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Client: Gaby Bermudez
Broker: The Mortgage Boutique
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About The Mortgage Boutique
The Mortgage Boutique is a specialized mortgage brokerage firm focused on complex financing solutions for discerning clients. Known for navigating high-stakes real estate transactions, the firm’s brokers combine deep expertise with a relentless drive for results.
Challenge
In luxury real estate, timing can mean the difference between success and financial disaster. Mortgage Consultant Gaby Bermudez faced this exact scenario when her client’s $1.4M new construction loan hit unexpected delays.
The stakes couldn’t have been higher. The title company delivered an ultimatum: if the loan failed to close and fund within 10 calendar days, the borrower’s $700,000 escrow deposit would be forfeited to the developers.
“This wasn’t just about closing a loan,” said Bermudez. “My client was facing the potential loss of nearly three-quarters of a million dollars and the collapse of their dream home project. The pressure was immense - failure wasn’t an option.”
The challenge demanded not just a willing lender, but a partner capable of flawless execution under an immovable deadline.
Solution
Recognizing the urgency, Gaby immediately turned to Lendz Financial. Together, they activated a plan built on speed, precision, and teamwork:
- Fast Program Identification: Working side by side with her Account Executive, Mike, Gaby quickly secured a Lendz program specifically suited for the complexities of a new construction loan - priced competitively to earn borrower approval.
- Full-Team Prioritization: The file was escalated as a top priority. Account Managers and Underwriters coordinated seamlessly, ensuring every document was reviewed and every condition cleared without a single wasted day.
- Deadline-Driven Execution: With just 10 days to fund, the entire team operated with urgency and precision. Constant communication kept the loan on track, eliminating bottlenecks and ensuring flawless delivery.
Results
The outcome was a success on every front:
- $1.4M new construction loan funded in exactly 10 days
- $700K escrow deposit fully protected, saving the borrower from a catastrophic loss
- Dream home secured – borrowers got their loan approved without disruption
This win reinforced the value of Lendz’s partnership with brokers like The Mortgage Boutique: the ability to move decisively under pressure while protecting clients from financial risk.
"This case is exactly why I value my relationship with Lendz. I'm a person who doesn't like to mess around; when it's time to work, I like to get it done. I appreciate Lendz and my Account Executive, Mike, because they always find a way to make it happen. They shared our urgency, and they did it without putting my client into a costly hard money loan with unfavorable terms."
Gaby Bermudez
Broker, The Mortgage Boutique
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