Ph: 407-264-7255

CMAC Partners, LLC
399 Carolina Avenue,
Suite 250
Winter Park, FL 32789

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Client Success Program

Client Success Program

The Closing of Our Client's Loans Marks the True Beginning of Our Relationship

About CMAC's Client Program

CMAC recognizes the importance of consistent financial monitoring to ensure our clients are always in the best position - even after their loan has closed.

Our Client Success Program offers ongoing analysis and support to navigate any real estate-related issue that might arise after closing. The following points will be periodically reviewed by our team to ensure your objectives are continually being met.

Commitment to Our Clients

1

Identify Changes in the Market
  • Monitor interest rate movement and analyze potential savings

2

Review of Partner Succession Planning
  • Model long-term, sustainable financial structures to facilitate partner buy-ins & buyouts

3

Monitor Current Banking Relationship
  • Evaluate the relationship and identify potential cost reductions or service improvements

4

Identify Opportunities for Improved Loan Terms
  • Identify improvements such as mitigation or elimination of personal guarantees, prepayment penalties, and reduction of DSC ratios or spreads

5

Identify Needs for Planned Projects
  • Provide analysis of how current real estate portfolio might be leveraged to facilitate new real estate expansion

6

Sale/Leaseback Analysis
  • Offer unbiased advisory review of sale/leaseback options and comparison to current market cash-out refinance options

"The CMAC team was very clear to let me know that they were always there even though we closed the deal and it was done. A couple months after our closing, something just didn't seem right. CMAC came bac in and worked with our bank, who had made the errors. They continue to check in and make sure everything is correct."
Brenda Hulbert, former CEO, South Denver Cardiology Associates
South Denver Cardiology Associates

Case Studies

Augusta Orthopedic & Sports Medicine Specialists
Client Success Program Experiences 2014 – Augusta Orthopedics aimed to refinance its existing owner-occupied property and to finance a new ASC. The closing resulted in lowered interest rates and savings for the group. 2018 – The group returned to CMAC to refinance its MOB and...

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Idaho Urologic Institute
Client Success Program Experiences 2016 – IUI hired CMAC to assist in a refinance of its existing building. The loan closed with no personal guarantees and cash out to assist in renovations and buyouts. CMAC and the practice experienced some challenges along the way with the closing lender,...

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Eye Surgeons Associates
Client Success Program Experiences 2015 – This group wanted to take advantage of a substantially lower rate from a new bank, but the appraisals came in over a million dollars lower than a few years prior, leaving a shortfall. CMAC was able to craft a creative structure to allow the refinance...

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Premier Bone & Joint Centers
Client Success Program Experiences 2019 – This orthopedic center refinanced its MOB to achieve improved rates and to free capital to be used in a new construction project. The incumbent bank made substantial improvements, providing a low 10-year fixed rate while eliminating personal...

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