Services
Support at the stage you need it.
Pre-screening and processing serve different points in the commercial loan process. Start with a request so we can confirm the right scope.
Two services, one well-prepared file.
Pre-screening
Before choosing a lender, discuss the transaction, the available information and the questions that should be addressed before moving forward. A pre-screen is a preparation and preliminary risk review, not a credit decision.
Request pre-screeningCommercial loan processing
After a lender is selected, processing support focuses on organizing the file, preparing the submission, tracking requested items and coordinating next steps within the agreed engagement.
Discuss processing
Pre-screening levels
Choose the depth of review that fits the request. We confirm the right level with you before work begins.
Level 1 · Express review
A focused first look at a straightforward request and the information on hand.
View Express reviewLevel 2 · Enhanced review
A closer review for requests with more moving parts or open questions.
View Enhanced reviewLevel 3 · Advanced review
An in-depth review for complex transactions before they go to a lender.
View Advanced review
Scope and fees
We confirm the deliverables, fee and expected timing in writing before services begin. Timing depends on transaction complexity, lender requirements, third-party reports and the availability of information.
Helpful before you start
Document checklist — what lenders typically ask for.
Loan calculator — rough payment and sizing math.
Not sure where to begin?
Share the basics of your transaction. Our team will discuss the next step with you.