Commercial Financing Resource

By understanding that Commercial/Investment property financing is vastly different than conforming lending, Owner/Investors can derive tremendous benefit from their association with a Commercial Financing Resource.

A Commercial Financing Resource is not a mortgage broker or lender; rather, a professional that offers the benefits of both.

Creating a competitive situation is the role of a Commercial Financing Resource. By researching, understanding and developing a substantial proprietary database of direct lenders, the best lender, (rate, terms, loan amount, prepayment clause, etc.) can be selected that most closely matches the needs of the Owner/Investor on the subject loan request, whether acquisition financing or a refinance.  All of the market leading direct lender's specific service niches, origination processes, underwriting guidelines and processing/approval processes are meticulously tracked and monitored on an ongoing basis. 

Why a Commercial Financing Resource:

• More lender relationships and up-to-date data.
• Broader services than either a direct lender or mortgage broker.
• Loans for more property types and projects.
• Expertise in preliminary underwriting (many factors). Client expectations can accurately be affirmed or amended UPFRONT with a minimal of time and energies expended - TYPICALLY AT NO COST!
• Experts in Loan Packaging. This is absolutely critical in securing desired loan rate, terms and loan amount wanted.

"A key component and critical value-add The Carlson Company provides is what we refer to as OPERATING STATEMENT OPTIMIZATION. The benefit to clients is simply more loan dollars! In many/most cases The Carlson Company has been able to secure 10-15% more loan proceeds (whether a refinance or purchase) than what clients were/are initially quoted via "Letter of Interest" through other service providers, including direct lenders."

Mike Carlson, President, Director & Principal Broker

Ultimately, a Commercial Financing Resource will narrow down the number of viable lenders and seek multiple approvals. The stage is then set for the Commercial Financing Resource to leverage the varying rates and terms between lenders. Through this process, optimal financing and terms are secured for the Owner/Investor.

The Carlson Company has considerable expertise and a documented track record of success in assisting clients through this invaluable process.