Our Jumbo Loan Process

Process to Funding Steps

First Fusion Capital does not charge an upfront retainer fee for initial project review nor do we require an exclusive engagement

We realize that the Client may already be working with others in the attempt to secure funding.

Initial review of client request at no charge determining its viability

 Funding Request Process

Submit Executive Overview form

  1. Funding analysis processed
  2. Email sent outlining specific documents needed with FINANCIAL SERVICES CONSULTING AGREEMENT.
  3. Receipt of the complete package with signed agreement
  4. Full file review
  5. Additional documentation request if needed
  6. Deep Business Analysis processed
  7. Completed file sent for risk analysis and due diligence.
  8. Funding request Accepted/Rejected
  9. If Accepted:
  10. Engagement Letter of Interest ("LOI"). Issued with funding parameters
  11. Client call to discuss terms
  12. Client executes engagement LOI and returns to FFC

Subject to the transaction complexity and required travel an application fee or other types of fees may be required by funding lender.

If in a timely manner, client provides all needed documentation, 3rd party reports and complies with all underwriting requirements, funding may occur within 30-45 working days after receipt of all the documentation items required