FINANCING OPTIONS WE OFFER
Mergers &
Acquisitions
Business
Loans
Equipment
Financing
Franchise
Funding
Fix & Flip
Lending
Real Estate
Syndications
Private Capital |
Alternative Financing |
Real Estate Funding
REAL ESTATE
FINANCIALS
To ensure borrower has cash flow and up-to-date in taxes.
- 6 Months Bank Statements
- Recent Tax Return
Verification
To confirm borrower’s identity and business existence.
- Copy of Driver’s License
- Tax EIN SS-4 Form
incorporation
Our financing programs are for business-purpose only.
- LLC Documents
- LLC Operating Agreement
BUSINESS LOAN
UNDERWRITING
BUSINESS LOAN UNDERWRITING
PreQualification
How do we pre-qualify a prospective borrower?
- Time in Business: 24+ Months
- Minimum Gross Annual Sales of $200,000
- U.S. Based: U.S. Citizen & Resident
Submission
How do we verify their Time in Business/Active Cash Flow?
- 6 Months Bank Statements
- Tax Return > Schedule C or
Form 1120 - 4 Months Credit Card Statements (If they accept Credit Cards)
Funding
What are the steps & conditions prior to funding?
- Borrower to complete disclosures, financing agreements and other possible stipulations
- Site inspection with required
milestones must be approved - Funds are released
CONTACT US THROUGH OUR SOCIAL CHANNELS
SOUTHERN CALIFORNIA
3445 Midway Drive,
Suite M
San Diego, CA 92110
NORTHERN FLORIDA
13241 Bartram Park Blvd,
Unit 1413
Jacksonville, FL 32258
SOUTHERN CALIFORNIA
3445 Midway Drive,
Suite M
San Diego, CA 92110
NORTHERN FLORIDA
13241 Bartram Park Blvd,
Unit 1413
Jacksonville, FL 32258
