A clear path from deal submission to the next decision.
Seven general stages take a submission from initial review to the available next step.
The seven stages
- Step 1
Initial deal submission
Share the property, financing request, and situation.
- Step 2
Basic property and borrower review
The property and borrower or entity information is reviewed.
- Step 3
Financing and project review
The requested financing and project plan are reviewed together.
- Step 4
Exit-strategy review
The intended repayment path is reviewed for credibility.
- Step 5
Additional information request
Further documentation may be requested depending on the deal.
- Step 6
Available next step discussed
The available next step is explained directly.
- Step 7
Formal processing through the selected provider
If applicable, formal processing continues through the selected provider.
What to submit initially
- Property address and type
- Requested loan amount
- Current payoff, when applicable
- Project plan or scope of work
- Borrower experience
- Intended exit strategy
Do not send Social Security numbers, account passwords, card information, or complete sensitive financial documents through the general deal inquiry.
What may be requested later
- Purchase agreement or title documentation
- Detailed budget or scope of work
- Entity formation documents, when applicable
- Additional property or borrower documentation
The public deal inquiry is not an approval or a commitment to lend. A named final processing platform is not stated here — formal processing, if applicable, continues through the selected provider.