01 / Start with the project
Choose your investment strategy and prepare a short view of the property, scope and intended exit. You can use the project planner to organize costs before the conversation.
02 / Work through the fit
The team reviews the project and identifies the information needed to evaluate financing. Availability depends on the property, program and underwriting; a website selection is not a credit decision.
03 / Make the details explicit
Review the proposed terms, outstanding conditions, responsibilities and next steps with the team. Confirm fees, funding mechanics and timing in the actual documents before relying on them.
04 / Coordinate closing and the next stage
Closing depends on completing the required conditions and documentation. For work funded over time, understand the applicable requests and review process. If your plan includes a later sale or refinance, keep that next stage visible.