Built to Support Agents Through Closing
Scenario-based financing guidance and execution support that works alongside you—so deals move forward with confidence.
Frequently Asked Questions
Clear answers for real estate agents and brokers navigating financing scenarios and deal execution.
Working With Us
Who is this platform built for?
This platform is built for real estate agents, brokers, and developers who need financing support to close deals—not to compete for their clients.
Do you work directly with my buyer or through me?
We work alongside you. Communication and structure are coordinated so you remain the primary relationship holder.
Does submitting a loan scenario obligate my client?
No. Loan scenarios are exploratory only and create no obligation, commitment, or liability.
When should I submit a loan scenario vs refer a deal?
Use loan scenarios for early structuring or questions. Refer a deal once a property and buyer are moving toward contract.
Will you ever market to my client directly?
No. We do not solicit or market to your clients outside the scope of the transaction.
Loan Products & Flexibility
What loan types do you support?
We support the full range of residential and investor loan products, including purchase, refinance, cash-out, construction, owner-builder, and specialty programs.
Are construction and owner-builder loans the same?
No. Owner-builder loans require additional documentation and structure. We treat them as separate products to avoid underwriting issues later.
Can you handle complex or non-standard deals?
Yes. Complex income, layered assets, land-plus-build scenarios, and non-traditional properties are a core focus.
Do you support both owner-occupied and investor deals?
Yes. Primary residences, second homes, and investment properties are all supported.
Are loan options limited to one lender?
No. Scenarios are routed across multiple wholesale channels to match the deal—not force it.
Process & Execution
How early should I involve you in a deal?
Earlier is better. Early involvement reduces re-trades, delays, and failed escrows.
What information is needed to run a loan scenario?
Basic details such as property type, estimated price, borrower profile, and timeline. Full documentation is not required upfront.
How quickly are loan scenarios reviewed?
Initial feedback is typically provided within one business day.
Do you help with pre-offer or pre-contract strategy?
Yes. We often help agents structure financing before an offer is submitted.
What happens after a deal is referred?
We validate structure, confirm product fit, and support the transaction through underwriting and closing.
Compliance, Trust & Boundaries
Are you licensed?
es. All services are provided under appropriate California licensing and regulatory oversight.
Do loan scenarios involve credit pulls or disclosures?
No. Scenarios are high-level evaluations only. Credit is pulled only with explicit authorization later.
Will my client be pressured to apply?
No. The process is consultative and transaction-driven, not sales-driven.
Can you coordinate with escrow, builders, or attorneys?
Yes. Coordination is part of keeping deals aligned and moving.
What makes your approach different?
We focus on solving the problem between contract and closing—not pushing products or rate sheets.
