top of page
Document with Pen
FORMS & CHECKLISTS

NEED A FINANCING QUOTE?

Contact us today for a no-obligation loan quote and portfolio analysis.

Loan Package Checklists

Download a checklist for your particular type of loan to ensure you have a complete set of documents for your loan proposal.

Loan Application Forms

Download these standard forms required by lenders when evaluating a commercial loan proposal.

REFA Logo v24 FULL_edited.png

We partner with Real Estate Finance Academy to offer resources for investors and real estate professionals.

Due Diligence Forms

Download these valuable checklist and data request forms for conducting due diligence in a commercial real estate transaction.

Spreadsheet Templates

ALL FORMS & CHECKLISTS

Computer Keyboard

LOAN PACKAGE CHECKLISTS:

  • REAL ESTATE PURCHASE LOAN CHECKLIST

  • REFINANCE LOAN CHECKLIST

  • CONSTRUCTION LOAN CHECKLIST

  • SBA / COMMERCIAL BUSINESS LOAN CHECKLIST

LOAN APPLICATION FORMS:

  • PERSONAL FINANCIAL STATEMENT

  • MULTIFAMILY RENT ROLL

  • SCHEDULE OF REAL ESTATE OWNED

DUE DILIGENCE FORMS:

  • MULTIFAMILY DUE DILIGENCE CHECKLIST (PDF)

  • MULTIFAMILY DUE DILIGENCE CHECKLIST (Excel)

bottom of page