Checkli

Template

Sample Business Plan

Template

Summary Page

Borrower name and the entity that will hold title to the facility

Property legal description

Purpose of the loan

Loan amount and terms requested

Loan Ratio, or Loan To Value (LTV) requested

Collateral and source(s) of repayment

Financial Summary

Market Summary and Analysis

Area map including facility, and Of the facility

Demographics: population, growth, employment, & income

Market Trends

Neighborhood Analysis

Location Description in relation to customer base

Market position

Competition

Property Description

Site plan and analysis

Aerial and or Satellite Photo

Property photos

Improvement plans

Management Summary

Marketing Plan

Financial Data

3-year historical financial performance (if possde)

3-year projection of operations

Basis of these assumptions

This creates a private checklist in your account.