Hit the Pipeline: Geri Urgo’s Agency Lending Surge at NewPoint
NewPoint’s promo of Geri Urgo to President of Agency Lending ignites a fresh sales trigger. Pitch loan automation & analytics to supercharge your pipeline, hit quota, and close faster.
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🚀 Battle Card
🚀 Battle Card: NewPoint Real Estate Capital LLC
Quick trigger:
👤 Decision Maker in the News
- Geraldine “Geri” Borger Urgo, President of Agency Lending · 🔗 LinkedIn
💡 Why It Matters
- This NewPoint Real Estate Capital LLC sales trigger shows a renewed push on agency lending strategy as NewPoint integrates Franklin BSP acquisition for growth → Source
🎯 Core Pain Point
- Integration complexity post-acquisition slowing deal flow
- Scaling agency lending pipeline in a competitive multifamily market
💰 What to Pitch
- Primary: Agency lending platform automation → Faster loan approvals and reduced manual errors
- Expansion: Portfolio analytics dashboard → Deeper insight for risk management
🗺️ Quick Context
- HQ: New York, NY
- Employees: ≈ 200
- Rev: ≈ $300 M
- Website: newpoint.com
🤼 Competitive Intel
Which other vendors you’ll probably face to win NewPoint Real Estate Capital LLC’s business after this sales trigger.
- Freddie Mac — Agency Lending Solutions
- Unique edge: Established GSE programs and deep liquidity
- Evaluated by President of Agency Lending for product breadth
- Fannie Mae — DUS® Securities & Servicing
- Unique edge: Access to DUS platform and risk-sharing
- Evaluated by Head of Originations for execution speed
- Walker & Dunlop — Multifamily Lending
- Unique edge: Strong origination network and balance sheet
- Evaluated by CFO/COO for cost of capital
- CBRE — Real Estate Finance
- Unique edge: Integrated brokerage and advisory services
- Evaluated by VP Ops for end-to-end solution
✅ Do-Now Checklist
Connect with Geraldine “Geri” Borger Urgo on LinkedIn (https://www.linkedin.com/company/newpoint-real-estate-capital/)
Generate email + DM with the Copy-My-Prompt block (Step 7) and send first touch
Schedule follow-ups in CRM (Day 3 & Day 10)
Next Step
Stay ahead of each NewPoint Real Estate Capital LLC sales trigger—no fluff, all pipeline.
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🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑❑
OFFER_BRIEF = ❑agency lending platform automation❑
PROOF_METRIC = ❑≈ TBD❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = Geraldine
COMPANY = NewPoint Real Estate Capital LLC
DEPT = Agency Lending
SIZE = ≈ TBD
BOTTLENECK = integration complexity after acquisition
EVENT = promotion of President of Agency Lending
DETAIL = promotion of Geraldine “Geri” Borger Urgo to President of Agency Lending
PAIN = integration complexity slowing deal flow
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250825738912&div=41152219
SIM_CO = ≈ TBD
WIN_METRIC = ≈ TBD
NEXT_SIZE = ≈ TBD
EMP_EST = ≈ 200
REV_EST = ≈ $300 M
────────────────────────
TASK FOR CHATGPT
────────────────────────
Validate any ≈ guesses via SRC.
Role: “NewsletterForLeads SDR-Assist”.
EMAIL (keep breaks):
Subject: ≈ TBD-person Agency Lending
Geraldine—noticed your Agency Lending team is ≈ TBD.
That’s when integration complexity after acquisition slows growth.
We helped ≈ TBD fix this with agency lending platform automation.
Result: ≈ TBD.
Quick call?
PS—next bottleneck hits ≈ TBD.
DM ≤45 words, TONE:
Saw your post about promotion of Geraldine “Geri” Borger Urgo to President of Agency Lending — integration complexity slowing deal flow.
agency lending platform automation. ≈ TBD. Quick chat?