What an engagement looks like.
One page, no mystery. Here is the process from first call to funding.
01
The first call
You tell us the property, the loan, and the maturity date. We tell you honestly whether we can help. Twenty minutes. If you want the math before the call, run the gap estimator.
02
Engagement
A written agreement defining our success fee, earned only if and when your loan funds. No advance fee, no retainer, no cost to start.
03
The file
We need three documents from you: a trailing twelve month P and L, a current rent roll, and your most recent mortgage statement. We build everything else.
04
Packaging
We assemble the underwriting file, size the request, and prepare the presentation a capital source expects.
05
Placement
We present to matched capital sources from our bench, manage questions and site visits, and drive to a term sheet.
06
Funding
The loan closes, our fee is paid from proceeds at the table, and you have refinanced the maturity.
Fee: a success fee of one to two percent of the placed loan, paid at funding. If the loan does not fund, you owe nothing.
CAPITAL PROVIDERS
We maintain a bench of private credit funds, bridge lenders, and mezzanine debt providers active in DFW. If you lend in the one to five million dollar gap band on Class B and C multifamily or small-bay industrial and want screened, packaged submissions, introduce your shop at the capital bench page.