WE WANT OUR CLIENTS TO FEEL IN CONTROL AND PREPARED THROUGHOUT THE ENTIRE PROCESS. MISSING STEPS OR DOCUMENTATION CAN REAPPEAR AT INOPPORTUNE TIMES AND CAN JEOPARDIZE THE DEAL. WHILE THERE IS NO “TYPICAL” IN COMMERCIAL LENDING, HERE IS THE BEST WAY TO BE PREPARED…
Step 1 : Let’s talk
We prefer to start with an eyeball-to-eyeball conversation. We will determine what’s most important for you and we will dive into your goals, price-range, timelines and the likelihood of funding through various channels.
Step 2 : Gather the Basics
We will ask you to ﬁll out two forms: a simple one-page Loan Application and a Personal Financial Statement.
Step 3: Identify Funding Sources
Based on our conversation and financial review, we will determine your options for ﬁnancing through sourcing of Private Capital, as well as Regional and National banking relationships. We will present you with options, usually within 72 hours of receiving your initial information.
Step 4 : Review Options and Talk Details
Every transaction is unique, so our policy is to keep you informed of the process as we guide you through the entire transaction.
Step 5 : Funding
We will have you sign loan documents, arrange for receiving of your funds and we will provide you with a closing packet.