Our 5 Step Funding Process
1. Online Deal Submission
Submit your scenario details & borrower information via our online form for an initial review.
Compile necessary borrower(s) information & deal scenario for submission
Submit the information online through our website for initial review
2. Initial Review & Discovery Call
We review your scenario - confirm details & program fit over the phone within 24 hrs. of submission.
Discuss your property, project scope, & investment objectives
Review preliminary financials & timeline
Outline potential financing strategies
Identify ideal lending partners from our extensive network
3. Issue Term Sheet / Submit Docs
If we find a fit, we issue you a term sheet and link to our Client Portal for you to upload all of your required documents.
Present tailored proposals to selected lenders
Manage initial lender questions & feedback
Issue you a term sheet - manage information requests & document collection
Review & explain offered terms
4. Underwriting & Appraisal
Simple documentation process with the appraisal ordered & completed on an accelerated timeline.
Coordinate with appraisers, environmental firms, & other third parties
Proactively negotiate improvements when possible
Troubleshoot potential issues
Present tailored proposals to selected lenders
5. Coordinate Closing & Get You Funded
Loan docs prepared, closing scheduled, funds disbursed. Most deals fund within 30 days of term sheet.
Manage information requests & document collection
Review loan documents for accuracy & favorable terms
Coordinate with your legal team
Ensure a smooth & timely closing process
The 30 day timeline assumes complete and accurate property information was provided at submission. Complex transactions may require additional time.
Ready to SCORE Funds for Your Deal?
Whether it's your first CRE deal or your hundredth, we're here to help you get the funding you need.