Why Work With Us?

Why HOAs Use Our Services

Simple Fee Structure

  • Our Unique Fee Structure Puts the Needs of the HOA First.

  • Our Relationships Are Success Based.

  • We Are Only Paid After an Association’s Loan is Funded.

  • There Are Never Any Upfront or Contingency Fees.

  • There Are No Financial Commitments Until After a Loan Is Closed.

Added Value

  • We Are Advocates for Your HOA.

  • We Do The Heavy Lifting for the Board of Directors.

  • We Obtain Competitive Proposals.

  • We Bring Experience to Each Transaction.

  • We Understand Negotiable Proposal Points.

Straightforward Process

  • Meet With Board to Understand the Capital Request.

  • Assess the Financial Feasibility of the Proposed Debt.

  • Work With Legal Counsel and the Board to Obtain an “Opinion Letter".

  • Prepare the Request for Proposal (RFP) Package.

  • Solicit Bids From Appropriate Lenders.

  • Help Assess Bids and Recommend Proposal.

National Relationships

  • We Work With Lenders Across the Country.

  • Our Contacts Respect Our Relationships.

  • We Present Complete Packages in Bank Friendly Formatting

  • Our Lending Contacts Compete for Our Loans.