Chloe

Senior Loan Strategist

Loan Preparation

AI/ML Document Analysis

Camille

Interior Design & FFE Maven

Luxury Interior Styling

FFE Curation

Space Transformation

Claire

Origination Coordinator

Loan Application Processing

Document Collection

Initial Assessment

Cecelia

Processing Manager

Application Review

Compliance Check

Underwriting Support

Claudia

Chief Investment Strategist

Investment Team Leadership

Financial Modeling & Analytics

Portfolio Optimization

Celine

Servicer Matching Specialist

Servicer Network Management

Deal Optimization

Term Negotiation

Crystal

Loan & Culture Specialist

Loan Servicing Strategy

Real Estate Documentation

Analytics Suite

+15.3%

$245.8M

Total Loan Volume

This quarter

+5.2%

82%

Success Rate

Approval ratio

+12.4%

1,245

Active Clients

Current period

+8.7%

$2.8M

Average Deal Size

Last 30 days

Performance Trends

Key metrics comparison

Loan Applications

+15.6%

245

Current

212

Previous

Processing Time

-15.8%

3.2

Current

3.8

Previous

Revenue Growth

+22.4%

$1.2M

Current

$980K

Previous

Market Distribution

Portfolio allocation

Commercial

$110.6M

45%

Residential

$73.7M

30%

Industrial

$36.9M

15%

Mixed-Use

$24.6M

10%

Revenue Analysis

Revenue by source

Loan Origination

$845K

+12.5%

Processing Fees

$234K

+8.3%

Service Charges

$156K

+15.2%