Our Process

We understand your investment goals and financing needs. We invite you to call or email us so that we can set up a meeting at a location most convenient to you. We hope to earn your trust and your business by getting to know you and tell you our story.

We gather your pertinent information and prepare your financial package. Then send this package to tested lenders we know and trust. These lenders include life insurance companies, Fannie Mae, Freddie Mac, Wall Street banks, mortgage REITS, and credit unions.

We provide you with lender feedback… where we list the good and bad parts of the loans offered. For example, we are often able to provide 10 year fixed rates, 30 year amortization, nonrecourse, 80+% loan to value, interest only, etc…

Once you select the lender, we ensure your loan gets closed as soon as possible by handling the majority of paperwork, ordering the third party reports on your behalf and addressing any issues that arise.

Finally, we cross the finish line by closing your loan. Often, we try and follow up with a dinner and presentation of a trophy.