How Your Loan Gets Done
A clear, hands-on process from first conversation to funding.
Initial Inquiry & Deal Review
We start with a focused conversation about your asset, business plan, and timing. You share key details, and we quickly assess fit, potential loan options, and next steps.
01
Strategy & Lender Outreach
We build a tailored financing strategy and approach a curated group of lenders—banks, agencies, CMBS lenders, and debt funds—best suited for your deal.
02
Term Sheets & Structuring
You receive clear, side-by-side term sheet options. Together, we evaluate proceeds, pricing, recourse, and structure to select the best path forward.
03
Underwriting & Approvals
We coordinate underwriting, diligence, and documentation with the selected lender, managing questions and timelines to keep the process moving.
04
We stay engaged through closing, working with your team and the lender to finalize documents and deliver funds so you can execute your business plan.
05
Ready to start your financing process?