The Ultimate Commercial Loan Analysis and Presentation Spreadsheet. This is effectively all you need to screen, analyze, originate, and present commercial loans to banks and clients. It’s a commercial loan brokerage in a spreadsheet!
The key workbooks in this spreadsheet include:

• A Quick Screen Investment Property form to help you size up an investment property transaction in 5 minutes.
• A Quick Screen Owner-User Property form to get you to a quick “yes” or “no” on small business real estate loan requests.
• A Comprehensive Commercial Financing Questionnaire that you lead your client through to gather all of the important information about a potential transaction. Individual sections are set a apart for specific loan types so that you don’t duplicate your efforts. The information from this questionnaire is entered into one of …
• Four Executive Summary Templates. Each template is property specific and only requires a minimum of input from you to complete. They can then be printed out or turned into .pdfs so that you can quickly shop likely transactions with your favorite lenders. Property type templates include:
  • Multifamily
  • Commercial (multi or single tenant)
  • Owner-User small business, which usually includes “special purpose.”
  • Hospitality (Hotel, Motel, and Resort).

The Client Loan Quotation form is used to consolidate your loan offerings into an easy to understand
comparison so that you can consult with him on the best financing option. This form includes explanations for all of the various aspects of a loan offering.

• A Complete Commercial Loan Application for both investment and owner-user properties. Forms included for:
  • Investment Properties include:
    • An Authorization to Release Information
    • A Loan Information form
    • An Additional Information form (great for referral marketing)
    • TWO Personal Financial Statements
    • A Lease Summary form
    • A Rent Roll form (for multifamily)
    • A Multiyear Income and Expense form
  • Owner-User Small Business include:
    • A Business Debt Schedule
    • A Management Resumé form
    • And a Business History form
    • Construction Loan forms, including
  • A Complete Line Item Cost Breakdown
  • A Construction Loan Underwriting form
  • An Interest Reserve calculation sheet
• A Comprehensive Documentation List that you can use in-house or send to your clients when you know you have a viable transaction.
• A Hyperlinked Index that allows you to easily navigate throughout the entire spreadsheet.
• Training Videos that walk you through each form and how they interact with each other.

The spreadsheet comes ready for you to customize it with your logo, company, and contact information so that any form you send out has a way to let the recipient know how to reach you.

As mentioned, this spreadsheet is like having a complete back office to help you with your commercial origination business. It will allow you to:

• Quickly analyze an investment property loan transaction – we’re talking less than 5 minutes!
• Quickly analyze an owner-user loan transaction – this might take you 10 minutes, but that is FAST.
• Fully detail an acceptable loan transaction for the following loan types:
  • Multi-family
  • Multi-use commercial
  • Hotel/Motel
  • Owner-user
  • Construction
• Create an Executive Summary from the data that you collect to present to prospective lenders for screening purposes – should take you 30 minutes of interview time with your client to get this done.
• Provide an Underwriting Analysis for a construction loan request.
• Complete most of the standard documentation required by lenders for a comprehensive loan submission.
• Create a Loan Alternative Presentation for your clients which details out the various aspects of the loans in an easy to understand format – this might take 15 minutes.

So in less than an hour you can fully analyze, structure, shop, compare, and present a commercial loan transaction for a client. You will also have access to training videos that walk you through the various sections of the spreadsheet step-by-step so that you can easily master it for quick use on your part.

No serious commercial originator should be without this comprehensive tool.

Investment: $347.00