Quick Pre-Screening – Level 1

$250.00

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.

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.