If anyone has sample packages or templates you’re willing to share, that would be a huge help.To be clear: I’m not asking for funding — just learning how to package my materials so that when I approach lenders, I’m professional and prepared.Thanks in advance for any insights! 

Are there any challenges you've encountered?

I’d love to get a sense of options if a buyer wanted to bundle this package differently! 

A lot of wholesalers/brokers I connect with like having a lending partner they can point buyers to, since it helps deals close faster and makes you look like the full package when you bring a property + financing solution. 

Pace was the only one I encountered who showed up live, who is living these deals out every day and consistently finding ways to deliver (increasing) value to his community.

While we can’t directory choose the appraiser (that’s illegal) we do control the process and docs until the loan package is submitted to underwriting.

I put most of my multifamily deals in front of Fannie, Freddie, and 6 to 10 traditional banks and credit unions (grab bag mix of local and nationwide), as soon as I have the credit package together, if there's even a remote chance it will qualify.

Evan — love the way you’re packaging deals with NOI, OpEx, and cash flow built in.

If you have several properties, it becomes a lot of work if you one bank account for each tenant, so most people just switch to tracking the amounts through an accounting package but still holding all the security deposits in one separate account.On our apartments, we have all those funds in the operating accounts and keep careful track of each resident's deposit in our accounting package.

When you stay on-site, every hallway conversation, elevator encounter, and chance meeting is a potential breakthrough.