Demand as transportation services as commerceWe Don’t Just Ask for Docs — We Help You Get Them Right
We’ll guide you through:
- Personal Financial Statements (PFS) — what lenders actually want to see
- Tax returns — including what years and forms are relevant
- Income & Expense Reports — whether it’s a stabilized property or a lease-up
- Entity docs, insurance info, rent rolls — we’ve got checklists for it all
The Challenge:
Collecting documents for a commercial loan is more than a checklist — it’s a maze. Most borrowers (and even some brokers) don’t know exactly what’s needed, how to present it properly, or what red flags to avoid. That leads to confusion, back-and-forth with underwriters, and deals that stall for weeks — or worse, fall apart entirely.
Our Solution:
We don’t hand you a PDF and wish you luck. Our team actively works with you to organize and prepare a complete, high-quality loan package. We guide you through everything lenders look for — from Personal Financial Statements and tax returns to income and expense reports, rent rolls, entity docs, and more. We even provide templates, checklists, and examples so nothing gets missed.
The Result:
You submit a file that’s not just complete — it’s clean, credible, and lender-ready. Underwriters move faster. Conditions are fewer. Approvals come quicker. And most importantly, your clients see you as the expert who helped get the deal done right, the first time.
Contact us at the Consulting WP office nearest to you or submit a business inquiry online.
Consulting theme is an invaluable partner. Our teams have collaborated to support the growing field of practitioners using collective impact.
