How the Hard Money Loan Process Works

Hard money and private real estate financing can move more efficiently than a traditional bank process, but every transaction still requires accurate information, property review, title work and supporting documentation.

Here is what qualified real estate investors can generally expect.

Step 1: Submit the Property and Loan Details

Start by providing the property address, requested loan amount, purchase price or estimated value, loan purpose and desired closing date.

For renovation or construction projects, include the proposed budget and scope of work when available.

Step 2: Initial Transaction Review

The preliminary review considers the property, available equity, requested financing, project plan and proposed exit strategy.

Additional information may be requested to determine whether an appropriate financing option is available.

An initial review is not a final loan approval or commitment to lend.

Step 3: Preliminary Financing Terms

When a potential financing option is identified, preliminary terms may be provided for review.

The terms may describe the proposed loan amount, pricing, loan duration, required equity, estimated fees and major closing conditions.

Terms remain subject to underwriting, valuation, title, documentation and final approval.

Step 4: Due Diligence and Underwriting

The next stage may include:

  • Property valuation or appraisal
  • Title and lien review
  • Insurance verification
  • Entity document review
  • Credit and background review
  • Bank statements or proof of funds
  • Renovation budget review
  • Contractor review
  • Lease or rent documentation
  • Exit-strategy verification

Responding quickly to document requests can help prevent avoidable delays.

Step 5: Final Approval and Closing

After the transaction satisfies the required underwriting and closing conditions, final loan documents are prepared and reviewed.

Closing timing depends on the complexity of the transaction, title status, valuation, insurance and how quickly the required documentation is completed.

Qualified transactions may close in as little as several business days, but no closing timeline is guaranteed.

Documents You May Need

Depending on the transaction, be prepared to provide:

  • Government-issued identification
  • Purchase agreement
  • Mortgage statement
  • Property insurance
  • Entity documents
  • Bank statements
  • Proof of funds
  • Renovation budget
  • Scope of work
  • Contractor information
  • Leases or rent roll
  • Payoff statement
  • Relevant property or project experience

Not every item is required for every loan.

Frequently Asked Questions

Does submitting an application affect my credit?

Submitting basic property details does not necessarily involve a hard credit inquiry. Credit authorization requirements should be disclosed before a credit report is obtained.

Are preliminary terms guaranteed?

No. Preliminary terms are subject to property valuation, underwriting, title review, documentation and final approval.

How quickly can I receive an initial response?

An initial response may be available within one business day when sufficient transaction information has been provided.

What causes closing delays?

Common causes include title issues, incomplete documentation, insurance problems, valuation delays, changes to the transaction and inaccurate property information.

Do I need an appraisal?

A valuation, appraisal, broker price opinion or property inspection may be required depending on the transaction.

Can I apply before I have a signed purchase contract?

You may discuss a potential transaction before signing a contract, but a purchase agreement will generally be required before final approval and closing.

Submit Your Loan Request

Provide the property and financing details below. The information is used to complete an initial review of the transaction. Submitting this form does not guarantee approval.
Applications are accepted online 24/7. In-person meetings are available by appointment.
Beverly Hills, California
468 N Camden Dr, Suite 214A
Beverly Hills, CA 90210
Miami and Brickell, Florida
829 SW 1st Ave, Suite 68
Miami, FL 33130