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$505,000 Refinance / Term Loan

$505,000 Refinance / Term Loan

Success Story

A client referred to Fidelis wanted to take advantage of the low-interest rates and refinance his owner-occupied single-family residence. The borrower wanted a hassle-free loan and looked to Fidelis to assist.

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

Fidelis Action

Fidelis arranged a $505,000 bridge loan 1st Trust Deed with a nationally known, conventional lender at a 63% loan-to-value ratio. (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.

$380,000 Refinance / Term Loan $1,000,000 Refinance / SBA Term Loan