The Investor Deal Desk
Submit Your Property to The Investor Deal Desk
Before you make an offer, let our team review your investment property from a financing perspective. Simply send us the property address or listing link along with a few details about your investment goals.
This is a preliminary financing review. It is not a mortgage application, pre-approval, loan approval, property appraisal, or investment recommendation.
Already Ready to Move Forward?
Start the secure mortgage application
If you are ready to get pre-approved or begin financing a purchase or refinance, complete the secure mortgage application instead of a property review.
We'll review potential financing options, estimated cash requirements, financing considerations, and recommended next steps to help you move forward with confidence.
This complimentary review is available for eligible short-term rentals, vacation homes, long-term rentals, and investment properties in markets where financing is available.
Why Investors Use The Investor Deal Desk
- Compare financing options before writing an offer.
- Understand estimated cash needed to close.
- Identify financing concerns early.
- Receive guidance from a mortgage professional with more than 24 years of mortgage industry experience.
- Build a financing strategy designed to support your long-term investment goals.
Buying through a potential Section 1031 like-kind exchange? See how financing fits a replacement-property purchase.
What Lisa Will Review
Financing fit
Whether the property may be better suited for DSCR, conventional investment-property, second-home, jumbo or another available financing strategy.
Projected rental income
How projected short-term rental income may be reviewed by different lenders and programs.
Property concerns
Potential issues involving property type, appraisal, insurance, well, septic, HOA restrictions, acreage or market location.
Cash needed
Down payment, closing costs, reserves and other funds that may be needed for the transaction.
Questions before the offer
Important financing and underwriting questions to address before signing a contract.
Tell Lisa About the Property
Provide the listing link or property address, expected purchase price, projected rental income, planned down payment and your primary question. Lisa will use this information to begin reviewing the financing side of the property.
Do not include Social Security numbers, bank statements, tax returns, account numbers or other sensitive financial information.
Use the submit button in the form to request your financing review. This is a preliminary financing review, not a mortgage application. To officially apply, use the secure mortgage application above.
What Happens Next?
01
Submit the property details.
Share the basic property information using the form below.
02
Lisa reviews the information.
Lisa reviews the basic information and identifies the most important financing questions.
03
Lisa follows up with you.
Lisa contacts the investor to discuss the property, financing options and appropriate next steps.
The initial financing review is an educational review based on the information provided. It is not an appraisal, underwriting decision, loan approval, rental-income guarantee or investment recommendation.
A Better Financing Conversation Starts Before the Offer
The earlier the financing strategy is reviewed, the easier it is to identify potential problems, compare options and structure a stronger purchase.
The Team Behind The Investor Deal Desk
The Investor Deal Desk is led by Lisa Stepp, a mortgage professional with more than 24 years of mortgage industry experience helping buyers finance investment properties across the United States.
Lisa works alongside an experienced mortgage operations team dedicated to providing responsive communication, knowledgeable guidance, and a smooth lending experience from application through closing.
Whether you're financing your first investment property or expanding your portfolio, our mission is to help you understand your financing options, develop the right strategy, and move forward with confidence.
When you work with The Investor Deal Desk, you receive Lisa's strategic guidance backed by the strength and support of an experienced mortgage team.
What Is Your Next Step?
Pick the Path That Fits You
Want to Discuss Financing?
Talk with Lisa about your goals, financing options, down payment, and next steps.
Book a Strategy CallHave a Property in Mind?
Send a listing or property details for an initial financing review before you make an offer.
A pre-approval letter requires a completed mortgage application and review of credit, income, assets and required documentation.
Review My DealReady to Apply?
Complete Lisa's secure mortgage application to begin the official pre-approval or loan process.
Start Mortgage ApplicationThis website provides general information about consumer and business-purpose mortgage financing. Some programs may be available only for investment or non-owner-occupied properties, while others may have personal occupancy requirements. Program availability, licensing, terms, documentation, and eligibility vary by lender, borrower, property type, occupancy, and state.
All mortgage financing is subject to credit review, income or asset verification when required, appraisal, title, insurance, lender guidelines, and final approval.
Lisa Stepp-Seritt, NMLS #680403
Mpire Financial, NMLS #2108504
Equal Housing Opportunity