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


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


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


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


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


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


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

Case Studies