Is Your Commercial Loan Application Ready for a Lender’s Scrutiny?
Get the complete list of everything lenders need to quote or underwrite your deal, so you can build a lender-ready package with confidence.
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What You'll Get
Multifamily/CRE Purchase Loan Checklist
A step-by-step, easy-to-follow checklist for a clean package: sponsor info, property info, and third-party docs your lender expects.
Personal Financial Statement (PFS) Template
The standard, lender-friendly format that all banks require from every borrower. Includes both the PDF and spreadsheet versions.
Schedule of Real Estate Owned (SREO) Template
The plug-and-play sheet lenders want to see your portfolio clearly and consistently. Includes both the PDF and spreadsheet versions.
"A prepared borrower gets better terms. This toolkit is designed to get you into the top 20% of borrowers before you ever speak to a lender. It's the exact process I use to prepare my advisory clients for high-stakes financing."
- Trevor T. Calton, Founder
Real Estate Finance Academy
Get the Free Commercial Loan Document Kit
Free instant download with a checklist, two lender-ready templates, plus strategic tips for you.
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