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Address-first financing review
Already identified the replacement property? Start there.
Bring the address, contract terms, rent, expenses, requested loan amount and closing target into the financing conversation immediately.

Start with the property
The address turns strategy into an actual loan scenario.
Once a property is identified, the financing desk can focus on the specific acquisition rather than a general buying-power estimate.
Property snapshot
Address, property type, unit count, occupancy and condition.
- Purchase price
- Expected value
- Current and market rent
Loan request
Requested loan amount, expected exchange equity and any additional cash.
- Target leverage
- Desired structure
- Reserves after closing
Closing path
Contract date, contingencies, appraisal access, title and insurance contacts.
- Expected close
- QI information
- Escrow coordination
