Is Your Real Estate Deal Ready for a Funding Conversation?
A promising property does not automatically create a fundable transaction. Use this checklist to identify missing documents, capital gaps, unsupported assumptions, and exit-strategy issues before submitting a financing request.
Review deal readiness
Spot preventable gaps
Print or save as PDF
Review before you submit
What this checklist helps you uncover
Use it before approaching a lender, broker, private capital source, or funding consultant.
1
Missing information
Identify documents, numbers, and project details that are not yet organized for review.
2
Capital gaps
Review down payment, closing costs, reserves, contingencies, and post-closing liquidity.
3
Weak assumptions
Test whether value, income, renovation costs, timing, and refinance expectations are supported.
4
Exit-strategy risk
Clarify how the loan may be repaid through sale, refinance, stabilization, or another defined outcome.
Printable worksheet
Real Estate Funding Readiness Checklist
Check each item you can currently document or explain. Unchecked items show where preparation may be needed before a productive funding conversation.
Tip: Use your browser's print window to print this checklist or save it as a PDF.
1
Property and transaction
2
Funding request
3
Capital contribution and liquidity
4
Project scope and budget
5
Borrower and sponsor strength
6
Value and income support
7
Exit strategy
8
Documents and presentation
How to use your results
A checked box does not guarantee financing, and an unchecked box does not automatically disqualify a project. The goal is to identify the gaps that should be explained, documented, corrected, or incorporated into the capital strategy before the request is presented.
Have a defined property and financing need?
Complete the Investor Funding Intake so REP Financial can review the property, capital request, borrower profile, timeline, and exit strategy.
