Expectations and Surprises: The State of Private Lending 2027 Outlook
Findings from the Mortgage Automator’s survey of 200 private lenders across the US and Canada.
We'll discuss:
- See how you stack up. Vote live and compare your answers with 200 private lenders in real time
- How lenders really feel about 2027, and what’s behind the mood
- What’s about to change. The priorities lenders are betting on for the next 12 months.
- Where AI is earning its keep, and where lenders still won’t let it decide.
- Small, mid-size or enterprise? What separates how each one runs, and which of the findings surprised us most.
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Overview
The 2026 State of Private Lending Report surveyed 200 private lenders across the US and Canada. All respondents are senior operators who make technology purchasing decisions. The research covers lending operations, market conditions, technology and AI adoption, fraud, and priorities for the year ahead.
Jason Alexander, CEO of Mortgage Automator, and Bryce Matheson, General Manager of US Operations, will walk through the findings and what they mean for lenders heading into 2027.
What You'll Get
- The assumptions that didn't hold up: where conventional wisdom about private lending gets it wrong
- Where deals really slow down: the stages that still cost lenders time, even as funding speeds up
- The AI trust gap: where lenders rely on AI today, and where they still won't let it inform a real decision
- Your 2027 benchmark: how your operation compares with 200 of your peers, and what they're prioritizing next
Who It's For
Private lenders, hard money lenders, mortgage fund managers and MICs in the US and Canada who want to see how their operation compares with the industry and plan for 2027.
Meet the Speakers
Jason Alexander
Bryce Matheson