Marketing Toolkit

Client MaterialsCRE Loans

Commercial Real Estate loans allow businesses to purchase, refinance, or renovate commercial properties with the potential for property appreciation and fixed-rate terms. With loan amounts up to $50 million, these programs provide businesses with access to significant capital for long-term growth and stability.

This one-pager gives you a client-ready overview of CRE loans. Use it to guide conversations, explain benefits, and set expectations with prospects who are exploring real estate financing.

👉 Keep in mind: CRE loans usually involve larger down payments and a longer approval process, so it’s important to prepare clients early and set the right expectations.


📌 When to Pitch CRE Loans

  • Clients looking to purchase, refinance, or renovate commercial property.
  • Businesses interested in cash-out refinancing for working capital.
  • Clients pursuing construction projects with DSCR (Debt Service Coverage Ratio) requirements.
  • Prospects with good credit (620+) and strong financials.
  • Businesses seeking large loan amounts ($1M–$50M) with fixed interest options.

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