Borrower preparation guide
Preparing a Bridge Loan Request.
Organize a transitional request around the problem being solved, required capital and credible path to stabilization.
Preparation checklist
- Explain why permanent financing is not currently appropriate
- Provide a detailed improvement or lease-up plan
- Include a complete sources-and-uses schedule
- Demonstrate adequate time and carry reserves
- Describe a realistic refinance or sale exit
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.