Eight Simple Steps to a Stock Loan Closing

1. Request loan quotes using the Contact button found on the menu of the website. Or call us on the number below. We aim to provide you a response same day, within a few hours and to generate for you a term sheet offer within 24-72 hours, providing we can qualify and verify** your holdings. Foreign stocks or stocks that trade thinly or stocks with special restrictions may take longer. Your single application will make you eligible for all loan programs and features at once.
2. Receive loan quote(s) and term sheet(s) for review. Choose your offer. You are under no obligation to choose any particular offer, though you must choose at least one and sign a term sheet to proceed.
3. Attend a call with us to ensure maximum understanding of your term sheet. This enables us to be sure that the quotes are acceptable to you, while also allowing you an opportunity to ask questions before moving forward.
4. Execute/sign term sheet to advance to the next stage. This allows you to not only avail of the loan quote listed in your term sheet, but to customize your securities financing further prior to final loan documents through consultation that will be provided for you. The executed term sheet also shows that you understand and accept the offer as presented to you, but does not bind you to accept or move forward in any way with the loan if you should decide it is not for you. This document must be filled out and signed, however, before the transaction can proceed.
5. Receive Loan Agreement Documents. Review your terms and all the other conditions that come with your loan. If you are satisfied, execute/sign the loan agreement documents, which consist of only 3 items of paperwork.