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To Submit a Proposal:

                  

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

 

If further guidance is needed, you may download the Sample One-Page Deal Summary or a Personal Financial Statement Form.

Sample One-page Deal Summary
Personal Financial Statement Form
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