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Downloadable resource

Commercial Valuation Prep Checklist

A one-page PDF commercial real estate teams use to collect the financials, rent roll, and marketing assets needed to underwrite faster.

What’s inside

Keep your uploads organized and lenders happy. Use this to gather the right files and notes before you send anything over.

  • Gather the latest trailing 12-month P&L, rent roll, and occupancy trend lines.
  • Organize marketing collateral (photos, brochures) with clear filenames for each asset.
  • List recent capital improvements, leases in motion, and open diligence questions.
  • Flag lender or investor deadlines so we can prioritize your underwriting window.

Shared workflow

12+core operating steps aligned across intake, underwriting, and follow-up

Files requested

250+documents and asset categories covered by the checklist

Faster handoff

< 10dwhen owners submit a complete checklist and supporting files

Already have everything on the list? Go straight to our client onboarding flow or hand the checklist to your lender so they know what’s coming.

Free PDF download

Get the valuation prep checklist

Drop your information below and we’ll send over the PDF plus a link to share with your team.