Find and Fix the Hidden Risks in Your Loan Package Before Your Lender Does.
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Get your Lender-Ready Diagnostic Toolkit, complete with Data Room Checklist, KPI Targets, DSCR - LTV - Debt Yield calculator, and more.
Download the free 3-part PDF checklist and spreadsheet calculator that smart multifamily owners use to organize their data room, stress-test their KPIs, and build a bulletproof case for their lender.
Get the same tools and metrics used by professional investors and institutional capital.
What You'll Get In the Toolkit
For owners of  20-to-100+ unit multifamily properties. Typical loan size $5M - $50M.
Data Room Checklist
A comprehensive checklist of every document a lender will ask for, so you can assemble your package with zero guesswork.
The KPI Stress Test
A simple table to benchmark your property's key metrics (DSCR, LTV, Occupancy) against common lender targets to instantly spot any red flags.
60-Day Value-Add Levers
A list of actionable, low-cost steps you can take in the next 60 days to improve your metrics before you apply for a loan.
DSCR, LTV, & Debt Yield Calculator
A plug-and-play Google Sheet to calculate your key metrics and model different scenarios.
"In today's market, a prepared borrower gets better terms. Period. 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 Your Diagnostic Toolkit NowÂ
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