Investor Solutions Group, LLC Funding Disclosure / Broker Statement

Effective Date: March 2, 2026

Overview

This Funding Disclosure explains our role and certain important information when you request financing assistance through www.investorsolutionsgroup.com. Investor Solutions Group, LLC provides consulting, referral, and brokerage services designed to help borrowers explore potential financing options with independent lenders and capital providers. We are not a lender and we do not make credit decisions unless expressly stated in writing for a specific transaction. Independent lenders determine underwriting criteria, approvals, rates, fees, terms, and funding timelines.

1. Lead Submission and Information Sharing

When you submit information through the Website, you understand that we may share your information and documents with independent lenders and capital providers for the purpose of evaluating potential financing opportunities you request. We do not sell your personal information. We share it only as reasonably necessary to pursue the financing request you initiate. Lenders may contact you directly based on your request and the information provided. Different lenders may have different privacy policies, documentation requirements, and timelines.

2. No Financial Advice; No Fiduciary Relationship

We do not provide investment advice, legal advice, tax advice, or individualized financial advice. We do not act as a fiduciary. You are responsible for assessing whether financing is appropriate for your situation and for obtaining independent advice as needed.

3. Compensation Disclosure

We may receive compensation in connection with successful introductions or completed financings. Compensation may be paid by a lender, by the borrower, or both, and may vary based on the transaction, program, and lender relationship. Any fees payable by you should be disclosed in writing in connection with a specific engagement or transaction. You should review any fee and lender disclosures carefully before proceeding.

4. Borrower Responsibilities and Due Diligence

You are responsible for reviewing and understanding lender terms, fees, and obligations before accepting fin ancing. Carefully review loan documents, including rate and fee disclosures, repayment terms, prepayment provisions, security interests, guarantees, covenants, and default consequences.

You should independently verify material details relevant to your transaction and consult your legal, tax, and financial advisors as appropriate. You should ensure you can satisfy repayment obligations and comply with loan covenants.

5. Risk Disclosure

Borrowing involves repayment obligations and potential default consequences. Commercial real estate and business ventures involve risk, including the potential loss of capital. Loan costs, rates, collateral requirements, and timelines vary materially by lender and market conditions.

You should consider whether borrowing is appropriate for your objectives and risk tolerance and whether you can withstand adverse outcomes such as delayed funding, increased costs, or a lender changing terms.

6. Consent to Receive Communications

By submitting information through the Website, you authorize us to contact you about your inquiry and potential financing options via phone calls, email messages, and SMS/text messages, including messages sent using automated technology.

Consent is not required as a condition of receiving services. Message and data rates may apply. Message frequency may vary. Reply STOP to opt out of SMS/text messages and HELP for help.

7. Contact

Investor Solutions Group, LLC

2429 Abbot Kinney Blvd, Venice, CA 90291

Phone: (310) 867-4723

Email: [email protected]

Website: www.investorsolutionsgroup.com

8. Typical Lender Requirements

Lenders may require documents such as entity documents, personal financial statements, business financials, bank statements, tax returns, property documents, leases, budgets, and evidence of experience. Requirements vary significantly by lender and program.

Submitting complete and consistent documentation generally improves evaluation speed, but does not guarantee approval.

9. Timing and Changes in Terms

Timelines vary based on lender processes, documentation completeness, valuations, appraisals, third-party reports, and legal review. Terms can change between initial indications and final documents.

Do not rely on preliminary indications until you receive written lender terms and disclosures.

10. Fees and Costs

You May Incur Financing transactions can involve costs such as appraisal fees, legal fees, due diligence fees, lender fees, third-party report fees, escrow/title fees, and other charges. The lender will disclose applicable fees; you should review them carefully.

You are responsible for understanding when fees are refundable or non-refundable and for confirming how fees are paid.

11. Borrower Acknowledgment

By submitting an inquiry, you acknowledge that you are requesting assistance in locating potential financing options and that independent lenders decide whether to offer credit. You acknowledge that you must review and accept lender terms independently.

If you do not want your information shared with lenders for evaluation, do not submit a financing request through the Website.

Lead Contact Authorization / Lender Communication Consent

By submitting information through this website or contacting Investor Solutions Group, LLC regarding potential financing, you expressly authorize the company to share your submitted information with independent lenders, capital providers, brokers, or financial institutions for the purpose of evaluating potential financing opportunities you request.

You acknowledge that lenders or financing partners may contact you directly using the information you provided, including by phone, email, or other communication methods, in order to discuss potential financing programs, request additional documentation, or evaluate your eligibility for financing.

You understand that Investor Solutions Group, LLC does not control the underwriting decisions, communications practices, or offers made by independent lenders. Any financing relationship or agreement will be solely between you and the lender providing the financing.

If you do not wish for your information to be shared with potential lenders for evaluation, you should not submit financing requests or contact the company through the website for funding assistance.

This authorization is provided voluntarily by the user and is intended to facilitate the evaluation of financing opportunities requested by the user.