A clear path from first call to funded
Seven steps. Written terms. No surprises.
Free consultation
A 20-minute conversation about your business, your goal and your timeline. No fee and no obligation. You may share general information only; please do not send sensitive documents at this stage.
Readiness score and track
We score your readiness. Ready now: Loan Track. Close, with gaps: Loan Track with a gap list and dates. Not yet: Advisory Track, where we build the path first and tell you honestly why.
Written engagement and disclosure
Before we review documents beyond the free screen, pull any credit report or earn any fee, you receive and sign a written agreement and fee disclosure, plus any disclosure New York law requires.
Secure document collection
A tracked checklist and a protected portal. We follow up in your preferred language and verify, rather than assume, that the numbers reconcile.
Analysis, credit memo and mock committee
Financial spreads, DSCR, collateral and risk analysis, a written credit memo, and a rehearsal of lender questions. Draft memo target: within 5 business days of a complete file.
Lender match and submission
We recommend the lenders and programs that best fit and submit with your approval. You always make the final decision on where to apply.
Closing and after
We help you review commitments, coordinate closing with the lender, and then check in at 30, 90 and 180 days to help you stay current and plan your next step.
Start with the free consultation
Twenty minutes. A clear next step.
Book a free consultation Call (646) 951-7543