Borrower preparation guide
How to Organize a Commercial Loan Package.
Create a logical, consistent financing package that a financing provider can understand quickly.
Preparation checklist
- Separate property, sponsor, transaction and third-party materials
- Use clear filenames and dates
- Make sure figures agree across the rent roll, operating statement and request summary
- Identify missing or preliminary information instead of hiding gaps
- Lead with a concise one-page scenario summary
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.