Broker DashBoard

Welcome to your Broker Dashboard!Just below this message you can update your profile information as it evolves. Take a look at the Fee Schedule, and be able to study our “Funding Products.” Know “The 7 Funding Stages” and use the “Checklist”, so you can assure your clients that everything is going smoothly! Also below, Is the “Project Submission Form”.

If you have any questions we can be reached at (678) 369-3996.Just remember that all information given is strictly confidential, thank you.

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Project Loan Brokering Schedule

This is our traditional loan brokering service for professional Loan Brokers, and Consultants. With this service, you can earn .25% to 50% of the fees we earn for securing financing for your clients. And the amount you earn is based on the level of your involvement in the transaction.

For simple referrals we pay .25%. We will contact the borrower, push the paper, secure the financing and connect the Borrower with the Lender. You only have to provide us with the contact information. We will do all the follow work.

Level 1: .25% Level 2: .50%You Must be registered to participate in any of our Brokering Products

Funding Products

Co-Brokering Funding Products

The 7 Funding Stages

We believe it is very important that our Brokers and Clients understand these stages, so that the process is followed and everyone’s expectations are met.

7 STAGES OF PROJECT FUNDING T-2

Stage 1: Pre-Underwriting Tier 1-2

Submission from the client, with Application and Checklist of Documents.
The Project goes through the Underwriting Predictive Risk Modeling.

Stage 2: Underwriting

Underwriting either sends the client a denial or a pre-approval letter.
Internal approval with partners.
Waiting for the client to send the rest of requested documentation required to get a term sheet.

Stage 3: Final Underwriting

After all the documents provided by the client, we provides a term sheet.
After Term sheet is agreed upon by all parties, Final underwriting will send out all additional needed documents that were not provided previously.

Stage 4: Contract Stage

After Final Underwriting approves the Project Risk Management then takes over.
Legal will start working on the loan agreements and documents.
After contracts are agreed upon and signed by the client risk, management gives final approval.
After all internal approvals from risk management, legal and Loan Documents are signed by all parties Loan Documents are lodged with Custodian and Escrow Attorney.

Stage 5: Custodial Engagement (Tier 1 & 2 Funding Only)

We provides references of previous clients (If needed).
Custodian Attorney provides introduction of Custodian.
Custodian provides verification of source of funds.
Custodian sends a letter to the client, Custodian Attorney, Custodian and to us confirmingthat all parties can perform, based on the signed Loan Documents.

Stage 6: Closing (Tier 1 & 2 Funding Only)

Client follows instructions of the Attorney / Custodian and transfers Cash Collateral to the Custodian.
Custodian confirms to the client, Attorney / Custodian that all parties have completed their initial responsibilities. (Tier 1 & 2 Funding Only).

Stage 7: Post Closing (Tier 1 &2 Funding Only)

Custodian / follows the draw schedule stated in the Loan Documents and provides the draws to the client.
Funder collects interest-only payments and principal payments based on the Loan Documents and agreements.

6 STAGES OF PROJECT FUNDING T-3

Stage 1. Pre-Underwriting

Submission from the client, with Application and Checklist of Documents (Application).
The Project goes through the Underwriting Predictive Risk Modeling (See the UPR Model).

Stage 2. Underwriting

Underwriting either sends the client a denial or a pre-approval letter.
Internal approval with partners.
Waiting for the client to send the rest of requested documentation required to get a term sheet.

Stage 3. Final Underwriting

After all the documents provided by the client, we will provide a term sheet specifying the terms and expectations of all parties.
After Term sheet is agreed upon by all parties Final underwriting will send out all additional needed documents that were not provided previously. (Application/Checklist)

Stage 4. Contract Stage

After Final Underwriting approves the Project Risk Management then takes over.
Legal will start working on the loan agreements and documents. (Loan Agreement see Section 9)
After contracts are agreed upon and signed by the client risk management gives final approval.
After all internal approvals from risk management, legal and Loan Documents are signed by all parties. Loan Documents are lodged with Custodian and Escrow Attorney.

Stage 5. Closing

Client follows instructions of the Depositary.
Depositary confirms that all parties have completed their initial responsibilities.

Stage 6. Post Closing

Depositary follows the draw schedule stated in the Loan Documents and provides the draws to the client.
Funder collects interest-only payments and principal payments based on the terms and conditions in the Loan Documents.

Document Checklist

What We Need To Start:

For every file or project submitted for investment or funding, We need the following documentation to validate The project for Pre-Underwriting.

Do Not Submit incomplete packages.

Completed Application | Apply Here| *
Project Overview Or Summary *
Project Business Plan / IRR / *
Appraisals/ Feasibility Studies / Engineering Reports / Permits
Audit Reports / Third Party Verification Of Cost And Returns
Verification Of Liquid Capital / POF / LOI From Other Lenders (If Applicable) *
Developer / Owner Assets & Net Worth *
Management Bios / Experience *
Current Loans Contact / Payoff Letters / Debt Schedule
Renderings / Architecture Drawings (Digital) / Layout
Legal Information (Articles Of Incorporation / Government Approvals)
Other Information on the Project

Print this checklist!Items marked in Orange are required with your initial submission. Other items can be provided later.For a fast submission, simply complete the Application Form found on the Application Page below.