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Checklists

Downloadable checklists to help you prepare documents and data before applying.

Application Checklist: Documents You'll Need

Tax returns, financial statements, bank statements, business plan, rent rolls, and other documents lenders typically request. Use this to gather everything before you apply.

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Due Diligence Checklist for Lenders

A systematic list for lenders to evaluate matched deals: credit verification, collateral review, cash flow analysis, and regulatory compliance.

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Pre-Approval Checklist

Steps to get your deal LenderReady: complete business profile, financials in order, loan purpose clear, and collateral documented.

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