Our Process

From first call to funded deal — how we get real estate investors closed, fast, with a direct advisor at every step.

✔ Same-day initial response
✔ 10–14 day average close
✔ Direct advisor at every step

How a Deal Moves Through Our Process

Six steps, one advisor, from your first call to a funded deal.

1
Initial conversation A 15-minute call to understand your deal, your goals, and which loan program fits.
2
Deal review Your advisor reviews the property, purchase price or value, and deal structure — typically a 1-2 business day turnaround.
3
Loan strategy & pre-approval We recommend the right program for your deal and issue your pre-approval and term sheet on a follow-up call.
4
Vault setup & documentation Your advisor sets up your account in the Vault, our secure borrower portal, and orders valuation and title work.
5
Underwriting & closing We finalize underwriting, clear conditions, and move to funding — most deals close in 10-14 days from a clean file.
6
Post-close & your next deal Your file stays in the Vault, so refinancing, pulling equity, or financing your next purchase moves even faster.

Why Investors Work With Us

Speed matters, but not at the expense of a deal that actually closes.

A Direct Advisor, Not a Call Center

The person who reviews your deal on day one is the same person who gets it to the closing table. No rotating reps, no re-explaining your deal from scratch.

Speed Without Cutting Corners

We move fast because our process is built for it — not because we skip underwriting steps that come back to bite you at closing.

Transparent From the First Call

You know your rate, terms, and timeline early — not after weeks of back and forth. What we quote is what we close on.

Common Questions

How fast can I close?
Most deals close in 10-14 days from a clean file. Timelines depend on valuation, title, and how quickly documentation is returned during underwriting.
Do I work with a call center or a direct advisor?
You work directly with a loan advisor from your first call through closing — not a rotating call center. The same person who reviews your deal is the one who gets it closed.
What loan programs are available?
DSCR, Fix & Flip, Ground-Up Construction, Commercial, Bank Statement, Foreign National, Portfolio, Second Position, No-Ratio, and the equity-based EasyQual Loan. Your advisor recommends the program that fits your deal during the strategy call.
What happens after closing?
Your file and documents stay in the Vault, our secure borrower portal, so your next deal moves even faster. Many investors refinance or pull equity for their next purchase using the same file.

Ready to Start Your Deal?

Tell us about the property and your goals — a loan advisor will walk you through the process on your very first call.

Get a Quote → Call (862) 293-2467