Financely prepares commercial real estate transactions for serious lender review. We package the deal, tighten the story, identify weak points before the market does, and introduce qualified opportunities to relevant lenders on a best-efforts basis after underwriting. Start with a submission through our deal intake page.
What This Service Covers
Many commercial real estate transactions do not fail because the asset is unsound. They fail because the package is weak, the request is poorly framed, the borrower file is incomplete, or the lender list is unfocused. We step in before that drift turns into wasted time. Our role is to turn a loose financing request into a lender-facing package with a clear ask, a coherent capital stack, and documents that support credit review.
This service is built for acquisitions, refinancings, recapitalizations, bridge requests, construction and transitional assets, and borrower situations where the sponsor needs sharper lender presentation rather than random broker blasting.
Deal Packaging
We shape the transaction narrative, debt request, structure summary, sources and uses, borrower profile, sponsorship summary, property overview, and the key points a lender credit team expects to see fast.
Lender Intro
Once the file is reviewable, we introduce the opportunity to lenders that fit the asset type, size, risk, geography, and execution profile. This is a targeted process, not a list sale.
Gap Spotting
We identify missing items, weak assumptions, aggressive leverage points, or story issues that are likely to trigger soft declines before the file goes out.
Positioning Support
We help frame the request in a way that matches lender appetite, whether the priority is bridge debt, senior debt, stretch senior, refinance proceeds, or a more complex structure.
What We Prepare
| Item | What It Does |
|---|---|
| Financing Request Memo | Summarizes the deal, borrower, asset, requested facility, target leverage, use of proceeds, and key credit points. |
| Deal Narrative | Explains why the transaction exists now, what the exit or stabilization path looks like, and where lender comfort should come from. |
| Document Checklist | Organizes the materials needed for review, such as rent roll, operating history, borrower financials, purchase contract, plans, budget, appraisal, or sponsor track record. |
| Lender Targeting Logic | Matches the transaction to lenders more likely to engage based on asset class, execution style, and credit profile. |
Who This Fits
This is a strong fit for sponsors, developers, operators, family offices, and acquisition teams that have a live commercial real estate deal and want a sharper path to the debt market. It is also useful where the sponsor has spoken to lenders already but the feedback is messy, thin, or inconsistent.
Our Process
You submit the deal. We review the request, assess packaging gaps, define the facility ask, and prepare a lender-facing file. Once the package is in shape, we move to targeted lender introduction and follow-on information flow. That gives the transaction a cleaner shot than sending partial files into the market and hoping someone makes sense of them.
Need A Commercial Real Estate Deal Packaged For Lender Review?
Send us the transaction details and supporting materials. We will assess fit, scope the work, and revert with next steps for packaging and lender intro.
Frequently Asked Questions
Do you guarantee lender offers?
No. We prepare and position the file for lender review and make targeted introductions on a best-efforts basis where the transaction is suitable for market outreach.
Do you work on acquisitions and refinances only?
No. We can also review bridge, recapitalization, construction, transitional, and other commercial real estate financing requests where the borrower needs tighter packaging and lender-facing materials.
Can you help if the file is incomplete?
Yes, provided the transaction is real and the sponsor can supply the missing materials. Part of the job is identifying what is absent and what needs to be tightened before outreach.
Is this a free lender matching service?
No. Serious capital placement work starts with underwriting, packaging, and transaction preparation. That is the work that gives lender outreach a chance to land.
Financely acts as a transaction-led capital advisory desk. Services are subject to scope, documentation, and commercial fit. Any lender introduction or financing process is handled on a best-efforts basis and remains subject to third-party credit, legal, compliance, and underwriting decisions.