The Process

Commercial Lending for Brokers

We make helping your clients obtain commercial mortgages simple and straightforward. Our experienced team handles the details so you can focus on your client's needs.

The Oakmont Process for Commercial Lending

Our Process for Commercial Lending

Follow our 5 step commercial lending process to get your client the financing they need.

  1. File Submission: Submit your client’s file to your Oakmont Commercial sales team representative.
  2. Initial Review and Terms: Our sales and underwriting team will review the files. Once reviewed our sales team will provide preliminary loan terms for you to discuss with the borrower.
  3. Connect with the Borrower: Our team will set up a call with the borrower to discuss potential loan terms and ensure both parties are on the same page.
  4. Finalizing Due Diligence: We will order the appraisal, title work, and gather the stipulations needed to close the loan.
  5. Closing and Funding: Oakmont Commercial will coordinate the closing and distribute broker earnings. It’s that simple!

Simplifying the Commercial Lending Process

Our goal is to simplify the commercial lending process. Our team members ask the right questions, efficiently move the process forward, and communicate with you every step of the way. Connect with us today to learn how we can assist you with your business needs.