When preparing for your first meeting with a hard money lender, the right documents and clarity can make all the difference. Bringing a well‑organized package communicates that you’re serious, prepared, and ready to execute. Here’s what to bring — and why it matters.
Key Items to Bring
- Property & Deal Details
- Address, photos, and purchase contract
- Comparable sales and after-repair value (ARV)
- Rehab / Renovation Plan
- Detailed scope of work with budget
- Contractor bids and project timeline
- Financials & Borrower Info
- Bank statements or proof of funds
- Personal financials, tax returns, ID
- LLC documents if applicable
- Exit Strategy
- Clear plan to sell or refinance
- Supporting projections and comps
- Experience & Track Record
- Past flips, rentals, or relevant projects
- Team info if you’re a first-time investor
- Supporting Documents
- Title/escrow and insurance contacts
- Inspection or appraisal/BPO reports
Why It Matters
- Shows preparedness: Lenders see you’re serious
- Reduces lender risk: Clear budgets and exit plans help underwrite efficiently
- Speeds approvals: Well-prepared packages move faster
- Builds credibility: Even first-time investors appear professional
CoreLend Financial: Ready When You Are
At CoreLend, we value clarity and organization. When you bring a well-prepped package to our first meeting, it helps us move quickly and align terms to your deal — not force you into a rigid structure.
Want help pulling together your first lender presentation? Contact CoreLend today. We’ll guide you on what documents to prepare and what to emphasize, so you walk into that first meeting with confidence.
Prepared deals don’t just get funded — they win.
