Category: Approvals
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Compliance Facts
COMPLIANCE FACTS & GENERAL KNOWLEDGE GUIDE ABOUT THE INDUSTRY STRICTLY CONFIDENTIAL Disclaimer Notice: The information on this page is in no way relying upon or relating to the United States Securities Act of 1933, as amended or related regulations and does not involve the sale of securities. We are not acting in the capacity of…
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CONSIDERATION QUESTIONNAIRE
CONSIDERATION QUESTIONNAIRE From this point forward before we take any submission package the client must answer and submit this questionnaire to me. Due to fraud and unqualified entities submitting bad business we have to move to this protocol as we lose too much time dealing with unqualified clients. This will curtail that from happening. The…
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Merry Christmas! Joe’s Slip & Fall, POF, Trade Programs and More!
Merry Christmas! As always I am here to serve you and those whom you choose to refer for Asset Management, Project Financing, and Investment Banking Services through Non-Traditional Financing Products and Services. ______________________________________________________________ I have a membership at Jellyfish Spa in Danville CA. You may want to check to see if a spa in your area var addthis_config = {“data_track_clickback”:};
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Credit Enhancement and Credit Restoration Services
The through-put numbers are abyssal; recently Wells Fargo accepted 55 out of 1,000 business applications; Bank of America accepted 89 out of 1,000 business applications. Is it any wonder why so many businesses are shuttering? The same can be said about personal credit scores. Your goal should be to maintain a minimum 740 FICO across…
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Why We Say NO! A Lot and Mean It
Many times throughout each day we receive calls from referrals, referral partners, past clients, current clients, prospective clients, or someone who Googled one of our websites. Invariably, your project or start-up is “the greatest thing since sliced bread,” is a “billion dollar idea,” We’d “be a fool if we didn’t drop everything and devote all…
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Multi-Family / COMMERCIAL PRE-QUAL CHECKLIST
Multi-Family / COMMERCIAL PRE-QUAL CHECKLIST ___________________________________________________________________________________ I need the following in order to pre-qual a deal for you. A personal financial statement dated within the last 60 days. A tri merge credit report dated within 60 days. The last 2 years and year to date income operating expense statement for the property. If last 2…
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Cash Flow Specialists, Inc. Satisfaction Guarantee
Cash Flow Specialists, Inc. Satisfaction Guarantee Mission Statement: To provide the best overall terms available for qualified commercial loans while providing the best follow-up and service in the market today. To accomplish this we guarantee: Quick approvals and/or denials. Our experienced underwriters will look at your loan and give you quick answers–no long waiting periods!…
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Commitment Consultation Fees, Why?
Thanks for your thoughts, Allen. I appreciate your willingness to ask. After all, you’d never know unless you ask, right? BUT… I’m giving over 33 years of experience that others have paid as much as $25,000 plus $2,500 per month on a 12-month commitment for, AND hundreds of articles, webinars, audio, video, ongoing support, and…
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Lender Testimonial October 8, 2009
We recently met with Joe Tufo, working on a cross-collateral cash-out deal in CA. It was quite complex involving 1st & 2nd lien positions blanketed over 4 separate parcels. Joe was very thorough in providing a complete overview of the file including all of the needed information for us to finance this project. He went…
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Large Project Funding Source C – Successful Transactions
Transactions: Over $7.0 Billion USD in successful structured collateral funding for international projects, including: $51.5 Million investment funding US-Russia technology March 1999; $15.0 Million investment funding US-Russia music May 2000; $25.0 Million investment funding Russia film December 2001; $2.5 Million investment funding USA film February 2002; $230 Million collateral loan funding Asia hotel June 2002;…
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Why? Because I Can!
Glenn, You were initially referred to me by Carole Phelps March 12, 2007. I met you at your Petaluma location March 30, 2007. You were looking for $1,500,000 in funding. I told you exactly what you needed to do. We enjoyed several servings of your award winning pizza and Caesar salad. You sent me home…
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Testimony Large Project Funding Source C $25m
I just received this from a Google Alert: Large Funding Source C Monday, September 28, 2009 The Wall Street based internationally licensed law firm and financial services institution LP Source C, organized, negotiated and closed a direct investment capital funding package for a private start-up business in Cairo, Egypt. The $25 Million funding by LP…
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FREE Live Webinar Series Fridays 1:30PM – 2:30PM Pacific
We are launching a FREE Live Webinar Series Fridays 1:30PM – 2:30PM Pacific Go to: http://workingcapitalfast.com/next-webinar to sign up.When you subscribe you will automatically receive articles as I post them on the www.workingcapitalfast.com site. If you come to this event live it will be FREE. If you access later there will be a fee. We …