Every now and then, a deal comes along that really tests your systems.

An experienced investor came to us with a portfolio of 43 single-family rentals (SFRs) and a clear goal: unlock built-up equity quickly to pursue a larger investment opportunity outside the SFR space. 

The challenge? Coordinating 43 separate loans, payoffs, appraisals, and insurance items across multiple teams…. all under a 40-day deadline.

Here’s how our team made it happen 👇

What we were up against

• Portfolio complexity: Dozens of individual files, payoffs, and moving pieces.
• Aggressive timeline: The borrower needed funds fast to jump on a new investment.
• Coordination demands: Required constant communication between title, insurance, lenders, and appraisers.

Our Approach

✅ Organization first: We built complete loan files for every property right out of the gate.
✅ Cross-team collaboration: Department heads worked together to eliminate bottlenecks.
✅ Dual-appraiser strategy: Two appraisers split the workload to stay on schedule.
✅ Borrower-focused process: Clear communication every step of the way.

The Result

✔️ 43 properties refinanced in ~40 days
✔️ Zero missed deadlines
✔️ Significant equity unlocked for new investments

If you’re looking to refinance or reposition your portfolio, our team can help you do it. Email our team to get started.