Our Process
One competitive process. Every term sheet you get, we get.
The same six steps whether you're a condo board funding SIRS repairs or an owner refinancing a maturing commercial loan.
Engage
A short call and a signed engagement letter with our fee in writing.
Package
We build one clean, defensible package the whole market will bid from.
Term sheets
4–6 best-fit lenders return term sheets on the same timeline.
Compare
We tabulate them side-by-side: rate, structure, covenants, prepay.
Select
You choose. Boards vote where required.
Close & fund
We coordinate with counsel, appraiser, and lender through funding.
Fee transparency
Our fee is typically 1% of the funded loan, earned only at closing, paid from loan proceeds, and stated in writing before we contact a single lender. No closing, no fee. Boards and owners get every term sheet we receive — the comparison is the product.