Capital Markets Execution Early Rate-Lock, Full Underwriting Checklist 2025

1. Click ‘Get Form’ to open it in the editor.
2. Begin by reviewing the checklist items listed in Section E.4. Ensure you have all necessary documents ready for upload.
3. Fill out the required fields, starting with the Evidence of Insurance and Form 1133. Upload your insurance documentation directly into the form.
4. Next, input the certified rent roll dated within 30 days of submission. This is crucial for accurate financial assessment.
5. Continue by providing historical property financial statements and current property financial statements, ensuring they are certified.
6. Complete sections regarding Seller's pro forma property financial statements and compliance certifications as needed.
7. Upload any additional required documents such as credit reports, environmental reports, and engineering surveys as specified in the checklist.

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