Success Story
A client referred to Fidelis wanted to take advantage of the low-interest rates available to refinance his owner-occupied single-family residence. The borrower wanted a hassle-free loan and looked to Fidelis to assist in getting it done.
Fidelis Action
Fidelis Private Fund arranged a $242,000 term loan 1st Trust Deed with a nationally known, conventional lender at a 50% loan-to-value ratio in the upper 2% range. (Fidelis acted as the broker and was not the direct lender)
Value Added
Fidelis Private Fund helped the borrower arrange a term loan to refinance his primary residence at the lowest rate possible.
Our goal is to complete customer satisfaction. If the loan request doesn’t fit Fidelis Private Fund as a direct private lender, we will find the right lender with the best loan terms for the borrower.
Another transaction where Fidelis Private Fund is helping our clients achieve their financial goals.