Same products as banks + credit unions offer, at excellent rates

Low downpayment options available

SFR, condo or 2-4 unit buildings

best for: Borrowers seeking "plain vanilla" financing at low rates

 

Match or beat rates from the "big banks"

Requires thorough documentation of all income and assets

RSU income allowed

best for: Highly qualified borrowers who can document all income and want the lowest rate possible

More flexible guidelines than large banks + online lenders

Very competitive rates with higher loan amounts

Allow up to 50% DTI and multiple sources of income

Qualify for more than on traditional bank programs

Best for: full doc borrowers seeking higher loan amounts and features like interest only

High loan amounts for acquisition of extraordinary properties

We are complex scenario specialists--entrepreneurs, specialty professions, complex tax returns welcomed

We work in concert with attorneys, financial planners, real estate brokers and family offices to manage the entire loan process

CFP/RIA/CFA/Wealth managers: We are your advocates and partners, working with you and your clients. We focus ONLY on mortgage.