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Tag: real estate lending

The Art of Retaining Your Client: A Mortgage Broker’s Ongoing Challenge – Part 2
The Art of Retaining Your Client: A Mortgage Broker’s Ongoing Challenge – Part 2

Is there real value in a Brokerage Fee Agreement? In an ideal world, you should have clients with such loyalty that you don’t need a contract to collect a fee.  However, in the real world, you need a fee agreement to perfect your interest in the brokerage relationship and get paid for the...

The Art of Retaining Your Client: A Mortgage Broker’s Ongoing Challenge – Part 1
The Art of Retaining Your Client: A Mortgage Broker’s Ongoing Challenge – Part 1

Have you ever worked hard, spending hours arranging financing for a potential client, and come to find out it was all for naught because you did not execute a fee agreement, and the client went to another lender? I understand this is the nature of the business; however, there are ways to improve...

Six Investment Strategies of Successful Real Estate Investors
Six Investment Strategies of Successful Real Estate Investors

​​​Over my career of 30 years in the real estate financing business, I have helped hundreds of investors ​achieve their financial goals through investing in real estate. I’ve learned some valuable lessons throughout the years and would like to share them with you.​​ 1. Three Things Make...

Questions to ask a Lender When Getting a Commercial Real Estate Loan
Questions to ask a Lender When Getting a Commercial Real Estate Loan

The right real estate financing can make the difference between a good project and a great one. In today’s economic environment obtaining the right loan with the best lender can be a challenge. You can speed up the loan process by asking the right questions upfront when searching for the...

$900,000 Construction / Bridge Loan
$900,000 Construction / Bridge Loan

An experienced general contractor and repeat client needed a construction loan to build two detached single-family investment properties in North County San Diego. The borrower had previously split a parcel with a single-family residence on it into three parcels leaving two vacant parcels to...