Meet the Team

Choose your Loan Advisor or Account Executive. Each team member has a direct link to submit your deal.

Don't have an advisor yet?

Submit a Deal Without an Advisor

Your Loan Process in 5 Simple Steps

1

Complete Your Application

Fill out our Intake Form or Loan Application to provide the details we need to understand your business and financing goals.

2

Receive Confirmation

You’ll get an email confirming we’ve received your file and have started the review process.

3

Initial Review & Follow-Up

Within 24–72 hours, a Loan Advisor or Account Executive will reach out with a loan commitment or to clarify additional details.

4

Review Terms & Commitment

After reviewing your Letter of Intent (LOI), which outlines the loan terms and commitment agreement, you’ll select the best option. Any remaining conditions will be addressed before funding.

5

Funding

Once all conditions are met, your funds are released so you can move forward with confidence.

Why Legacy Resources?

We make financing fast, clear, and personalized — guiding you every step of the way so your business goals become reality.