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Fidelity Teams Masters the Golf Course

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This week some of the Fidelity Bancorp Funding golf team headed to the 20th Annual Tommy Bahama Pacific Coast Classic charity golf tournament. While at the beautiful Monarch Beach Golf Links, it was a great opportunity to network, enjoy the amazing southern California weather, in addition to benefitting Olive Crest – transforming the lives of at-risk youth.

Special thanks to Tony Prestera, Derek Dietzen, David Guevara, and Riley Laines for stepping on the greens for the team.

From the team’s report, it looks like Derek Dietzen crushed on the greens and the leader of the foursome.

 

 

About Fidelity Bancorp Funding

Fidelity Bancorp Funding is an Orange, California-based firm providing mortgage options to meet the long-term needs of clients of all ages and scenarios, including Realtors, home buyers and investors. Founded in 2000, the firm is dedicated to superior standards and best practices, and recently surpassed $10+ billion in funding provided nationwide. Fidelity Bancorp Funding specializes in assisting those in complex situations or who need alternative options such as bridge financing to help ensure that they get the deal they want. For more information, visit www.fidelitybancorpfunding.com.

 

William Sonsma Earns Lending Integrity Seal of Approval

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FOR IMMEDIATE RELEASE Fidelity Bancorp Funding h1

Contact:

William Sonsma

President, Fidelity Bancorp Funding

714-908-5105

wsonsma@fbfloans.com

William Sonsma Earns Lending Integrity Seal of Approval

Achieves Status For Professionalism in the Mortgage Business

ORANGE, CA – Fidelity Bancorp Funding today announced that William Sonsma has earned the Lending Integrity Seal of Approval from the National Association of Mortgage Brokers (NAMB).  The new seal recognizes individual brokers and loan officers who meet the industry’s highest standards for knowledge, professionalism, ethics and integrity.

“I am proud to bestow this symbol of excellence on William Sonsma,” said Jim Pair, CMC, President of the National Association of Mortgage Brokers. “By earning this recognition, William has demonstrated a strong commitment to achieving the highest ethical standards in the mortgage business.”

In order to display the Lending Integrity Seal, a broker or loan officer must:

  • Pass a national criminal background check.
  • Possess a state license or registration.
  • Submit three business references (new members only)
  • Attend professional education, including ethics training.
  • Live up to NAMB’s Code of Ethics and Standards of Best Business Practices
  • Pledge to abide by NAMB’s formal ethics grievance review process.

When a loan officer or broker displays the Seal, it means they have voluntarily met the only national standards for mortgage originators, established by the National Association of Mortgage Brokers.

“The Lending Integrity Seal of Approval is transforming the mortgage industry,” Pair said.  “We believe it will soon become to the mortgage industry what the Good Housekeeping Seal of Approval is to the makers of consumer products.”

For more information on William Sonsma or Fidelity Bancorp Funding please visit: www.fidelitybancorpfunding.com

About Fidelity Bancorp Funding

Fidelity Bancorp Funding is an Orange, California-based firm providing mortgage options to meet the long-term needs of clients of all ages and scenarios, including Realtors, home buyers and investors. Founded in 2000, the firm is dedicated to superior standards and best practices, and recently surpassed $9 billion in funding provided nationwide. Fidelity Bancorp Funding specializes in assisting those in complex situations or who need alternative options such as bridge financing to help ensure that they get the deal they want. For more information, visit www.fidelitybancorpfunding.com.

Ugly Sweater Holiday Party – Who Won?

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Special thanks to the staff who were around for this week’s Ugly Sweater Party. It was fun to see the creativity of the staff and enjoy the company of those around us this time of year. Thank you.

We hope everyone has the opportunity to enjoy this holiday season. While your FBF rep may have some different availability, our main office hours are the following.

