Our Process
How We Work With You
From the first call to the closing table, here’s how we help you find the right financing and keep your deal moving.
Tell Us About Your Deal
Reach out through our contact form or give us a call. We'll ask a few quick questions about the property, the project, and the type of financing you're looking for — no paperwork required yet.
The Interview
We'll walk through your deal together in detail: the property, your timeline, your experience, and your goals. This is where we figure out exactly what kind of financing fits and what a lender will need to see.
Document Checklist
Based on that conversation, we'll send you a clear checklist of exactly what to gather — nothing more, nothing less. No guessing what's needed.
Matching You With the Right Lender
Every lender in our network specializes in different deal types. Based on your loan type, property, and goals, we go directly to the lenders best positioned to fund it — not a one-size-fits-all application.
Options & Terms
Once we hear back, we bring you real options: rates, terms, and structure, explained in plain language so you can compare and decide with confidence.
Coordination to Closing
We stay in the middle, keeping you and the lender on the same page — relaying documents, answering questions, and keeping things moving so nothing stalls.
What You’ll Need
Every deal is different, but most borrowers should be ready to provide:
- Government-issued ID
- Entity formation documents (if purchasing through an LLC or corporation)
- Proof of funds or reserves
- Property details (address, purchase contract or current mortgage statement)
- Scope of work and budget (for renovation or construction projects)
- Basic deal summary (purchase price, project timeline, exit strategy)
We’ll confirm exactly what’s needed for your specific deal type once we talk — this is just a general idea of what to have on hand.
Frequently asked questions
Ready to fund your next deal?
Tell us about your project and our team will reach out to talk through your financing options.