Wholesale & Correspondent Portfolio Lending

Jumbo Cash-Flow mAXimizer

Welcome to next-level financing. Provide a truly unique mortgage experience: The freedom to choose how much to pay each month. Help clients maximize their cash flow to build wealth.


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Loan Guidelines – Review our program guidelines.

How Cash-Flow mAXimizer Works

For the first five years, borrowers select the payment that’s best for them each month: minimum or interest-only. This allows them to control their cash flow based on their individual goals and budgeting needs.


Program Highlights:


  • 5/6 ARM
  • Loan amounts starting at $1 over conforming, up to $30MM
  • Flexible monthly payment options
  • California, Florida, and New York properties
  • Owner-occupied, vacation, and investment properties
  • 700 minimum FICO score

See It In Action

Here’s how we helped a homebuyer in Beverly Hills, CA control their cash flow while purchasing the home of their dreams


  • $1.83MM purchase price
  • $647,201 loan amount
  • DTI exception over 52%
  • $1MM in gift funds
  • Pay Rate 2.5% less than Note Rate

Other Recently Closed Loans

100% Cash Out

Hassle-Free Refinance

DSCR

Topanga, CA

  • $2.7MM value
  • $1.4MM loan amount
  • Vesting in entity
  • 5/1 Interest-Only ARM

$9.87MM

Stock Pledged

Bank Statement Qualifying

Newport Coast, CA


  • $16MM purchase price
  • Owner occupied
  • $3.2MM cash pledge to lower ELTV
  • 12-month bank statement qualifying

91.88% LTV

Mortgage Property

Cross-Collateralization

Beverly Hills, CA


  • $36.7MM loan amount
  • Property #1 - $40MM
  • Bridge-to-permanent refinance

Let's Connect

We’d love to partner with you. Submit your information and we’ll be in touch.

Call (888) 585-4869, Monday through Friday, 8:30 a.m. to 5 p.m. PT.Email [email protected] with questions or to request a Seller Application Package.

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Have questions?

Call us at 888-585-4869 or email [email protected].

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