Commercial Real Estate Loan Package
Financely prepares lender-ready Commercial Real Estate loan packages for sponsors, buyers, developers, investors, and operators seeking acquisition debt, bridge loans, refinance facilities, construction loans, permanent debt, value-add financing, or private credit. We package the transaction into a professional credit file, organize the property documents, prepare the lender narrative, and position the request for suitable lenders based on asset type, loan size, loan-to-value, loan-to-cost, debt service coverage ratio, tenancy, collateral, exit strategy, and borrower profile.
This service is for Commercial Real Estate transactions seeking debt facilities of USD 2,500,000 or more. The fixed Commercial Real Estate loan packaging and lender outreach fee is USD 9,850, payable upfront before work begins.
Deliverables
- Lender-ready Commercial Real Estate loan package.
- Property financing memo.
- Credit memo-style transaction summary.
- Sources and uses table.
- Debt request and proposed facility terms.
- Collateral, DSCR, loan-to-value, and repayment overview.
- Lender outreach positioning.
Eligible Transactions
- Commercial property acquisitions.
- Refinance and cash-out refinance.
- Bridge loans and value-add financing.
- Construction and renovation financing.
- Permanent debt and takeout financing.
- Mixed-use, multifamily, retail, office, industrial, hospitality, and special-use assets.
Lender Review Focus
- Purchase price or current valuation.
- Loan-to-value and loan-to-cost.
- Debt service coverage ratio.
- Rent roll and lease quality.
- T12 operating statement.
- Net operating income and vacancy.
- Borrower liquidity and sponsor experience.
- Exit strategy or refinance plan.
Pricing And Eligibility
Service Fee: USD 9,850 upfront.
Minimum Debt Facility Size: USD 2,500,000.
Service Scope: Commercial Real Estate loan package preparation, property financing memo, credit memo-style lender summary, sources and uses, borrower and sponsor positioning, property-level document organization, and lender outreach support for suitable transactions.
Common Documents Reviewed: Purchase and sale agreement, rent roll, T12 operating statement, historical financials, leases, appraisal, environmental reports, title, survey, insurance, renovation budget, capex plan, debt schedule, borrower financials, entity documents, and sponsor track record.
Commercial Real Estate lenders do not want scattered documents, vague loan requests, or incomplete property summaries. They want a clear credit file: asset overview, borrower profile, sponsor experience, use of proceeds, sources and uses, valuation basis, debt service coverage ratio, net operating income, rent roll, tenant concentration, lease rollover, collateral position, exit strategy, risks, mitigants, and proposed loan terms. Financely prepares the file so the transaction can be reviewed as a commercial mortgage or private credit opportunity.
Start Your Commercial Real Estate Loan Package
Pay the USD 9,850 service fee directly, then submit your property documents for loan packaging, financing memo preparation, and lender outreach review.
Pay USD 9,850Financely is a corporate finance advisory firm and does not operate as a bank, direct lender, securities broker, mortgage broker, appraisal firm, environmental consultant, title company, or guaranteed funding provider. Commercial Real Estate loan packaging, lender outreach, financing memo preparation, and lender introductions are subject to borrower documentation, lender appetite, underwriting, KYC, AML, sanctions screening, property review, collateral review, environmental review, legal documentation, market conditions, and final approval by the relevant funding parties. Payment of the service fee does not guarantee a term sheet, credit approval, commitment letter, appraisal value, loan closing, or funding.