Organize the opportunity
Use the investor financing checklist to prepare a concise project summary before collecting a full document package. It covers the property, strategy, budget and the questions that depend on your proposed loan.
Understand the rental discussion
Use the rental cash-flow questions to distinguish the lender's qualification calculation from your own operating forecast. Bring both perspectives to a buy-and-hold or refinance conversation.
Choose the right starting point
For a renovation and resale project, explore fix-and-flip financing. For a property you intend to retain, start with rental financing. For a new residential build, bring the site and execution plan into the construction discussion.