Offer 01 — Financeability Review & Funding Path
Determine whether a deal is realistically financeable and which funding paths fit.
- Directional income and expense review
- Estimated NOI and DSCR (assumption-based)
- Lender risk flags and friction points
- Strengths worth highlighting
- Realistic funding paths by lender category
- Clear 30–60 day next steps
Not included: underwriting, loan approval, legal or tax advice.
Offer 02 — Buyer Funding Readiness Assessment
Assess readiness and prevent chasing unfinanceable deals.
- Buyer snapshot (capital, income, experience)
- Strengths and red flags
- Estimated purchase range (directional)
- Required document checklist
- 30–60 day readiness plan
Not included: pre-approval, lender commitment, deal sourcing.
Offer 03 — Lender Narrative & Risk Framing Report
Explain how the deal works, where risks exist, and how to frame them for lenders.
- Executive summary
- Deal overview and mechanics
- High-level market context (client-provided)
- Performance discussion
- Risks and mitigations
- Hold or exit logic
Not included: marketing copy, underwriting, financing guarantees.
Offer 04 — Lender-Ready Deal File
Organize and present a clean lender-ready deal file that reduces friction.
- Executive deal summary
- Property overview
- Income and expense recap
- Funding request explanation
- Organized document structure
- Clear assumptions and notes
Not included: underwriting, loan submission, marketing services.
Offer 05 — Deal Criteria & Lender Match Blueprint
Define a focused buy box and a realistic lender map to avoid dead-end submissions.
- Defined buy box (asset, size, market, exclusions)
- Risk tolerance framework
- Lender category map (directional)
- Deal screening checklist
- Next-step scripts
Not included: deal sourcing, pre-approval, lender outreach.
