Bridge Real Estate Financing Documentation Checklist
Get the exact documentation checklist we use to underwrite short-term bridge requests – acquisition, construction, refinance, or recapitalization – so we can structure terms and validate the exit fast.
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 a bridge real estate financing deal efficiently:
- Bridge deal snapshot (use case, event driving the request, target terms)
- Sources & uses of funds
- Property and market profile, including rent roll and T-12
- Business plan, bridge-period cash flow, and exit strategy
- Capital stack, existing debt, and structure preferences
- Sponsor track record and entity documentation
- Construction, rehab, or capex scope (if applicable)
- Third-party reports and closing items (appraisal, environmental, title, survey)
Who this is for
- Sponsors with a time-sensitive acquisition, maturing debt, or value-add plan
- Borrowers who want to know what a bridge lender will ask for before applying
- Teams weighing bridge financing against other structures
- Anyone unsure which of our bridge programs (acquisition, construction, refinance) fits their deal
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 bridge request. Section 6 only applies if construction, heavy rehab, or material capex is part of the plan, and Section 7 tracks third-party reports you’ll typically order during underwriting and closing.
How do I know if I need the acquisition, construction, or refinance version of this checklist?
This checklist covers what’s common to every bridge request. If your deal centers on a purchase contract, active construction, or a maturing loan, we also have a version built around that specific scenario; share your situation and we’ll point you to the right one.
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 bridge timeline?
If you have a live acquisition, construction, or refinance timeline, we can help structure the right solution and move quickly.