Execution Process
A structured, transparent process from initial inquiry through closing. Designed to move efficiently and give sponsors the certainty of execution they need to make decisions.
Start the ProcessFrom Inquiry to Funding
Each stage is handled by an assigned capital advisor who maintains continuity throughout the process.
Submit Transaction Details
Complete the financing request form with your deal specifics - loan type, asset class, location, purchase price, loan amount, and deal description. The more detail you provide, the faster we can evaluate fit and respond with initial feedback.
Day 1Capital Advisor Review
An assigned capital advisor reviews your transaction against our current lending parameters and capital availability. You will receive a response confirming interest and next steps within 48 business hours of submission.
24-48 HoursIndicative Term Sheet
Following an initial call to discuss the transaction, we issue an indicative term sheet outlining loan amount, rate, leverage, structure, fees, and any key conditions. The term sheet serves as the basis for the formal underwriting process.
3-5 Business DaysDue Diligence & Structuring
Upon term sheet acceptance, we initiate a structured due diligence process. Your advisor provides a clear documentation checklist, manages third-party coordination, and keeps you informed of progress and any open items throughout underwriting.
2-4 WeeksClosing & Fund Deployment
Loan documents are prepared and coordinated through closing. Your capital advisor remains engaged through the closing process to ensure smooth execution, resolve any last-minute issues, and confirm fund deployment on schedule.
Target CloseProcess FAQ
How long does the full process take from submission to closing?
Timeline varies by transaction complexity and product type. Bridge loans typically close in 3-5 weeks from submission. Construction and permanent loans may take 6-10 weeks depending on due diligence requirements and lender timelines.
Do you charge a fee to review my transaction?
No. Reviewing and providing indicative terms on your transaction is complimentary. Our fees are structured as origination points at closing, aligned with successful execution.
What documentation is required upfront?
To issue indicative terms, we typically need a rent roll or pro forma, property overview or OM, and sponsor bio or track record summary. A full documentation checklist is provided after term sheet acceptance.
Can you work on time-sensitive transactions?
Yes. Bridge and short-term loan products are specifically designed for time-sensitive situations. If you have a hard contract deadline, communicate it upfront and your advisor will structure the process accordingly.
Submit Your Transaction
Fill out the financing request form and an advisor will be in touch within 48 hours to discuss your deal.
Submit Financing Request View Financing Solutions