FINANCING
Family Partners assists both private individuals and real estate professionals (property traders, developers, etc.) in finding the most advantageous financing solutions on the market.
Acquisition of real estate for personal use
Patrimonial investment
Subscription of loans for professional purposes
REGARDLESS OF THE PURPOSE
OR INTENDED USE OF THE LOAN,
FAMILY PARTNERS CAN ADVISE THE PARTNER FAMILIES.
Family Partners researches and negotiates the financing solutions that best reflect our partner families’ personal, patrimonial and professional needs.
ASSESSMENT
OF CURRENT
FINANCING
Audit of active loans
Centralization of files and detailed analysis in light of our clients’ personal/professional financing needs
LOAN
INSURANCE
Calls for tender for insurance
Audits of active insurance policies
Analysis of guarantees and beneficiaries
Subscription and management of contracts
ADVISING &
OPTIMIZATION
Negotiation of files
or refinancing of existing loans
Search for new financing
• Personal, patrimonial, conventional or amortizable loans
• Redemption of partner’s current accounts
• Non-allocated mortgage loans, etc.
Administrative support and monitoring
• Preparation, investigation and monitoring of tender documents sent to French and international banking establishments
• Communication with credit committees
• Verification and monitoring of deadlines and fees
• Tax declarations/returns, etc.
COMPETITIVE
INTELLIGENCE
Credit monitoring
Monitoring and analysis of the solutions available on the market, innovations, etc.
Prospecting of new partners
Re-tendering to find the most advantageous client solution
