From first call to closing
What happens after you send a request, and what we’ll ask for along the way.
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Step 1: Tell us about the deal
You provide the property, transaction, and financing information through our financing request or a conversation with a capital advisor. The more complete the picture, the more useful the first response.
What we ask for
- Property address and type
- Purchase price or current value
- Requested loan amount and purpose
- Renovation budget, if any
- Experience, credit range, and timeline
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Step 2: We structure the request
We evaluate the transaction and identify potential financing strategies. We look at leverage, the business plan, the exit, and timing, and may ask follow-up questions or suggest a different structure if one fits the deal better.
What we review
- Leverage relative to value and cost
- Business plan and exit strategy
- Borrower profile and experience
- Timeline and closing constraints
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Step 3: We take it to lenders
We present the opportunity to appropriate private and alternative lending sources within our network, framed so each source can evaluate it efficiently. Where there is interest, we help you compare the terms that come back.
What happens
- Presentation of the transaction
- Indicative terms from interested sources
- Comparison of structure and cost
- Selection of the path forward
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Step 4: Closing
Work through underwriting, documentation, and closing with a financing strategy tailored to the transaction. The selected lender underwrites, approves, and funds the loan; we stay involved to keep information moving and the timeline in view.
What to expect
- Lender application and underwriting
- Appraisal or valuation, title, and insurance
- Loan documents and conditions
- Closing and funding by the lender
What helps a request move efficiently
- A defined plan. Capital sources respond best to a clear business plan and a credible exit: sale, refinance, or long-term hold.
- Realistic numbers. Purchase price, renovation budget, and projected value supported by comparable sales or rents.
- Your track record. A short schedule of properties owned or completed helps demonstrate experience.
- Honest timing. Share contract deadlines up front so they can be factored in from the start.
Submitting a request does not obligate you to proceed, and it is not a loan application. All financing is subject to the lender’s underwriting and final approval.
Have a deal in mind?
Tell us the property, the price, and what you need. An advisor will call you back to talk it through.