Commercial Real Estate Financing Documentation Checklist
Get the exact documentation checklist we use to evaluate office, industrial, retail, and mixed-use deals — so your package moves straight into underwriting.
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 commercial real estate deal efficiently:
- Deal snapshot (asset type, status, business plan, requested loan amount and terms)
- Sources & uses of funds
- Property profile (rent roll, occupancy, T-12 and prior operating statements)
- Pro forma financials and key underwriting assumptions
- Capital structure and existing debt details (for refinance or recap)
- Sponsor track record and entity documentation
- Lease abstracts, tenant rollover, and TI/LC plans
- Property management and leasing agreement summaries
Who this is for
- Owners and operators of office, industrial, retail, or mixed-use properties
- Sponsors preparing an acquisition, refinance, or value-add financing request
- Teams that need internal alignment before submitting (partners, brokers, attorneys)
- Anyone who wants to know what commercial underwriting will ask for before it’s asked
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 apply to any commercial deal. Section 6 adds lease abstracts, rollover, and TI/LC details; only pull those together once you know we’re a fit.
Does this apply to all commercial property types?
Yes. It covers office, industrial, retail, and mixed-use assets, with the same lease and rollover detail requested regardless of property type.
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 commercial deal?
If you have a live acquisition, refinance, or repositioning timeline on an office, industrial, retail, or mixed-use asset, we can help structure the right financing and move quickly.