Here When You Need Us

Whether you want to free up maximum time for sales or just need help after disclosures, we’ll tailor our services to your unique needs.

Now it’s time to choose: how much do you want to offload?

Business Analytics

Standard

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Business analytics is the process of analyzing data and making informed decisions to drive business growth and success. It involves collecting, cleaning, and transforming data from various sources, applying statistical models and algorithms to uncover insights, and communicating findings. The goal of business analytics is to turn data into actionable information that helps organizations make better decisions, increase efficiency, and stay competitive. It is an interdisciplinary field that draws on concepts from statistics, mathematics, computer science, and information technology. 

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Business analytics is the process of analyzing data and making informed decisions to drive business growth and success. It involves collecting, cleaning, and transforming data from various sources, applying statistical models and algorithms to uncover insights, and communicating findings. The goal of business analytics is to turn data into actionable information that helps organizations make better decisions, increase efficiency, and stay competitive. It is an interdisciplinary field that draws on concepts from statistics, mathematics, computer science, and information technology. 

Qualified Mortgages

Standard

Taking Care of the Essentials

We handle everything after disclosures are signed.

$1,495

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Processing Support
  • Submit loan for approval
  • Order title & escrow (if applicable)
  • Order verification of employment, deposit, mortgage, and rent.
  • Order appraisal, title items, hazard items
  • Order payoff
  • Order VA/FHA case numbers for government loans
  • Verify homeowners’ insurance.
  • Order homeowners’ association questionnaire (if applicable)
  • Get your loan approved and help gather all conditions
  • Lock/extend rate
  • Meet all conditions to get your loan funded
Closing Support
  • Order final loan documents
  • Schedule closing
  • Meet all prior to funding conditions
  • Review closing file
  • Borrower loan recording support

Get Started Today!

Premium

GeT ENHANCED SUPPORT

We’ll handle everything from disclosures on.

$1,995

More Details
Processing Support
  • Send initial loan disclosures
  • Order title & escrow
  • Submit loan for approval
  • Order verification of employment, deposit, mortgage, and rent
  • Order appraisal, title items, hazard items
  • Order payoff
  • Order VA/FHA case numbers for government loans
  • Verify homeowners’ insurance
  • Order homeowners’ association questionnaire, if applicable
  • Get your loan approved and help gather all conditions
  • Lock/extend rate
  • Meet all conditions to get your loan funded
Closing Support
  • Order final loan documents
  • Schedule closing
  • Meet all prior to funding conditions
  • Review closing file
  • Borrower loan recording support

Get Started Today!

Elevated

Let’s Go All In

We’ll handle it all, from document gathering, prequalification, and disclosures through funding.

$2,595

More Details
Processing Support
  • Prequalify your borrower’s income
  • Send initial loan disclosures
  • Order title & escrow
  • Run desktop underwriter and loan prospector findings
  • Submit loan for approval
  • Order verification of employment, deposit, mortgage, and rent
  • Order appraisal, title items, hazard items
  • Order payoff
  • Order VA/FHA case numbers for government loans
  • Verify homeowners’ insurance
  • Order homeowners’ association questionnaire, if applicable
  • Get your loan approved and help gather all conditions
  • Lock/extend rate
  • Meet all conditions to get your loan funded
Closing Support
  • Order final loan documents
  • Schedule closing
  • Meet all prior to funding conditions
  • Review closing file
  • Borrower loan recording support

Get Started Today!

Non-Qualified Mortgages

Standard

Taking Care of the Essentials

We’ll handle everything once income is analyzed and verified.

$1,795

More Details
Processing Support
  • Send initial non-conventional loan disclosures
  • Order title & escrow
  • Send initial non-QM disclosures
  • Submit loan for approval
  • Order verification of employment, deposit, mortgage, and rent
  • Order appraisal, title items, hazard items
  • Order payoff
  • Verify homeowners’ insurance
  • Order homeowners’ association questionnaire, if applicable
  • Get your loan approved and help gather all conditions
  • Lock/extend rate
  • Meet all conditions to get your loan funded
Closing Support
  • Order final loan documents
  • Schedule closing
  • Meet all prior to funding conditions
  • Review closing file
  • Borrower loan recording support

Premium

Let’s Go All In

We’ll handle it all, starting with income analysis and verification.

$2,595

More Details
Processing Support
  • Analyze borrowers’ bank statements and place loan with best lender
  • Send initial loan disclosures
  • Order title & escrow
  • Review bank statements provided
  • Send bank statements to non-QM lender for analysis and pricing
  • Set up file with non-QM lender
  • Complete non-QM lender specific forms
  • Send initial non-QM disclosures
  • Submit loan for approval
  • Order verification of employment, deposit, mortgage, and rent
  • Order appraisal, title items, hazard items
  • Order payoff
  • Verify homeowners’ insurance
  • Order homeowners’ association questionnaire, if applicable
  • Get your loan approved and help gather all conditions
  • Lock/extend rate
  • Meet all conditions to get your loan funded
Closing Support
  • Order final loan documents
  • Schedule closing
  • Meet all prior to funding conditions
  • Review closing file
  • Borrower loan recording support

Reverse Mortgages

Standard

TAKING CARE OF THE ESSENTIALS

We’ll handle everything once income is analyzed and verified.

