Private Lender Bridge Loan Documentation Checklist
Get the exact documentation checklist a private real estate lender uses to assess your bridge request; so we can structure terms and commit with confidence.
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 commit to a bridge loan request efficiently:
- Bridge deal story and use case (acquisition, refi, construction, recap)
- Sources & uses of funds
- Property profile, rent roll, and operating performance
- Business plan, underwriting, and exit strategy
- Capital stack and existing debt details
- Sponsor track record and entity documentation
- Construction or capex scope (if applicable)
- Third-party reports and closing items
Who this is for
- Borrowers who’ve hit friction with bank or agency timelines
- Sponsors who need a direct lender relationship rather than a committee process
- Deals with a clear story but a structure that doesn’t fit conventional boxes
- Anyone who values speed and a direct answer over a lengthy approval chain
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 or capex is part of the plan, and Section 7 tracks third-party reports.
How is working with a private lender different from a bank?
Decisions are made directly, without a multi-layer committee process. That means faster answers and more flexibility on structure, as long as the documentation and story are clear.
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 for a direct answer on your bridge request?
If you have a deal that needs a direct lender relationship and a fast, clear answer, we can help structure the right bridge and move quickly.