Commercial Real Estate Funding Business Funding Deal Architecture™. Deal Dossier™

Solution 04 - Deal Intelligence

Deal Dossier™

Professional Deal Package Preparation

Lenders make decisions based on what they can understand. Most deal packages are disorganized, incomplete, and impossible to underwrite quickly. Deal Dossier™ changes that.

The problem it solves

The lender who receives a clean executive summary, a reconciled sources and uses table, a clearly formatted rent roll, a verified operator bio, and a formal financing request page makes a decision in 24 hours instead of two weeks.

Executive Summary

A one-page document with the five numbers every commercial real estate lender needs in the first 30 seconds, purchase price, total capitalization, loan request, projected DSCR at stabilization, and exit strategy. Clean, direct, and formatted for a lender's desk not an investor pitch.

Deals under $1M

$1,500

Flat fee

Deals $1M - $3M

$2,500

Sweet spot

Deals above $3M

$3,500+

Up to $5,000

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Sources and Uses Table

Every dollar accounted for from every source. Down payment, renovation budget, closing costs, interest reserve, operating reserves, all reconciled to the penny with the funding source for each line item clearly identified.

Current Rent Roll

Every unit. Every tenant. Every current rent. Every lease expiration date. Formatted for lender review not internal tracking. Vacancy clearly identified. Month-to-month tenancy flagged.

Pro Forma with Separated Assumptions

Assumptions Income and expense projections with every assumption listed separately from the outputs. The lender can see exactly what was assumed, stress test it independently, and evaluate the deal on its merits without reverse engineering a black box spreadsheet.

Property Condition and Renovation Scope Summary

What the property needs, what is being done about it, how much it costs, and what independent support exists for the budget. Deferred maintenance identified. Renovation scope clearly described. Cost support from contractor bids or industry benchmarks included.

Operator Bio with Verified Deal History

Not a narrative. Specific property addresses, acquisition dates, unit counts, renovation scopes, completion dates, and exit outcomes for every prior multifamily and commercial deal. Formatted for a lender who will verify independently.

Market Data Section

Current comparable rents for the specific submarket, not regional averages. Current comparable sales with cap rates for the past 12 months. Supply pipeline analysis showing competing units coming online. Demand driver documentation. All data dated and sourced.

Formal Financing Request Page

A single page that states exactly what the operator is asking for, why the deal qualifies, what the exit looks like, and what the lender's specific return metrics will be at the requested loan amount. No ambiguity. No hunting for the ask.

TURNAROUND TIME

Five to seven business days depending on deal complexity and completeness of materials provided.