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Fidelis Brokered Loans

Fidelis Private Fund offers one stop solution service for both bridge and permanent financing. John Lloyd, CEO and the team at Fidelis have a wide network of relationships with banks, investors, and other types of lenders in California and throughout the United States. We have the experience and capacity to connect you with the right lender with the right terms. Below are a few stories of recent brokered loans. If one of these stories piques your interest and you’d like to learn more or explore how we may help you, please contact us.

$500,000 Purchase/ Perm Loan

A repeat client of Fidelis Private Fund inquired about a purchase money loan to acquire a single-family residence as his primary residence. The borrower needed a long-term loan while also needing to close within two weeks. The self-employed borrower turned to Fidelis for the guidance that they needed.

$620,900 Refinance/SBA Permanent Loan

A repeat client had purchased a residential adult care facility with private financing and wanted to refinance the higher-cost debt with conventional long-term debt at a low fixed rate.

Through our extended network of real estate lenders, we found for the borrower the best lender to provide an SBA loan with a fully amortized 25-year fixed rate.

$1,625,000 Refinance/SBA Permanent Loan

A repeat client had purchased several residential adult care facilities with private financing and wanted to refinance the higher-cost debt with conventional long-term debt at a low fixed rate.

Through our extended network of real estate lenders, we found for the borrower the best lender to provide one SBA loan, secured by the two properties, with a fully amortized 25-year fixed-rate loan.

$3,330,000 Refinance/Construction Loan

A repeat client needed a construction loan to build 17 apartment units in National City, CA. The borrower wanted a conventional lender with competitive pricing that would accommodate financing for an owner/builder.

As it is with many of our clients, private money is not always needed. Fidelis arranged the construction financing with a regional commercial bank, one of Fidelis’s many lender relationships.

$753,250 Refinance / Permanent Loan

Fidelis was the existing lender where the client initially needed a quick refinance cash-out bridge loan on a residential condo investment property with oceanfront views in La Jolla, CA.
Once Fidelis funded the acquisition and bridge loan, Fidelis immediately started the process to help the borrower refinance the Fidelis bridge loan into a long-term permanent loan at a low-interest rate.

$242,000 Refinance / Term Loan

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

$200,000 Refinance / Term Loan

A new client needed to refinance her previously free & clear primary residence with a new mortgage for investment purposes while taking advantage of today’s low-interest rates.

She was frustrated with her previous attempts to obtain financing through other loan brokers and banks and almost gave up trying. That is until she was introduced to Fidelis.

$380,000 Refinance / Term Loan

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.

$505,000 Refinance / Term Loan

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. 

$1,000,000 Refinance / SBA Term Loan

A long time client wanted to refinance his first trust deed mortgage on a commercial property. The borrower also required some cash out for working capital. 

$220,000 Refinance / Term Loan

A new client 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. 

$918,250 Refinance / Term Loan

A repeat client needed a conventional long-term loan to refinance out of a $918,250 private money bridge loan funded by Fidelis as the direct lender on a single-family residence in La Jolla, CA. In the era of Covid-19, self-employed borrowers such as this client may find it challenging to find a lender that can accommodate self-employed borrowers with jumbo-sized loans.

$466,000 Refinance / Term Loan

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.

$400,000 Refinance / Term Loan

A new client was referred to Fidelis from a long time borrower and an excellent referral source to refinance an owner-occupied single-family residence. The borrower needed additional cash-out for repairs and maintenance. Frustrated with other lenders, the borrower turned to Fidelis for the guidance that they needed.

$975,000 Purchase / Bridge Loan

We received a referral from a client looking to purchase an owner-occupied industrial building in Henderson, Nevada. The client had a timing problem and needed to close before the conventional lender could fund the loan request.

$467,500 Purchase / Bridge Loan

A repeat client and experienced real estate investor called me with a loan request to purchase a single-family residence as an investment property. The loan needed to close in 9 days. There was not enough time to close the loan with a conventional lender.

$390,000 – Purchase / Bridge Loan

An investor/owner-operator was purchasing a mixed-use commercial/residential property in Spring Valley, CA. The purchase price was $600,000. The borrower was going to move his business into the commercial space and rent out the attached residential unit.

$1,200,000 – Finance the Purchase of a Note

A local private lender needed to sell the note on a single-family residential investment property in San Diego, CA, which is nestled into the slope of Mount Soledad with ocean views. The note was sold for $1,200,000 and needed to close within a week.

$695,000 Purchase / Bridge Loan

An investor/owner-operator was purchasing a single-family residential investment property in Carlsbad, CA, to be used as a sober-living facility. The purchase price was $1,259,900, with the seller willing to execute a subordinated seller carry-back note allowing the purchaser to be put no cash down.

$459,000 Refinance / Permanent Loan

A real estate broker/investor-owned a single-family residential investment property that was initially intended to be a fix & flip property. But instead, the owner decided to keep it as a rental and needed to pay off the higher cost short-term private money financing.