Book a Session

Get a Clear Path to Funding
Before You Apply

Choose the session that fits your situation. Both are designed to give you a lender's-eye view of your deal and a step-by-step action plan to move forward with confidence.

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Fee Credit: If we move forward and successfully close funding together within 90 days, your session fee is credited toward the brokerage fee.

Funding Strategy 30 Min
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Funding Strategy Deal Review
30-Minute Session · Video Call

Analyze your funding scenario and determine the best path forward before approaching lenders. We review your deal as a lender would — credit, liquidity, deal structure, and program eligibility.

  • Full deal analysis from a lender's perspective
  • Credit profile, liquidity & deal structure review
  • SBA, CRE, DSCR & private capital eligibility
  • Clear funding strategy + action plan
  • Written summary sent after the call
$299 One-time · Fee credited within 90 days
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Deep Dive Most Comprehensive
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Underwriting Simulation & Funding Strategy
60-Minute Session · Video Call · Limited Availability

A deeper evaluation using the same criteria lenders and underwriters use when determining approval. We analyze strengths, challenges, and the most realistic funding options available for your deal.

  • Full underwriting simulation — same criteria as lenders
  • Credit, liquidity, financial strength & deal structure
  • SBA, CRE, DSCR, business acquisition & alt capital
  • Lender positioning guidance
  • Detailed written summary + documentation checklist
  • Ideal if previously denied financing
$599 One-time · Fee credited within 90 days
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These Sessions Are Ideal For
  • Investors reviewing a real estate deal before applying
  • Business owners exploring SBA or growth funding
  • Entrepreneurs purchasing or expanding a business
  • Borrowers who want to know how lenders evaluate their deal
  • Those previously denied who want a second opinion
These Sessions Are NOT Ideal For
  • General financial advice with no specific deal or funding goal
  • Those not prepared to gather documents if funding is pursued
  • Those looking for free consulting or brainstorming sessions

📋 How to Prepare for Your Session

Type of deal or funding you're pursuing
Estimated loan amount or capital needed
Credit score range (approximate is fine)
Available liquidity or down payment
Timeline for the project or purchase
Purchase contract or deal summary (if available)
Financial statements or tax returns (if available)
Rent roll / business financials (if applicable)
$15M+ Funded 200+ Lending Partners Fee Credited Within 90 Days Video Call · Secure Payment