About Us

About Us

Providing Tailored Finance

​Our mission is to provide tailored financing solutions with transparency and professionalism, building long-term relationships with our clients based on trust and ethical business practices.

Our Process

    1. Initial Inquiry and Consultation
      • Borrowers fill out their information online or contact us directly.
      • We schedule a consultation to understand the borrower’s financial goals, project details, and funding needs.
      • We review our fees, which for debt placement are paid as points at closing. There may be up-front fees by third parties, such as appraisers or for environmental site assessments.
    2. Pre-Qualification
      • Borrowers provide basic financial information, collateral details, and any relevant documents.
      • We conduct a preliminary assessment to determine loan eligibility and potential terms.
    3. Loan Proposal
      • Based on the pre-qualification, we present a loan proposal outlining potential terms, interest rates, and other key details.
      • Borrowers review the proposal and provide feedback or approval to move forward.
    4. Application Submission
      • Borrowers complete a detailed loan application and submit necessary documentation, such as income statements, property appraisals, and credit history.
      • Our team assists in ensuring the application is complete and accurate.
    5. Underwriting Process
      • Our underwriting team reviews the application.
      • This includes verification of financials, asset valuation, and risk assessment.
    6. Loan Approval and Terms Agreement
      • Upon approval, we provide the borrower with a formal commitment letter detailing the loan terms.
      • Borrowers review and sign the agreement.
    7. Closing Preparation
      • Final documents are prepared, and the borrower provides any remaining required materials.
      • Closing costs and fees are disclosed upfront, and the borrower prepares for the final transaction.
    8. Loan Closing
      • All parties sign the final documents, and funds are disbursed according to the agreed-upon terms.
      • Borrowers receive their funding and can proceed with their project or refinance as planned.
    9. Post-Funding Support
      • We remain available for any questions, future refinancing, or assistance with ongoing financial needs.

We Are Here To Help!

Leverage Capital to Grow Your Business

Our Mission

Our Process

We tailor commercial lending options to your unique needs, whether for expansion, equipment acquisition, or real estate investment. We provide the financial support necessary for businesses to thrive and grow. If you have specific goals or need further details, feel free to ask!

Expansion
90%
Equipment
95%
Real Estate
80%
Acquisitions
85%

OUR EXPERT TEAM

Works For You

Nat Reynolds

Financial Director

Celia Almeda

Advertising Manager

Frank Kinney

Financial adviser