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Fidelis Closed Loans

$2,070,000 Refinance/Const. Loan
$2,070,000 Refinance/Const. Loan

A repeat client purchased a single-family investment property on a large lot and obtained the entitlements to remodel the SFR and add six additional units creating substantial value. The borrower needed a construction loan to refinance the acquisition loan and provide funds for the construction...

$406,000 Refinance/Bridge Loan
$406,000 Refinance/Bridge Loan

A repeat client, businessman, and real estate investor needed an acquisition loan to purchase a large ranch property in San Diego County, including two single-family residences and outbuildings on one parcel.  The borrower needed to close fast and needed a lender who could perform and meet the...

$800,000 Refi./Rehab+ Loan
$800,000 Refi./Rehab+ Loan

A repeat client who is a general contractor owns a single-family investment property in Oceanside, CA, and needed a loan to remodel the existing improvements and add two additional rental units (ADUs) turning it into a three-unit property, substantially increasing the value.

$100,000 Purchase/Bridge Loan
$100,000 Purchase/Bridge Loan

A client referral was in the process of purchasing a single-family residential four-acre improved lot for $485,000 in Poway, CA, just north of San Diego. The borrower was planning on purchasing all cash; however, due to unforeseen circumstances within 7 days of closing, the borrower was short...

$600,000 Refinance/Rehab Loan
$600,000 Refinance/Rehab Loan

A repeat client who is a general contractor here in San Diego owned a single-family investment property in Mammoth Lakes, CA, and wanted to do a significant remodel, doubling the rentable square footage into a 2,600 sq.ft., 4BR/3.5BA property. However, he wanted a lender that would allow him to...

$1,800,000 Refi./Construction Loan
$1,800,000 Refi./Construction Loan

A repeat client purchased a single-family investment property on a large lot with a conventional mortgage at a low-interest rate. At the same time, the borrower was in process of obtaining permits for a 6-unit multi-family project. The borrower wanted to leave the low-interest rate 1st Trust...