What you'll need before you start
Pick what kind of financing you need to see a tailored list — or browse the general checklist below.
About You
Required for a preliminary match
- Personal Financial Statement (PFS)Same day — fill it out directly
- Personal Tax Returns (3 yr)Same day if you have copies; 1–2 days from your CPA/IRS transcript
- Schedule of Real Estate Owned (SREO)Same day
- Credit AuthorizationSame day — signature only
- Government IDSame day
Business Entity
Required for a preliminary match
- Business Tax Returns (3 yr)Same day if you have copies; 1–2 days from your CPA/IRS transcript
- Entity Docs (Articles/Operating Agreement/EIN)Same day if on file; 1–3 days for a fresh Secretary of State copy
Property
Required for a preliminary match
- Rent Roll1–2 days from your property manager
- Operating Statement / T-121–2 days from your bookkeeper or property manager
- Purchase ContractSame day if you're already under contract
- Construction Budget (if applicable)2–5 days for a GC/contractor estimate
Helpful (needed by closing, not to get matched)
- Appraisal (if available)1–3 weeks — ordered by the lender, not you
- Property Insurance1–3 days for an agent quote or binder
- Title Report3–5 days — ordered by the title company
Financials & Deal Detail
Required for a preliminary match
- Bank Statements (3 mo)Same day — download from online banking
Nothing here needs to be perfect on day one — upload what you have and add the rest from your deal room. Want a copy to work from offline? Use your browser's print/save-as-PDF (Ctrl/Cmd+P) — this page is formatted to print cleanly.