Resources

Get Your Deal Ready

These checklists help you move faster. Requirements vary by lender and program.

Checklist

Fix & Flip

  • Property address + purchase contract (or target details)
  • Scope of work + rehab budget
  • ARV support (comps / listing screenshots)
  • Exit strategy + timeline
Checklist

Rental / DSCR

  • Current rent roll / leases (if available)
  • Property taxes + insurance estimate
  • Entity info (LLC name if applicable)
  • Basic property details and condition
Checklist

New Construction

  • Lot details (owned/under contract) + timeline
  • Plans/specs + budget
  • Builder experience summary
  • Draw schedule expectations

Upload Supporting Docs

If you have an account, the portal is the best place to upload documents to keep everything tied to your submission.

Do not upload Social Security cards or include Social Security numbers.
Tip
A clean deal summary closes faster.
If you only send one thing, send a short summary with: address, purchase price, budget, value/ARV, timeline, and exit strategy.