EVERGREEN CAPITAL ADVISORS

Is Your Commercial Loan Refinance at Risk?

Don’t get caught by surprise.

Use a free 5 minute checkup to see how exposed you are right now and what you can fix in the next 90 days, before dates on the calendar turn into a refinance problem.

Simple score that shows your current refinance risk
Clear view of what is solid and what might break under pressure
A comprehensive snapshot you can use with your team or partners

In less than 5 minutes, answer focused questions and get a one-page snapshot you can bring to your next lender, refinance, or leadership meeting.

What you get

You'll get a comprehensive one-page scorecard that you can share with your team and use as a starting point for fixing the right problems first.

Clear Refinance Readiness Score Results

See how your portfolio systems stack up across reporting, NOI, and financial resilience in one clear score that shows how prepared you are for your next refinance or loan review.

Individual Category Scores and Action Items

View separate scores across four different categories, so you can see exactly where your systems are strong and where they are fragile in the eyes of a lender.

Practical 90-Day Fixes to Implement Now

Get tailored 90-day suggestions so you can pick one or two realistic fixes that tighten your lender story, instead of another long wish list that never gets implemented.

How it works

Step 1

Answer the focused questions about how your portfolio actually runs today.

Step 2

Get your Readiness score across the key categories, plus action items.

Step 3

Review tailored recommendations and decide what to tackle first.