Use this checklist to organize an initial financing conversation. Requirements vary by project and capital source; not every item is needed for a first inquiry.
Borrowing entity and formation state, if applicable
Relevant experience, co-borrowers and proposed responsibilities
Property & transaction
Address or parcel IDs, county and state
Purchase contract or ownership information
Current photos, known condition and existing liens
Requested financing, available cash and use of proceeds
Scope & budget
Itemized construction or renovation scope
Builder or contractor information
Hard costs, soft costs, carry, reserves and contingency
Expected work duration and any target completion date
Site & approvals
Survey, plat, site plans or specifications as available
Zoning, access, utility and known flood information
Engineering, permitting and approval status
Value & exit
Evidence supporting current and completed values
Proposed sale, refinance or other repayment source
Expected timing and contingency for delays
Use the application for project information. Do not send Social Security numbers, bank-account details or identity documents through an open inquiry form or ordinary email. Contact the team for instructions before sharing confidential supporting records.