Introducing VendorFlow, our latest solution in managing the engagement process for Underwriting deals. Launching March 2022!

Introducing VendorFlow, our latest solution in managing the engagement process for Underwriting deals. Launching March 2022!

Balance Sheet
Underwriting

Acting as an extension of your credit department, we will integrate with your team to create a seamless workflow. We’ve worked with balance sheet lenders to pre-screen and underwrite loans across all product types, including construction financing and loan participations.

We offer a fully customizable scope of work to fit your needs and our team can scale their involvement – whether you need us to be client-facing or working through an internal representative.

  • Full Loan Underwriting
  • Review sizing and loan structure
  • Critically examine historical cash flows and prepare proforma underwriting in accordance with your guidelines
  • Investigate and analyze sponsor credit, history, and financials
  • Review management company experience and suitability
  • Critically review third party reports
  • Perform site inspection
  • Collect market data, analyze comparables, and interview market participants
  • Identify strengths/weaknesses and mitigates to risks
  • Presentation to credit committee
Headshot of Stephen Young, underwriting agent and Senior VP of Underwriting

Stephen Young

SVP, Underwriting

(469) 677-3168

Headshot of Underwriting Agent and VP of Underwriting David Martin

David Martin

VP, Underwriting

(864) 751-9059

Questions?

Head over to our contact page, fill in your information, and we'll be in touch soon.