Your Path to Financing Success
At Strategic Point Consulting, we've refined our lending process to be efficient, transparent, and tailored to your business needs. We guide you through every step, ensuring you have the support and information needed to make informed decisions. From onboarding to funding, we're committed to making your financing experience as smooth as possible while securing the best terms for your business.
How We Work With You
Initial Consultation
We begin with a comprehensive discussion of your business needs, goals, and financing requirements.
- Business and project need assessment
- Financial goal analysis
- Loan product recommendations
- Timeline and expectations setting
Documentation & File Gathering
We simplify the paperwork process by guiding you through what's needed and organizing your documents.
- Review project details and documentation
- Experience and financial review
- Supporting documentation coordination
Lender Matching & Presentation
Using our network of trusted lenders, we present your project to those best suited to your goals.
- Align your deal with specialized lenders
- Act as your advocate throughout discussions
- Drive competitive offers through multiple relationships
Review Offers & Select Lender
We help you compare offers and tailor the financing to fit your cash flow and business goals.
- Present and explain loan terms
- Walk through lender requirements
- Compare offers side by side
Coordinate Third-party Services
We coordinate with appraisers, title companies, and insurance providers for a smooth closing.
- Coordinate appraisal and title services
- Closing logistics management
- Final conditions satisfaction
Review Final Loan Structure
We walk through the final loan structure and documentation to ensure everything is ready.
- Review all final loan documents
- Ensure terms reflect agreements
- Highlight key clauses and obligations
Funding & Relationship
After closing, funds are disbursed and we maintain an ongoing relationship for future needs.
- Ongoing relationship management
- Future financing consultation
- Refinancing and expansion opportunities