Refinance Bridge Loan Documentation Checklist
Get the exact documentation checklist we use to underwrite refinance bridge requests; so we can address your current debt situation and validate the exit.
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 refinance bridge deal efficiently:
- Refinance snapshot and purpose (maturity, takeout, recap, buyout)
- Current debt situation, timeline, and key dates
- Sources & uses of funds
- Property profile, rent roll, and operating performance
- Business plan and path to exit-ready NOI/occupancy
- Existing debt details, payoff, and prepayment terms
- Proposed bridge structure and any new equity required
- Sponsor track record and entity documentation
Who this is for
- Owners facing a maturing loan or lender-imposed deadline
- Sponsors refinancing out of construction or lease-up financing
- Teams recapitalizing or buying out a partner ahead of a sale or perm refi
- Anyone who wants underwriting to understand the current situation clearly before proposing terms
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. Section 6 only applies if the refinance will fund remaining construction, rehab, or capex, and Section 7 covers third-party reports typically ordered during underwriting.
What if my current loan is already in default or forbearance?
Share the details as they stand. We regularly work with borrowers managing maturity pressure or default situations; being upfront about where things stand helps us move faster, not slower.
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 address your current debt situation?
If you’re facing a maturity, covenant pressure, or a construction takeout, we can help structure the right refinance bridge and move quickly.