Process
We are providing on this page a summary outline of the typical process. Genesis Funding Source, LLC prides itself on the thoroughness and attention to detail throughout the process that ultimately produces the desired outcome for our clients. Commercial real estate professionals will handle your transaction from start to finish, allowing for a streamlined experience with a loan closing routinely taking 30-45 days.
Client Interview
• Discuss Loan Request
• Identify Client’s Needs
• Establish Goals and Objectives
• Determine Financing Options
• Engage Genesis Funding Source, LLC
Underwriting & Packaging
• Accumulate Due Diligence Information
• Review and Analyze Information
• Develop Loan Narrative and Property Summary
• Complete a Loan Submission Packet
Submission & Marketing
• Match Client’s Needs, Goals & Objectives to Appropriate Funding Source
• Send Loan Submission Package to Funding Sources
• Provide Transaction Strengths & Weaknesses Analysis
• Identify and Mitigate Transaction Risks
• Make a Competitive Market for Transaction
Processing & Closing
• Coordinate Third Party Due Diligence
• Assist Funding Source with Information Needs
• Communicate Effectively with all Parties
• Expedite Loan Processing
• Attend Loan Closing









