Step 4 – Present and negotiate loan package for lender consideration

Along with Your Trusted Finance Group’s “Loan Packager’s Executive Summary” and professionally prepared “Loan Request and Terms Sheet,” the Trusted Finance team personally presents the completed loan package to selected members of its proprietary roster of funding sources.

Unlike the more automated residential mortgage process, commercial funding depends heavily on establishing personal understanding, confidence, and trust in both the project and the borrower. 

The Trusted Finance team presents transactions to funding sources already prepared to look at good projects, and it negotiates these transactions with a “win-win” philosophy that promotes the best possible rates and terms available under the circumstances at hand.