Discovery Call:
The first thing that we do is have an introductory call to talk about what your needs are, and which loan options work best for you. Don’t worry, there is no commitment or application process at this time. We want to get to know you!
Loan Preparation:
Our team will work with you to gather all of the documents that a lender will need for your project. Creating a business plan can be scary and we are here the entire step of the way! We will also take this time to go over any questions that you have about the loan process.
Lender Introduction:
Once everything is ready to go, we will introduce you to a lender that is a perfect match for your project! Our team will continue to support you throughout the underwriting process.
Strategic Partnerships
Once you have secured a loan, we don’t stop there! Our goal is to support you and your business throughout its entirety. We will introduce you to partners that we have vetted and specialize in your industry to make sure that you are setup for success.
Our Partners Include:
Accountants
Attorneys
Insurance Brokers
HR & Payroll Companies