Mortgage Services

Structured financing for commercial property acquisitions, refinancing, and development—aligned with your cash flow and growth plans.

Commercial Mortgage Advisory

We analyze your financing needs and structure solutions across fixed and variable rates, amortization terms, and covenants to fit your objectives.

Our advisors source options from banks, credit unions, and private lenders. We compare terms, negotiate rates and fees, and coordinate underwriting for a smooth closing.

Whether purchasing, refinancing, or expanding, we align loan structures with cash flow, tax strategy, and portfolio goals.

Pre‑Qualification
Eligibility & Terms
Loan Options
Compare & Select
Underwriting
Package & Review
Closing Support
Documentation & Funding

Our Mortgage Process

A clear, step‑by‑step path from loan discovery to funding.

1
Pre‑Qualification

Assess eligibility, estimate loan amounts, and identify viable lender programs.

2
Documentation

Prepare financial statements, rent rolls, leases, and property details for underwriting.

3
Underwriting

Lender review, appraisal, and condition clearing with negotiated terms.

4
Closing

Finalize documentation and fund the loan to complete the transaction.

Financing Options We Offer

Solutions for acquisition, refinance, and development across property types.

Acquisition Loans

Purchase financing for office, retail, industrial, and mixed‑use properties.

  • Fixed and variable rates
  • Competitive amortization terms
  • Non‑recourse options
Refinance

Lower rates, extend terms, or access equity for improvements or growth.

  • Rate and fee optimization
  • Cash‑out scenarios
  • Term extensions
Bridge & Construction

Short‑term bridge loans and construction financing for projects in progress.

  • Interest‑only options
  • Draw schedules
  • Take‑out commitments
CMBS & Agency

Fixed‑rate programs for office, industrial, retail, and multifamily with competitive terms.

  • Fixed‑rate structures
  • Non‑recourse options
  • Long amortization
SBA 504 & 7(a)

Government‑backed programs for owner‑occupied properties and business expansion.

  • Lower down payments
  • Longer terms
  • Equipment and TI options
Portfolio & Private

Flexible portfolio and private lender solutions for complex or time‑sensitive scenarios.

  • Bridge‑to‑perm options
  • Flexible underwriting
  • Expedited closings

Benefits of Transparent Mortgage Advisory

A structured, competitive process delivers better terms and fewer surprises.

Better Rates & Fees

Competitive sourcing and negotiation can lower total borrowing costs while matching the right lender to your profile.

Clear Process

Defined steps from pre‑qualification to closing streamline decisions and reduce delays.

Aligned Structures

Loan terms designed to fit cash flow, tax treatment, and portfolio strategy.

Reliable Closings

Coordinated underwriting and condition management support on‑time, smooth funding.

Ready to Finance Your Next Property?

Speak with our mortgage advisors to compare options and structure the right loan for your goals.