Our Process

We will complete a preliminary client interview to discuss current and future financial objectives of the borrower(s). At that time we will provide an honest and direct assessment and likelihood of the potential financing.
All forms are completed via telephone by Eagle Capital and emailed to the client for their review & signature. Eagle Capital will assist in the preparation and provide samples, for most support documents required. (Resumes, Business Plans, misc. explanation letters, etc...)
Eagle Capital will work with the seller, seller's broker and seller's CPA to complete financial review, cash flow analysis, and recasted and projected cash flow.
Preparation of the executive summary including financial analysis of collateral, credit with recasted and projected cash flow statements.
Complete package customized for pre-screened funding source(s). Borrower continuously updated on process and any potential changes to deal structure.
Written approval(s) are presented to borrower and final points of structure, rate, and fees are negotiated.
Borrower is coached throughout the closing and funding process. Eagle Capital will work closely with the buyer, seller, business brokers, escrow officers, appraisers, insurance agents and any other parties involved, to make sure the process moves quickly and smoothly
Eagle Capital will periodically follow up with the borrower to make sure all financial objectives are met.