$4.3 billion Funded, 12,000 Loans Closed and a Vision for the Future of Private Lending

LOS ANGELES, Aug. 31, 2026 /PRNewswire/ — CV3 Financial Services^®, the fast-growing private lender founded by industry titan, William J. Tessar, today commemorates its third anniversary with a milestone-defining chapter that cements its position as one of the most recognized, most awarded, and most trusted names in the industry. What began as a bold vision to reimagine private lending has grown into a market-leading force powered by technology, fueled by culture, and defined by an unwavering commitment to the customers it serves.

CV3 has rapidly emerged as one of the largest and most respected business-purpose lenders in the country. In just three years, the company has funded more than $4.3 billion across 12,000 loans, a testament to the strength of its platform, the trust earned from brokers, borrowers and capital partners nationwide. This momentum places the company squarely among the industry’s elite in a remarkably short period of time.

“Three years in, and we are just beginning to scratch the surface of what’s possible,” said William J. Tessar, CEO of CV3 Financial Services. “We are on pace to fund $2 Billion this year, and everything we’ve created thus far—the technology, the culture, the talent, the product suite—has been purpose-built to serve customers at the highest level. While meaningful to blow past funding milestones, what matters most is that our customers, our partners, and our team are winning together.”

From its launch, CV3 has remained focused on building a scalable, customer-centric lending platform that enables real estate investors nationwide to acquire, renovate, refinance, and build investment properties.

EXPANDING ACCESS TO CAPITAL

CV3 has aggressively broadened its capital markets reach, forging strategic partnerships with a diverse group of institutional investors, including investment banks, insurance companies, private credit funds, and credit unions. These relationships have deepened the company’s financial strength, expanded its capacity to lend at scale, and ensured that CV3 can deliver consistent, reliable capital to borrowers regardless of market conditions.

By diversifying its funding sources and building long-term institutional relationships, CV3 has constructed a capital foundation designed to support sustainable growth well into the future.

AN INTEGRATED PRIVATE LENDING ECOSYSTEM

CV3’s vision has always extended beyond the loan transaction. In the past year, the company operationalized two new business entities, transforming CV3 from a lender into a vertically integrated private lending ecosystem—one designed to support borrowers through every stage of the real estate investment journey.

• ValuationNEXUS™ — An Appraisal Management Company purpose-built to simplify the valuation process. ValuationNEXUS improves speed, accuracy, and consistency across property appraisals—giving investors and brokers the confidence that comes from reliable, timely valuations.
• ServEase^® — CV3’s in-house servicing and asset management company, ServEase was created in direct response to customer feedback. By managing loan servicing, renovation draws, and payoffs internally, CV3 ensures the same high standard of care that borrowers experience at origination continues throughout the life of the loan.

Together, these entities support CV3’s belief that being a great lender is not just about providing capital—it’s about building the infrastructure that makes every deal better.

INNOVATION DRIVING THE FUTURE OF PRIVATE LENDING

CV3 continues to lead in lending technology with a new Loan Operating System (LOS). This digital mortgage platform unifies its white-labeled broker portal and borrower application center in one cohesive system. The borrower point-of-sale platform increases transparency and simplifies the process from application to funding, helping CV3 and its brokers work more efficiently through built-in third-party integrations, AI-powered automation, and workflow tools.

Beyond the LOS, CV3 has made significant investments in next-generation technology across the enterprise:

• Artificial Intelligence (AI) — CV3 has integrated data and AI-driven systems to streamline key operational workflows and back-office processes, enabling faster decisions, smarter underwriting support, and a more responsive customer experience.
• Robotic Process Automation (RPA) — RPA has been deployed to eliminate manual, repetitive tasks—freeing CV3’s team to focus on high-value work and reducing processing time without sacrificing accuracy.
• SOC-2 Compliance — CV3 achieved SOC-2 compliance, reinforcing its commitment to data security, operational integrity, and the protection of customer and partner information. This certification signals to institutional partners and borrowers, alike, that CV3 operates at the highest standard of security and trust.

These investments reflect a company that understands technology and security are not merely features – they are the foundation of a better lending experience. This builds on the company’s founding vision of pairing deep industry expertise with modern technology to better serve real estate investors and brokers, removing friction from real estate financing and delivering a seamless experience from application through payoff.

“Technology should make lending easier, not more complicated,” continued Tessar. “Every investment we’ve made has been focused on helping our customers move faster, stay informed, and achieve their investment goals with confidence.”

CUSTOMER SATISFACTION THAT SPEAKS FOR ITSELF

In an industry where Customer Experience (CX) is often an afterthought, CV3 has made it a competitive advantage. The company earned a Customer Satisfaction Score (CSAT) of 97—a number that reflects not only execution, but genuine partnership. Borrowers consistently cite CV3 team members by name, praising their expertise, responsiveness and ability to get deals done.

