Get Your Commercial Loan Document Kit
Build a clean, professional loan application package that underwriters can review fast.
Get the complete list of everything lenders need to quote or underwrite your deal.
Includes a checklist, Personal Financial Statement (PFS), and Schedule of Real Estate Owned (SREO) forms.
Get the Document Kit - Free instant download. No spam.
We respect your privacy and we never share your info.
What You'll Get
Purchase Loan Documentation 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.
Get the Document Kit - Free instant download. No spam.
We respect your privacy and we never share your info.
"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 Commercial Loan Document Kit
A checklist and two lender-ready templates, plus strategic tips for you.
We respect your privacy and will never share your info.