Deal Flow

Operational Step-by-Step

Deal Flow

Data Mine

Data Mine

Data mine, target and perform due diligence.

Distribute

Distribute

Distribute offering with established price parameters.

Presentation

Presentation

Review presentation with investment candidates via Go To Meeting.

Create Entity

Create Entity

Create Single Purpose Entity (SPE) with specific Max Price parameters.

Operating Agreement

Operating Agreement

Review and execute Partnership Operating Agreement – Other Corp. Governing Documents.

Bank Accounts

Bank Accounts

Open Bank Accounts for the Acquisition.

Sales Agreements

Sales Agreements

Preparation of Buy/Sell Agreement , final title update.

Escrow Agreement

Escrow Agreement

Preparation and execution of Escrow Agreement, Assignments.

Funds Transfer

Funds Transfer

Funds transfer post recording of Assignment.

Notifications

Notifications

Transfer of Servicing and change of Beneficial Interest Notification to Mortgagors.

Servicing Contract

Servicing Contract

Servicing Contract Executed w/TMG (Commercial Only).

Receive Funds

Receive Funds

Receive funds, Mo. Statement and Annual 1099’s.
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