Insurance for Private Hard Money Lenders and Property Investors

Direct Lenders Insurance Services (DLIS) is here to protect your interests and help you find ways to increase your profit share through additional revenue streams. DLIS offers a full suite of insurance solutions that protect lenders, borrowers, and investors from all risk.

Such Products include but are not limited to:

  • Life Insurance on the borrower
  • Disability Insurance
  • Business Overhead Expense Insurance
  • General Liability
  • Workers Comp
  • Private Mortgage Insurance
  • Cross Collateralization
  • Personal Umbrella Coverage
  • Residential Coverage
  • Landlord Policies

DLIS is fully licensed in all areas of insurance, and has the ability to process any transaction in the financial world.

Project Risk Consulting

To help you understand the risks you face with your project, DLIS charges a non-refundable retainer fee. This includes all risk mitigation strategies as well as financial analysis of your project(s).

When you and DLIS are ready to contract and move your project forward, you are responsible for 25% of the total premiums for the desired coverages as a deposit to secure the policy(ies) needed. This is refundable only if your project fails to close. The Deposit will credit toward the total cost of solutions secured through DLIS.

Direct Lenders’ Insurance Services is a full service finance and insurance agency that works in partnership with mortgage lenders and investors interested in protecting their mortgages and property. DLIS can provide the best financial solutions and insurance products for its clients, while processing all applications in an expedient manner. DLIS is a Resident California Insurance Agency and can extend services within all 50 states and certain foreign countries.

DLIS is proud to partner with several brokerage general agencies representing over 100 life and health insurance companies and over 300 personal and commerical lines carriers. DLIS is here to protect your interests and help you find ways to increase your profit share. Our company founders have over 25 years of financial experience to lead the organization. Both have worked extensively in all facets of the banking, investment planning, and insurance world.

Direct Lenders’ Insurance Services is not affiliated with Belpointe Asset Management, LLC; Belpointe Insurance, LLC; or Belpointe Specialty Insurance, LLC.

Year Established


Office Locations

Walnut Creek, California


  • Insurance

Real Estate Sectors

  • Private Mortgage Lending

Customer Types

  • Private Mortgage Lenders
  • Commercial Property Investors
  • Residential Property Investors
  • Note Investors

Ken Quiat


License Information
Insurance Licene - OC87601

Tony Fernandes

Chief Marketing Officer

License Information
Insurance License - OH29664