Build Family Wealth
Eliminate PMI
Prevent Tax Problems
Protect Your Relationship

By the Numbers

Over $1,000,000,000

In loans between family members

$3,225,000

Largest loan to date

2.66%

Long-Term IRS AFR, May '22

How It Works in Four Easy Steps

1

Gather information & submit online Setup Form

2

Documents emailed to family for review within 7 business days

3

Documents emailed to Borrower's closing agent for execution/recording

4

Lender disburses money to closing agent. Optional loan management & IRS tax data