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07-13-2019, 05:24 PM #1Member
Reputation points: 75
- Join Date
- Dec 2016
- Posts
- 56
lending against investment accounts
any lender use investment accounts as collateral
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07-14-2019, 11:21 AM #2Senior Member
Reputation points: 34509
- Join Date
- Nov 2014
- Location
- South Florida
- Posts
- 840
If they have investment accounts with Merrill Lynch or Morgan Stanley and other platforms, they can directly borrow against the account depending on what type of investment. you should suggest that they contact the investment counselor.
Jerry Starr
Insource Funding
433 Plaza Real,
Boca Raton, Fl 33432
P: 800-805-3391 Fx: 561-270-6895
insourcefunding.net
WHAT WOULD YOU DO " IF " YOU HAD THE CAPITAL
◆ 50% LTV - No Fico Required
◆ 90% CLTV on Purchases
◆ Investment Residential / Commercial Properties
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07-15-2019, 11:54 PM #3Senior Member
Reputation points: 54
- Join Date
- Mar 2016
- Posts
- 123
PM sent
Mike Lewis - commercial real estate loan broker / owner
No up front fees loan broker
Commercial real estate loans: Acquisition, refinance, construction and FAST bridge loans from $200k +
tel/voicemail: 937-964-5355
cell/voicemail: 440-637-5646
corporate email: mikelewis@michaellewisgroup.com
www.linkedin.com/in/cigarmike
Veteran Owned
WE CO-BROKER with an even 50/50 split and we both get paid by wire at close.
We issue a combination mutual NDA / fee split, you introduce your CRE clients to us stating simply we handle your commercial real estate loans, we take it from there and keep you in the loop. When a loan you referred closes, you get paid at close by wire.If you can work with that please do not hesitate to contact us. Our loan forms are vanilla with no company name.
Michael Lewis Group Commercial real estate loans
http://michaellewisgroup.com/index.html
Loan Matrix
Forms
About Us
Discounted cell phone plans starting at $15 / month. AT&T from $30/mo, T-Mobile from $15/mo, Verizon from $35/mo.
http://arthodyd.com/d.html
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