Hotel & CRE Financing Checklist
Use this checklist to prepare your loan application package. Requirements vary by lender and deal type — submit your deal for a tailored list.
Borrower Documents
- Personal financial statement (PFS)
- Schedule of real estate owned (SREO)
- Personal tax returns (2–3 years)
- Business/entity tax returns (2–3 years)
- Resume or track record summary
- Entity organizational documents (Articles, Operating Agreement)
- Certificate of good standing
- Photo ID for all guarantors
Property Documents
- Trailing 12-month operating statements (P&L)
- STR reports — occupancy, ADR, RevPAR (hotels)
- Rent roll and lease abstracts (CRE)
- Purchase contract or refinance payoff statement
- Appraisal or broker opinion of value
- Phase I environmental report
- Property condition assessment (PCA)
- Franchise agreement and PIP scope (if flagged hotel)
- Insurance certificates and flood determination
- Title commitment and survey
Deal-Specific Documents
- Sources and uses statement
- Business plan with pro forma assumptions
- Renovation/PIP budget and contractor bids
- Management agreement (if third-party)
- Exit strategy documentation (bridge deals)
Ready to proceed? Submit your deal and our team will provide a tailored document list for your transaction.
Ready to explore financing options?
Submit your deal details and our team will review lender fit, documentation needs, and next steps. Financing is subject to lender approval — we help you navigate the process as your broker/advisor.