Insurance Lenders Preview

Infographic: From Legal Bottlenecks to Compliant Closings for Insurance Lenders

From Outdated Systems to Automated, Compliant Closings Many life insurance company lenders are still operating on legacy platforms originally built for policy administration, not modern lending. These systems are heavily manual, disconnected, and create friction at every stage, from underwriting through closing. The result is inefficiency, workarounds, and competitive disadvantage compared to banks, credit unions,...

August 27, 2025
Compliance

Infographic: Not Just a Platform. GoDocs Is a True Strategic Partner

When Commercial Lending Feels Overwhelming, We’re the Experts in Your Corner In today’s lending environment, compliance is more complex, and more critical, than ever. From regulatory shifts to operational roadblocks, the pressure is constant. This infographic showcases how GoDocs doesn’t just offer a platform. Rather, we show up as a true strategic partner. With real...

August 11, 2025
Conference
western states cref conference 2025

Western States CREF Conference 2025

Book your onsite meeting now—walk away with a plan to cut costs and speed up closings. Book Today GoDocs is headed to Las Vegas for the Western States CREF Conference 2025 From September 3–5, 2025, GoDocs will be at the Aria Resort & Casino in Las Vegas for CMBA’s Western States CREF Conference—one of the...

August 4, 2025
Commercial Lending
Is Your Insurance Company Still Paying Law Firms to Do What Technology Can Do Better?

Is Your Insurance Company Still Paying Law Firms to Do What Technology Can Do Better?

Your High-Priced Legal Help Is Doing Low-Level Work Many lenders are finding more efficient ways to manage necessary commercial loan scrutiny without compromising compliance. Yet life insurance CRE lenders remain tied to traditional, costly legal processes.  For these lenders, legal oversight, via manual review and expensive external counsel, is essential but increasingly exorbitant. The complexity...

July 31, 2025
Commercial Lending
Insurers ebook

eBook: Insurance Lenders are Falling Behind, Here’s How to Catch Up

This free eBook breaks down the challenges insurance lenders face in commercial mortgage documentation — and how automation can help close the gap. Download eBook × Why Legacy Lending Workflows Are Costing You More Than You Think Despite managing over $600 billion in CRE loans, many insurance lenders still rely on manual legal processes that...

July 28, 2025
Commercial Lending
4 Painful Truths of CRE Lending for Life Insurance Lenders

4 Painful Truths of CRE Lending for Life Insurance Lenders

The Operational Friction Every Insurance Lender Knows Too Well Insurance companies have long played a significant role in commercial real estate (CRE) lending, often providing large, customized loans with long-term horizons. But as the lending landscape evolves, so do the challenges faced by the lenders themselves.  Rising capital charges and slower refinancing windows are putting...

July 22, 2025

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