We want to make the process for both the borrower, and for us, the lender, as streamlined as possible.  Accordingly, we don’t require our prospective borrowers to complete a lot of forms in advance – your time is valuable.

If you do have a one-pager already available of a proposed loan deal and/or a copy of an appraisal, please email or fax it to us along with your contact information for a prompt call back.

If not, we suggest calling us and providing us with a quick summary of the deal.  Some basic guidelines for information we might need is:

• A basic description of the property and how the valuation was determined
• An understanding of the borrower's equity in the deal, e.g.:
  • Purchase – Borrower’s down payment and seller’s note
  • Refinance – When property was purchased and at what price
• An understanding of how the interest will be paid
• An understanding of what the loan proceeds will be used for
• The exit strategy for our loan
• A summary of personal financial information on the borrower