Our Process


We try to keep commercial loans as simple as possible.  That's why we follow this methodology to determine what type of loan it is, then determine the appropriate lending partners to give us a general idea of what the loan will look like.  Once we agree that this is the loan to pursue, we help you package the loan and get the deal done as quickly as possible.

Step 1:  Submit the Express Loan Summary
To get things started, download our Express Loan Summary form and fax it back to us at 512.233.0552.  Include any supporting documents that you might have such as 1003 loan applications, tri-merge credit reports, pictures of the property, executive summary and/or appraisals.  We will review the documents and usually contact you within 24 hours. 

Step 2:  Identify the best Investors for the loan
We have built a national network of lenders that specialize in each loan type, whether it is multi-family, mixed use, construction, retail, etc. and that may specialize in certain geographical areas of the U.S.  We will determine which investors to contact and see if they have interest in the loan and get an idea of the terms of the loan.  We will then contact you with the best terms available through our network.  We will work with you to gather all of the documents required for a term letter.

Step 3:  Submit the Loan Package to Underwriting
We will work with you to package the loan and review all documents prior to submitting the package to the lender.  Once the package is in underwriting, we  will be the point-of-contact for the lender as well as you to help manage the process and as well as the communications.