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Checklists that close loans
Four printable PDFs, built from the files we actually run. No form, no email capture, no newsletter ambush — this site doesn’t collect data, so the download button just… downloads.
DSCR Loan Document Checklist
The full DSCR gather — entity docs, assets, property items, and the decisions to make early. Plus the satisfying list of everything you will NOT be asked for.
⬇️ Download PDFBank Statement Loan Checklist
What to send, how to send it, and the deposit-hygiene habits that make your qualifying income bigger. Start the habits today, thank yourself in underwriting.
⬇️ Download PDFInvestment Property Purchase Checklist
The whole arc from "before you offer" to "keys and rent collection," in order, with the two classic schedule-killers flagged. Fridge-worthy.
⬇️ Download PDFSelf-Employed Borrower Toolkit
Four documentation paths — full doc, bank statement, 1099-only, P&L-only — side by side, with credit prep and the don’ts that protect your closing.
⬇️ Download PDFOne page each, Letter size, printer-friendly. Requirements vary by program and change — when in doubt,text the team and we’ll confirm exactly what your scenario needs.
Checklist in hand, deal in sight?
Send us the address and the rent. We’ll tell you which boxes actually matter for your file — usually fewer than you’d think.