Send the deal. We desk it. You book the hour.
A brokered investor-loan file, not a retail refinance. Direct, document-led, business-purpose only.
01
Send the deal
Address, rents, PITIA, entity, and how you intend to hold it. Enough to desk — not a full credit package.
02
We desk the file
We map the asset against business-purpose programs we can broker. Gaps get named. No theater.
03
Book the call
Thirty minutes. Structure, capital-source fit, and the next document pull if the deal is worth running.
What we need to start
Property address, unit mix, in-place or expected rent, estimated PITIA, entity vs. personal vest, and your hold plan. Experience helps. It is not the whole file.
What we do not do
We do not fund loans, set a rate sheet, or issue a credit decision. Those sit with the capital source. We package and broker the file.
What the call is for
Thirty minutes to pressure-test structure, occupancy, and program fit. If the deal is worth running, we list the next documents — not a pitch deck.
Book a 30-minute strategy call
Bring the address, the rent roll, and the hold plan. We desk investor loans. We do not fund them.
Leave your number. We will call you.