Services Provided but Not Limited To
The following “services provided” bullet points were extracted from our commercial loan engagement letter. Thought this might be an appropriate follow-up to my just previous posted blog titled “What Makes You Different”:
- Gathering all appropriate loan application, information and documentation;
- Analyzing income and debt to determine the ability to qualify according guidelines set forth by the lenders/investors who would consider such an application.
- Providing analysis, disclosures, estimates and proposals
- Providing information regarding programs, rates, fees, timelines and other material information.
- Assisting in understanding barriers to qualifying, including debt, credit, income or property type.
- Verifying deposits, leases, third party disclosures, mortgages, and other information deemed necessary by the lender/investor.
- Assembling and submitting a complete loan package according to lender/investor guidelines.
- Providing the necessary support to satisfy all conditions set for the by the lender/investor.
- Communicate in a timely and efficient manner to help preserve the nature of the transaction at hand.