Excel Financial

Mortgage Broker serving San Jose, CA

About Excel Financial

Excel Trust Deed Investments, Inc., established in 1986 as Excel Financial, is a seasoned private money lender. With over 30 years of experience, the company specializes in providing alternative financing solutions for families and businesses primarily in the San Francisco Bay Area and across California. They are known for their expertise in trust deed investments, offering a vital bridge for borrowers facing challenging loan scenarios.

Excel TDI distinguishes itself through its solution-based lending approach, offering fast and efficient service with funding possible in as little as seven days due to in-house underwriting. The firm manages a substantial portfolio exceeding $60 million in investor funds, which are placed in short-term real estate loans secured by residential or commercial properties. This robust platform benefits both borrowers seeking quick capital and investors looking for competitive interest rates.

The company caters to a diverse clientele, including individual borrowers and brokers, providing professional guidance from application through servicing. Their commitment to swift processing, competitive pricing among private lending peers, and a deep understanding of the real estate market underscore their reputation as a reliable financing partner for various property types and purposes, including bridge loans and construction financing.

Company Information

Founded: 1986
Lender Type: Private Money Lender
Headquarters: San Francisco, CA
Total Loans Originated: $60M+ investor portfolio

Licensed In

CA

Home Loan Products

Residential Private & Bridge Loans

Loan Types:
BridgeHard MoneyConstruction
Rate Types:
Fixed Rate
Property Types:
Single-Family HomeCondoTownhouseMulti-Family (2-4 units)Investment PropertyVacation/Second Home
Occupancy Types:
Primary ResidenceSecond HomeInvestment Property
Available Terms:
1 years5 years

Commercial Loan Products

Commercial Private Lending Solutions

Loan Types:
Bridge LoanHard Money LoanCommercial Construction
Property Types:
Multifamily (5+ units)OfficeRetailIndustrial/WarehouseHospitalityLandMixed-Use
Industry Focus:
RestaurantsRetailReal Estate Development

Contact Information

1314 Lincoln Ave #2A
San Jose, CA 95125
US

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Business Information

Category: Mortgage Broker
Location: San Jose, CA
Status: Standard
Founded: 1986
Type: Private Money Lender
Loans Originated: $60M+ investor portfolio
Profile Views: 0

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