Specializing in complex transactions, we provide personalized lending solutions meticulously crafted to align with both our lenders' criteria and our clients' specific requirements. Our lending approach is highly personalized, aiming to comprehend all intricacies, select the optimal lending product, structure the loan effectively, and present it appropriately to our lender-partners.
Key steps in this process involve gaining a profound understanding of the client's business and assets, conducting a comprehensive review using our CPA experience and employing a problem-solution storytelling structure when presenting the file to the lenders.
We provide a range of loan products, including interest-only and fully amortizing options, tailored to match borrowers with lenders handling complex loan scenarios. Additionally, our services encompass distinctive refinance solutions for adjustable-rate mortgages on the verge of resetting or already reset to higher interest rates.
Real estate investors, self-employed borrowers, and foreign nationals are just a few examples of individuals who gain advantages from our distinctive proficiency, which seamlessly integrates taxation, loan financing, and real estate knowledge.