Professional project reports to show potential lenders

[Nicholas Bronte]

Hi BP,

I recently connected with a lender who is helping me with a cash-out refinance.  They asked me to provide the following information:

• Borrower name and ownership
• Project description – address, purchase date, number of units, sf, etc.
• Current rent roll
• 3 years’ operating statements (if available). If no historical results, provide a proforma operating statement.
• List of renovations completed on the properties and the costs associated with the renovations
• Current personal financial statement – please include all assets/liabilities even if housed in LLC’s or other entities (see attachment if needed) – if you are providing your personal financial statement on a different form, please just sign and date our form.
• Two years’ federal tax returns with K-1’s for all principals of the Borrower
• Global real estate cash flow of each principal – see template
• Resume or bio of work and real estate experience of principals

Rather than using the back of a napkin, I'd like to put this information together in a professional looking way but I'm not sure about what best practices here are or what that might even look like. For sure I'll be including the BRRRR report that Bigger Pockets generated for me, but there's much more information requested here than even that provides. Anyone have any ideas or examples of something similar that they've done? Thanks for reading.