What is the profile of your typical borrower?

Borrowers are typically small/medium enterprises and their rising centimillionaire owners. 

 

What are your loan requirements?

 

 

What types of Collateral do you lend on?

 

 

Do you make loans only in Florida?

No, we have a national coverage effort with emphasis in twelve regions including Boston, New York, Greenwich, Delaware,  Atlanta, South Florida, Chicago, Dallas, Denver, Southern California, Northern California, Seatle

 

What are the interest rates that you charge, the typical term, loan type and how many fees?

Most of our loans are bank loans and based off a SOFR benchmark. 

 

Do you only lend to individuals?

80 percent of our loans have personal guarantees. 

 

 

What are your loan processes and timelines?

Our loan process includes

1 – Information request

2 -  Build dataroom

3 – Underwriting and analysis

4 – Lender Mapping and Placement

 

 

How are your loans serviced?

Our loans are typically bi-lateral between the bank and the client. We merely collect an advisory fee.

 

What is a “Bridge Loan”?

 

 

Other than points, how much does it cost to close a loan?

We have two ways of charging clients. First, as a transaction fee which is a percentage of the transaction value.  Second as an advisory fee which is based on the time, effort and skill of work performed. 

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