FORMS & CHECKLISTS
Loan Package Checklists
Download a checklist for your particular type of loan to ensure you have a complete set of documents for your loan proposal.
Loan Application Forms
Download these standard forms required by lenders when evaluating a commercial loan proposal.
We partner with Real Estate Finance Academy to offer resources for investors and real estate professionals.
Due Diligence Forms
Download these valuable checklist and data request forms for conducting due diligence in a commercial real estate transaction.
Spreadsheet Templates
ALL FORMS & CHECKLISTS
LOAN PACKAGE CHECKLISTS:
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REAL ESTATE PURCHASE LOAN CHECKLIST
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REFINANCE LOAN CHECKLIST
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CONSTRUCTION LOAN CHECKLIST
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SBA / COMMERCIAL BUSINESS LOAN CHECKLIST
LOAN APPLICATION FORMS:
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PERSONAL FINANCIAL STATEMENT
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MULTIFAMILY RENT ROLL
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​SCHEDULE OF REAL ESTATE OWNED
DUE DILIGENCE FORMS:
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MULTIFAMILY DUE DILIGENCE CHECKLIST (PDF)
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MULTIFAMILY DUE DILIGENCE CHECKLIST (Excel)