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Loan Process

All of our mortgage investments, regardless of location or yield, are thoroughly reviewed and analyzed in order to ensure that they offer a safe investment, with an appropriate risk/reward balance.

In addition to our standard process for each loan, part of our process is to ensure that we are presenting loan opportunities to appropriate investors. We work on a “matching” system, rather than broadcasting loans on a mailing list.


A Brief Overview of Our Team

  • Our underwriters review the loans
  • Our investment directors double-check them & assign them
  • Our fulfilment staff help facilitate the closings
  • Our compliance staff does a double-check to make sure all is in order
  • Our lawyers provide a reporting package with all support documentation on closing.

Over $250M+ of Successful Placements In The Last Few Years.

We source, and then analyze all investment opportunities presented to us. After careful analysis, only the best ones are packaged and then presented to our investors based on loan size, location & the yield preferences of each of our investors. We then facilitate the closing via our experienced external law firms, and can even manage the investment after closing at no cost to our investor. If you have over $200K of liquid capital to invest (cash or registered funds), please contact us!

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