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Updated about 6 years ago,

User Stats

4
Posts
2
Votes
Brian Holt
  • Investor
  • Spanish Fork, UT
2
Votes |
4
Posts

Preparing to meet with loan officers or lenders

Brian Holt
  • Investor
  • Spanish Fork, UT
Posted

I am creating a portfolio to give to a few select loan officers to obtain a mortgage for a rental property.  What would you include in this portfolio?  I currently have 5 rental properties, working on my next one.  Assuming this discussion is sort of like a job interview, I want to impress them so I can get the best rates and work with the best lending team.  Any ideas or thoughts appreciated.  Right now I have a sheet for each property with all of the key information and then a summery of all 5 properties.  I include, Loan to Value, Cash on Cash.  What else would you like to see if you were a loan officer?

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