Services

An impressive record of deal activity is the strongest evidence of our success in helping clients achieve their business objectives. No matter the size, property type, location, or source of financing of your deal, we get the job done. Our high rate of repeat business is another measure of Bluestone’s outstanding performance and success in building long-term relationships. Our goal is to provide the ultimate customer experience for our clients by consistently delivering the best solutions. We start by offering a comprehensive array of services.

Loan Origination & Debt Placement

Bluestone Professionals are highly trained and have a wealth of experience in structuring and placement of quality transactions that suit our clients' unique needs. We maintain solid relationships and substantial buying power with a broad array of Credit Union Partners. Our professional have an impressive record of deal activity is the strongest evidence of our success in helping clients achieve their business objectives. No matter the size, property type, location, or source of financing for your deal, we are equipped to deliver results. Our high rate of repeat business is another measure of Bluestone's outstanding performance and success in building long-term relationships. Our goal is to provide the ultimate customer experience for our clients by consistently delivering the best origination solutions.

  • Permanent Debt for Acquisition and Refinance

  • Short-term and Bridge Financing

  • Construction Financing

  • Small Business Lending

  • SBA/Government Guaranteed

  • Participation Loans

Primary Servicing & Asset Management

Working on behalf of our clients, Bluestone Financial Group is responsible for the loan administration, payment processing, tax, insurance, and UCC administration and monitoring compliance with loan documentation. We also analyze the performance of the underlying asset pledged as collateral and manage all aspects of the borrower client relationship, including all asset management responsibilities.

Our Capital Providers with active construction lending programs have complex needs with substantial risks that need to be managed effectively to ensure their borrower’s projects move along according to plan, both on-time and on-budget. Bluestone Financial Group offers a full range of services built upon best-in-class processes and procedures to handle the construction draw administration and processing work, as well as the accurate and timely collection and dissemination of collateral data and reports.

  • Primary Servicing

  • Asset Management

  • Special Servicing

  • Construction Loan Administration

  • SBA Servicing

  • Small Balance Servicing

Due Diligence and Third Party Underwriting

Bluestone delivers to its clients an outsourced commercial real estate collateral evaluation, due diligence and underwriting services program built on a professional staff with extensive commercial real estate experience. Through our in-depth understanding of loan origination, credit risk analysis, and the deal, our professionals have become the preeminent advisor for commercial real estate analysis to our Credit Union Partners. Bluestone's professional team can be deployed as a variable staffing strategy to manage a specific transaction or other project requirements. In addition, our professional team can be constituted as a dedicated group to support longer term business objectives. We have specialized practice teams for most property types, and have transactional experience across the US.

  • Credit Memorandum & Asset Review Preparation

  • Participated Credit Loan Underwriting

  • Debt Structure Analysis & Evaluations

  • Debt & Property Cash Flow Modeling

  • Collateral Evaluations & Transactional Support

  • All CRE Asset Class Underwriting

  • Third Party Underwriting Review

  • CRE UW Model Support

Construction Loan Administration

Bluestone offers a full range of construction loan administration services. Active construction lending programs have complex needs with substantial risks that need to be managed effectively to ensure their borrower’s projects move along according to plan, both on-time and on-budget. Built upon best-in-class processes and procedures to handle the construction draw administration and processing work, as well as the accurate and timely collection and dissemination of collateral data and reports. Our proven experience includes out-of-the-ground retail, hotel re-flagging, substantial renovation multifamily projects, major rehabilitations, phased expansions, out-parcel developments, substantial renovations; and distressed property asset administration. Our post-closing services include construction and budget monitoring, disbursement administration, title management, loan servicing, and reporting.

  • Construction and Budget Monitoring

  • Disbursement Administration

  • Risk Management

  • Third Party Inspection and Progress Reports

Special Servicing

Bluestone offers a comprehensive suite of integrated, customizable services to support distressed debt acquisition, management and disposition. Our corporate culture of independence, transparency and integrity, permits us to focus on maximizing the recovery for our clients and partners. We achieve superior results through our skill as active distressed debt asset managers, not simply passive financial engineering. Our deep network of market specific professionals provides a competitive advantage in the acquisition and management of distressed assets.

Bluestone’ asset management team leverages the experience of our primary servicing and advisory practices to support the management of performing, sub-performing and non-performing loan portfolios. Our services include, loan-specific re-underwriting to assist in the management of loan maturities and potential default situations and direct REO operating, re-positioning and liquidation management. Time-tested and rigorous property-level analysis, business plan diligence and investment review processes developed in the course of completing thousands of transactions worldwide enable us to identify and manage potential risks to the benefit of our clients and partners.