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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.

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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.

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Investor Track Record Template

Document your past 24 months of projects and rental portfolio for lenders, in one clean worksheet.

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Scope of Work / Rehab Budget Template

A clean, itemized rehab budget worksheet to scope your project and plan your draws.