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$220,000 Refinance / Term Loan

$220,000 Refinance / Term Loan

Success Story

A new client was looking to refinance his existing first trust deed mortgage on his owner-occupied single-family residence while taking advantage of today’s low-interest rates. The borrower wanted a hassle-free process and turned to Fidelis for help.

Fidelis quickly connected the borrower with a conventional lender to make the loan at the lowest rate possible.

Fidelis Action

Fidelis arranged a $220,000 bridge loan 1st Trust Deed, taking out the existing 1st trust deed loan with a nationally known, conventional lender in the high 2% interest rate range. (Fidelis acted as the broker and was not the direct lender)

Value Added

The Fidelis Private Fund helped the borrower arrange a term loan to refinance his primary residence at the lowest rate possible.

Our goal is complete customer satisfaction. If the loan request doesn’t fit Fidelis Private Fund as a direct lender, as was the case this time with a conventional loan being the appropriate product for the borrower, we still assist the borrower in accomplishing their financing goals. In this case, we tapped our other conventional lender database to arrange a term loan, achieving what the client needed.

Another transaction where Fidelis Private Fund is helping our clients achieve their financial goals.

$1,000,000 Refinance / SBA Term Loan $918,250 Refinance / Term Loan