What is in your Credibility Packet

[Zack Clopper]

Hey Everyone,

I am putting together a credibility packet as we have a meeting with a bank in the area and trying to start a relationship with them whether it is a line of credit to purchase more rentals or just a one stop shop for the short term and longer term financing.  We thought it was time to put together a packet now as we have almost 2M in assets in our rental portfolio and want to take our portfolio to the next level in the next year. 

I have a few questions for everyone on this topic though. 

What all do you include in your packet?

So far I have our companies financials, personal financials, what our process is and how we buy currently, 3 case studies of prior rehabs we have done on rentals, also what we bought each rental for and how much equity and margin we get from every property. We want to make everything look as professional as possible because we would like to also use the same packet but tweak it slightly to acquire private lenders as well.

Lastly does anyone have a sample that they would recommend? I pulled a few from online to get ideas from but honestly was not impressed by any and did not think they looked to visually appealing and just thrown together. 

I appreciate all the help and look forward to hearing from everyone.