Our Process
A disciplined, transparent approach to private trust deed lending — from intake through funding and ongoing reporting.
Intake & Submission
Borrowers and referral partners submit loan requests through our online platform or directly with our lending team. Every request is reviewed promptly.
Underwriting & Evaluation
Our experienced team evaluates the borrower, property, exit strategy, and loan structure. Each transaction is individually underwritten to disciplined standards.
Disclosure & Documentation
We prepare and deliver all required California DRE disclosures, loan documents, and compliance materials through a structured, auditable workflow.
Investor Presentation
Qualified opportunities are presented to accredited trust deed investors with full transparency on terms, collateral, and risk factors.
Funding & Closing
Once committed, we coordinate with escrow and title to close efficiently. Funds are disbursed and the loan is recorded against the subject property.
Reporting & Servicing
Investors receive ongoing reporting and document access. Borrowers have online access to loan details, draw schedules, and servicing information.