Success Story
A referred client was looking to refinance his existing mortgage and take some cash out while locking in the lowest interest rate possible. The borrower wanted a hassle-free loan and turned to Fidelis to lead the way.
Fidelis quickly connected the borrower with a conventional lender that could make the loan at the lowest rate available.
Fidelis Action
Fidelis arranged a $380,000 bridge loan 1st Trust Deed with a nationally known, conventional lender less than 50% LTV. (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, and 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. In this case, 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.