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How Are Loan Process Works

1. Request a Quote

​Submit a quick request through our secure portal with basic details about your property and financing needs.

  • Takes less than 5 minutes

  • No cost or obligation

  • No Social Security number required

  • No credit inquiry

  • Your information is 100% private and never shared​

2. Receive Confirmation

Once submitted, you’ll receive a confirmation email outlining the next steps.

  • Overview of the quote process

  • Direct contact info for your dedicated loan specialist

  • One point of contact from start to closing​

3. Get Your Preliminary Quote

We analyze your deal across multiple lending sources to find the best options.

  • Customized loan options tailored to your goals

  • Clear explanation of terms and next steps

  • List of documents needed for LOI or approval

Typical documents include:


P&Ls, rent roll, property photos, personal financial statement, and real estate schedule

4. Letter of Intent (LOI)

Once initial documents are reviewed, we issue a detailed LOI.

  • Delivered within 24–72 hours

  • Includes rates, terms, costs, and conditions

  • No obligation to proceed

  • No pressure—just clear options

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5. Underwriting & Processing

After accepting the LOI, we move your loan into underwriting.

  • Full underwriting checklist provided

  • Third-party reports and title ordered

  • Insurance requirements coordinated

  • Final approval and firm commitment issued​

6. Close Your Loan

We work efficiently to get your deal across the finish line.

  • Typical closing: 45–60 days

  • Expedited closings available

  • Close at your home or a local title company

  • Simple, smooth, and transparent process​

Ready to Get Started? Click Here!

Submit your deal today and let us go to work for you.

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