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$466,000 Refinance / Term Loan

$466,000 Refinance / Term Loan

Success Story

Although a new client to Fidelis, the borrower is a long-time acquaintance who was looking to refinance his owner-occupied single-family residence, simply wanting to take advantage of today’s low-interest rates. The borrower wanted a hassle-free loan process and turned to Fidelis to guide him through.

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

Fidelis Action

Fidelis Private Fund arranged a $466,000 bridge loan 1st Trust Deed with a nationally known, conventional lender. 51% LTV. (Fidelis was not the lender, we acted as the broker on the transaction)

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.

$918,250 Refinance / Term Loan $400,000 Refinance / Term Loan