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Free investor checklist

Before You Submit a Deal, Make Sure the Numbers Are Ready.

Get the checklist investors can use to organize a fix-and-flip, construction, rental, or multifamily financing request.

  • Know which project numbers lenders review
  • Organize basic documents in advance
  • Understand how property type affects financing
  • Avoid submitting an incomplete scenario
  • Prepare for a more efficient initial review

Checklist preview

  1. The deal: Address, property type, units, purchase price, under-contract status

  2. The numbers: Rehab or build budget, ARV or completed value, requested loan, your cash

  3. You: Credit range, completed projects, entity status, reserves

  4. The plan: Exit strategy, timeline, backup exit

Printable one-page format

Free download · 1 page

Get the Funding Readiness Checklist

Five quick fields. The checklist opens right after you submit.

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