Broker Handout · PDF Download
Product One-Pager — Send to Brokers
All four programs on one page: Fix & Flip, New Construction, DSCR Rental and Multifamily 5+ — rates, leverage, credit, term and loan size. Personalized to you: your name across the top, your email and phone in the footer, and a QR that opens an application routed to you.
PDF · 8.5x11 · personalized Download ↓
Broker Handout · Product Matrix
Product Matrices — Send to Brokers
How each DSCR program, or each RTL program, handles every underwriting item, side by side, as a branded landscape PDF.
Broker Handout · Program Guidelines
Program Guidelines — Broker Editions
One branded PDF per program, built from today's rules and pricing, with your name on the cover and your contact in the footer.
DSCR
RTL
Broker Handout · DSCR Pricing
DSCR Pricing Matrices
Rate by FICO and LTV for Excalibur, Round Table and Citadel, the TPO-or-origination split (SLA earns two points; the borrower picks where), every adjustment and the fees.
PDF · built from today's pricing · personalized Download ↓
Broker Handout · RTL Pricing
RTL Pricing Matrices
Merlin's rate tables exactly as the sizer prices them, points, the 680 credit minimum, adjustments and fees, plus Lancelot's tier-and-points table and leverage matrix.
PDF · built from today's pricing · personalized Download ↓
Sales · PDF Download
Sales Framework — Quick Reference
The fast workday version: the 7-step sales process, prospecting channels (Facebook, local network, cold calling, referral partnerships), the two-step close, and the referral ask.
PDF · Aug 2026 Download ↓
Sales · PDF Download
Sales Framework — Full Playbook
The complete manual: the reasoning, examples, and coaching behind every stage — prospecting, converting, qualifying, presenting terms, closing, and post-close follow-up.
PDF · Aug 2026 Download ↓
Loading document requirements…