OUR STREAMLINED PROCESS

We know that you’re busy running your financial advisory practice. That’s why we have created a streamlined loan process designed with your business in mind. It’s our goal to make your loan process simple and efficient.

First, we provide an experienced loan officer to guide you through your loan process. We strive to minimize the number of bank personnel that you need to interact with during a transaction and reduce the time you need to spend on your loan.

We use cutting-edge technologies to keep our loan process simple and efficient. Our secure document portal helps quickly collect and organize your loan documents and offers a live dynamic checklist to keep you informed of what you need to do to complete your loan package.

Our loan process is designed to move through the stages of the loan faster and with less hassle. From pre-qualification to funding, our experienced, highly trained team members will keep your loan on track.

You’ve worked hard to set your business in motion. Now access the flexibility and confidence you need to grow, succeed and maximize your potential. Whether you want to acquire an additional financial services practice or grow your current operation, a dedicated Salt Creek loan advisor will sit down with you to discuss your goals, and establish a personalized plan for how your loan will be used.