$1,495

More Details
Processing Support
  • Order title & escrow (if applicable)
  • Order verification of employment, deposit, mortgage, and rent
  • Order appraisal, title items, hazard items
  • Order payoff
  • Submit loan for approval
  • Verify homeowners’ insurance
  • Order homeowners’ association questionnaire, if applicable
  • Get your loan approved and help gather all conditions
  • Lock/extend rate
  • Meet all conditions to get your loan funded
Closing Support
  • Order final loan documents
  • Schedule closing
  • Meet all prior to funding conditions
  • Review closing file
  • Borrower loan recording support

Premium

LET’S GO ALL IN

We’ll handle it all, starting with pre-qualification and disclosures

$1,995

More Details
Processing Support
  • Pre-qualify borrower for best product
  • Complete LINK
  • Send initial loan proposal
  • Arrange counseling
  • Pull credit report
  • Order FHA case number
  • Order title & escrow
  • Order verification of employment, deposit, mortgage, and rent
  • Order appraisal, title items, hazard items
  • Order payoff
  • Submit loan for approval
  • Verify homeowners’ insurance
  • Order homeowners’ association questionnaire, if applicable
  • Lock/extend rate
  • Meet all conditions to get your loan funded
Closing Support
  • Order final loan documents
  • Schedule closing
  • Meet all prior to funding conditions
  • Review closing file
  • Borrower loan recording support

Commercial/Multi Family

Purchase

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ITEMS NEEDED
  • Offering Memorandum (if marketed)
  • Rent Roll
  • Historical Financials (Trailing T12 Financial Statement)
  • Any Leases (If hotel need STR report)
  • Other legal documents affecting deal economics
    PROCESSING SUPPORT – PURCHASE
    • Multi-Family, Retail, Industrial, Office, Senior Living, Luxury Hotel, and Select Service
    • Underwriting and Valuation
    • Add data to Financial Model – Historical, In-Place and Assumptions
    • Value the Deal – Calculate IRR (Internal Rate of Return), Equity Multiple and Cash on Cash return
    • Review competitiveness of Offer, compared to Whisper price and Seller target price.
    • Run Due Diligence both Physical and Financial
    • Physical: Property Condition Assessment (PCA) Report
    • Physical: Environmental Report (Phase 1, and Phase II if required)
    • Physical: Survey
    • Physical: Zoning Reports
    • Physical: Ancillary Reports: Earthquake & Flood
    • Financial: Lease Audit (if required)
    • Appraisal (Cost Approach, Sales Approach, and/or Income Approach)
    • Estoppels (verification of Base Rents, Lease end dates, etc)
    • Market Analysis (Market Cap Rates and Rental Rates, Historical Rents and Cap Rates, New Supply)
    • Finalize Underwriting
    • Find Debt through our many lending partners
    • Find Equity (GP, LP structure)

    Selling/Refinance

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    ITEMS NEEDED
    • 10-12 Good Quality photos of property
    • Rent Roll
    • Property Description and Features, Investment Summary, Property History, Location Summary)
    • Historical Financials (Trailing T12 Financial Statement)
    • Proforma (5 or 10 year)
    • Any Leases (If hotel need STR report)
    • Other legal documents affecting deal economicsComplete LINK
    PROCESSING SUPPORT – SELL OR REFINANCE
    • Multi-Family, Retail, Industrial, Office, Senior Living, Luxury Hotel, and Select Service
    • Create Operating Memorandum (OM), Proposal, Flyer, HTL email for marketing
    • Underwriting and Valuation
    • Add data to Financial Model – Historical, In-Place and Assumptions
    • Value the Deal – Calculate NOI (Net Operating Income), Cash flows, Cap Rate
    • Review competitiveness of purchase price
    • Run Due Diligence both Physical and Financial
    • Appraisal (Cost Approach, Sales Approach, and/or Income Approach)
    • Market Analysis (Market Cap Rates and Rental Rates, Historical Rents and Cap Rates, New Supply)
    • Finalize Underwriting
    • Find Debt through our many lending partners
    • Find Equity (GP, LP structure)

    OM

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    OM – An offering memorandum is a document used to describe and promote the sale of securities to potential investors. The document outlines the terms of the investment opportunity, including the type of security being offered, the amount of money being raised, the use of funds, the management team, and the risks involved. The offering memorandum is used as a marketing tool to attract potential investors and provide them with enough information to make an informed investment decision. The content of an offering memorandum will vary depending on the nature of the investment and the laws and regulations of the jurisdiction in which the investment is made.

    Services

    Debt Negotiation

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    Debt negotiation is a process where an individual or a debt negotiation company works with creditors to reach an agreement to settle an outstanding debt for a lower amount than the original balance. The goal of debt negotiation is to reduce the total amount of debt owed and help the individual become debt-free faster. This can be done through a variety of methods, including direct negotiations with creditors, using a debt management plan, or enrolling in a debt settlement program. It’s important to note that debt negotiation can have a negative impact on credit scores and may involve paying a fee to the debt negotiation company. 

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    Note Negotiation

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    Note negotiation refers to the process of settling the terms and conditions of a promissory note, which is a written agreement between a borrower and a lender that outlines the loan amount, interest rate, and repayment schedule. In a note negotiation, the borrower and the lender negotiate the terms of the loan to reach a mutually agreed-upon set of conditions that both parties can adhere to. This process can involve discussions around the interest rate, repayment schedule, collateral, covenants, and other terms that will be included in the final agreement. The goal of note negotiation is to arrive at an agreement that is fair and beneficial to both the borrower and the lender.  

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      Foreclosure Prevention

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      Foreclosure prevention refers to measures taken by homeowners and/or lenders to avoid the loss of a property due to non-payment of mortgage loans. This can include loan modification programs, mortgage refinancing, forbearance agreements, and government assistance. The goal of foreclosure prevention is to help homeowners stay in their homes and avoid the financial and emotional stress of losing their property. 

      Get Started Today!

      Premium
      Concierge Service

      Do you dread following up with clients to gather documents?

      If you’re looking to streamline and offload everything related to processing, one of our friendly concierges can communicate directly with your clients to gather all the right information.

      $495

      per file

      How Our Fees Work

      The borrower pays our fee in section B of the closing disclosure. This means you keep your full commission.