3 Property Blanket Loan Proposal

[Mike Watts]

I am working to put together a proposal for a blanket loan to my primary lender with three (2 SFR & 1 Duplex) properties I have purchased recently with cash. I have done several blanket loans with the bank that included 2-4 properties SFR per loan by just emailing them the address and basing the loan off of tax value, but they are asking for a more detailed proposal to present to their loan review committee this time around.

Does anyone have a sample package, template, software, or just a list of standard and/or creative details that should be included in the package. Certainly I will have property photos and rehab details but this seems like a good opportunity for some graphs, demographics, and analysis to show them I am running this as a business. I know I've seen some various ways to present property details and market data but thought I would ask if some of my BP colleagues have experience or ideas that could make the presentation professional and compelling but still concise.

Thanks for any feedback!