Start a conversation
Share your financing goal, city or market, and contact details. You can start before you have a property; any deal numbers or address are optional.
How it works
A disciplined path from first conversation to closing.
Start with the property and your plan. We will review the request, discuss potential financing, and explain what information is needed for the next decision.
The process
Clarity at every decision point.
Timing depends on the deal and the readiness of the file. We do not promise a closing date until underwriting, diligence, and documentation requirements are satisfied.
Prepare the next step
We discuss possible financing paths and identify the property, project, or borrower information needed for further review. The separate loan application is available when you are ready.
Proposed terms and review
Potential terms, costs, and requirements may be outlined for your consideration. Preliminary terms are not final approval or a commitment to lend.
Underwriting & diligence
The applicable funding party reviews the file. Property value, title, entity documents, experience, insurance, budget, reserves, and exit assumptions may be considered; terms can change based on that review.
Closing coordination
After required approvals and conditions are satisfied, the relevant parties coordinate loan documents, title, insurance, and funding. Only executed final documents establish the transaction’s terms.
After closing
Follow the executed loan documents, draw procedures, payment schedule, and servicing instructions. Ask who to contact for each part of the loan before closing.
Let’s talk financing
Have the property under contract?
Share the deal details, requested capital, and target closing date so the review can begin.