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Lender
Deal Flow Coordination: Keep your pipeline moving from borrower intake through closing.
Document Management & File Prep: Organize borrower docs and prep clean, submission-ready files.
Loan Committee Support: Assist in building polished, fully packaged deals for review and approval.
Post-Close Oversight: Track conditions, follow up with borrowers, and handle draw requests.
Client Sourcing & Retention: Proactively reconnect with old clients and engage new prospects.
Marketing & Investor Communications: Run email campaigns, send investor updates, and keep your outreach sharp.
Need something else?
We can offer additional support based on your specific requirements.
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