Want lenders to take you seriously? Come prepared.
Nothing SCREAMS credibility like a complete financial package in their inbox before your banker even knows you exist.
This financing starter kit is everything you need to pitch yourself and your newest property to commercial lenders, local banks, credit unions, and private lenders in a very streamlined package... and get them to call you back with an answer without further question.
No more printing out paperwork from each bank and hand filling it. These documents are universal. Fill em out once, update them quarterly... then just download and send.
Included:
- A financing checklist so you can prep everything your bank needs.
- An automated, digital financial summary template thats fully mapped to an included:
- Real estate portfolio summary template which logs & compiles property value, mortgage, equity, income & expense.
- Detailed schedules of your assets, liabilities, and cash on hand.
- Profit & Loss + Rent Roll templates so they can quickly pre-approve the property you're hoping to finance.
