Template Library
Deal Document Templates
Every template ships as a blank, fill-in-the-bracket version and a fully filled worked example with realistic numbers, so you see both what to fill in and what a finished document actually looks like.
1031 Like-Kind Exchange Timeline & Deadline Tracker
A date-driven checklist and deadline calculator for tracking the IRS-mandated 45-day identification and 180-day exchange-period deadlines, identification rules, and boot-avoidance requirements in a delayed (Starker) 1031 like-kind exchange.
Acquisition Closing Checklist
A document-by-document and task-by-task checklist for the final stretch between due diligence expiration and funding, covering loan documents, title/escrow, insurance, and the closing statement so nothing stalls the closing date at the last minute.
Acquisition Due Diligence Checklist
A working checklist for tracking every item a buyer needs to request, receive, and review during the due diligence period of a commercial property acquisition, organized by category with an owner and status for each line.
ALTA/NSPS Land Title Survey Order Letter & Table A Items Checklist
A cover letter and checklist for ordering a new ALTA/NSPS Land Title Survey that specifies exactly which optional Table A items the surveyor must include, since a bare-minimum ALTA survey omits most of them unless the client requests them by name.
Appraisal Engagement Letter / Order Request
The formal letter a lender or its appraisal management company sends to engage an appraiser for a specific loan, spelling out the scope of work, value premise(s) and effective date(s), intended use/intended user, property information provided, turnaround time, and the appraiser-independence certification required for a federally related transaction.
Broker Engagement Agreement — Listing & Buyer Representation
A dual-format brokerage engagement contract, in a single document with two selectable sections, covering both an exclusive/non-exclusive listing agreement authorizing a broker to market an owner's property for sale and a buyer representation agreement authorizing a broker to represent a buyer's search.
Capital Stack Summary
A one-page, table-based breakdown of every layer of capital in a deal's capitalization -- from senior debt at the base to common equity at the top -- showing each tranche's dollar amount, share of total capitalization, pricing, term, and repayment or distribution priority.
Certificate of Insurance (COI) Request Letter & Lender Requirements Checklist
A letter to the property's insurance agent requesting a new Certificate of Insurance, paired with a checklist the closing team uses to confirm every coverage, lender-status, and rating requirement is actually met before the funding wire goes out.
Confidentiality Agreement (NDA) — Disposition
A one-way confidentiality agreement a prospective buyer signs, in favor of the seller, before a broker will release the full Offering Memorandum and underlying due diligence materials for a property being marketed for sale.
For Sale / For Lease Property Flyer
A one-page marketing flyer a listing broker uses to advertise a single for-sale or for-lease property to prospective buyers, tenants, and cooperating brokers.
Investment Teaser — Pre-NDA Marketing Summary
A one-page, anonymized pre-marketing summary of a property for sale, circulated broadly to gauge investor interest before a signed confidentiality agreement unlocks the full Offering Memorandum.
Lender Term Sheet Comparison Matrix
A side-by-side worksheet for comparing multiple lender quotes on the same deal across every term that actually matters, not just the headline rate — so the borrower's recommendation is defensible on paper, not just a gut call.
Letter of Intent (LOI) — Acquisition
A non-binding letter setting out the key business terms a buyer proposes for acquiring a commercial property, used to establish alignment before the parties spend money on a full purchase and sale agreement.
Loan Origination / Mortgage Broker Fee Agreement
The engagement letter a mortgage broker or loan originator has a borrower sign before sourcing and negotiating debt financing on the borrower's behalf, distinct from a sale-side listing agreement.
Loan Submission / Deal Executive Summary
A narrative, one-to-two-page cover memo -- built around the 5 Cs of Credit (Character, Capacity, Capital, Collateral, Conditions) -- that leads a loan submission package or a lender/investment-committee presentation, telling the reader why the deal works before they ever open the supporting schedules.
Offering Memorandum (OM) — Outline & Section-by-Section Guide
A structural outline a broker fills in section by section to assemble a for-sale marketing package for a commercial property, from executive summary through broker contact and confidentiality language.
One-Page Acquisition Underwriting Model
A condensed, single-page pro forma that summarizes a proposed acquisition's Year 1 income and expenses, NOI and going-in cap rate, financing terms, five-year cash flow projection, exit assumptions, and levered return metrics.
Personal Financial Statement (PFS) for a Loan Guarantor
A guarantor's personal balance sheet -- assets, liabilities, and resulting net worth and liquidity -- one of the four standard document groups (borrower/guarantor information) in nearly every commercial loan submission package.
Phase I Environmental Site Assessment (ESA) Scope & Ordering Checklist
A pre-order and report-review checklist for confirming a Phase I Environmental Site Assessment is scoped to the ASTM E1527-21 / EPA All Appropriate Inquiries standard, covers every required inquiry element, and is evaluated correctly for Recognized, Historical, and Controlled Recognized Environmental Conditions.
Purchase and Sale Agreement (PSA) — Key Business Terms Summary
A one-page summary of the negotiated business terms for a property acquisition — price, deposit structure, due diligence, closing, and default remedies — that a broker prepares from an accepted LOI to give both sides' attorneys a shared, already-aligned starting point for drafting the full Purchase and Sale Agreement.
Rent Roll Template
A tenant-by-tenant snapshot of a property's leases as of a stated date -- suite, tenant name, square footage, lease dates, current rent, and key lease terms -- one of the single most-used documents in commercial real estate, built and updated constantly by brokers, property managers, and buyers.
Schedule of Real Estate Owned (SREO)
A property-by-property list of every real estate asset a borrower or guarantor owns -- value, debt, income, and cash flow on each -- used to assess a sponsor's contingent liabilities, portfolio-level leverage, and actual hands-on experience with the property type and deal size being requested.
Subordination, Non-Disturbance & Attornment (SNDA) Agreement Request Package
A three-part package -- the lender's requirement letter to the borrower, the borrower's transmittal cover letter to the tenant, and the SNDA form itself -- used to obtain a major tenant's binding agreement to subordinate its lease in exchange for the lender's promise not to disturb its tenancy upon foreclosure.
T12 (Trailing-Twelve-Month) Operating Statement
A month-by-month, line-item record of a property's actual income and operating expenses over the most recent 12 months -- the primary evidence underwriters use to sanity-check a seller's pro forma NOI against what the property has actually produced.
Tenant Estoppel Certificate Request Letter
A two-part package -- a landlord/seller cover letter demanding a signed estoppel by a firm deadline, plus the estoppel certificate form itself -- used to make each tenant certify the key facts of their own lease directly to a buyer or lender.
Virtual Data Room (VDR) Folder & File Checklist
A structural folder-by-folder checklist for organizing and file-naming a seller-side virtual data room -- financial, leases and tenancy, property and physical, legal and title, marketing materials, and miscellaneous records -- before a property goes to market for sale or refinance, including what must and must not be redacted in each category before upload.