For brokers
Introduce your client’s loan scenario.
A clear introduction gives the review a useful starting point. Tell us about your client’s investment property, the financing objective and the proposed exit.
Introduce the transaction, not just the amount.
Share the property’s city, type and condition; the borrower’s business purpose; the amount requested; existing debt where relevant; and the intended repayment. For a purchase, explain the contract position and requested closing date. For construction, explain the site, current stage and budget.
Make communication clear from the beginning.
Identify your role, the borrower contact and who should coordinate the next discussion. If supporting information is needed, the team can describe the appropriate established route. Avoid sending private banking information or personal identification numbers through an initial marketing inquiry.
Coordinate around the actual requirements.
A suitable scenario still needs underwriting, diligence, documentation and closing conditions. Discuss the requested schedule and unresolved items directly. Referral compensation, exclusivity and relationship terms are matters for an explicit conversation, rather than assumed website terms.
Introduce a broker scenarioA useful introduction
The information that moves a conversation forward.
- 01
Start with the property.
Share the location, financing purpose, approximate request and a short explanation of your plan. A useful first conversation begins with the essentials.
- 02
Discuss the structure.
We review the collateral, current obligations, proposed use of capital and path to repayment. The conversation identifies what information is still needed.
- 03
Work through the details.
Supporting materials, property review, title and closing coordination follow where a scenario is suitable. Written terms and conditions guide the next steps.
- 04
Close. Stay connected.
Funding follows approval and completion of required conditions. After closing, the servicing team remains a point of contact for the life of the loan.
Contact Palermo
Tell us about the property.
Share the location, financing purpose and approximate loan request. We can discuss the scenario and what information is needed next.