1. Know Your Numbers

• Purchase price & expected resale or exit price

• Estimated closing date

• Any upfront deposits or earnest money needed

Tip: Even rough numbers are enough for us to give you a yes/no quickly.

2. Have a Clear Plan

• Know your exit strategy (resale, refinance, or payoff)

• Understand the timeline — the shorter and clearer, the better

• Be ready to explain the flow of funds

 

3. Use a Trusted Title/Closing Partner

• Make sure a licensed title company or escrow attorney is handling the transaction

• We fund through them — this protects everyone

 

4. Keep Documentation Handy

• Contract or term sheet

• Any supporting emails or agreements with buyers/sellers

• This isn’t a “paper mountain” — just what shows the deal is real

 

5. Be Ready to Communicate

• Respond quickly to questions

• Notify us of any changes early

• Clear, honest communication keeps deals moving fast

 

💡 Pro Tip: The clearer your deal looks on paper, the faster we can fund. Even if your deal isn’t perfect, sending it in is the fastest way to know if it qualifies.