Location Review Checklist
Prepare Your Property Details
Plan AheadGather these details before a financing discussion. This is a preparation checklist, not an application or availability checker.
- 01Property address and type
- Provide the street address, city, state, and ZIP code, plus the property type, unit count, occupancy, and current condition.
- 02Purchase or refinance purpose
- Explain the transaction purpose and whether the plan is to rent, renovate, resell, build, or transition to longer-term financing.
- 03Requested amount and value
- Prepare the requested loan amount, purchase price or estimated current value, and projected completed value where relevant.
- 04Rental income, if relevant
- Gather current leases, actual rent, or supported projected rental income, along with known property expenses.
- 05Renovation or construction scope
- If applicable, outline the work, budget, timeline, contractor information, and available plans or permit status.
Availability and requirements vary by property, location, program, and lender review. Preparing this information does not establish approval.