The company’s Inner Circle customer loyalty program recognizes 300+ high-volume repeat customers annually, demonstrating their focus on building long-term relationships and consistent customer retention.

THE UNCONVENTIONAL LENDER

In today’s market, real estate investors need the ability to pivot quickly, and brokers need a capital partner that offers a variety of financing options. CV3 has continued to expand its product mix to meet those needs, delivering financing beyond conventional DSCR and fix-and-flip options with solutions spanning bridge, rehab, rental, ground-up construction, construction completion, portfolio refinance, equity cash-out and jumbo loans. This breadth allows CV3 to serve investors across more stages of their journey—from those entering real estate investing to seasoned operators managing complex projects and growing portfolios—while giving broker partners more ways to solve for their clients.

That same willingness to think differently has become central to the CV3 brand. What began with Unconventional with Bill Tessar, a podcast featuring industry leaders sharing the challenges, pivotal decisions and unconventional paths behind their success, has evolved into a broader expression of how CV3 approaches lending and partnership. Today, Dare to be Unconventional^® represents more than a campaign—it reflects CV3’s commitment to challenging the status quo, expanding what’s possible and building financing solutions around the real-world needs of real estate investors.

A CULTURE THAT ATTRACTS AND DEVELOPS THE BEST

While the company’s growth has been significant, leadership believes its greatest accomplishment is the culture built along the way. CV3’s success is powered by its people, and this principle has always been central to its identity. The company operates with 275 dedicated employees representing a deeply aligned, experienced, and purpose-driven team that has grown together across multiple organizations in the industry.

This people-first philosophy has earned CV3 recognition well beyond loan production, garnering national recognition as one of the industry’s best workplaces:

• Top Private Lenders (#6) – Scotsman Guide (2026)
• DSCR/Fix-and-Flip Lender of the Year – IMN (2025)
• Community Impact Award – AAPL (2025)
• Best Companies to Work For (#3) — National Mortgage News (2025)
• Best Workplaces in Financial Services – Great Place to Work (2025)
• Top Employer for Women – Mortgage Women Magazine (2025)
• Best Companies to Work for Women – Best Companies Group (2025)
• Customer Experience Innovation – CMS Wire/Simpler Media Group (2025)

CV3’s success has also been matched by broad industry accolades for its leaders who have been recognized by the industry’s most respected publications and organizations, earning a remarkable collection of honors over the past year, including:

• William Tessar, CEO — Industry Titan, National Mortgage Professional (2026)
• Sophie Kim, EVP Lending Operations — Women of Inspiration, National Mortgage News (2026)
• Kevin Victoria, SVP Sales — Top Emerging Star, Scotsman Guide (2026)
• Brando Tessar, SVP Sales – Rising Star, IMN (2025)
• Matt Flores, EVP Digital Innovation — Tech Trendsetter, HousingWire (2025)
• Alan Dettelbach, General Counsel – Legal Vanguard, CIO Times (2025)
• Elise Everett, SVP Compliance —Top Insiders, HousingWire (2025)
• Kevin Victoria, SVP Sales – Rising Star, HousingWire (2025
• Robert Callaway, CFO — Finance Leaders, HousingWire (2025)
• Mayra Villalobos, EVP Talent & Culture — Strategic HR Innovation, Global Recognition Award (2025)

“These honors reflect what CV3 has always believed: that exceptional outcomes are the result of exceptional people, guided by a shared set of core values and a relentless commitment to doing right by the customers we serve,” Tessar said.

LOOKING AHEAD

While the first three years have been defined by rapid growth and innovation, CV3 believes the next chapter is just beginning. Looking ahead, the company remains focused on what it has always been built for—empowering investors, enabling success, and delivering the speed, certainty and partnership that today’s real estate investors demand. With a broadened capital platform, an integrated ecosystem of lending services, an AI-enabled tech stack built for the future, and a team that is among the most decorated in the industry, CV3 is well positioned to accelerate into its next chapter with the same energy, purpose, and precision that has defined its first three years.

“Three years ago, we started with a vision and a team that believed we could build the best private lender in the business,” Tessar said. “Today, we’re proud of how far we’ve come, but even more excited about where we’re going. The future of CV3 is incredibly bright, and having exceeded $1 Billion so far this year, we know we’re just getting started.”

ABOUT CV3 FINANCIAL SERVICES

CV3 Financial Services® is a leading private lender providing flexible real estate financing solutions for non-owner occupied investment properties nationwide. Built by and for real estate investors, CV3 combines the experience of a trusted lending partner with the agility of a technology-forward platform. CV3 is committed to empowering investors and enabling success through every stage of the real estate investment journey.

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SOURCE CV3 Financial Services