CRE Transaction Processing & Closing for independent Capital Advisors
An experienced back office with zero headcount. We handle lender-ready packaging, proactive underwriting support, and closing coordination so you win back selling hours, reduce deal fallout, and give borrowers a smoother ride - without adding payroll.
Services
What we do
Professional commercial real estate financing support that keeps deals moving forward. Depending on your needs, we can help with initial packaging all of the way through final closing, we handle the details so you can focus on what matters most.
Lender Submission Prep
Three-day sprint to package the deal for decisioning. Includes comprehensive 5-7 page credit memo, detailed Sources & Uses analysis, and complete DSCR/LTV/LTC view with risks and mitigants clearly outlined.
Optional add-on: Strategic lender map targeting 5-10 qualified prospects with personalized intro paragraphs.
Processing & Closing
We manage the complete lender needs list, coordinate third-party reports, and work directly with title and escrow to keep your signing date locked and on-calendar.
Communication cadence includes weekly or twice-weekly updates plus focused 3-item "unblock" lists to keep momentum.
Bridge Loan Rescue
Emergency refinance packaging and targeted lender outreach designed to help you avoid costly maturity scrapes and maintain deal momentum when time is critical.
Fast-track process for urgent transactions requiring immediate attention and expert coordination.
Capital Match Concierge
Expert term sheet review and comprehensive lender-fit analysis before you commit. We perform detailed hedge language checks and provide strategic guidance on deal structure and positioning.
Process
Precision Process, Seamless Closings
Our streamlined four-step process eliminates confusion and keeps every deal moving toward a successful closing.
Clear communication, defined timelines, and proactive coordination ensure nothing falls through the cracks.
Kickoff
We confirm project scope, establish realistic timelines, and connect with all key contacts including lender representatives, title companies, and escrow agents. Clear expectations set from day one.
SLA Start
Once the complete intake is confirmed and all initial documentation is received, we go to work. No surprises, no moving targets – just reliable delivery.
Status Cadence
Regular weekly or twice-weekly email updates keep everyone informed. When issues arise, we provide focused 3-item "unblock" lists that identify specific actions needed to maintain momentum.
Close
Comprehensive settlement statement review, signing logistics coordination, and verification that all funding conditions are met. Final organized file delivered with complete documentation archive.
We do the heavy lifting so you can focus on sourcing new business and keep your deal flow consistent!
Pricing
Flexible Pricing That Scales With Your Transaction
Base Rate
15 basis points (0.15%) of final loan amount, with minimum fee of $2,500 and maximum fee of $25,000 per transaction.
Flexible Pricing
Fees adjust based on complexity and timeline. Range from 10 bps for simple deals to 15+ bps for complex or rush transactions.
Risk-Free Structure
No upfront costs or retainers required. Fees collected at loan closing through settlement statement – we only get paid when your deal successfully funds.
Start here
Intake & document submission
Complete the intake form
Open our streamlined intake form to provide essential deal details, contact information, and project specifications. This quick form ensures we have everything needed to begin your project efficiently.
Submit your documents
Email all supporting documents to submissions@clear-cre.com using this subject format: [Deal] – Docs
For large file packages, send a secure OneDrive or SharePoint link instead of individual attachments.
About
We keep lenders happy and closings on-rail
Clear CRE is led by Michael Coffee, a commercial real estate finance professional who combines bankable credit packaging expertise with disciplined closing coordination. We speak lender, title, escrow, and broker—fluently.
Our approach focuses on clear communication, reliable timelines, and professional documentation that meets institutional standards. We understand what lenders need to see and how to present complex deals in digestible formats.
Trusted by finance teams:
Banks & Credit Unions
Debt Funds
Agency Lenders
Bridge Capital
Across diverse asset classes:
Multifamily
Industrial
Retail
Self-Storage
Mixed-Use
Contact
Let's get you unstuck
Ready to streamline your next commercial real estate financing? We're here to help you move deals forward with confidence and efficiency.
General Inquiries
Email: michael@clear-cre.com
For questions about services, pricing, and project planning.
Document Submissions
Docs inbox: submissions@clear-cre.com
Secure submission portal for all deal-related documentation.
Prefer to Talk?
Phone: 503.866.8817
Please give me a ring if you would prefer to chat than send an email.
Coordination and analysis services only; not legal or tax advice; no guarantee of funding outcomes.
© Clear Commercial Consulting, LLC. All Rights Reserved.