• Evaluation & Proposal
    • Provide immediate written quotes and proposals
    • Offer the best loan rates and terms in the industry
    • Maintain a portfolio of over 40 direct hotel lenders with dozens of loan programs
    • Negotiate loan terms on your behalf
    • Suggest alternative financing when appropriate
    • Evaluate your business & financing needs
    • Provide multiple loan options
  • Loan Submission
    • Obtain and analyze complete property information
    • Generate professional write-up and financial analysis for best presentation
    • Write property business plan
    • Create pro-forma projections
    • Create and update comprehensive project costs
  • Communications and Customer Service
    • Maintain ongoing communications regarding status
    • Have live staff answering telephones during business hours, not voicemail
    • Dedicate a personal loan officer and personal underwriter to you
    • Sustain complete liaison with underwriter, loan committee, and processor
    • Supply all terms and conditions in writing
  • Documentation (Borrower)
    • Complete all loan applications and SBA forms on your behalf
    • Assist in structuring ownership for partnerships
    • Write credit explanations on your behalf
    • Coordinate with partners, CPA’s, franchise as required
    • Assist with personal and business financial statements as needed
  • Sellers
    • Acquire documentation directly from seller
    • Interface with seller’s agent, accountant, and others
    • Negotiate discounts on existing notes and other terms
  • Appraisal
    • Order appraisals
    • Maintain maximum possible amount of input and direction during appraisal process
    • Assure final outcome
  • SBA/CDC
    • Offer our thorough knowledge of SBA programs, procedures, and documentation
    • Fully interface with SBA and CDC
    • Complete all SBA forms on your behalf
  • Escrow
    • Open and manage escrow
    • Assist with title issues when needed
    • Monitor complete escrow process
    • Coordinate lender, borrower, seller, and agent
    • Review loan documents prior to signing
  • After Close
    • Assist with any after-closing needs
    • Assure that you receive copies of appraisal and other reports
    • Archive complete digital and paper loan files for your future financing needs
    • Help with loan servicing