CLIENT INTERVIEW
- Discuss Loan Request
- Identify Client’s Requirements
- Establish Goals, Needs and Objectives
- Determine Financing Options
- Engage Deason Financial Group
- Deploy Strategic Solutions
- Research Possible Outcomes
Underwriting & Packaging
- Accumulate Due Diligence Information
- Review and Analyze Information
- Develop Loan Narrative and Property Summary
- Complete a Comprehensive Financial Analysis
- Provide Transaction Summary Supporting Loan Request
Submission & Marketing
- Match Client’s Requirements to Appropriate Funding Source
- Submit Financial Packages to Funding Sources
- Provide Transaction Strengths & Weaknesses Analysis
- Identify and Mitigate Transaction Risks
- Make a Competitive Market for Transaction
Processing & Closing
- Identify and Select the Optimal Funding Source
- Coordinate Third Party Due Diligence
- Assist Funding Source with Information Needs
- Communicate Effectively with all Parties
- Expedite Loan Processing
- Facilitate Loan Closing
- Post-Closing Client Follow Up
