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FIRST AND SECOND MORTGAGES · FOR MORTGAGE BROKERS

Smart Term

Financing with the next step in view.

The program

Smart Term is designed for short-duration financing with a defined exit, such as a sale, refinance or liquidity event. Our lending team can review the proposed term and repayment plan with the broker.

When to discuss it

Brokers with a transaction that has a clear expected repayment event.

Program information is a starting point for a conversation. A funding decision depends on the complete transaction and our underwriting review.

Prepare your scenario

Explain the expected exit, its timing and the information available to support it.

Start with a brief outline of the transaction. Our team will advise which supporting documents are needed and how to send them.

Mortgage products and availability are subject to approval. Loan-to-value limits are maximums, not an approval or commitment to lend. Confirm property coverage and transaction-specific terms with our team.

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