Step 01 — Strategy call (free, 30 min)
- Map your goal, timeline, target market and capital position.
- Identify the 2–3 program paths that fit.
- Deliverable: written strategy summary + document checklist.
Investor roadmap · 5-step process
Investment Roadmap
The exact 5-step process we run for every investor file — documents and decisions required at each stage so nothing surprises you at closing.
Step 02 — Structuring & program selection
- Refine entity structure (personal name vs LLC).
- Run side-by-side cost comparison on shortlisted programs.
- Lock the program direction before any application is submitted.
Step 03 — Pre-qualification
- Submit verified income, asset and credit documents.
- Receive a conditional pre-approval letter within 48–72 hours.
- Use it to negotiate with confidence.
Step 04 — Underwriting & approval
- Property appraisal, title and insurance ordered.
- Conditions cleared in batches — never one at a time.
- Final Closing Disclosure delivered 3 business days before closing (federal rule).
Step 05 — Closing & beyond
- Remote or in-person signing.
- First payment scheduled and explained.
- Annual portfolio check-in to reassess refi or next acquisition.
Documents you will need (master list)
- Valid government ID + SSN/ITIN.
- Last 2 years tax returns + W-2/1099s.
- Last 2 months bank/asset statements (every page).
- If self-employed: YTD P&L and business returns.
- If foreign national: passport, visa, two credit references, income proof.
- If investment property: lease(s), property tax bill, insurance declaration.
Ready to put this into action?
Book a free 30-minute strategy call. We'll walk through your file, identify the right program, and define a realistic timeline.
Investor roadmap
Investment Roadmap PDF
Our 5-step process with the exact documents and decisions required at each stage.
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