- The Multi-Step Lending Process -


Adding Value At Every Step & Expanding Your Financial Relationships

*Assuming an existing loan happens occasionally when purchasing apartment investments, commercial properties & Triple Net investments.

- Signing your loan documents

​- Confirming your repayment schedule

- Bank will offer Terms

​- Amortization, interest, loan type etc.

- The Loan Officer will collect your info

​- Decisions are based on many factors

- Selecting your loan type

​- Review repayment Terms

- Requesting a P&L from current owner

​- Last 2 yrs & current year financials reqd.

- Pairing a Loan Officer to you

​- Based on your needs & property type

                         - Financing