Tuesday, December 25th – Christmas Day – CLOSED
Wednesday, December 26th – OPEN
Thursday, December 27th – OPEN
Friday, December 28th – OPEN
Monday, December 31st – OPEN (shhh… we may leave a tad early this day too!)
Tuesday, January 1st – New Year’s Day – CLOSED
Wednesday, January 2nd – BACK TO NORMAL HOURS


 

 (877) 585-FUND (3863)  or EMAIL US

EVENT: February 14th – Orange County Hispanic Chamber of Commerce – Commercial Real Estate Breakfast

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(in case the main image isn’t loading, we’ve included the details for you below!)

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This event is for commercial real estate professionals and investors in Southern California to learn more about the market, professional technique, and to meet other allied professionals and investors.

Place:   Main Conference Room

Fidelity Bancorp Funding

600 City Parkway West Suite 200

Orange, CA 92868

8:00-9:30 AM

Networking, special Valentine cake and coffee, personal introductions, educational moments

Speaker: Ramón Gálvez-Arango, Architect, LEED AP

Topic: Impacts of Unpermitted Building Improvements and Ways to Deal With It.

In keeping with Earl’s favorite theme of gaining wisdom through harrowing horror stories, Ramón will speak about how some property owners and tenants construct “improvements” or make material changes without pulling Permits.  Building Permits add costs, but constructing without Permits can be far more expensive. So, why not save money?

Un-permitted construction can impact a property sale or financing. Ramón will present examples of when un-permitted construction became an issue that he was asked to remedy. It will become apparent that not pulling permits and building to Code is penny wise, but pounds foolish for the property owner and any licensed contractor who does the work.

These examples can be helpful to the real estate professional in choosing whether or not to get involved with a particular property or sponsor. They can also be useful in delivering a meaty warning to a client contemplating constructing or materially improving without pulling permits and complying with building codes. It can save a deal!

Come, and bring another commercial real estate professional!

HOW CAN I CONTRIBUTE:

> Plan to come, and to bring an additional commercial real estate professional.

 

For more information, contact Earl McCoubrey (BRE# 01747620) at Fidelity Bancorp Funding (714) 908-5149  emccoubrey@fbfloans.com

 

EVENT: January 10th – Orange County Hispanic Chamber of Commerce – Commercial Real Estate Breakfast

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Fidelity Bancorp Funding is hosting an event for commercial real estate professionals and investors in Southern California to learn more about the market, professional technique, and to meet other allied professionals and investors. If you are looking to network with other like-minded commercial industry leaders, this event is for you.

The first event of 2017. Come join us!

Networking, Bagels and coffee, personal introductions, educational moments

As many CRE professionals are looking to further expand their prospect and client lists, December seems like a good time to explore new possibilities for meeting more key decision makers for most closings in 2017. Interestingly, a commercial title rep can help the CRE professional target specific geographical farms, industries, and property types to develop lists of new prospects to call on.

Natasha Darras will present on how the commercial department of a title company can help the CRE professional identify target groups and develop lists of contacts, so as to begin dialing the phone in early January. Plan to attend, and feel free to submit a wish-list of targets you have in mind if you’d like for her to address specifics.

Orange County Hispanic Chamber of Commerce: Commercial Real Estate Breakfast

Hosted by: Fidelity Bancorp Funding

Tuesday, January 10th, 2016

  • Networking
  • Bagels and coffee
  • Personal introductions
  • Educational moments

 

 

PLACE:

Fidelity Bancorp Funding  (Main Conference Room)          

600 City Parkway West Suite 200, Orange, CA 92868

TIME:

8:00-9:30 AM

SPEAKER:

Gary Martinez – Broker at Ashwill Associates.

TOPIC:                 

Getting More New Clients in 2017

It appears that 2017 will be a big year for commercial real estate professionals. The air is crackling with excitement as investors look forward to lower income tax and capital gains tax rates. Such could lead to investors who have been holding on to properties because of tax worries, feeling the freedom to list them for sale. The inventory drought of the past several years could let up.

