Teq Tuesday #15 – How Your Capital Source Completely Changes Your Syndication Strategy
Syndication doesn’t fall apart at the finish line, it breaks down in the early conversations that shape the deal. In Teq Tuesday #15, we explore how misalignment and missing context upfront create friction later, and why clarity from the start keeps deals on track. Featuring insights from industry leaders, this episode highlights how stronger discovery and better communication lead to smoother syndication.
Teq Tuesday #14 – When Your System Needs to Bend Without Breaking
Automation doesn’t break deals, rigid systems do when they can’t handle what doesn’t fit the mold. In Teq Tuesday #14, we unpack the tension between building structured workflows and staying flexible enough to handle real-world complexity, and why the best systems are designed with both guardrails and override options in mind. Featuring insights from Lisa Corby, Greg Bourdon, and David Trost, this episode shows how planning for exceptions, not just perfection, is what keeps deals moving when things get messy.
Teq Tuesday #13 – Know Your Deal Before It Hits Syndication
Deals don’t fall apart at syndication, they just finally reveal what was missed at the start. In Teq Tuesday #13, we unpack why the first conversation with your borrower matters more than anything that comes after, and how stronger upfront discovery can prevent deals from unraveling later. Featuring insights from Greg Bourdon, Lisa Corby, and Dakota Smith, this episode shows why asking better questions early, and truly understanding the deal, is what keeps things moving when it counts.
Teq Tuesday #12 – Why a quick ‘No’ beats a five-day ‘Maybe’
Speed isn’t just about getting to ‘yes’ faster, it’s about getting to ‘no’ sooner. In Teq Tuesday #12, we unpack why delayed decisions quietly drain time, money, and trust across your pipeline, and how faster clarity can actually strengthen vendor relationships. Featuring insights from top originators, this episode shows why better visibility and decisive communication are the real drivers of efficiency.
Teq Tuesday #11 – The $10k Donut Machine Problem
Automation doesn’t just speed things up, it should stop the wrong deals sooner. In Teq Tuesday #11, we break down how small, unfundable deals create outsized inefficiencies across credit and syndication, and why better upfront context is the key to protecting both your team’s time and partner relationships.
Teq Tuesday #10 – Why syndication automation fails without the human element
Automation alone does not close more deals. In Teq Tuesday #10, we break down why syndication workflows only work when technology clears the noise and gives your team time to focus on what actually drives growth. When the busywork disappears, relationships, conversations, and trust take center stage.
Teq Tuesday #9 – Human Side of Automation
Efficiency without empathy falls flat. In Teq Tuesday #9, we explore the human side of automation and how leading lenders are using technology to remove busywork, elevate borrower relationships, and let their teams focus on what they do best. This is what it looks like when tech gets out of the way.
Teq Tuesday #8 – Speed Simplicity and Transparency
Speed, simplicity, and transparency aren’t nice-to-haves anymore. In Teq Tuesday #8, we share highlights from our Build a Better Borrower Experience webinar and explore how leading lenders are eliminating friction, empowering vendors and borrowers, and funding faster than ever. This is what it takes to compete in a one-click world.
Teq Tuesday #7 – Building a better borrower experience – Collaboration across lenders, vendors, and technology
A better borrower experience doesn’t happen by accident. In Teq Tuesday #7, we dig into the collaboration behind the scenes—how lenders, vendors, and technology partners working in sync make deals feel effortless. From choosing flexible platforms to making data actually work, this is what it takes to make ‘easy’ the standard.
Teq Tuesday #6 – What is embedded finance? (And why your borrowers expect it)
Financing shouldn’t slow the sale down. In Teq Tuesday #6, we unpack embedded finance, why borrowers expect to apply right where they’re buying, and how meeting customers in-flow is becoming a deal-winning advantage.
