BROKER INTRODUCTION CALL

• Review Your Scenario & Process

• Identify Goals & Discover Hurdles

• Answer Client Questions & Concerns

HARBORWEST DUE DILIGENCE

• Collect Any Relevant Documentation

• Provide Loan Analysis & Feedback

• Assemble Strategic Lender Package

COMPLIMENTARY LOAN QUOTES

• Managed Lender Bid Process

• Negotiate Best Rates & Terms

• Presentation of Best Loan Options

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CLIENT PLAYBOOK

HARBORWEST CLIENT BENEFITS

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• Complimentary client consultation for your loan scenario

• Portfolio review + analysis to determine areas of opportunity

• Tailored loan analysis reports as client decision-making aids

• Strategic assemblage of a lender presentation package

• Access to the HarborWest network of commercial lenders

• Access to broker wholesale commercial rates for client

• Experienced negotiation for best terms to meet client goals

• Management of commercial lender competitive bid process

• Coordination of all involved parties and documentation

• Creative problem solving for any and all transaction issues

• Broker review of all lender submitted documentation

• Broker review of final loan documents + recordable items

• Introduction to HarborWest vendors to maximize cash flow

• Management of entire loan process from start to funding

• Point of contact for post-closing questions & changes

COLIN DUBEL, ADVISOR

(949) 735 - 6415 MOBILE

(949) 735 - 6415 SMS TEXT

(949) 200 - 7796 OFFICE