Forms
Commercial Real Estate Underwriting Timeline
The Commercial Real Estate Underwriting Timeline is provided as a resource for real estate professionals to:
- Structure the escrow/closing timeline for new purchase contracts
- Coordinate the marketing and due diligence activities in order to prepare for potential new loan underwriting
- Improve the due diligence process by identifying material information and important documents in the early stages of the property marketing phase
- Manage the process and improve your effectiveness
Underwriting Information
This is a useful form for real estate brokers and other real estate professionals. It outlines the key data associated with any commercial real estate transactions (Buyer, Property, Loan).
Underwriting Checklist
This is a generic underwriting checklist which includes the most common documents and information needed to complete a commercial real estate loan application. This form is customized for each new loan application.
Buyer's Preliminary Financing Worksheet
This form is designed to assist mortgage applicants in planning for the loan application process. It addresses key topics that are commonly included in the underwriting process (net worth and liquid assets before and after close of escrow, prior real estate experience, property management plan, other income, other real estate owned, etc.)
Cash Flow Worksheet
Use this MS Excel worksheet to determine cash flow. (Microsoft Excel must be installed on your computer to view this document.)
1003 and Standard Loan Application / Personal Financial Statement
Some multi-family lenders require a 1003 loan application. Other lenders will accept a standard personal financial statement.
Real Estate Schedule
This form provides critical data to the new lender about the loan applicant's other investment real estate.
Authorization to Obtain and Release Information
This form authorizes Robert T. Gibney & Associates to deal with the mortgage applicant's confidential information.
Credit Authorization
This form authorizes Robert T. Gibney & Associates to obtain a personal credit report.
