Business Construction Financing Documentation Checklist
Get the exact documentation checklist we use to underwrite your project and your business; so we can structure construction financing and draws around real milestones.
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 business construction financing efficiently:
- Project snapshot and business rationale
- Sources & uses of funds
- Site, facility, zoning, and market rationale
- Business financials (3 years) and projections
- Capital stack, equity, and target loan structure
- Ownership, management, and entity documentation
- Construction scope, budget, and draw schedule
- Permits, insurance, and third-party reports
Who this is for
- Operating businesses building a new headquarters, plant, warehouse, or clinic
- Owners expanding or renovating an owner-occupied facility
- Teams that need financials and project documentation reviewed together
- Anyone planning a later SBA or bank take-out and wants financing structured accordingly
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, which cover the project, business, and entity. Section 6, the construction scope, budget, and draw schedule, is the core of underwriting for this program.
Do you underwrite the business or just the real estate?
Both. Financing is sized around your business’s ability to support the debt, not just the property, so we review financial statements alongside the project scope and budget.
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 facility project?
If you have a new build, expansion, or major renovation on the horizon, we can help structure the right business construction financing and move quickly.