Stop Feeling Unprepared for Your Refinance.
Â
Get the Lender-Ready Toolkit and Turn Your Anxiety into an Action Plan.
Download the free 3-part PDF checklist + spreadsheet calculator that smart multifamily owners use to organize their data room, stress-test their KPIs, and build a bulletproof case for their lender.
What You'll Get In the Toolkit
Data Room Checklist:
A comprehensive checklist of every document a lender will ask for, so you can assemble your package with zero guesswork.
The KPI Stress Test:
A simple table to benchmark your property's key metrics (DSCR, LTV, Occupancy) against common lender targets to instantly spot any red flags.
Value-Add Levers
A list of actionable, low-cost steps you can take in the next 60 days to improve your metrics before you apply for a loan.
DSCR & LTV Calculator:Â
A plug-and-play Google Sheet to calculate your key metrics and model different scenarios.
"In today's market, a prepared borrower gets better terms. Period. This toolkit is designed to get you into the top 20% of borrowers before you ever speak to a lender. It's the exact process I use to prepare my advisory clients for high-stakes financing."
Â
— Trevor T. Calton, Founder
Real Estate Finance AcademyÂ
Get Your Lender-Ready Refinancing Diagnostic Toolkit NowÂ
We respect your privacy and will never share your info.