Residential Investment Loan Documentation Checklist
Get the exact documentation checklist we use to underwrite 1–4 unit investment properties and SFR portfolios, 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 residential investment financing deal efficiently:
- Deal snapshot (property or portfolio, asset type, business plan, loan purpose)
- Sources & uses of funds
- Portfolio schedule, rent roll, and occupancy snapshot
- T-12 and prior operating statements
- Pro forma financials and rehab/turn strategy
- Sponsor experience and entity documentation
- Lease terms, deposit handling, and rent collection process
- Short-term rental performance data (if applicable)
Who this is for
- Investors buying or refinancing 1–4 unit rental properties or SFR portfolios
- Sponsors with a rehab, turn, or lease-up strategy planned
- Owners of short-term rental properties who need STR performance data organized
- Teams assembling a portfolio package for the first time
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 you’re financing a portfolio of multiple properties, running short-term rentals, or planning a rehab, pull together only what actually applies to your deal.
Do I need a full portfolio schedule if I only have one property?
No. The portfolio schedule only applies when you’re financing multiple properties. For a single property, the deal snapshot and property profile sections cover what we need.
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 next rental property or portfolio?
If you have a live acquisition, refinance, or rehab timeline on a 1–4 unit property or portfolio, we can help structure the right financing and move quickly.