Services
How can we help you?
Know who you are.
We communicate over the phone or online to understand your lending goals, financial situation, creditworthiness, and clarify your actual needs.
Find your program
We screen and recommend the right loan product for you and explain the pros and cons, rates, structure and suitability of each option.
Getting you ready.
We provide a checklist of loan materials, guidance on preparation, and assist you with the application process to improve your pass rate.
Our Core Services
Home Loan Counseling
First Time Home Buyer Loan Matching
Second Mortgage (Refinance) Strategies
Home Equity Loan (HELOC) Comparison and Guidance
Business Loan Counselor
Small Business Operating Loans
SBA (Small Business Administration) Loan Advice
Commercial Real Estate Financing Solutions Screening
Individual credit planning
Credit Loan / Unsecured Loan Product Matching
Debt consolidation loan program advice
Advance Repayment Structure Optimization Advice
Strategy and Preparation Services
Comparison of rates and terms for multiple programs
Preparation checklists and instructions for completing forms
Post-rejection analysis and remediation advice
Pre-loan credit enhancement advice
Ready to find the right loan for you?
We can help you bring your ideas to life. Let’s talk about what we can build and raise together.
We're on target:
Helping you to take the road less traveled, save time, and find a loan program that really works for you.
Making loans less stressful and more of a sure way to move forward.