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  • April Breakfast Meeting: Basics of Commercial Loan Brokering

April Breakfast Meeting: Basics of Commercial Loan Brokering

  • 07 Apr 2017
  • 8:30 AM (PDT)
  • Pizza Factory 3039 Meridian Ave #44, San Jose, CA 95124



monthly breakfast meeting

Basics of Commercial Loan Brokering

  • How to calculate a property's debt coverage ratio,
  • How to pre-qualify the client and differences from residential loans
  • Acceptable property types
  • How to get paid in the Commercial business (finders fees vs. fee agreements)

Catherine Xu serves as Vice President and Commercial Loan Officer for the Commercial Mortgage Division with Provident Savings Bank. 

She is responsible for originating, underwriting and closing loans secured by income producing properties including retail, residential, industrial and office properties for the bank's Commercial Mortgage Division as well as construction loans for residential and commercial in Northern California.  


 Marty Lefton, Strategic Commercial Mortgage Broker/Owner - SVCOMM Lending, is dedicated to creating and preserving wealth for clients by providing highly comprehensive and strategic financial lending solutions. 

He uses a holistic approach by first understanding as many of the pieces of a client's situation as possible, and then looking at what makes the best financial sense for the client.

April 7th 2017


3039 Meridian Ave #44,
San Jose, CA 95124 

Our monthly breakfast meetings are a great way to network with your peers, learn new things, find ways to succeed in an informal setting. Whether you are a Broker, Owner, Loan Officer, Retail Bank Loan Agent, you'll benefit from attending these meetings.


This is the place to get involved and  informed! Members and Prospective Members are welcome!   Come join us!

Breakfast will be served!    


Members $10 & Prospective Members $15 - Prepaid online 24 hours in advance

Pay at the door. Members $15 Prospective Members $20
 Registration is preferred.

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