Service and commitment are what we are all about.
Q: Are there any upfront fees for your service?
A: The Diamond Financial Services consulting fee is $1,000. This fee relates to the processing, consultation, compilation of projections, write ups, and all required documentation for loan submission to our lender and assistance to closing your loan.
Q: Do you charge any other fees?
A: This consulting fee is the only fee we ever charge a client and it is not charged until we secure a lender for your transaction.
Q: Is this fee refundable?
A: This fee is understood to be non-refundable at the time of application submission.
Q: When do you charge this fee?
A: We will collect the fee after a “term sheet” has been secured from our preferred lender and accpeted by the borrower.
Consulting Services Provided:
  • Loan consultation and feedback throughout the financing process, from the initial LOI to closing, including our assistance in the proper preparation of your PFS (personal financial statement) and resume
  • Assistance with, review, and adjustment of your business plan
  • Assistance with, review, and adjustment of the financial projections for your new business
  • Professional presentation of loan documents to our preferred SBA lenders
  • Work with lender towards loan commitment, answering questions, et cetera
  • Work with underwriters, closers, and attorneys to insure a successful loan closing and funding