Fast Track Application

Completing our fast-track application ensures you receive priority assistance and expedited solutions tailored to your needs.

If you are a C-suite executive planning to retire within the next 3 to 5 years, a social entrepreneur seeking expert advice, or have a portfolio you wish to liquidate or have professionally managed, we invite you to fill out the form below.

First Name *

Last Name *

Phone *

Email *

Please choose either "YES" or "NO" for the each statement below. *

Do you have a mortgage note portfolio of at least $1 Million in assets or are you looking to build one in the next 30-60 days? *

Yes

Are you contacting us as a representative of a family office, as a broker or are you an individual portfolio investor? *

Yes

Are you currently planning or expecting any significant changes in your financial resoures within the next 6 months? *

Yes

Are you or do you represent an accredited investor? *

Yes

Do you currently have or have you had experience working with asset managers? *

Yes

Upon request would you be able to provide references that speak to your experiences as an investment partner? *

Yes

Do you have $1 Mill or more to deploy within 30 days?

Yes

Please let us know the best days and times to contact you?

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