At the same time, more late-career CRE professionals may decide to retire rather than participate in the frenzy. This could leave the streets a little emptier for those of us who continue to get a thrill out of each closing, and enjoy the personal relationships with clients and colleagues.

So, how can CRE professionals take best advantage of these expected developments? Looking long term, we all benefit from knowing and being liked and trusted by more decision-makers.

Gary will review 25 well-tested methods of meeting more key people and marketing CRE brokerage and financial services. He’ll also discuss ways to better organize personally so as to be able to do more deals with more people at the same time.

Plan to come, and to bring an additional commercial real estate professional.

 

HOW CAN I CONTRIBUTE:

> Plan to come, and to bring an additional commercial real estate professional.

 

 

EVENT: Orange County Hispanic Chamber of Commerce – Commercial Real Estate Breakfast

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Fidelity Bancorp Funding is hosting an event for commercial real estate professionals and investors in Southern California to learn more about the market, professional technique, and to meet other allied professionals and investors. If you are looking to network with other like-minded commercial industry leaders, this event is for you.

Wow; that was quick! It seems like January of 2016 was just last week, and here we are beginning to make plans for January, 2017.

As many CRE professionals are looking to further expand their prospect and client lists, December seems like a good time to explore new possibilities for meeting more key decision makers for most closings in 2017. Interestingly, a commercial title rep can help the CRE professional target specific geographical farms, industries, and property types to develop lists of new prospects to call on.

Natasha Darras will present on how the commercial department of a title company can help the CRE professional identify target groups and develop lists of contacts, so as to begin dialing the phone in early January. Plan to attend, and feel free to submit a wish-list of targets you have in mind if you’d like for her to address specifics.

Orange County Hispanic Chamber of Commerce: Commercial Real Estate Breakfast

Hosted by: Fidelity Bancorp Funding

Tuesday, December 6th 2016

  • Networking
  • Bagels and coffee
  • Personal introductions
  • Educational moments

 

PLACE:

Fidelity Bancorp Funding  (Main Conference Room)          

600 City Parkway West Suite 200, Orange, CA 92868

TIME:

8:00-9:30 AM

SPEAKER:

Natasha Darras: Commercial Real Estate Title Rep at Fidelity Title.

TOPIC:                 

How to Obtain Lists of Prospects for CRE Property Listing Opportunities, Sales, and Financings

Place:   Main Conference Room

Fidelity Bancorp Funding

600 City Parkway West Suite 200

Orange, CA 92868

8:00-9:30 AM

Networking, Bagels and coffee, personal introductions, educational moments

 

HOW CAN I CONTRIBUTE:

> Plan to come, and to bring an additional commercial real estate professional.

 

 

Apartment Loans Panorama City, CA – Recently Funded

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RECENTLY FUNDED TRANSACTION:

Panorama City, CA

Loan Amount: $1,729,000

Loan to Cost: 65.992%

Loan Purpose: Purchase

Property Type: 26 Unit Multi-Family Residence

Opportunity: This property was purchased with some deferred maintenance issues that were handled with a holdback. 

For more information call: (877) 585-FUND (3863) 

Fidelity Bancorp Funding is an Orange, California-based firm providing mortgage options to meet the long-term needs of clients of all ages and scenarios, including Realtors, homebuyers and investors. Founded in 2000, the firm is dedicated to superior standards and best practices, and recently surpassed $9 billion in funding provided nationwide. Fidelity Bancorp Funding specializes in assisting homebuyers or those in complex situations or who need alternative options such as bridge financing to help ensure that they get the deal they want.

Apartment Loans Los Angeles, CA – Recently Funded

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RECENTLY FUNDED TRANSACTION:

Los Angeles, CA

Loan Amount: $1,700,000

Loan Purpose: Cash Out Refinance

Property Type: Multi-Family Residence

Opportunity: Repeat client looking to cash out for the purchase of another investment property. 

