Broker success stories
Real clients. Funded loans. Broker fees earned. See how brokers put Alliance Portfolio capital to work.
Funded transactions
Four California transactions brought to Alliance Portfolio by brokers, with the result each one carried: the loan, the position, the time to close and the fee the broker earned.
Broker earned$104,000
Los Angeles · Single-family residence
Brought by Jason
Jason came to Alliance Portfolio with a client who needed capital for an investment opportunity. We structured a $2.6 million first trust deed secured by a Los Angeles residence, helping create the flexibility to keep the deal moving.
Broker earned$87,500
Irvine · Single-family residence
Brought by Kiersten
Kiersten brought us a client who wanted to replace an existing loan and create additional business capital. Alliance Portfolio structured the financing to accomplish both, giving the client greater flexibility, secured by their Irvine home.
Broker earned$40,995
San Francisco · Luxury condominium
Brought by Albert
Albert brought us a client purchasing a luxury San Francisco condominium. Alliance Portfolio structured first-position financing to help complete the acquisition while the client contributed significant equity of their own.
Broker earned$27,495
Beverly Hills · Custom single-family residence
Brought by Gurjeet
Gurjeet brought us a client who wanted to replace an existing loan and put additional capital into a Beverly Hills property. Alliance Portfolio structured the financing to do both, giving the client the resources to move forward with the improvements.
These examples describe individual funded transactions. Broker fees and closing times vary by transaction and are not guaranteed.
California focus
Alliance Portfolio has spent decades lending across California, from coastal markets to major metropolitan areas and the communities in between. That experience brings local context to every transaction, including the property, location, structure, timing and repayment strategy.
The company’s California focus is deliberate. Familiarity with these markets, the people involved and the underlying real estate informs how Alliance Portfolio approaches both lending and investment management.
About Alliance PortfolioSend the property, the amount, the position and the timing. A person who underwrites and funds the loan reads it, and you stay in the relationship through closing.
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