PROJECT REVIEW AND UNDERWRITING

$2,500.00
  • Preliminary underwriting will be conducted focusing on these factors, but not limited to the following:

  1. Loan to value as completed and as stabilized relative to the funding request;

  2. Debt service coverage ratio both during the stabilization period and as stabilized, defined by the business plan;

  3. Client track record and financial position; and

  4. Client needs assessment and what may work for the Investors.

  • Make a recommendation as to the proposed terms and conditions for funding of the Company and review internally.

  • Based on the above Preliminary Underwriting, write a draft of the Term Sheet for internal review. 

  • Once the Term Sheet is received as approved by the Investor, submit to the Client for review and comment.

  • Preliminary underwriting will be conducted focusing on these factors, but not limited to the following:

  1. Loan to value as completed and as stabilized relative to the funding request;

  2. Debt service coverage ratio both during the stabilization period and as stabilized, defined by the business plan;

  3. Client track record and financial position; and

  4. Client needs assessment and what may work for the Investors.

  • Make a recommendation as to the proposed terms and conditions for funding of the Company and review internally.

  • Based on the above Preliminary Underwriting, write a draft of the Term Sheet for internal review. 

  • Once the Term Sheet is received as approved by the Investor, submit to the Client for review and comment.