Borrower preparation guide
What Multifamily Financing Providers Commonly Request.
Prepare the operating, occupancy and sponsor information typically needed to evaluate an apartment request.
Preparation checklist
- Current rent roll with unit detail
- Trailing-12 and year-to-date operations
- Delinquency, concessions and occupancy history
- Capital improvements and deferred maintenance
- Sponsor experience, ownership and requested terms
Keep the package decision-ready
A useful financing package is complete enough to evaluate, consistent across its documents and candid about material risks. Requirements vary by provider and transaction, so confirm the final document list directly with the organization reviewing the request.