Fee Schedule
Underwriting fees, stated plainly
Our Preliminary Credit Review Fee covers professional underwriting and compliance work — identity verification, KYC/AML screening, eligibility review, and initial asset screening. Deeper diligence costs are recovered at Step 2, and origination is priced at funding.
| Credit facility | Preliminary review fee | Underwriting / due diligence | Closing fee | |
|---|---|---|---|---|
| $250K – $1M | $250 | $1,500 – $3,500 | 0.50% – 1.00% | |
| $1M – $5M | $500 | $3,500 – $7,500 | 0.50% – 1.00% | |
| $5M – $25M | $1,000 | $7,500 – $15,000 | 0.50% – 1.00% | |
| $25M – $100M+ | $2,500 | Custom quote | Negotiated |
Estimate your costs
Requested facility
$5M – $500B
$10M
$10,000,000
Tier $5M – $25M
Step 1
Preliminary Credit Review Fee
Non-refundable
$1,000
Step 2
Due Diligence Deposit
Creditable to closing costs
$7,500
Step 4
Closing & Origination Fee (0.75%)
Charged at funding
$75,000
Interest accrues only on funds actually drawn under the facility. Amounts shown are illustrative; final diligence and origination pricing is confirmed in your term sheet.
Private Client
Annual membership for frequent borrowers
Private Client
$2,500/ year
- — No application fees
- — Expedited underwriting
- — Priority processing
- — Dedicated relationship manager
Private Client Elite
$5,000/ year
- — Everything in Private Client
- — Lower origination fees
- — Same-week committee scheduling
- — Invitations to exclusive investor events