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Updated almost 10 years ago,

User Stats

149
Posts
33
Votes
Leonid Sapronov
  • Investor
  • Laurel, MD
33
Votes |
149
Posts

Portfolio lenders - what do they want to see when I come to refinance?

Leonid Sapronov
  • Investor
  • Laurel, MD
Posted

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?

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