We take a distinctive approach to residential lending

We provide a diverse range of loan products aligned with your clients' distinct objectives. Our approach, centered around specific goals, ensures that each loan is customized to meet their unique financial needs and seamlessly integrated into a comprehensive strategy.

Goal-Based Lending

Our Products

  • Specialized loans for financing high-value properties exceeding the limits set by government-backed entities like Fannie Mae and Freddie Mac.

  • Strategic financing to diversify and grow real estate investment portfolios.

  • Access the equity built in real estate to fund short and long-term goals.

  • 5, 7 and 10 year loans to improve budgeting and cash flow.

  • A strategic choice for investors. Reduce liability, leverage pass-through taxation, enhance asset protection and facilitate estate planning.

  • Avoid selling assets by bridging temporary cash flow needs and financing transitional periods.

  • Secure the property with all cash, then effectively get reimbursed with financing shortly after to maintain liquidity.

  • Financing options based on the value of brokerage and savings accounts.