How it works

From first call to closing, in four steps.

  1. Send the deal

    Share the basics: borrower, property, request and income. A short form or a call is enough to start.

  2. Get a fit answer

    We check the deal against the programs we place and tell you if it is a fit, needs work, or is not a fit.

  3. We package and place it

    Documents are collected in one place and the deal goes to the lender whose box it fits.

  4. Underwrite and close

    We keep you informed through underwriting, terms and closing, and tell you what is outstanding.

Step 1 — Send the deal

You provide

  • Borrower and property basics
  • The request: purpose and amount
  • Income figures, where you have them

We do

  • Read the deal once, in one place
  • Ask only for what is missing
  • Tell you what the next step is

Step 2 — Get a fit answer

You provide

  • Any figures or documents we ask to clarify fit
  • What you were told if the deal was turned down elsewhere

We do

  • Check the deal against the programs we place
  • Tell you plainly: a fit, needs work, or not a fit, with the reason

Step 3 — We package and place it

You provide

  • Borrower and guarantor details, as requested
  • Tax returns, financial statements, rent roll and entity documents, once the deal is moving

We do

  • Collect documents in one place
  • Send the deal to the lender whose box it fits
  • Keep you informed on what is outstanding

Step 4 — Underwrite and close

You provide

  • Answers to lender questions and any further documents
  • A clear payoff and closing plan, where applicable

We do

  • Keep you informed through underwriting, terms and closing
  • Tell you what is outstanding, in plain words
  • Note: a web form alone is never a lender commitment

Start with step 1.

A short form or a call is enough to start. Share the basics and we will take it from there.

Start an applicationRun the fit check first