8 Step Process

  1. Complete and return the one page Loan Pre-qualifier Worksheet; or submit business plan, executive or project summary to funding@kilpatrickandhart.com


  2. Pre-qualification determination process; financing concept will be reviewed, and additional information will be requested. Upon receipt of returned information, we will draft fact sheet for lender.


  3. Lender accepts or rejects financing concept and provides projected terms.


  4. Once proposal is issued and executed, which includes Consultant Services Authorization and Fee Agreement (CSAFA), term sheet or Letter of Interest is issued by lender.


  5. Upon execution of lender term sheet or Letter of Interest, document checklist is prepared and furnished to applicant.


  6. Formal due-diligence begins when lender receives all documents requested.


  7. Lender issues Conditional Commitment.


  8. Once final commitment is issued and executed, transaction is funded.



Read more about the K&H funding overview process.

Specialized Financing Programs