Investment Pipeline Report

Overview of all loan applications in the pipeline.

Total Pipeline
$23,401,496
In Underwriting
12
Pre-to-Close
8
Funded
20
Loan-HEI-2025-001J. SmithFunded3$50,00040%620HEIDavid LeeEmily Wroe01/01/202502/21/2025TX78704
Loan-HEI-2025-002J. DoeUnderwriting44$216,50063%737HEIA. SmithMike Alvarez02/08/2025CO80203
Loan-HEI-2025-003B. JohnsonConditional15$155,00083%727HEIR. MillerSarah Chen03/15/2025WA98103
Loan-HEI-2025-004A. WilliamsFunded57$322,25062%624HELOCL. GarciaEmily Wroe04/22/202505/28/2025OR97214
Loan-HEI-2025-005C. BrownProcessing27$260,75081%834HEIK. ThompsonMike Alvarez01/01/2025CA92103
Loan-HEI-2025-006D. PrinceApplication53$200,00056%823HELOCJ. AdamsSarah Chen02/08/2025AZ85016
Loan-HEI-2025-007E. NortonFunded40$366,50080%721HEIDavid LeeEmily Wroe03/15/202504/28/2025NV89109
Loan-HEI-2025-008F. ApplePre-to-Close10$305,00055%710HELOCA. SmithMike Alvarez04/22/2025UT84102
Loan-HEI-2025-009G. MartinezUnderwriting52$472,24979%828HEIR. MillerSarah Chen01/01/2025FL33139
Loan-HEI-2025-010H. PatelPre-to-Close23$410,75053%817HEIL. GarciaEmily Wroe02/08/2025NC28202
Loan-HEI-2025-011I. NguyenProcessing48$350,00073%807HELOCK. ThompsonMike Alvarez03/15/2025MA02118
Loan-HEI-2025-012J. ParkFunded35$516,50052%704HEIJ. AdamsSarah Chen04/22/202505/28/2025MN55408
Loan-HEI-2025-013K. GarciaUnderwriting6$455,75071%694HEIDavid LeeEmily Wroe01/01/2025IL60614
Loan-HEI-2025-014L. RossiApplication31$394,25046%683HELOCA. SmithMike Alvarez02/08/2025RI02903
Loan-HEI-2025-015M. O'NeilFunded18$560,75070%801HEIR. MillerSarah Chen03/15/202504/28/2025TN37203
Loan-HEI-2025-016J. SmithFunded44$500,00044%790HEIL. GarciaEmily Wroe04/22/202505/28/2025TX78704
Loan-HEI-2025-017J. DoeUnderwriting31$666,50068%688HEIK. ThompsonMike Alvarez01/01/2025CO80203
Loan-HEI-2025-018B. JohnsonConditional56$605,75043%678HEIJ. AdamsSarah Chen02/08/2025WA98103
Loan-HEI-2025-019A. WilliamsFunded27$544,25062%667HELOCDavid LeeEmily Wroe03/15/202504/28/2025OR97214
Loan-HEI-2025-020C. BrownProcessing14$711,50041%785HEIA. SmithMike Alvarez04/22/2025CA92103
Loan-HEI-2025-021D. PrinceApplication39$650,00061%774HELOCR. MillerSarah Chen01/01/2025AZ85016
Loan-HEI-2025-022E. NortonFunded26$66,50040%672HEIL. GarciaEmily Wroe02/08/202503/28/2025NV89109
Loan-HEI-2025-023F. ApplePre-to-Close52$755,75059%661HELOCK. ThompsonMike Alvarez03/15/2025UT84102
Loan-HEI-2025-024G. MartinezUnderwriting22$694,25079%651HEIJ. AdamsSarah Chen04/22/2025FL33139
Loan-HEI-2025-025H. PatelPre-to-Close9$111,50058%768HEIDavid LeeEmily Wroe01/01/2025NC28202
Showing page 1 of 3 (60 total)

Upcoming Funding Needs

Capital Required
$1,622,000
  • Loan-HEI-2025-053 · 258 Spruce Ct, Salt Lake City, UT
    Pre-to-Close
    $677,750
    8 days in pipeline
  • Loan-HEI-2025-025 · 900 King St, Charlotte, NC
    Pre-to-Close
    $111,500
    9 days in pipeline
  • Loan-HEI-2025-008 · 258 Spruce Ct, Salt Lake City, UT
    Pre-to-Close
    $305,000
    10 days in pipeline
  • Loan-HEI-2025-048 · 789 Pine Rd, Seattle, WA
    Conditional
    $527,750
    13 days in pipeline