Practical checklists and guides to help you prepare for a business funding or real estate funding review.
Prepare revenue details, bank statements, use of funds, time in business, and owner information before submitting.
Use This ChecklistPrepare property address, purchase price, loan amount, estimated value, rent, timeline, and borrower profile.
Use This ChecklistPrepare bank statements, income details, entity documents, credit range, and property or funding purpose.
Use This ChecklistPrepare rent roll, property details, lease information, purchase contract, rehab budget, and timeline.
Use This ChecklistBe ready to explain what the capital is for, how much you are seeking, and when you need it. Those basics help narrow the funding paths worth reviewing.
Business funding reviews commonly begin with time in business and revenue information. Real estate scenarios may also require property value, purchase price, rent, loan amount, and project details.
Documents vary by program. Bank statements, entity information, property documents, leases, purchase contracts, or project budgets may be relevant depending on the request.
These checklists are preparation guides, not approval requirements. Each lender or program can require different information. If you are unsure where to begin, use the Deal Match Engine™ for a suggested starting path or send the scenario to Joe for review.