Real Estate Document Checklist

Real estate documentation varies by property type and financing path. The lists below reflect Meridian’s approved starting information for selected real estate programs.

Investment residential

For a residential investment-property discussion, Meridian’s approved starting list is intentionally simple.

• Application
• Property basics

Commercial investment

• Rent roll
• Profit-and-loss statement (P&L)
• Personal financial statement (PFS)

Ground-up construction

• Experience worksheet
• Scope of work
• Personal financial statement (PFS)
• Pro forma / exit strategy

Keep the list tied to the transaction

These lists are starting points for the identified financing paths. A provider may request additional information after reviewing the property and transaction.

Availability, eligibility, structures, costs, and timing depend on the transaction, provider review, documentation, program availability, and applicable terms.