Acquisition Bridge Financing Documentation Checklist
Get the exact documentation checklist we use to underwrite acquisition bridge requests; so we can move on your contract timeline and size the right structure.
Streamlined diligence · Clear requirements · Faster underwriting · Florida-based lender
What’s inside this checklist
This download outlines the documentation Brora typically needs to evaluate, structure, and close an acquisition bridge deal efficiently:
- Acquisition snapshot and purchase price
- PSA key terms, contingencies, and closing timeline
- Sources & uses of funds (acquisition-focused)
- Seller’s current operations, rent roll, and T-12
- Post-acquisition business plan and underwriting/pro forma
- Investment thesis, return profile, and exit strategy
- Capital stack, earnest money, and proof of funds
- Sponsor track record and entity documentation
Who this is for
- Buyers under a signed or pending purchase and sale agreement
- Sponsors bidding in competitive or auction situations with a tight closing window
- Investors acquiring ahead of a value-add, lease-up, or recapitalization plan
- Anyone who wants underwriting to move as fast as their contract requires
Download the checklist
Fill out the form and we’ll send your download link immediately. This helps us route you to the right team and program.
What happens next
- You’ll get instant access to the full checklist
- If you included deal details, a lender can follow up with next steps
- You can also request a term sheet when you’re ready
We respect confidentiality. Your information is used only to share the requested resource and relevant follow-up. You can unsubscribe at any time.
Get Instant Access to the Real Estate Financing Documentation Checklist
FAQs
Do I need every item on the checklist to get started?
No. Start with Sections 1–5 for any acquisition bridge request. Section 6 only applies if you have a defined capex or light construction program after closing, and Section 7 covers third-party reports typically ordered during underwriting.
My PSA isn’t fully executed yet — can I still start the process?
Yes. Share the current draft along with your expected timeline. We can begin reviewing the deal while the contract is being finalized, so we’re ready to move the moment it’s signed.
Is my information confidential?
Yes. We treat deal information as confidential and only use it to evaluate fit and communicate next steps.
Can I request a term sheet right away?
Yes. If you’re ready, you can request a term sheet after downloading the checklist.
Ready to move on your contract timeline?
If you have a live acquisition under contract or going to auction, we can help structure the right bridge and move at your pace.