Required Documents
To ensure efficient underwriting review, please provide the following documentation where available. Incomplete submissions may delay evaluation.
Property Information
- Property address
- Unit count and configuration
- Current occupancy status
- Asking price
- Recent capital improvements summary
Income Documentation
- Current rent roll
- Copies of existing leases (if available)
- Trailing 12-month income summary
- Security deposit schedule
Expense Documentation
- Trailing 12-month expense summary
- Property tax amount (current year)
- Insurance premium amount
- Utility breakdown (owner vs. tenant paid)
- Maintenance history (if available)
Additional Documentation
- Offering memorandum (if applicable)
- Recent appraisal (if available)
- Survey (if available)
- Environmental disclosures (if applicable)
Additional Information for Structured (Subject-To) Review
- Current mortgage balance (if known)
- Interest rate
- Monthly payment (PITI)
- Loan servicer name
- Remaining term
- Status of loan (current / delinquent)
All structured transactions are subject to documentation review and compliance evaluation.