Success Story
A repeat client needed to refinance his primary residence in La Jolla, CA, simply wanting to lower the interest rate on his existing mortgage.
Through our network of lender relationships, Fidelis arranged the financing for the self-employed borrower with a wholesale lender at excellent loan terms.
Fidelis Action
Fidelis Private Fund arranged a 1st Trust Deed refinance loan of $1,185,000 on the owner-occupied residential property or 30% LTV.
Value Added
The Fidelis Private Fund helped the borrower arrange a rate & term refinance loan for a primary residence single-family home with the lowest interest rate possible.
Our goal is complete customer satisfaction. If the loan request doesn’t fit Fidelis Private Fund as a direct lender, we find the right lender with the best terms for the borrower.
Another transaction where Fidelis Private Fund is helping our clients achieve their financial goals.