The Loan Process

The process to secure funding can be a relatively easy one. Depending on the loan structure, the overall process can be a quick or lengthy one. I will know immediately if your loan request is attainable based on the information you provide. A timeframe to close is based on many variables: loan program, property type, lender and borrower compliance. Once a loan program and lender have been elected, an accurate timeframe to close will be conveyed. No upfront fees are collected from the borrower to pre-underwrite the loan and issue a Conditional Approval or Letter-of-Interest.


  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: 0.50% - 1.50%*

*Origination Fee is determined by loan program, loan characteristics and quality of sponsorship.