CITIADVISORS
    a division of Citi Financial Group HM
Tel: (415) 691-2070
Call today

Email
newloans@citifinancialgroup.net

Effective May 25, 2018: Citi Advisors will not accept any commercial loan, hard money inquiries, underwriting & processing services, business consulting, or any real estate inquiry.
This Division is closed.  Sorry for any inconvenience. 

Financial consulting plans and fees
Free service packages

Loan placement fees and third party services

  1. FREE/NO UP FRONT COST
    We will evaluate your file at no charge. Upon acceptance of our service, we will determine a flat fee rate or hourly rate. The rates below, does not include the loan closing cost. The fees below are required for consultation, processing, underwriting and securing up to 2 bonafide loan offers from our direct loan partners. If we are required to facilitate the loan process with our Lender until closing, we will add the "service two fees" . All fees are non-refundable.
    The Process
  2. $900.00 Flat fee
    Our team will secure SBA loan or Line of credit with our vast network of direct SBA Investors and unsecured lines of credit lenders.
    SBA/line of credit
  3. $250.00 Hour
    Our team will evaluate, structure, analyze, rewrite, process and underwrite your file to ensure it meets all the requirements of the designated Investor. 5 hour minimum.
    File preparation
  1. $250+ Hour
    Expert Business/Startup Consulting, Legal Support, Project Management (on-boarding), Business and Legal Writing, Data Mining/Scraping, Data Entry, Research, Marketing/Brand Strategy, Financial Researcher, Financial Writing
    Business consulting
  2. Project size Small:$7500 Med: $12500 Large:$37500
    Our team will secure two bonafide funding term sheet or funding offer within 30 days for your funding requirements. Fast, Simple, and Efficient. Save Time! CITI Advisors provides access to direct capital through a diverse network of reputable lending sources. With the support of our in-house underwriting and closing specialists, we manage every detail of the loan process for you. Assist in developing a financial strategy for your property Underwrite and package the property and borrower’s information in a format acceptable to all lending institutions Help you select the appropriate lender and negotiate the most favorable terms on your behalf Work with your counsel and the lender’s counsel to satisfy closing checklist items and ensure a timely closing Provide follow-up service after the loan closes with any post-closing issues or lender questions Our 30+ years of experience, combined with our solid reputation and winning approach, ensures our clients easy access to the capital they need to help their businesses grow
    Provide (2) loan term offer for funding 7500- 22500
  3. 3% of total loan amount
    Our team will secure Merchant cash advance/Working Capital and business loans. Equipment loans, Invoice factoring.
    Business working capital
  1. $350 Hour
    Our team can guide you through the elaborate and difficult commercial mortgage process for your investment properties. We will provide you with the financing expertise and will also do the specialty work of dealing with the lenders. CITI Advisors and third party Specialist often provides advice and consulting services at the pre-development stage.
    Project consulting
  2. $7500- $22500
    Our team will secure two bonafide funding term sheet or funding offer within 30 days for your funding requirements. Utilizing our direct Lender partner network. Fast, Simple, and Efficient. Save Time!
    Provide (2) loan term offer for funding 7500- 22500
  3. 3% of total loan amount
    Our team will secure Merchant cash advance/Working Capital and business loans. Equipment loans, Invoice factoring.
    Business working capital
Service One fees:
                                                              Service Two Fees:

                                                GENERAL CONSULTING FEES:

  • ​Hard money commercial loans   Flat fee: $15500.00  (Any loan size) 1-2 term sheets
  • Conventional loan products Flat fee: $7500.00 (Any loan size) 1-2 term sheets
  • Conventional Construction loan products Flat fee: $7500.00 (Any loan size) 1-2 term sheets
  • Alternative loan products Flat fee: $22500.00 (Any loan size) 1-2 term sheets
  • Financial consulting: ($350.00-$500.00 hour)
  • SBA & Lines of credit:  Flat fee: $750.00 
  • File structuring and pre-qual ready ($250.00-$500 hour)
  • Appraisal reports and third party reports (Call for quote)
  • Site visit consultation ($250.00 hour) plus Travel/Hotel
  • All fees are non-refundable for consultation and Lender's prequalification term sheet
  • Credit repair service: flat fee $199.00

The fees below are paid directly from our Lender's loan closing proceeds, and are compensated forconsultation, loan processing and loan coordination with the Lender and Borrower.

Professional advice and Loan placement fee:
  • Hard Money loans $25500-$950k
  • Construction loan: $20000-$950k
  • Joint venture loans: $500k-$1.5mm
  • SBA loans and lines of credit:  $750.00
  • Renewable energy & Oil & Gas :  TBD
  • Commercial conventional loans  $20500-$950K
  • Proof of funds service (0.25%-4.00%)
  • All other loans: TBD
  • Broker fees: 30-50% of Flat fee or referral flat fee per case by case.
  
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