Trade Finance Lender Introductions and Deal Preparation Services

Commercial Real Estate Lender Introduction and Deal Preparation Services

Commercial Real Estate Lender Introduction Service

You need lenders who can fund your profile, not a random list. We build a lender-ready file, target the desks with appetite for your market, leverage, and plan, and coordinate introductions until you have live conversations. If you want us to prepare everything end to end, select the done-for-you option and we will assemble the full pack a credit officer expects to see.

Snapshot: Sponsor dossier, property file, underwriting pack, lender short list, outreach, meeting scheduling, and feedback memos. Optional full prep includes models, third-party workstream plan, and CP checklist. Packages from USD 12,500 to USD 100,000.

Who We Serve

  • Sponsors and developers seeking acquisition, refinance, lease-up, capex, or rescue capital.
  • Owners preparing for maturing debt and needing a clean process with credible lenders.
  • Family offices and operators that want a disciplined lender process without adding headcount.

What You Receive

Item Deliverable
Lender short list Targeted list mapped to property type, leverage, market, and timeline. Named contacts and outreach plan.
Sponsor dossier Track record, org structure, equity, KPIs, and references in a lender-friendly format.
Underwriting pack Rent roll, T-12, capex, business plan, pro forma, stress tests, exit routes, DSCR and coverage tests.
Outreach and scheduling Email introductions, data room link, meeting calendar, and weekly pipeline updates.
Feedback memos Lender comments summarized with acceptance and decline reasons to sharpen the file.

Packages And Pricing

Tier Best For Scope Price
Essentials Experienced sponsors with a ready file Lender short list, curated introductions, meeting scheduling, and two feedback memos. One asset. No modeling. USD 12,500 engagement
Prepared File Sponsors needing polishing Sponsor dossier and lender-ready deck, data room structure, lender short list, introductions, and three feedback memos. USD 35,000 engagement
Done-For-You Busy teams wanting full prep Full underwriting pack, model and sensitivities, business plan edit, lender short list, introductions, weekly pipeline calls, and CP checklist. USD 60,000 engagement
Priority Plus Complex or time-sensitive mandates Senior team, lender term sheet auction where appropriate, intensive revisions, third-party workstream plan and coordination until term sheet. USD 100,000 engagement

Engagement fees cover introductions and preparation only. Lender fees, third-party reports, legal, and closing costs are separate. Success-based placement fees apply if we are retained to negotiate and close the financing.

Core Criteria We Target For Lender Fit

Dimension Preferred Out of Scope
Loan purpose Acquisition, refinance, lease-up, capex, rescue, bridge to takeout Raw land with no plan or unclear use
Property types Multifamily, industrial, retail, self-storage, medical office, select hospitality Specialty assets with limited market depth
Documentation Rent roll, T-12, capex, business plan, comps, legal and title path Missing financials or unverifiable assumptions
Sponsor Track record and equity in the deal No experience or unwilling to disclose

How The Service Works

  1. Intake. Submit summary, financials, and sponsor info. We agree on the package and timeline.
  2. Prepare. We build the file. Done-for-you adds modeling, sensitivities, and deck.
  3. Match. We route to lenders with appetite for your leverage, market, and plan.
  4. Introduce. We make direct introductions and schedule calls. Data room shared.
  5. Refine. We capture lender feedback and improve the file. Feedback memos issued.
  6. Negotiate. If engaged for placement, we coordinate term sheets and CP lists.

FAQ

Is the engagement fee refundable

No. The engagement fee covers preparation, targeting, and outreach. It is not contingent on a closing.

Do you guarantee a loan

No. Approvals depend on lender criteria, market conditions, and your file. We increase your odds by targeting the right desks with a clean package.

What is included in done-for-you preparation

Financial model with sensitivities, sponsor deck, underwriting memo, data room structure, lender short list, introductions, and CP checklist. Third-party reports are coordinated but paid directly by you.

Do you provide feedback memos

Yes. We summarize lender feedback and document changes that improve the file for the next pass.

Financely is a capital advisory and marketplace service. We are not a lender and we do not issue commitments. All engagements are subject to KYC and our screening criteria. Lender terms, fees, third-party reports, legal costs, and closing expenses are separate and paid by the client. This page is marketing material and not a commitment to lend. We reserve the right to decline files that do not meet documentation or quality standards.

Get Started With Us

Submit Your Deal & Receive a Proposal Within 1-3 Working Days

Submit your deal using our secure intake form, and receive a quote within 1-3 business days. Existing clients can connect with their relationship manager through our secure web portal.


All submissions are promptly reviewed, and all communications are conducted through the intake form or the client portal for a seamless and secure process.

Express Application Submit Your Deal
Request a Proposal
Request a Proposal / Submit a Deal

Thank you for considering working with us. A nominal fee of US$500 is required upon completion of each form. This fee covers the time and effort we invest in reviewing your submission and crafting a thorough proposal. We receive numerous inquiries and prioritize those that carry this fee, ensuring serious applicants receive prompt attention.

Trade Finance

Tap into solutions like letters of credit, bank guarantees, and payment facilitation. We address the challenge of global transaction risk through structured strategies that foster cross-border growth. Complete the form to unlock streamlined funding aligned with your commercial objectives.

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Project Finance

Access non-recourse funding for infrastructure, renewable energy, or other capital-intensive ventures. We mitigate capital constraints by isolating project assets and focusing on risk management. Provide your details to receive a structure that drives growth and maximizes returns.

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Acquisitions

Secure financing for business or real estate acquisitions. We ease transaction hurdles by reviewing cash flow, synergy opportunities, and exit plans. Complete the form for a customized proposal that supports your strategic investment objectives.

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For Banks

Financely assists banks facing Basel III pressures by distributing trade finance deals and providing collateral for letters of credit. We reduce capital burdens while preserving client relationships and fostering service expansion. Submit your request to optimize your trade finance offerings.

Submit a Request

Once we receive your submission, our team will review your information to determine feasibility. If eligible, you will receive a proposal or term sheet within 1–3 business days. Visit our FAQ and Procedure pages for more information.

Disclaimer: Financely provides financing based on due diligence and feasibility. Approval is not guaranteed, and past performance does not predict future outcomes. All terms are subject to review. Financely primarily assists with structuring and distribution. Qualified parties carry out the project if the client approves the proposal.

Still Have Questions? Schedule a Consultation

If you still have questions after visiting our FAQ and Procedure pages, we invite you to book a paid consultation for personalized guidance. A $250 USD fee applies per session.