A clear, straightforward process for both investors seeking secured returns and operators seeking fast, reliable capital.
Welmore Partners handles deal sourcing, underwriting, and servicing. Your job is to review opportunities and collect returns.
Complete the investor intake form on the Investors page. We collect information about your accreditation status, available capital, investment timeline, and return objectives. This helps us match you to appropriate opportunities.
Once your profile is reviewed, we schedule an introductory call to walk through our current deal pipeline, answer questions about the investment structure, and confirm suitability. Required documentation — accreditation verification and subscription agreements — are handled digitally.
Qualified investors receive deal memos for available positions. Each memo includes property address and details, borrower profile, loan-to-value analysis, projected return, term length, exit strategy, and collateral description. You choose which transactions to participate in.
Once you elect to participate in a deal, capital is transferred via wire to a secure escrow account. Your investment is documented in a promissory note or participation agreement outlining all terms, distributions, and security interests.
Interest payments are distributed quarterly for the duration of the loan term. At maturity or upon sale of the collateral, principal is returned in full. You receive a statement with each distribution detailing accrued interest, balance, and deal status.
We built our process to match the pace of real estate. Fast intake, direct decisions, reliable closings.
Complete the borrower intake form on the Borrowers page. Tell us the loan type, property details, requested amount, and your timeline. No lengthy applications, no upfront fees.
A Welmore principal reviews your submission and contacts you directly — either with a term sheet outlining proposed loan terms or a brief follow-up request for additional deal information. No committees. No automated rejections.
Once a term sheet is accepted, we complete a streamlined due diligence process — property valuation, title review, insurance confirmation, and borrower background. We work with your timeline and do not add unnecessary friction.
Closing documents are prepared by our counsel. Funds are wired on or before the agreed closing date. You acquire the property or execute your plan without delays caused by lender-side issues.
During the loan term, you make interest payments per the agreed schedule. At maturity, you pay off the balance through a sale, refinance, or extension. We structure every loan with your exit in mind from the start.
Whether you're deploying capital or executing a deal, the process starts with a conversation.