Advanced Pre-Screening — Level 3

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.