What we do
Find. Structure. Place. Close.
Four jobs, in order, on every file. Forge owns all of them.
Find.
We source and qualify every opportunity, whether it comes from an owner, a broker or a referral partner.
Structure.
We shape the deal to fit both lender and borrower: leverage, term, rate, and the story behind the numbers.
Place.
We match it to the right lender through Forge IQ and our direct relationships. No super-broker chains.
Close.
We drive underwriting to funding, clearing documents and conditions until the wire lands.
Transaction types
- Acquisition
- Refinance, including cash-out
- Bridge and short-term capital
- Properties with existing debt in place
Property use
- Investment property leased to tenants
- Owner-occupied, borrower-operated business
- Mixed: borrower occupies a portion, leases the rest
How a deal moves
Submit to close. No guessing.
Every file moves through the same five stages, and your coordinator tells you which one it’s in. Updates on every lender action, and at least weekly even when nothing has moved.
Stage 1: Submit
Opportunity captured.
Stage 2: Qualify
Goals and fit confirmed.
Stage 3: Match
Screened against lenders.
Stage 4: Place
Sent to best-fit lender.
Stage 5: Close
Driven to funding.
Who we work with
Owners. Brokers. Lenders.
Owners.
Financing matched to your property and your plans, whether you’re buying, refinancing, pulling cash out or bridging to the next move.
Brokers.
A placement partner that protects your relationships. Your client stays your client, and you get the updates.
Lenders.
Qualified, well-structured deal flow. Every file is screened against your guidelines before it reaches your desk.