Rent Roll
The Rent Roll is a summary of rental income from a property or portfolio, listing tenant names, lease terms, monthly rent, payment history, and vacancy status. Lenders review this document to assess cash flow, property performance, and income stability when underwriting loans.

Commercial Loan Application
The Commercial Loan Application is a detailed form used to collect essential borrower and property information for financing consideration. It includes sections for business details, loan amount requested, property type, income documentation, and financial history. This form helps lenders assess the borrower’s eligibility and loan terms.

Scope of Work (SOW)
The Scope of Work outlines the planned improvements, repairs, or construction for a real estate project. It includes detailed descriptions of tasks, materials, costs, and timelines. This document is crucial for lenders to understand the project’s feasibility and ensure funds are allocated appropriately.

Construction Budget
The Construction Budget provides a breakdown of estimated costs for a development or renovation project. It includes line items for labor, materials, permits, contingencies, and other expenses. Lenders use this document to determine loan disbursement schedules and ensure the project stays within financial parameters.

Portfolio Loan Application
The Portfolio Loan Application is designed for investors financing multiple properties under a single loan. It gathers details on the borrower’s real estate holdings, rental income, loan structure, and financial standing. This form helps lenders evaluate risk and structure financing tailored to portfolio investments.