Commercial Lending Process for Brokers

Navigating commercial lending doesn’t have to be overly complicated. We make helping your clients obtain commercial mortgages simple, fast, and straightforward. Our experienced team handles the details so you can focus on delivering results. Whether it’s securing a new property or refinancing, we’re here to make the process smooth and stress-free.

a broker learning more about the commercial lending process with oakmont commercial

Streamlined 5-Step Commercial Loan Steps for Brokers

Follow our five-step lending roadmap to get your client the financing they need. Our broker-centric approach ensures you and your clients are guided confidently through every phase of the commercial lending process. We simplify the journey so you can achieve faster closings and greater success.

1. File Submission:

Begin the commercial loan process by submitting your client’s file to your Oakmont Commercial sales team representative.

2. Initial Review
and Terms

Our sales and underwriting team will review the files. Once reviewed our sales team will provide preliminary loan terms for you to discuss with the borrower.

3. Connect with
the Borrower:

Our team will set up a call with the borrower to discuss potential loan terms and ensure both parties are on the same page.

4. Finalizing Due
Diligence:

We will order the appraisal, title work, and gather the stipulations needed to close the loan.

5. Closing
and Funding:

Oakmont Commercial will coordinate the closing and distribute broker earnings. It’s that simple!

a restaurant purchased as part of the commercial lending process

Our goal is to simplify your lending workflow with expert guidance at every stage. Our team asks the right questions early on, ensuring we understand your client’s needs and financing goals from the start.

We work diligently to move the process forward, keeping you informed and engaged. With clear communication and a client-first mindset, we deliver a lending experience that’s fast, reliable, and rewarding for brokers and borrowers alike.

Partner with Oakmont Commercial for More Successful Deals Today