How it works
From your deal to closing, in three steps
One conversation reaches many lenders. Here is what happens after you send us your deal.
The process
One call, many lenders
Instead of filling out application after application, one conversation reaches a network of 25+ banks and private lenders.
If a deal does not fit, we will tell you early and suggest what would make it work.
- 01
Tell us about the deal
Send the property, price and loan amount through the form or call us. It takes about two minutes.
- 02
We shop it to the right lenders
We take your deal to the banks and private lenders in our network that fit the property type, size and timeline.
- 03
Compare offers and close
You review the term sheets side by side, pick the best fit, and we stay with you through closing.
Be ready
What lenders usually ask for
You don’t need all of this to start: the address, price and loan amount are enough for a first conversation. Having the rest ready helps lenders answer faster.
- Property address and type
- Purchase contract or price (for a purchase), or the current loan balance (for a refinance)
- Loan amount you need and your closing date
- Rent roll and leases, for income property
- Recent operating statements (income and expenses)
- For construction or renovation: budget, plans and timeline
- Your entity documents (LLC or corporation) and a personal financial statement
- Recent business or personal tax returns, if the lender asks
Have a deal in contract?
Call now and we will tell you which lenders fit it.
Or send the details online in about two minutes. Free, no obligation.