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Steps to Apply for Financing

A clear, proven process designed to get you answers quickly

01

Pre-qualification

Get prequalified within hours of applying. We review your financial profile and acquisition goals to determine early eligibility and next steps fast.

02

Letter of Intent

(LOI)

Once you execute a Letter of Intent or Purchase Agreement, we evaluate the transaction structure and lender fit.

03

Approval

Receive a clear “yes” or “no” within three business days. No guessing, no waiting weeks for direction.

04

Closing

Close and fund your acquisition in as little as four to five weeks, depending on deal complexity and lender requirements.

Pre-Screen Application

Have an LOI or Purchase Agreement signed, or still evaluating a deal?

Our Pre-Screen Application allows you to share the basic details of your potential acquisition so we can:

  • Confirm SBA eligibility
  • Evaluate lender fit
  • Provide guidance on deal structure
  • Identify potential challenges early

Once submitted, a Diamond Financial advisor will contact you to walk through your transaction and discuss next steps.

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Buyer Pre-Qualification
(Opinion Letter)

Stop sending your personal financial information to multiple brokers and sellers.

After a consultation to determine the right acquisition size and structure for you, we provide a DFS Buyer Opinion Letter confirming your ability to secure financing. This letter:

  • Strengthens your position with sellers and brokers
  • Helps you access higher-quality listings
  • Reduces friction during negotiations
  • Allows Diamond Financial to act as your single point of contact throughout the financing process

You don’t need multiple lenders. You need one trusted advisor.

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