Residential Financing Documentation Checklist
Get the exact documentation checklist we use to move deals from first look to term sheet—faster, cleaner, and with fewer back-and-forth requests.
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 deal efficiently:
- Deal summary (asset, market, business plan, timeline, exit)
- Sources & uses
- Purchase contract or current debt details (as applicable)
- Rent roll and T-12 (if applicable)
- Pro forma and budget (if applicable)
- Borrower and entity documentation
- Sponsor track record and experience
- Third-party reports (as scoped during diligence)
- Closing readiness items and key timelines
Who this is for
- Sponsors and operators preparing a bridge, construction, or refinance package
- Borrowers who want a clear checklist before submitting
- Teams that need internal alignment (partners, attorneys, PMs, contractors)
- Anyone looking to reduce underwriting delays caused by missing documentation
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. Start with the core package. We’ll confirm any deal-specific items after the first review.
How fast can Brora review a submission?
Timing depends on completeness and third-party items, but a clean package helps us respond significantly faster.
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 at deal speed?
If you have a live acquisition, construction, or refinance timeline, we can help structure the right bridge solution and move quickly.