A program-driven, in-depth pre-screening designed to evaluate a transaction from an institutional perspective. This service determines not only whether a deal works, but how it should be positioned—either for financing or for sale. We identify structural issues, documentation gaps, and underwriting or buyer-level concerns before the package is presented to lenders or the market.

For landlords preparing to sell, this service helps create a solid, complete, and defensible seller package that withstands buyer and lender scrutiny. The result is a cleaner process, stronger credibility, and fewer surprises during due diligence.

Who It’s For

• Borrowers pursuing SBA, CMBS, or institutional loan programs

• Transactions with complex ownership or collateral structures

• Multi-property or portfolio-level assets

• Brokers and lenders preparing high-exposure or regulated submissions

• Landlords planning to sell and seeking a lender- and buyer-ready offering package

Best suited for high-stakes transactions where presentation, structure, and execution directly impact outcomes.

A fast, high-level review that helps determine whether a commercial loan request is viable and worth pursuing. This service provides immediate direction on basic loan parameters, potential red flags, and general lending guidelines.

For individuals who are not experienced in originating commercial mortgages or underwriting investment properties, this is an efficient way to pre-screen a file, avoid obvious missteps, and gain clarity before moving deeper into the process.

Who It’s For

• New or less-experienced commercial loan originators

• Borrowers unfamiliar with commercial lending requirements

• Residential mortgage professionals transitioning into commercial

• Investors or brokers seeking quick guidance before committing time or capital

A fast, high-level assessment designed to answer a critical question: is this deal worth pursuing?

For those who are not experienced in originating commercial mortgages or underwriting investment properties, this service provides a practical and efficient way to pre-screen a file and understand basic loan guidelines before investing significant time or resources.

We review the borrower and property at a high level, identify immediate red flags, and provide clear directional guidance on leverage, structure, and next steps. The outcome is clarity—quickly—so you can move forward with confidence or step away early.

Who It’s For

• New or less-experienced commercial loan originators

• Borrowers unfamiliar with commercial lending requirements

• Residential lenders transitioning into commercial deals

• Brokers and investors looking for a fast viability check

Best when you need quick guidance, clear boundaries, and an informed starting point.

We take control of the file from day one.

Includes:

• Borrower intake and checklist management

• Loan request clarification and structuring support

• Deal summary preparation

• Timeline and milestone tracking

Value: Prevents incomplete or misaligned submissions

Ongoing File Management & Borrower Follow-Up

Execution doesn’t stop after submission.

Includes:

• Borrower communication and reminders

• Condition clearing support

• Lender request management

• Status updates and reporting

Value: Prevents stalled files and missed deadlines.

Third-Party Coordination

We manage the outside pieces that slow deals down.

Includes:

• Appraisal coordination

• Phase I or II ESA tracking

• Insurance document collection

• Title and survey follow-up

Value: Keeps deals moving without constant follow-ups.

Typical Fee Range: $1,500 – $2,000

This included the services of level 1 standard processing. But with Enhanced Processing – Level 2, transactions that require deeper analysis, tighter coordination, and a higher level of underwriting support are built for. This service is ideal for loans involving multiple entities or guarantors, multi-tenant properties, and lenders with more detailed underwriting requirements.

At this level, we go beyond basic file preparation. We perform full financial spreading, analyze rent rolls and operating statements, and review the property’s income and expense structure to ensure consistency and defensibility. We identify risks early, address lender concerns proactively, and prepare clear underwriting narratives that help the deal move forward efficiently.

We also coordinate with third parties—such as appraisers, insurers, and other required professionals—to keep timelines aligned and avoid communication breakdowns.

Typical Fee Range: $2,500 – $3,500

Best suited for:
Clients who need a well-supported, thoroughly analyzed loan package that can withstand increased scrutiny and reduce underwriting friction.

Level 3 Processing is designed for the most demanding commercial loan transactions, where program rules are strict, documentation is extensive, and execution risk is high. This service is tailored for SBA, CMBS, and institutional loan programs, as well as transactions involving complex ownership structures, multiple properties, or layered collateral.

At this level, we manage the file end-to-end with a program-specific approach. We handle advanced underwriting support, perform multi-entity financial analysis, and ensure all documentation aligns precisely with lender and program requirements. Special attention is given to conditions, exceptions, and compliance items to minimize delays and prevent re-underwriting.

We take full ownership of the file through submission, coordinating all parties, tracking conditions, and maintaining lender-ready standards throughout the process. The objective is execution certainty on complex deals that cannot afford missteps.

Typical Fee Range: $3,500–$5,000+

Best suited for:
Borrowers, lenders, and brokers working on high-complexity or regulated loan programs where accuracy, structure, and disciplined file management are critical to closing.