Investment Roadmap

A clear process — from first call to closing.

Five steps designed for investors and buyers who value precision and predictable outcomes.

  1. 01

    Consultation

    We understand your goal and financial profile.

    Strategic conversation to understand your objective, profile and ideal property type.
  2. 02

    Strategy

    We design the optimal structure across 20+ banks.

    We compare programs across 20+ lending banks to find the right structure for you.
  3. 03

    Pre-qualification

    We validate eligibility and final terms.

    We confirm terms, rate, down payment and amount before moving forward.
  4. 04

    Approval

    We process every document and signature.

    We process the application, coordinate appraisal and manage every detail to clear-to-close.
  5. 05

    Closing

    We close and support you beyond closing.

    Signature, keys and continued support for your next step (refi, expansion or second property).

What we need to start

  • · Valid ID or passport
  • · 2 years of employment history or business statements
  • · 2 months of bank statements
  • · Foreign nationals: visa, international credit reference letters
  • · DSCR: target property address or prior appraisal

Expected timelines

  • Pre-qualification24 – 72 h
  • Full pre-approval3 – 7 days
  • Final approval15 – 25 days
  • Standard closing25 – 45 days
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Investor roadmap

Investment Roadmap PDF

Our 5-step process with the exact documents and decisions required at each stage.

Get the call-prep checklist

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Download the PDF directly

Or talk to Nayeli directly

Get the checklist for the callWhatsApp(480) 286-7100Call now(480) 286-7100

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