Loan Programs

Loan Programs

We offer loan options including Banks & Credit Unions , CMBS, Freddie Mac, Fannie Mae, FHA, Insurance Companies, Pension Funds, Public & Private Funds, Public & Private Debt/Equity Funds and Family Offices.

Loan Agreement Application

Banks & Credit Unions

Need a loan? Whether your bank lending needs focus on business accounts, trusts, or consumer accounts, our lending services are tailored to meet your needs. We also manage short-term consumer focused services through credit unions.  


Commercial loan needs? Let us help you secure a Commercial Mortgage Backed Securities, a CMBS Loan, also known as Conduit Loan. This is a type of commercial real estate loan that is secured by a first-position mortgage on a commercial property.  

Insurance Companies

Looking for loan options? If you have life insurance, we can help to secure a policy loan. This is issued by an insurance company and uses the cash value of your life insurance policy as collateral. Often these loans can be issued with a low interest rate.  

Pension Funds

Have a pension fund and need a loan? If you secure a loan using the funds in your pension, the loan can be used for whatever purpose you see fit, using your funds as collateral.  

Public & Private Funds

Need a grant? We can source public funding from a federal, state, or another publicly funded agency. Sourcing private funding, which doesn’t use public funds, could include both grants and gifts, depending upon your organization’s mission. We will research the best means for your funding needs.  

Public & Private Debt/Equity Funds

Do you have public or private debt? A home equity loan may be the solution for you. Using a home-equity consumer loan secured by a second mortgage, allows homeowners to borrow against their equity in the home providing debt relief.  

Family Offices

In need of opening Family Office funding? A private Family Office wealth management firm can provide a wider range of services tailored to meet the needs of HNWIs. The firm managing your Family Offices account can offer total financial solutions to high net worth individuals. Investment management, charitable giving advice, non-financial issues, private schooling, travel arrangements and other household arrangements are just a few of the services a Family Offices account can offer. We can find the right wealth management firm fit for you.  

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