Services

Read the terms before you sign them.

We are not a lender and we sell no loans. We sit on your side of the table and explain the one you are being offered — personal, business, and the education underneath both.

3

Ways to work together

0

Loans sold, ever

48h

Term sheet turnaround

2

Sides of the table, understood

Pick a track

Personal financing

For people who want to make better borrowing decisions before pressure, confusion, or urgency takes over.

Mortgages · refinance · consumer debt

  • Mortgage and refinance review — rate, term, amortization, and what the closing sheet really costs
  • Debt sequencing: which balance to attack, which to leave alone, and why
  • Credit positioning before you apply, so the lender's pattern works in your favor
  • A written second opinion on an offer already in front of you

How it works

Four steps, no upsell at the end.

  1. STEP 01

    Send the paperwork

    Term sheet, statement, or a screenshot of the offer. Whatever you actually have.

  2. STEP 02

    We translate it

    Rate, term, amortization, covenants, recourse — in plain language, with the numbers shown.

  3. STEP 03

    The questions to ask

    A short list you can take straight back to the lender, in their language.

  4. STEP 04

    You decide

    Sign it, renegotiate it, or walk. We have no stake in which.

The line we draw
Question What we do What we don't
The loan itself Explain every term and what it costs over the life Originate, broker, or place it
Lender relationships Tell you how they underwrite and what they need to see Take referral fees or commissions
Your numbers Model the cash flow and the downside year Promise a rate, an approval, or a return
The decision Give you the questions and the arithmetic Make it for you
The Intelligent Borrower
Podcast & insights

The free half of the work.

Every episode and article exists so fewer people need the paid half. Start there, decide later.

Bring us the offer you are about to accept.