How to Broker Private Mortgages

The role of the Private Mortgage Broker
The role of the Mortgage Lawyer
The role of the Administrative Agent
The role of the Mortgage Manger
The role of the Bare Trustee
Regulation of Private Mortgage Brokers
Regulation of Private Mortgage Loans
Syndicated Loans

The Lending Process

Step 1 – Broker Due Diligences
Step 2 – Investor Commitment
Step 3 – Term Sheet
Step 4 – Valuation
Step 5 – Loan Proposal & Lender Due Diligence
Step 6 – Security Documents
Step 7 – Legal Due Diligence
Step 8 – Certification as to Title
Step 9 – Settlement
Step 10 – Loan Management
Step 11 – Discharge

Private Mortgage Templates

Term Sheet
1st & 2nd Term Sheet
Construction Term Sheet
Loan Proposal
Syndicated Loan Proposal

Borrowers solicitors

List of efficient borrower’s solicitors