Gregg Kennedy, Managing Director and Head of Sales at CIVIC Financial Services, shares his approach to successfully funding loans for borrowers and brokers. By building strong relationships, aligning goals, and maintaining clear communication, Gregg fosters trust and long-term partnerships. He prioritizes exceptional customer service through consistent follow-ups and setting clear expectations, ensuring a seamless process from submission to funding—and beyond.
Video Transcript
We look to vet the borrower.
We want to see their experience, their background, and what they’ve done in the past.
We want to make sure they’re putting in a proper amount of equity and that they have a clear exit strategy.
We’re looking at the market, we’re looking at the neighborhood, we’re looking at the asset class.
Every deal is unique, and every borrower’s situation can be different, so it’s important to understand their goals and approach.
We stay in constant contact with them throughout the process to make sure everything is moving smoothly and that expectations stay aligned.
At the end of the day, communication and transparency are key — that’s what makes a better relationship.
