Begin with a verified position.
In the seven-figure market, a written pre-approval letter or proof of funds is the price of entry. We will introduce you to vetted jumbo lenders who can issue documentation — quietly and quickly.
Three steps, typically 48–72 hours.
Pre-approval is not the same as pre-qualification. A pre-approval is a written commitment from a lender after verification of credit, income, assets, and employment. It is what sellers and listing agents expect to see.
Introduction
We make a warm introduction to one or more of our lending partners based on your situation — domestic, international, self-employed, or institutional.
Verification
Your lender confidentially verifies credit, income, and assets. For most clients, this is completed within two business days; complex situations may require additional documentation.
Letter Issued
You receive a written pre-approval letter for a specific loan amount and rate, valid for 60–90 days. We use it discreetly to unlock private showings.
Vetted, jumbo-fluent lenders.
Each of our partners is experienced in jumbo, super-jumbo, asset-based, and cross-border lending. Use the links below to begin the conversation directly, or have us coordinate the introduction.
Jumbo loans up to $9.5M, portfolio lending, and relationship pricing for Chase Private Client and J.P. Morgan Private Bank households.
Jumbo financing with relationship pricing and the SureStart® pre-approval — a commitment to lend — for high-net-worth clients across Georgia and Florida.
Southeast regional strength across Georgia and Florida, with specialized lending for second homes, investment properties, and 1031 exchanges.
Asset-based lending against a portfolio of marketable securities for clients who prefer not to disturb investment positions or document traditional income.