Lender Partnerships Sorel Giannelli, LLP acts as counsel and approved closing attorney for major lenders in New York, handling diverse real estate transactions including residential, commercial, and multifamily assets. This presents a sales opportunity to offer complementary services such as title operations, real estate tech integrations, or risk/compliance solutions to lenders seeking streamlined closings and SOP consistency.

CEM Expertise The firm has specialized experience in closing New York CEM loans and has assisted a large lender in drafting SOPs for CEM refinances and purchases. This creates a lead to pitch workflow automation, document management, and compliance tooling tailored to CEM processes and lender internal SOP alignment.

Transaction Scale With involvement in transactions totaling over two billion dollars in assets, the firm demonstrates high-value deal flow and credibility in complex real estate. This opens opportunities for advisory services, scalable practice management solutions, and security/compliance offerings to support large, multi-asset portfolios.

Tech Stack Fit Current technologies include Cloudflare, WordPress, GoDaddy Email, jQuery, and HTTP/3, among others. A sales angle could target web security, performance optimization, client portal improvements, and modern marketing tech enhancements to raise visibility and client experience.

Regional Focus The firm serves Long Island and broader New York State, with extensive relationships across the state. There is a sales opportunity to offer regional marketing programs, practice management tools, or business development services tailored to expanding firm reach and cross-jurisdiction client acquisition.