Eric Morgan serves as CREtelligent’s Chief Strategy Officer. Eric is part of CREtelligent’s leadership team, primarily responsible for CREtelligent’s Mergers & Acquisition strategy and execution, including sourcing opportunities, negotiations, and due diligence for CREtelligent’s acquisitions. Eric is also in charge of third-party alliances and partnership opportunities. Before joining CREtelligent, Eric served as a Managing Director at Wells Fargo Securities, Merlin Securities, Susquehanna International Group, and Bank of America Securities. He has a broad background in finance, operations management, technology, and sales with institutional financial firms. Eric is a graduate of California State University, Sacramento, with a Bachelor’s in Business Administration.
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Pandemic-Proof Your Transaction Funnel.
No Onsite Inspection Required.
We strive to provide optimized services, improved decision-making analytics, and decreased approval times. When circumstances limit on-site property inspections, EnviroScreenPRO provides everything a borrower expects from a gold-standard commercial real estate due diligence investigation.
Supercharged Desktop Report.
Introducing EnviroScreenPRO™, an evolutionary leap forward in desktop reports. EnviroScreenPRO adheres to all Small Business Administration(SBA) requirements and adds an Enhanced File Review (EFR), providing valuable additional site information. Our EPs then take a deeper dive, evaluating on- and off-site risk factors through a review of available regulatory files and provide guidance on possible next steps when elevated environmental risk factors are identified. In short, CREtelligent’s EnviroScreenPRO gives you everything a typical RSRA provides, adding everything else a Phase I Environmental Site Assessment (ESA) provides, except an in-person site inspection.
Balancing Due Diligence
and Public Safety.
EnviroScreenPRO is the industry’s first COVID-19-responsive environmental due diligence report. We recognized that not all commercial real estate transactions carry the same level of environmental risk. So, we tailored an approach that allows CRE transactions to proceed that might otherwise be delayed by site-access restrictions prompted by public health concerns.
While our NEW EnviroScreenPRO may be streamlined, it is nevertheless rigorous, strictly adhering to the ASTM’s Standard Practice for Phase I Environmental Site Assessments (minus an in-person inspection). If your loan transaction times have begun to slow, reach out to our team to get things flowing once more.