By hitting submit you agree to allow Truss Financial Group to contact you by phone, sms, and or email. Your information will not be sold by Truss Financial Group.

-
Ability to finance up to 90% of the property value with asset pledge to reduce LTV
-
Any person may pledge assets on behalf of borrower
-
Available on selected portfolio products Primary, Second home, Investment property allowed
-
Ability to defer capital gains tax by retaining the investment strategy while receiving benefit from interest, dividends, and investment growth
-
Cash accounts calculated at 1:1
-
Pledged accounts may be considered for release after 36 months at investors sole discretion
-
New appraisal must reflect pledged LTV at time of release request, must be equal to or less than original effective LTV
-
Borrower must be current on loan payments with no delinquencies in the last 12 months to qualify for pledge release
-
PURCHASE CALCULATION:
$2,000,000 100% Purchase Price
$700,000 35% Required down-payment
$200,000 10% Cash Down Payment
$500,000 25% Pledge the rest
$1,800,000 90% Actual Loan Amount & LTV (No MI)
Amount of Assets to Pledge:
$500,000 1:1 Non-Volatile Assets - savings, CDs, money-market accounts
$1,000,000 2:1 Volatile Assets - stocks, bonds, mutual funds, etc.
Loan Products and Features
-
Vesting title in entities
-
$250.00 One time document review fee
-
LLC's,
-
Trusts,
-
Partnerships
-
Sub S Corporations
-
-
Pledged Asset
-
Loan Program - 90% financing for sophisticated borrowers
-
$250.00 one time document review fee
-
-
Expanded property types
-
-
Depletion of Assets for income
-
Portfolio Lender -Expanded Guidelines
-
Focus on A+ quality full doc Loans (700+ credit scores)
-
Loan amounts to $5,000,000 million (May go higher, case by case basis)
-
Exception Lending - With a simple process and quick turn-around
Request A Quote...


PLEDGED ASSET MORTGAGES
© 2015 Truss Financial Group
NMLS# 1249936
26381 Crown Valley; Ste. 130
Mission Viejo, CA 92691