Goals, Business Plans & Entities
Market News & Data
General Info
Real Estate Strategies

Landlording & Rental Properties
Real Estate Professionals
Financial, Tax, & Legal


Real Estate Classifieds
Reviews & Feedback
Updated over 9 years ago on . Most recent reply

Presentation to the lender - demonstrating professionalism
Hello lovely people!
I've heard @Brandon Turner speak about this multiple times on the podcast, so I'm bringing it up here to hopefully get more details. Tomorrow I'm sitting down with a rep from a local bank who does in-house loans on investment properties. I want to demonstrate a high level of professionalism and knowledge to basically give the guy a warm, fuzzy feeling about lending to me. In order to do so I'm working on putting together a bound presentation folder about the property I have under contract. It will lead off with the print out of the BP property analysis calculator because that looks super slick, but after that I'm a little lost about what a lender would care to see or be impressed with. We've spoken before and he already has my tax returns, W-2's, etc.
Does anyone have a list of things they include, or better yet an example file of one they've presented in the past? Thank you!
-Ryan