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Yellow Building

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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