Our Process

At SCORE Investment Capital, we understand that every day matters when an opportunity is on the table. Which is why our goal is to make the funding process for you as simple as possible. Our process is built to move quickly and smoothly, so you can score the capital you need without getting caught in red tape or long delays. We also understand that your scenario is unique to you, and doesn't always fit inside the traditional lending box of big banks. With us, it is not just about funding, but about building a trusted relationship that delivers when it matters most. That's why we work closely with you from the first conversation—listening to your goals to find the best tailored options for you—to the end, making sure every step is clear, direct, and focused on your specific goals so... YOU CAN WIN the Deals You Want in Today's CRE Market.

1. Initial Strategy Call

Discuss your property, project scope, and investment objectives

Review preliminary financials and timeline

Outline potential financing strategies

2. Financial Package Preparation

Compile necessary documentation

Prepare executive summary and financial projections

Structure loan request for maximum appeal to lenders

3. Lender Matching & Submission

Identify ideal lending partners from our extensive network

Present tailored proposals to selected lenders

Manage initial lender questions and feedback

4. Term Sheet Negotiation

Review and explain offered terms

Negotiate improvements when possible

Provide comparative analysis of multiple offers

5. Due Diligence Support

Coordinate with property appraisers, environmental firms, and other third parties

Manage information requests and document collection

Troubleshoot potential issues proactively

6. Closing Coordination

Review loan documents for accuracy and favorable terms

Coordinate with your legal team

Ensure smooth, timely closing process

Let's Discuss Your Unique Situation so We Can Help Find the Perfect Loan Solution for You!

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Innovation

Fresh, creative loan solutions.

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Integrity

Honesty and transparency.

Excellence

Excellence

Top-notch services.

SCORE Investment Capital is a boutique sized commercial mortgage advisory firm specializing in multifamily properties.

Our mission is to empower multifamily investors through finding and securing the most competitively structured financing solutions for their CRE project needs.

GET IN TOUCH

Rancho Santa Margarita, CA 92688

(877) 80-FUNDS (38637)

This website is owned by a company that offers CRE funding advice, information and other services related to multifamily, commercial real estate, and business financing. We have no affiliation with any government agency and are not a lender. We are a commercial mortgage advisory company that uses software, knowledge and experience to match lenders and borrowers together acting as an intermediary between the two. By using this website, you agree to our use of cookies, our Terms of Use and our Privacy Policy. We use cookies to provide you with a great experience and to help our website run effectively.

Freddie Mac® and Optigo® are registered trademarks of Freddie Mac. Fannie Mae® is a registered trademark of Fannie Mae. We are not affiliated with the Department of Housing and Urban Development (HUD), Federal Housing Administration (FHA), Freddie Mac or Fannie Mae.

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