All Loan Options

Asset-Based

Qualify using liquid assets rather than income. Ideal for retirees, high-net-worth individuals, and those with significant investment portfolios.

Overview

Our asset-based lending program allows borrowers to qualify using their liquid assets instead of traditional employment income. This is ideal for retirees, high-net-worth individuals, and anyone with substantial savings or investment portfolios.

Program Features

  • Qualify using liquid assets (stocks, bonds, retirement accounts)
  • No employment or income documentation needed
  • Asset depletion methodology
  • Primary, second home, and investment properties
  • Loan amounts up to $3M+

Ideal For

Retirees, high-net-worth individuals, early retirees, and borrowers with significant liquid assets.