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Checklists, templates, and worksheets you can put to work today.
template
Contractor's Resume Template
A simple template to vet a general contractor — license number, company details, and last five projects.
checklist
DSCR Mortgage Document Checklist
Everything a lender will ask for on a DSCR rental loan — property docs, income, and assets & liabilities.
checklist
Fix & Flip Document Checklist
Every document we need to underwrite and close your fix & flip loan, grouped and ready for upload.
template
Investor Track Record Template
Document your past 24 months of projects and rental portfolio for lenders, in one clean worksheet.
template
Scope of Work / Rehab Budget Template
A clean, itemized rehab budget worksheet to scope your project and plan your draws.