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.
"In today's market, a prepared borrower gets better terms. Period. This kit is designed to get you into the top 20% of borrowers before you ever speak to a lender.
After 25+ years in CRE & mortgage banking, and hundreds of commercial loans originated, this is 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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