- A broker fee agreement.
- Executive Summary on the current deal you are seeking funding for.
- Borrower's Checklist (you don't send this back to me, it is a guide to help you prepare for the loan process.
When we have this relationship and you have engaged my services (100% FREE to you!) then I can assess your exit strategy and goals to match you to a lender or fund manager whose product and program best fits your needs because I WANT YOU TO BE SUCCESSFUL!
I will be posting all of the forms on this blog but I will email you them in sets based on the lender that meets your need. First, my services will need to be engaged. This creates a fiduciary responsibility for me to best represent you as my client.
I work for you! I am on your team! And yes with 30 day notice you can terminate my services at anytime.