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We maintain strict confidentiality on all information provided to us

All information that is provided to us, either from our referral partners or our clients, is held under strict confidentiality.  In many cases our clients are wealthy; in many cases our clients are known in the community.  In all cases, we will never discuss any financial or personal information regarding our clients to anyone not directly related to funding their loan transaction. 

 

All information that is provided to us, either from our referral partners or our clients, is held under strict confidentiality.  In many cases our clients are wealthy; in many cases our clients are known in the community.  In all cases, we will never discuss any financial or personal information regarding our clients to anyone not directly related to funding their loan transaction. 

 

As a broker, we do not disclose any specific loan or personal details to any lending partners until we have determined that our lenders are likely to be a good source of capital for our investors.  We NEVER “shotgun” any information out to investors.

 

Testimonials

  • “... when everyone lese told us it could not be done... Shawn and Gary worked hard to make sure every possible lender saw the deal and had a full understanding of the property and borrower...”

    Brian Baker
    Property Manager, SD County Medical Buildings, Inc.

  • “...Shawn's professionalism and attention to detail that always make him our top choice for all commercial financing needs.  There has yet to be a deal of our that Shawn could not do, and for that we are incredibly grateful."

    Preston Caffrey
    President of Ocean Equity Solutions, Inc.