Our 3-Step Process

Our 3-Step Process


Our simplified 3-step loan process and web-based platform makes the lending experience fast, easy, and convenient. At each step, you'll know just what to expect while we work closely with you to insure your loan closes in a timely and professional manner. Simply click on the steps below to learn more about our lending process.

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Assessment

Your assigned Loan Specialist will work with you to understand the property you wish to purchase or refinance as well as your investment strategy and real estate portfolio.

Selection

Your transaction will be matched with the top 1-3 loan programs that best fits your request, and a Loan Specialist will assist you by explaining the features of the proposed loan option(s).

Closing

You will work with your Transaction Coordinator to send the required items during the due diligence period. Once all items are sent, the loan is closed and you receive the funds.