Success Story
A new client needed to refinance her previously free & clear primary residence with a new mortgage for investment purposes while taking advantage of today’s low-interest rates.
She was frustrated with her previous attempts to obtain financing through other loan brokers and banks and almost gave up trying. That is until she was introduced to Fidelis.
Fidelis connected the borrower with a conventional lender that could make the loan at the lowest rate available.
Fidelis Action
Fidelis Private Fund arranged a $200,000 1st Trust Deed term loan with a nationally known, conventional lender.
Value Added
The Fidelis Private Fund helped the borrower arrange a term loan to refinance her primary residence at the lowest rate possible.
Our goal is complete customer satisfaction. If the loan request does not fit Fidelis Private Fund as a direct lender, as was the case in this transaction, we tapped our other conventional lender database to arrange a term loan, accomplishing what the client needed.
Another transaction where Fidelis Private Fund is helping our clients achieve their financial goals.