Deal Onboarding

Start the Review Process

This page is designed to move your transaction from initial review into active underwriting and execution. Please follow the steps below to ensure your deal is processed efficiently.

Share Your Deal Detail

Begin by submitting the basic details of your transaction. This allows our team to review the property, structure, and requested financing to determine fit.

  • Share deal and property details

  • Outline the requested loan terms

  • Provide a high-level exit strategy

Step 2: Complete Deal Onboarding & Upload Documents

Once the deal has been reviewed and approved to move forward, complete the onboarding form and upload the required documentation so underwriting can begin.

This step allows us to:

  • Order valuations (if required)

  • Outline the requested loan terms

  • Coordinate underwriting and closing

Step 3: Underwriting, Coordination & Closing

Once onboarding is complete and documents are received, our team reviews the file and coordinates the remaining steps toward closing.

What happens in this stage:

  • Share deal and property details

  • Outline the requested loan terms

  • Provide a high-level exit strategy