For more information call: (877) 585-FUND (3863) 

Fidelity Bancorp Funding is an Orange, California-based firm providing mortgage options to meet the long-term needs of clients of all ages and scenarios, including Realtors, homebuyers and investors. Founded in 2000, the firm is dedicated to superior standards and best practices, and recently surpassed $9 billion in funding provided nationwide. Fidelity Bancorp Funding specializes in assisting homebuyers or those in complex situations or who need alternative options such as bridge financing to help ensure that they get the deal they want.

EVENT: Orange County Hispanic Chamber of Commerce – Commercial Real Estate Breakfast

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Fidelity Bancorp Funding is hosting an event for commercial real estate professionals and investors in Southern California to learn more about the market, professional technique, and to meet other allied professionals and investors. If you are looking to network with other like-minded commercial industry leaders, this event is for you.

Orange County Hispanic Chamber of Commerce: Commercial Real Estate Breakfast

Hosted by: Fidelity Bancorp Funding

Wednesday, November 8th, 2016

  • Networking
  • Bagels and coffee
  • Personal introductions
  • Educational moments

 

PLACE:

Fidelity Bancorp Funding  (Main Conference Room)          

600 City Parkway West Suite 200, Orange, CA 92868

TIME:

8:00-9:30 AM

SPEAKERS:

Gary Martinez: Partner at Ashwill Associates and Incoming President for CCIM Southern California Chapter

TOPIC:                 

How Technology is creating opportunities and challenges for commercial real estate.

Technology is changing everyone’s lifestyle and is greatly changing how commercial real estate is used. These changes are creating big opportunities and challenges for tenants, landlords, developers, and investors. Gary will discuss these changes and give some insight on the upcoming opportunities.

Professional people will always be critical to the CRE markets. Those professionals who harness and use evolving technologies will prosper the most.

 

No matter who we are or what we do in commercial real estate, we should have at least a basic familiarity with the SBA’s new refinancing opportunities. This way, we can be more comfortably conversant with others rather than being left out of a discussion that could have resulted in a deal.

 

HOW CAN I CONTRIBUTE:

> Plan to come, and to bring an additional commercial real estate professional.

 

For more information, contact Earl McCoubrey (BRE# 01747620) at Fidelity Bancorp Funding (714) 908-5149  emccoubrey@fbfloans.com.

 

EVENT: Orange County Hispanic Chamber of Commerce – Commercial Real Estate Breakfast

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Fidelity Bancorp Funding is hosting an event for commercial real estate professionals and investors in Southern California to learn more about the market, professional technique, and to meet other allied professionals and investors. If you are looking to network with other like-minded commercial industry leaders, this event is for you. 

Orange County Hispanic Chamber of Commerce: Commercial Real Estate Breakfast

Hosted by: Fidelity Bancorp Funding

Tuesday July 12, 2016

  • Networking
  • Bagels and coffee
  • Personal introductions
  • Educational moments

 

PLACE:

Fidelity Bancorp Funding  (Main Conference Room)          

600 City Parkway West Suite 200, Orange, CA 92868

TIME:

8:00-9:30 AM

SPEAKERS:

Mike Nasr, Loan Officer at Southland EDC (SBA 504 lender)

Tony Tran, Banking Center Manager Comerica Bank Brea (SBA 7A lender)

TOPIC:                 

“How to Use the New SBA Refinance Opportunity; 504 and 7A”

 

The SBA is always seeking ways to further promote small business, including by making owner-occupied commercial real estate more financeable. SBA recently came out with its new refinance loan products for such properties. Notably, SBA loans were previously limited to just purchases only.

No matter who we are or what we do in commercial real estate, we should have at least a basic familiarity with the SBA’s new refinancing opportunities. This way, we can be more comfortably conversant with others rather than being left out of a discussion that could have resulted in a deal.

 

HOW CAN I CONTRIBUTE:

> Plan to come, and to bring an additional commercial real estate professional.

 

For more information, contact Earl McCoubrey (BRE# 01747620) at Fidelity Bancorp Funding (714) 908-5149  emccoubrey@fbfloans.com.

 

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