Version 2.4

Resources Center

Downloadable checklists and guides to help prepare for business funding and real estate funding review.

Business Funding Checklist

Prepare revenue details, bank statements, use of funds, time in business, and owner information before submitting.

Use This Checklist

Real Estate Deal Checklist

Prepare property address, purchase price, loan amount, estimated value, rent, timeline, and borrower profile.

Use This Checklist

Self-Employed Borrower Checklist

Prepare bank statements, income details, entity documents, credit range, and property or funding purpose.

Use This Checklist

Investor Deal Checklist

Prepare rent roll, property details, lease information, purchase contract, rehab budget, and timeline.

Use This Checklist
Text Joe Direct - (872) 228-5250 Submit Deal