Construction Bridge Loan Documentation Checklist

Get the exact documentation checklist we use to underwrite ground-up and heavy rehab construction deals; so we can structure 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 a construction bridge deal efficiently:

  • Project snapshot, entitlement status, and construction timeline
  • Sources & uses of funds (construction-focused)
  • Site, zoning, and market profile
  • Development budget, underwriting assumptions, and exit strategy
  • Full capital stack and proposed loan structure
  • Sponsor, GC, and project team track record
  • Detailed scope of work, budget, and draw schedule
  • Permits, approvals, and insurance requirements
  • Third-party reports (appraisal, environmental, survey, engineering)

Who this is for

  • Developers with a ground-up construction project ready to break ground
  • Sponsors planning heavy rehab or major repositioning of an existing asset
  • Teams that need a clear draw process tied to real construction milestones
  • Anyone assembling a GC contract, budget, and permit package for underwriting

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.

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    FAQs

    Do I need every item on the checklist to get started?

    No. Sections 1–5 cover the deal, site, and sponsor. Section 6, the scope, budget, and draw schedule, is the core of construction underwriting, so plan to spend the most time there.

    How does the draw process work once we close?

    Draws are tied to project milestones and require standard documentation; GC pay applications, invoices, lien waivers, and inspection sign-off. We’ll confirm the exact cadence once terms are set.

    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 construction timeline?

    If you have a ground-up or heavy rehab project ready to move, we can help structure the right construction bridge and draw process.