Consulting Services from Mark Davis
Wealth Credit
Services

For Borrowers

Ascertain your need and prepare an underwriting package which will streamline your loan approval. Review your present use of debt to maximize your borrowing ability while minimizing your interest rate (if possible). Provide ongoing review and updates to your financial picture to simplify future needs. Insure that your ongoing credit needs are matched to a structure which makes the most sense. Ongoing tracking and monitoring of all direct and contingent liabilities together with lender requirements and covenants. Serving as your advocate/resource in dealing with lenders.

For Lenders

Independent, skilled, and comprehensive risk analysis. Submission of opportunities which have been screened and vetted to meet your appetite and criteria. Outsourced, on-demand credit review and underwriting. Credit training with a focus on the needs of high net worth individuals, professional firms, and families.

For Professional Service Firms

A prompt and timely review of the needs, with recommended alternatives and means of funding. The review of proposals, documents, and agreements to insure that you and/or your client are getting the most logical and applicable (weed through 'boilerplate') solutions with covenants that make sense. Assistance in the negotiation of loan terms, conditions, rate, and structure. Acting as your 'outsourced' credit expert to provide a significant value add for your firm.
Armed with a comprehensive background in the underwriting, structuring, approving, and documentation of a wide array of both 'products' and highly customized credit transactions, I provide a unique value-added service to borrowers (individual, business, and family office), lenders (banks, mortgage companies, alternative lenders), and professional service companies (law firms, loan brokers, real estate professionals).
Consulting Services from Mark Davis
Wealth Credit
Services

For Borrowers

Ascertain your need and prepare an underwriting package which will streamline your loan approval. Review your present use of debt to maximize your borrowing ability while minimizing your interest rate (if possible). Provide ongoing review and updates to your financial picture to simplify future needs. Insure that your ongoing credit needs are matched to a structure which makes the most sense. Ongoing tracking and monitoring of all direct and contingent liabilities together with lender requirements and covenants. Serving as your advocate/resource in dealing with lenders.

For Lenders

Independent, skilled, and comprehensive risk analysis. Submission of opportunities which have been screened and vetted to meet your appetite and criteria. Outsourced, on-demand credit review and underwriting. Credit training with a focus on the needs of high net worth individuals, professional firms, and families.

For Professional Service Firms

A prompt and timely review of the needs, with recommended alternatives and means of funding. The review of proposals, documents, and agreements to insure that you and/or your client are getting the most logical and applicable (weed through 'boilerplate') solutions with covenants that make sense. Assistance in the negotiation of loan terms, conditions, rate, and structure. Acting as your 'outsourced' credit expert to provide a significant value add for your firm.
Armed with a comprehensive background in the underwriting, structuring, approving, and documentation of a wide array of both 'products' and highly customized credit transactions, I provide a unique value-added service to borrowers (individual, business, and family office), lenders (banks, mortgage companies, alternative lenders), and professional service companies (law firms, loan brokers, real estate professionals).
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