The Loan Process

The process to secure funding can be a relatively easy one. Depending on the chosen loan program, the overall process can be a quick or lengthy one. Based on the information you provide, I will know immediately if your funding request is attainable. A timeframe to close is based on many variables: loan program, property type, lender and borrower compliance. Once a loan program and lender are elected, an accurate timeframe for closing will be conveyed. There are no upfront fees collected from the borrower to pre-underwrite and issue a conditional loan approval.


  1. Submit Loan Application and Preliminary Documents

  2. Review and Execute Term Sheet

  3. Submit Requested Documents

  4. Loan is Processed and Third Party Reports Ordered

  5. Underwriting Review

  6. Clear-to-Close Issued

  7. Loan Closing

Broker Fees

No Upfront Fee

Origination Fee: 0% - 2.00%*

*Determined by loan program, loan characteristics and quality of sponsorship.