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Updated almost 10 years ago on . Most recent reply

Portfolio lenders - what do they want to see when I come to refinance?
Me: an investor with a small portfolio of performing SFH properties that I purchased using a portfolio loan
You: a potential portfolio lender who can help me do a cash-out refinance to extract equity
What type of presentation/documentation/summary would you like to see when I come to you asking to refinance? I know that how you present yourself makes a big difference, so I'm trying to come up with professional way to effectively approach portfolio lenders and maximize my chances of being funded. Perhaps someone has an example of what they did in a similar situation?