Tax and Homes LLC · Commercial Financing Brokerage Call (954) 606-9010 · info@taxandhomes.com

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How we work

A Straightforward Process

No runaround. Here's exactly what happens when you bring us a deal.

1

Step 1

The Conversation

You tell us about the deal — the property, the numbers, your timeline, and what you're trying to accomplish. This is a working conversation, not a sales pitch. If the deal isn't a fit for our network, we'll tell you that plainly.

2

Step 2

Deal Review

We review the property details and financials you provide — income, expenses, condition, and structure. This is where we determine which lending partners and programs align with your deal.

3

Step 3

Partner Placement

We present your deal to suitable third-party lending partners in our network and work through their underwriting requirements with you. Terms are discussed directly and transparently at this stage.

4

Step 4

Closing Coordination

We stay involved through underwriting, conditions, and closing — coordinating with title, escrow, and all parties to keep the transaction on track.

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What You'll Need to Get Started

To move quickly, have the property address, purchase price or estimated value, basic income and expense figures, and your timeline ready. That's enough for a productive first conversation.

Start the Conversation

Or call us directly: (954) 606-9010